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Institutional Investment Manager
Occidental Asset Management, LLC
Occidental Asset Management, LLC (CIK: 0001770994) incorporated in Delaware, located at 301 California Dr. #9, Burlingame, CA. Institutional holdings reported to the SEC.

Institutional Holdings (2015Q3)
Original 13F HR (0001214659-19-004228) filed in 2019.06.17
#
Name
Shares
Value ($)
%
Options
Notes
1 FACEBOOK INC 130,443 11,727 16.42%
2 POWERSHARES ETF TRUST II 106,304 5,077 7.11%
3 VANGUARD SCOTTSDALE FDS 49,155 3,918 5.49%
4 PIMCO ETF TR 33,687 3,553 4.98%
5 ISHARES TR 51,419 3,450 4.83%
6 SSGA ACTIVE ETF TR 57,875 2,866 4.01%
7 ISHARES TR 31,934 2,830 3.96%
8 ISHARES TR 63,194 2,439 3.42%
9 SPDR SER TR 79,250 2,135 2.99%
10 ISHARES TR 18,234 1,696 2.38%
11 POWERSHARES ETF TR II 60,943 1,672 2.34%
12 SPDR SER TR 22,752 1,642 2.30%
13 ISHARES TR 19,107 1,606 2.25%
14 ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF 15,668 1,305 1.83%
15 ISHARES TR 10,679 1,182 1.66%
16 BERKSHIRE HATHAWAY INC DEL 8,875 1,157 1.62%
17 ISHARES TR 9,946 1,155 1.62%
18 Ishares Tr Msci United Kingdom Etf 32,975 1,081 1.51%
19 ISHARES TR 9,821 1,029 1.44%
20 ISHARES RUSSELL 2000 GROWTH ETF 7,494 1,004 1.41%
21 APPLE INC 8,952 987 1.38%
22 JPMORGAN CHASE & CO 30,045 913 1.28%
23 VANGUARD INDEX FDS 11,797 891 1.25%
24 WISDOMTREE TR 39,864 794 1.11%
25 DIAGEO P L C 7,064 761 1.07%
26 VANGUARD INTL EQUITY INDEX F 20,015 662 0.93%
27 MICROSOFT CORP 14,258 631 0.88%
28 VERIZON COMMUNICATIONS INC 13,686 595 0.83%
29 SPDR SER TR 12,450 557 0.78%
30 Market Vectors Oil Services 20,245 556 0.78%
31 SPDR S&P 500 ETF TR 2,870 550 0.77%
32 MERCK & CO INC 11,040 545 0.76%
33 BRISTOL MYERS SQUIBB CO 8,400 497 0.70%
34 SELECT SECTOR SPDR TR 10,011 472 0.66%
35 WELLS FARGO & CO NEW 9,100 467 0.65%
36 CHURCH & DWIGHT 10,100 424 0.59%
37 ISHARES TR 5,167 421 0.59%
38 VANGUARD SCOTTSDALE FDS 4,930 421 0.59%
39 ORACLE CORP 11,604 419 0.59%
40 ZENDESK INC 20,207 398 0.56%
41 HEMISPHERX BIOPHARMA INC 190,000 390 0.55%
42 NOVARTIS A G 4,098 377 0.53%
43 VANGUARD BD INDEX FDS 4,574 375 0.53%
44 ISHARES TR 8,520 373 0.52%
45 CLAYMORE EXCHANGE TRD FD TR 9,600 366 0.51%
46 ISHARES 15,769 346 0.48%
47 INTEL CORP 10,990 331 0.46%
48 PHILIP MORRIS INTL INC 4,100 325 0.46%
49 SCHWAB US DIVIDEND EQUITY ETF 8,300 298 0.42%
50 INTERNATIONAL BUSINESS MACHS 2,051 297 0.42%
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