13F-HR/A filed by Stuart Chaussee & Associates, Inc.
Stuart Chaussee & Associates, Inc. filed this 13F-HR/A for the quarter ended 2017-12-31, filed 2018-02-05, with 120 holding rows worth $138,453,000.
- Accession
- 0001095449-18-000013
- Filer
- CIK 1653253
- Filed
- 2018-02-05
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2017
A holdings report, amendment of type restatement, 120 entries on the cover page, a total value of $138,453,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $138,453,000 with VALUE read as thousands by filing date, 13F file number 028-17154. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| iShares MSCI USA Momentum Factor ETF | 46432F396 | SHS | 405,319 | $42,036,000 | thousands by filing date | |
| ISHARES TR | 464289875 | CORE 40 MODE ETF | 791,238 | $30,115,000 | thousands by filing date | |
| ISHARES TR | 464288257 | MSCI ACWI ETF | 350,690 | $25,306,000 | thousands by filing date | |
| SELECT SECTOR SPDR TR | 81369Y308 | STATE STREET CON | 442,984 | $25,206,000 | thousands by filing date | |
| Vanguard High Dividend Yield ETF | 921946406 | SHS | 66,444 | $5,706,000 | thousands by filing date | |
| ISHARES TR | 464288182 | MSCI AC ASIA ETF | 48,090 | $3,655,000 | thousands by filing date | |
| SPDR SER TR | 78464A508 | PRTFLO S&P500 VL | 37,334 | $1,150,000 | thousands by filing date | |
| ISHARES TR | 464289883 | CORE 30 70 ETF | 16,841 | $583,000 | thousands by filing date | |
| Starbucks Corporation | 855244109 | COM | 9,000 | $520,000 | thousands by filing date | |
| EXXON MOBIL CORP | 30231G102 | COM | 4,379 | $368,000 | thousands by filing date | |
| Coca-Cola Company | 191216100 | COM | 7,705 | $352,000 | thousands by filing date | |
| United Parcel Service,Inc. Class B | 911312106 | COM | 2,331 | $278,000 | thousands by filing date | |
| ALTRIA GROUP INC | 022095103 | COM | 2,626 | $187,000 | thousands by filing date | |
| ISHARES TR | 464287234 | MSCI EMG MKT ETF | 3,010 | $141,000 | thousands by filing date | |
| KRAFT HEINZ CO COM | 500754106 | Stock | 1,757 | $137,000 | thousands by filing date | |
| Intel Corp | 458140100 | COM | 2,896 | $134,000 | thousands by filing date | |
| PACWEST BANCORP DEL | 695263103 | COM | 2,586 | $130,000 | thousands by filing date | |
| JPMorgan Chase & Co | 46625H100 | COM | 1,155 | $124,000 | thousands by filing date | |
| CONSOLIDATED EDISON INC | 209115104 | COM | 1,370 | $117,000 | thousands by filing date | |
| Walt Disney Co | 254687106 | COM | 998 | $108,000 | thousands by filing date | |
| Microsoft Corp | 594918104 | COM | 1,178 | $101,000 | thousands by filing date | |
| Verizon Communications Inc | 92343V104 | COM | 1,865 | $100,000 | thousands by filing date | |
| Apple Inc | 037833100 | COM | 563 | $96,000 | thousands by filing date | |
| VANGUARD SCOTTSDALE FDS | 92206C409 | COM | 1,200 | $95,000 | thousands by filing date | |
| Philip Morris International Inc. | 718172109 | COM | 844 | $88,000 | thousands by filing date | |
| Chevron Corporation | 166764100 | COM | 664 | $83,000 | thousands by filing date | |
| ROYAL DUTCH SHELL PLC SPN ADR | 780259206 | SPONS ADR A | 1,170 | $78,000 | thousands by filing date | |
| AT&T Inc | 00206R102 | COM | 1,964 | $77,000 | thousands by filing date | |
| Waste Management, Inc. | 94106L109 | COM | 859 | $74,000 | thousands by filing date | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 52 | $55,000 | thousands by filing date | |
| Amazon.com, Inc | 023135106 | COM | 46 | $55,000 | thousands by filing date | |
| iShares MSCI KLD 400 Social ETF | 464288570 | SHS | 555 | $55,000 | thousands by filing date | |
| Johnson & Johnson | 478160104 | COM | 386 | $54,000 | thousands by filing date | |
| DOMINION ENERGY INC COM | 257464109 | Common | 655 | $53,000 | thousands by filing date | |
| ISHARES TR | 46435G516 | COM | 770 | $52,000 | thousands by filing date | |
| SYSCOCORP | 871829107 | COM | 820 | $50,000 | thousands by filing date | |
| ALLSTATE CORP COM | 020002101 | Stock | 458 | $48,000 | thousands by filing date | |
| Wells Fargo & Company | 949746101 | COM | 774 | $47,000 | thousands by filing date | |
| RAYTHEON CO | 755111507 | COM NEW | 250 | $47,000 | thousands by filing date | |
| Oracle Corporation | 68389X105 | COM | 749 | $36,000 | thousands by filing date | |
| Mondelez International,Inc. Class A | 609207105 | COM | 780 | $34,000 | thousands by filing date | |
| Southern Company | 842587107 | COM | 685 | $33,000 | thousands by filing date | |
| Vanguard Real Estate | 922908553 | SHS | 400 | $33,000 | thousands by filing date | |
| Boeing Company | 097023105 | COM | 108 | $32,000 | thousands by filing date | |
| SPDR SERIES TRUST | 78464A375 | ST INTER BD ETF | 880 | $30,000 | thousands by filing date | |
| iShares MSCI ACWI Low Carbon Target ETF | 46434V464 | SHS | 230 | $27,000 | thousands by filing date | |
| Vanguard FTSE All-World ex-US Small-Cap ETF | 922042718 | SHS | 215 | $26,000 | thousands by filing date | |
| Vanguard Mega Cap Growth ETF | 921910816 | SHS | 235 | $26,000 | thousands by filing date | |
| ETF SER SOLUTIONS | 26922A404 | VIDENT INTERNATI | 915 | $26,000 | thousands by filing date | |
| 3M CO COM | 88579Y101 | Stock | 106 | $25,000 | thousands by filing date | |
| Caterpillar Inc. | 149123101 | COM | 150 | $24,000 | thousands by filing date | |
| PNC FINL SVCS GROUP INC COM | 693475105 | Stock | 167 | $24,000 | thousands by filing date | |
| ROYAL DUTCH SHELL PLC SPN ADR | 780259107 | SPON ADR B | 344 | $23,000 | thousands by filing date | |
| Morgan Stanley | 617446448 | COM | 384 | $20,000 | thousands by filing date | |
| PRUDENTIAL FINL INC COM | 744320102 | Stock | 172 | $20,000 | thousands by filing date | |
| ISHARES TR | 46429B663 | CORE HIGH DV ETF | 225 | $20,000 | thousands by filing date | |
| Home Depot, Inc | 437076102 | COM | 88 | $17,000 | thousands by filing date | |
| Comcast Corp | 20030N101 | COM | 396 | $16,000 | thousands by filing date | |
| Honeywell Technologies | 438516106 | COM | 107 | $16,000 | thousands by filing date | |
| SPDR Portfolio S&P 1500 Composite Stock Market ETF | 78464A805 | SHS | 405 | $14,000 | thousands by filing date | |
| Visa Inc | 92826C839 | COM | 124 | $14,000 | thousands by filing date | |
| SPY | 78462F103 | SHS | 50 | $13,000 | thousands by filing date | |
| Texas Instruments Incorporated | 882508104 | COM | 110 | $12,000 | thousands by filing date | |
| Cisco Systems,Inc. | 17275R102 | COM | 290 | $11,000 | thousands by filing date | |
| Costco Wholesale Corporation | 22160K105 | COM | 60 | $11,000 | thousands by filing date | |
| American Express Company | 025816109 | COM | 100 | $10,000 | thousands by filing date | |
| Chubb Limited | H1467J104 | COM | 67 | $10,000 | thousands by filing date | |
| Merck & Co.,Inc. | 58933Y105 | COM | 177 | $10,000 | thousands by filing date | |
| Pfizer Inc. | 717081103 | COM | 266 | $10,000 | thousands by filing date | |
| Stryker Corporation | 863667101 | COM | 65 | $10,000 | thousands by filing date | |
| AMERICAN AIRLINES GROUP INC COM | 02376R102 | Stock | 193 | $10,000 | thousands by filing date | |
| CME Group Inc. Class A | 12572Q105 | COM | 59 | $9,000 | thousands by filing date | |
| Marsh & McLennan Companies,Inc. | 571748102 | COM | 97 | $8,000 | thousands by filing date | |
| BLACKROCK INC CL A COM | 09247X101 | COM | 15 | $8,000 | thousands by filing date | |
| Automatic Data Processing,Inc. | 053015103 | COM | 60 | $7,000 | thousands by filing date | |
| EVERSOURCE ENERGY COM | 30040W108 | Stock | 115 | $7,000 | thousands by filing date | |
| McDonalds Corporation | 580135101 | COM | 33 | $6,000 | thousands by filing date | |
| Bristol-Myers Squibb Company | 110122108 | COM | 86 | $5,000 | thousands by filing date | |
| Citigroup Inc. | 172967424 | COM | 62 | $5,000 | thousands by filing date | |
| USBANCORPDEL | 902973304 | COM NEW | 90 | $5,000 | thousands by filing date | |
| GENERAL DYNAMICS CORP COM | 369550108 | Stock | 23 | $5,000 | thousands by filing date | |
| PUBLIC STORAGE COM | 74460D109 | REIT | 26 | $5,000 | thousands by filing date | |
| MasterCard, Inc | 57636Q104 | COM | 27 | $4,000 | thousands by filing date | |
| PepsiCo,Inc. | 713448108 | COM | 32 | $4,000 | thousands by filing date | |
| PRICELINE GRP INC | 741503403 | COM NEW | 2 | $4,000 | thousands by filing date | |
| Amgen Inc. | 031162100 | COM | 16 | $3,000 | thousands by filing date | |
| Bank of America Corp | 060505104 | COM | 100 | $3,000 | thousands by filing date | |
| NIKE,Inc. Class B | 654106103 | COM | 45 | $3,000 | thousands by filing date | |
| CHENIERE ENERGY INC COM NEW | 16411R208 | Stock | 61 | $3,000 | thousands by filing date | |
| LAM RESEARCH CORP | 512807108 | COM | 18 | $3,000 | thousands by filing date | |
| American Tower Corporation | 03027X100 | COM | 15 | $2,000 | thousands by filing date | |
| Danaher Corporation | 235851102 | COM | 22 | $2,000 | thousands by filing date | |
| NextEra Energy,Inc. | 65339F101 | COM | 13 | $2,000 | thousands by filing date | |
| Union Pacific Corporation | 907818108 | COM | 17 | $2,000 | thousands by filing date | |
| UnitedHealth Group Inc | 91324P102 | COM | 11 | $2,000 | thousands by filing date | |
| SOUTHWESTAIRLSCO | 844741108 | STOK | 37 | $2,000 | thousands by filing date | |
| UNUM GROUP COM | 91529Y106 | Stock | 43 | $2,000 | thousands by filing date | |
| KIMBERLY-CLARK CORP COM | 494368103 | Stock | 14 | $2,000 | thousands by filing date | |
| PARKER-HANNIFIN CORP COM | 701094104 | Stock | 9 | $2,000 | thousands by filing date | |
| METLIFE INC COM | 59156R108 | Stock | 41 | $2,000 | thousands by filing date | |
| NORTHERN TR CORP COM | 665859104 | Stock | 23 | $2,000 | thousands by filing date | |
| TERADYNE INC COM | 880770102 | Stock | 44 | $2,000 | thousands by filing date | |
| XYLEM INC COM | 98419M100 | Stock | 23 | $2,000 | thousands by filing date | |
| ELECTRONIC ARTS INC COM | 285512109 | Stock | 15 | $2,000 | thousands by filing date | |
| EQUINIX INC COM | 29444U700 | REIT | 5 | $2,000 | thousands by filing date | |
| NORTHROP GRUMMAN CORP COM | 666807102 | Stock | 6 | $2,000 | thousands by filing date | |
| LAUDER ESTEE COS INC CL A | 518439104 | Stock | 12 | $2,000 | thousands by filing date | |
| CIGNA CORPORATION | 125509109 | COM | 9 | $2,000 | thousands by filing date | |
| AON PLC | G0408V102 | SHS CL A | 15 | $2,000 | thousands by filing date | |
| INGERSOLL-RAND PLC | G47791101 | SHS | 23 | $2,000 | thousands by filing date | |
| Koninklijke Philips | n6817p109 | Common | 65 | $2,000 | thousands by filing date | |
| SALESFORCE.COM INC COM | 794662302 | Common | 19 | $2,000 | thousands by filing date | |
| Adobe Inc | 00724F101 | COM | 6 | $1,000 | thousands by filing date | |
| Applied Materials,Inc. | 038222105 | COM | 25 | $1,000 | thousands by filing date | |
| NVIDIA Corp | 67066G104 | COM | 7 | $1,000 | thousands by filing date | |
| PAYPALHLDGSINC | 70450Y103 | STOK | 19 | $1,000 | thousands by filing date | |
| AMERICAN ELEC PWR CO INC COM | 025537101 | Stock | 20 | $1,000 | thousands by filing date | |
| AGILENT TECHNOLOGIES INC COM | 00846U101 | Stock | 15 | $1,000 | thousands by filing date | |
| SEMPRA COM | 816851109 | Stock | 10 | $1,000 | thousands by filing date | |
| ATLAS ENERGY LP | 04930A104 | COM UNITS LP | 79 | $1,000 | thousands by filing date |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001095449-18-000009 | superseded | 2018-02-02 | acceptance time not in the bulk data set | |
| 13F-HR/A 0001095449-18-000013 | this filing | 2018-02-05 | acceptance time not in the bulk data set |