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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
51 ORACLE CORP COM 12,321 484 0.39%
52 PFIZER INC COM 9,875 334 0.27%
53 PHILLIP MORRIS INTERNATIONALINC 4,114 400 0.33%
54 PIMCO ETF TR 5,134 260 0.21%
55 PIMCO ETF TR 47,682 5,147 4.19%
56 PORTOLA PHARMACE 11,600 263 0.21%
57 POWERSHARES ETF TR II 84,597 2,343 1.91%
58 POWERSHARES ETF TR II 75,239 2,305 1.88%
59 POWERSHARES ETF TRUST II 148,382 3,444 2.81%
60 QUEST DIAGNOSTICS INC 2,970 251 0.20%
61 Qualcomm Inc 4,013 275 0.22%
62 SCHWAB STRATEGIC TR 8,779 371 0.30%
63 SELECT SECTOR SPDR TR 7,042 411 0.33%
64 SELECT SECTOR SPDR TR 17,777 946 0.77%
65 SPDR INDEX SHS FDS 6,747 281 0.23%
66 SPDR S&P 500 Index ETF 3,136 678 0.55%
67 SPDR SER TR 100,225 2,775 2.26%
68 SPDR SERIES TRUST 42,685 3,601 2.93%
69 SPDR SERIES TRUST 24,450 1,134 0.92%
70 SPDR SERIES TRUST 8,628 512 0.42%
71 SSGA ACTIVE ETF TR 101,626 5,101 4.16%
72 TARGET CORP 5,148 354 0.29%
73 THE HERSHEY COMPANY COM 2,265 217 0.18%
74 Technology Select Sector SPDR 18,268 873 0.71%
75 UnitedHealth Group, Inc. 1,525 214 0.17%
76 VANECK VECTORS ETF TR 19,850 501 0.41%
77 VANECK VECTORS ETF TR 29,751 871 0.71%
78 VANGUARD BD INDEX FD INC 3,847 324 0.26%
79 VANGUARD FTSE EMERGING MARKETS ETF 46,842 1,763 1.44%
80 VANGUARD REIT INDEX #0986 17,495 1,517 1.24%
81 VANGUARD SCOTTSDALE FDS 4,083 366 0.30%
82 VANGUARD SHORT TERM CORP BD ETF #3145 59,361 4,782 3.90%
83 VERIZON COMMUNICATIONS INC 15,538 808 0.66%
84 WELLS FARGO & CO NEW 8,969 397 0.32%
85 WISDOMTREE TR 49,961 1,080 0.88%
86 YUM BRANDS INC 4,790 435 0.35%
87 ZENDESK INC 10,207 313 0.26%
88 iShares MSCI Emerging Markets 12,057 452 0.37%
89 iShares Russell 1000 Growth In 36,717 3,825 3.12%
90 iShares Russell 1000 Value Ind 4,884 516 0.42%
91 iShares Russell 2000 Index ETF 4,223 525 0.43%
92 iShares Russell Midcap Value I 56,524 4,339 3.54%
93 iShares SP Smcp600gr ETF 10,067 1,380 1.12%
94 iShares US PFD ETF US PFD STK 93,120 3,678 3.00%
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