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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 (2016Q2)
Original 13F HR (0001214659-19-003500) filed in 2019.05.15
#
Name
Shares
Value ($)
%
Options
Notes
1 FACEBOOK INC 161,852 18,496 16.17%
2 VANGUARD SCOTTSDALE FDS 55,556 4,491 3.93%
3 PIMCO ETF TR 41,764 4,484 3.92%
4 ISHARES TR 48,648 4,149 3.63%
5 SSGA ACTIVE ETF TR 81,330 4,060 3.55%
6 ISHARES TR 50,846 3,777 3.30%
7 ISHARES TR 36,450 3,658 3.20%
8 ISHARES TR 85,042 3,392 2.97%
9 SPDR SER TR 39,026 3,275 2.86%
10 POWERSHARES ETF TRUST II 141,836 3,258 2.85%
11 ISHARES TR 33,312 3,117 2.73%
12 SPDR SER TR 102,041 2,754 2.41%
13 POWERSHARES ETF TR II 78,781 2,165 1.89%
14 ISHARES TR 23,049 2,141 1.87%
15 ISHARES TR 68,188 1,952 1.71%
16 POWERSHARES ETF TR II 63,088 1,866 1.63%
17 ISHARES TR 13,986 1,717 1.50%
18 ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF 20,216 1,712 1.50%
19 CLAYMORE EXCHANGE TRD FD TR 39,035 1,540 1.35%
20 VANGUARD INDEX FDS 17,122 1,518 1.33%
21 JPMORGAN CHASE & CO 42,027 1,337 1.17%
22 VANGUARD INTL EQUITY INDEX F 37,126 1,308 1.14%
23 APPLE INC 13,170 1,259 1.10%
24 ISHARES TR 9,709 1,247 1.09%
25 ISHARES TR 6,827 1,148 1.00%
26 BERKSHIRE HATHAWAY INC DEL 7,825 1,133 0.99%
27 ISHARES RUSSELL 2000 GROWTH ETF 7,877 1,081 0.95%
28 WISDOMTREE TR 51,120 1,032 0.90%
29 SPDR SER TR 22,450 984 0.86%
30 ISHARES TR 9,466 977 0.85%
31 CHURCH & DWIGHT 9,430 970 0.85%
32 SELECT SECTOR SPDR TR 17,361 957 0.84%
33 ISHARES TR 7,991 934 0.82%
34 DIAGEO P L C 8,117 916 0.80%
35 MICROSOFT CORP 17,866 914 0.80%
36 FIRST TR EXCHANGE TRADED FD 15,505 914 0.80%
37 BRISTOL MYERS SQUIBB CO 12,319 906 0.79%
38 ISHARES TR 16,033 895 0.78%
39 VANECK VECTORS ETF TR 30,383 889 0.78%
40 SELECT SECTOR SPDR TR 11,265 879 0.77%
41 ISHARES TR 7,241 833 0.73%
42 VERIZON COMMUNICATIONS INC 14,886 831 0.73%
43 MERCK & CO INC 13,229 762 0.67%
44 ISHARES TR 25,300 690 0.60%
45 SPDR S&P 500 ETF TR 3,036 636 0.56%
46 SELECT SECTOR SPDR TR 14,227 617 0.54%
47 ISHARES TR 4,536 522 0.46%
48 SPDR SERIES TRUST 8,628 516 0.45%
49 VANECK VECTORS ETF TR 19,850 505 0.44%
50 ORACLE CORP 12,321 504 0.44%
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