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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 (2016Q3)
Original 13F HR (0001214659-19-003502) filed in 2019.05.15
#
Name
Shares
Value ($)
%
Options
Notes
1 FACEBOOK INC 152,343 19,541 15.92%
2 PIMCO ETF TR 47,682 5,147 4.19%
3 SSGA ACTIVE ETF TR 101,626 5,101 4.16%
4 VANGUARD SCOTTSDALE FDS 59,361 4,782 3.90%
5 ISHARES TR 56,524 4,339 3.54%
6 ISHARES TR 48,021 4,115 3.35%
7 ISHARES TR 40,835 3,976 3.24%
8 ISHARES TR 36,717 3,825 3.12%
9 ISHARES TR 93,120 3,678 3.00%
10 SPDR SER TR 42,685 3,601 2.93%
11 POWERSHARES ETF TRUST II 148,382 3,444 2.81%
12 ISHARES TR 29,247 2,777 2.26%
13 SPDR SER TR 100,225 2,775 2.26%
14 ISHARES TR 80,806 2,423 1.97%
15 POWERSHARES ETF TR II 84,597 2,343 1.91%
16 POWERSHARES ETF TR II 75,239 2,305 1.88%
17 ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF 21,233 1,853 1.51%
18 ISHARES TR 14,595 1,798 1.47%
19 VANGUARD INTL EQUITY INDEX F 46,842 1,763 1.44%
20 ISHARES RUSSELL 2000 GROWTH ETF 11,585 1,725 1.41%
21 CLAYMORE EXCHANGE TRD FD TR 38,819 1,665 1.36%
22 VANGUARD INDEX FDS 17,495 1,517 1.24%
23 APPLE INC 13,299 1,503 1.22%
24 JPMORGAN CHASE & CO 47,463 1,495 1.22%
25 ISHARES TR 10,067 1,380 1.12%
26 ISHARES TR 10,941 1,366 1.11%
27 SPDR SER TR 24,450 1,134 0.92%
28 BERKSHIRE HATHAWAY INC DEL 7,745 1,119 0.91%
29 WISDOMTREE TR 49,961 1,080 0.88%
30 MICROSOFT CORP 17,866 1,029 0.84%
31 SELECT SECTOR SPDR TR 12,527 1,003 0.82%
32 DIAGEO P L C 8,213 953 0.78%
33 SELECT SECTOR SPDR TR 17,777 946 0.77%
34 FIRST TR EXCHANGE TRADED FD 15,054 916 0.75%
35 CHURCH & DWIGHT 18,861 904 0.74%
36 SELECT SECTOR SPDR TR 18,268 873 0.71%
37 VANECK VECTORS ETF TR 29,751 871 0.71%
38 MERCK & CO INC 13,229 826 0.67%
39 VERIZON COMMUNICATIONS INC 15,538 808 0.66%
40 ISHARES TR 4,376 763 0.62%
41 ISHARES TR 25,300 699 0.57%
42 SPDR S&P 500 ETF TR 3,136 678 0.55%
43 BRISTOL MYERS SQUIBB CO 12,319 664 0.54%
44 INTEL CORP 15,672 592 0.48%
45 ISHARES TR 4,223 525 0.43%
46 AT&T INC 12,899 524 0.43%
47 ISHARES TR 4,884 516 0.42%
48 SPDR SERIES TRUST 8,628 512 0.42%
49 VANECK VECTORS ETF TR 19,850 501 0.41%
50 NVIDIA CORPORATION 7,137 489 0.40%
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