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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 (2015Q4)
Original 13F HR (0001214659-19-004229) filed in 2019.06.17
#
Name
Shares
Value ($)
%
Options
Notes
1 FACEBOOK INC 129,243 13,527 17.30%
2 POWERSHARES ETF TRUST II 110,783 5,110 6.54%
3 ISHARES TR 45,213 4,156 5.32%
4 VANGUARD SCOTTSDALE FDS 50,317 3,975 5.08%
5 PIMCO ETF TR 37,833 3,943 5.04%
6 ISHARES TR 50,011 3,434 4.39%
7 SSGA ACTIVE ETF TR 68,514 3,330 4.26%
8 ISHARES TR 65,234 2,534 3.24%
9 SPDR SER TR 80,061 2,057 2.63%
10 ISHARES TR 22,716 2,011 2.57%
11 ISHARES TR 19,961 1,986 2.54%
12 SPDR SER TR 23,251 1,711 2.19%
13 POWERSHARES ETF TR II 61,531 1,680 2.15%
14 ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF 17,389 1,401 1.79%
15 ISHARES TR 11,621 1,275 1.63%
16 ISHARES TR 10,955 1,185 1.52%
17 ISHARES TR 9,946 1,134 1.45%
18 ISHARES RUSSELL 2000 GROWTH ETF 8,071 1,124 1.44%
19 Ishares Tr Msci United Kingdom Etf 34,484 1,113 1.42%
20 BERKSHIRE HATHAWAY INC DEL 8,300 1,096 1.40%
21 VANGUARD INDEX FDS 12,506 997 1.28%
22 APPLE INC 9,197 968 1.24%
23 JPMORGAN CHASE & CO 31,854 951 1.22%
24 MICROSOFT CORP 15,094 837 1.07%
25 WISDOMTREE TR 41,676 786 1.01%
26 DIAGEO P L C 6,894 752 0.96%
27 MERCK & CO INC 10,840 638 0.82%
28 VANGUARD INTL EQUITY INDEX F 19,498 638 0.82%
29 VERIZON COMMUNICATIONS INC 13,586 628 0.80%
30 SPDR S&P 500 ETF TR 3,010 614 0.79%
31 BRISTOL MYERS SQUIBB CO 8,300 571 0.73%
32 Market Vectors Oil Services 20,907 553 0.71%
33 SPDR SER TR 12,450 539 0.69%
34 ZENDESK INC 20,207 534 0.68%
35 ISHARES TR 5,631 506 0.65%
36 SELECT SECTOR SPDR TR 10,011 505 0.65%
37 WELLS FARGO & CO NEW 9,100 495 0.63%
38 CLAYMORE EXCHANGE TRD FD TR 11,900 457 0.58%
39 ISHARES TR 9,794 437 0.56%
40 SELECT SECTOR SPDR TR 5,452 426 0.54%
41 ORACLE CORP 11,604 424 0.54%
42 VANGUARD SCOTTSDALE FDS 4,930 415 0.53%
43 CHURCH & DWIGHT 9,225 392 0.50%
44 INTEL CORP 10,890 375 0.48%
45 VANGUARD BD INDEX FDS 4,574 369 0.47%
46 PHILIP MORRIS INTL INC 4,100 360 0.46%
47 NOVARTIS A G 4,098 353 0.45%
48 FIRST TR EXCHANGE TRADED FD 5,547 335 0.43%
49 SCHWAB US DIVIDEND EQUITY ETF 8,300 320 0.41%
50 ISHARES 14,913 308 0.39%
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