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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 (2016Q1)
Original 13F HR (0001214659-19-003498) filed in 2019.05.15
#
Name
Shares
Value ($)
%
Options
Notes
1 FACEBOOK INC 129,243 14,747 17.79%
2 ISHARES TR 46,845 4,317 5.21%
3 VANGUARD SCOTTSDALE FDS 50,714 4,059 4.90%
4 PIMCO ETF TR 37,834 3,990 4.81%
5 SSGA ACTIVE ETF TR 73,111 3,610 4.35%
6 ISHARES TR 50,119 3,555 4.29%
7 ISHARES TR 62,740 2,449 2.95%
8 POWERSHARES ETF TRUST II 106,193 2,412 2.91%
9 ISHARES TR 21,392 1,924 2.32%
10 SPDR SER TR 24,041 1,922 2.32%
11 ISHARES TR 18,872 1,883 2.27%
12 SPDR SER TR 72,787 1,879 2.27%
13 ISHARES TR 21,237 1,734 2.09%
14 POWERSHARES ETF TR II 53,116 1,503 1.81%
15 ISHARES TR 12,611 1,498 1.81%
16 ISHARES TR 47,841 1,387 1.67%
17 ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF 15,709 1,283 1.55%
18 PIMCO ETF TR 25,665 1,201 1.45%
19 ISHARES TR 10,413 1,194 1.44%
20 BERKSHIRE HATHAWAY INC DEL 8,200 1,163 1.40%
21 APPLE INC 9,966 1,086 1.31%
22 ISHARES RUSSELL 2000 GROWTH ETF 7,494 994 1.20%
23 VANGUARD INDEX FDS 11,797 989 1.19%
24 ISHARES TR 8,547 969 1.17%
25 CHURCH & DWIGHT 9,625 887 1.07%
26 MICROSOFT CORP 15,079 833 1.00%
27 WISDOMTREE TR 42,376 827 1.00%
28 JPMORGAN CHASE & CO 30,045 814 0.98%
29 VERIZON COMMUNICATIONS INC 13,586 735 0.89%
30 DIAGEO P L C 6,794 733 0.88%
31 POWERSHARES ETF TR II 26,358 697 0.84%
32 VANGUARD INTL EQUITY INDEX F 19,498 674 0.81%
33 SPDR S&P 500 ETF TR 3,015 620 0.75%
34 Market Vectors Oil Services 22,329 594 0.72%
35 MERCK & CO INC 10,840 574 0.69%
36 SPDR SER TR 12,450 538 0.65%
37 SELECT SECTOR SPDR TR 10,011 531 0.64%
38 BRISTOL MYERS SQUIBB CO 8,300 530 0.64%
39 ISHARES TR 5,731 525 0.63%
40 SELECT SECTOR SPDR TR 6,358 503 0.61%
41 ORACLE CORP 11,604 475 0.57%
42 FIRST TR EXCHANGE TRADED FD 8,501 474 0.57%
43 CLAYMORE EXCHANGE TRD FD TR 11,900 459 0.55%
44 ISHARES TR 10,592 450 0.54%
45 Ishares Tr Msci United Kingdom Etf 28,530 447 0.54%
46 WELLS FARGO & CO NEW 9,100 440 0.53%
47 VANGUARD SCOTTSDALE FDS 4,930 429 0.52%
48 ZENDESK INC 20,207 423 0.51%
49 PHILIP MORRIS INTL INC 4,100 402 0.48%
50 VANGUARD BD INDEX FDS 4,574 379 0.46%
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