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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
51 SPDR S&P 500 ETF TR 3,010 614 0.79%
52 SPDR SER TR 12,450 539 0.69%
53 SPDR SER TR 23,251 1,711 2.19%
54 SPDR SER TR 80,061 2,057 2.63%
55 SSGA ACTIVE ETF TR 68,514 3,330 4.26%
56 STEELCASE INC 10,688 159 0.20%
57 TARGET CORP 3,612 262 0.34%
58 VANGUARD BD INDEX FDS 4,574 369 0.47%
59 VANGUARD INDEX FDS 12,506 997 1.28%
60 VANGUARD INTL EQUITY INDEX F 19,498 638 0.82%
61 VANGUARD SCOTTSDALE FDS 50,317 3,975 5.08%
62 VANGUARD SCOTTSDALE FDS 4,930 415 0.53%
63 VERIZON COMMUNICATIONS INC 13,586 628 0.80%
64 WELLS FARGO CO NEW 9,100 495 0.63%
65 WISDOMTREE TR 41,676 786 1.01%
66 ZENDESK INC 20,207 534 0.68%
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