Portfolio (Quarterly)
Guide ↗
Stuart Chaussee & Associates, Inc.
· CIK 0001653253| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 61 | VHT | Vanguard Health Care | — | 489 | $127K | 0.03% | SOLD |
| 62 | IWB | iShares Russell 1000 | — | 320 | $117K | 0.03% | SOLD |
| 63 | QUAL | iShares MSCI USA Quality | — | 568 | $110K | 0.02% | SOLD |
| 64 | QTAP | Innovator Growth-100 - Apr. | — | 2,470 | $108K | 0.02% | SOLD |
| 65 | IEFA | iShares Core MSCI EAFE | — | 1,197 | $105K | 0.02% | SOLD |
| 66 | WMT | Wal-Mart | Consumer Defensive | 986 | $102K | 0.02% | SOLD |
| 67 | SGOV | iShares 0-3 Month T-Bond | — | 950 | $96K | 0.02% | SOLD |
| 68 | VIG | Vanguard Dividend Appreciation | — | 410 | $88K | 0.02% | SOLD |
| 69 | SPY | SPDR S&P 500 | Financial Services | 130 | $87K | 0.02% | SOLD |
| 70 | KO | Coca-Cola | Consumer Defensive | 1,270 | $84K | 0.02% | SOLD |
| 71 | V | Visa | Financial Services | 236 | $81K | 0.02% | SOLD |
| 72 | FBIN | Fortune Brands Innovations | Industrials | 1,500 | $80K | 0.02% | SOLD |
| 73 | HON | Honeywell International | Industrials | 380 | $80K | 0.02% | SOLD |
| 74 | CVX | Chevron | Energy | 500 | $78K | 0.02% | SOLD |
| 75 | CMCSA | Comcast | Communication Services | 2,445 | $77K | 0.02% | SOLD |
| 76 | MRSH | Marsh & McLennan | Financial Services | 374 | $75K | 0.02% | SOLD |
| 77 | ELV | Elevance Health | Healthcare | 232 | $75K | 0.02% | SOLD |
| 78 | JNJ | Johnson & Johnson | Healthcare | 386 | $72K | 0.02% | SOLD |
| 79 | — | BlackRock | — | 57 | $66K | 0.01% | SOLD |
| 80 | MRK | Merck | Healthcare | 770 | $65K | 0.01% | SOLD |