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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
51 SPDR SER TR 22,752 1,642 2.30%
52 SPDR SER TR 12,450 557 0.78%
53 SSGA ACTIVE ETF TR 57,875 2,866 4.01%
54 STEELCASE INC 10,688 197 0.28%
55 TARGET CORP 3,612 284 0.40%
56 VANGUARD BD INDEX FDS 4,574 375 0.53%
57 VANGUARD INDEX FDS 11,797 891 1.25%
58 VANGUARD INTL EQUITY INDEX F 20,015 662 0.93%
59 VANGUARD SCOTTSDALE FDS 49,155 3,918 5.49%
60 VANGUARD SCOTTSDALE FDS 4,930 421 0.59%
61 VERIZON COMMUNICATIONS INC 13,686 595 0.83%
62 WELLS FARGO & CO NEW 9,100 467 0.65%
63 WISDOMTREE TR 39,864 794 1.11%
64 YUM BRANDS INC 3,487 200 0.28%
65 ZENDESK INC 20,207 398 0.56%
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