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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 (2016Q4)
Original 13F HR (0001214659-19-003504) filed in 2019.05.15
#
Name
Shares
Value ($)
%
Options
Notes
1 FACEBOOK INC 146,853 16,895 12.16%
2 SSGA ACTIVE ETF TR 183,050 8,858 6.38%
3 PIMCO ETF TR 58,238 6,064 4.36%
4 VANGUARD SCOTTSDALE FDS 65,288 5,182 3.73%
5 ISHARES TR 52,559 5,119 3.68%
6 ISHARES TR 58,070 4,671 3.36%
7 ISHARES TR 43,742 4,589 3.30%
8 SPDR SER TR 51,635 4,418 3.18%
9 ISHARES RUSSELL 2000 GROWTH ETF 21,837 3,362 2.42%
10 VANGUARD INTL EQUITY INDEX F 87,669 3,137 2.26%
11 ISHARES TR 30,634 3,106 2.24%
12 POWERSHARES ETF TRUST II 127,647 2,982 2.15%
13 ISHARES TR 67,556 2,514 1.81%
14 POWERSHARES ETF TR II 88,489 2,501 1.80%
15 ISHARES TR 17,302 2,422 1.74%
16 ISHARES TR 77,404 2,288 1.65%
17 VANGUARD INDEX FDS 26,446 2,183 1.57%
18 ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF 24,682 2,136 1.54%
19 ISHARES TR 11,496 1,724 1.24%
20 ISHARES TR 15,384 1,696 1.22%
21 SPDR SER TR 29,778 1,655 1.19%
22 APPLE INC 14,211 1,646 1.18%
23 JPMORGAN CHASE & CO 51,224 1,619 1.17%
24 ISHARES TR 18,110 1,604 1.15%
25 ISHARES TR 13,253 1,553 1.12%
26 POWERSHARES ETF TR II 50,943 1,422 1.02%
27 SELECT SECTOR SPDR TR 27,090 1,310 0.94%
28 SPDR SER TR 46,839 1,297 0.93%
29 MICROSOFT CORP 19,323 1,201 0.86%
30 SPDR SER TR 25,069 1,144 0.82%
31 CLAYMORE EXCHANGE TRD FD TR 26,153 1,136 0.82%
32 BERKSHIRE HATHAWAY INC DEL 6,659 1,085 0.78%
33 VERIZON COMMUNICATIONS INC 19,694 1,051 0.76%
34 DIAGEO P L C 7,780 809 0.58%
35 CHURCH & DWIGHT 18,312 809 0.58%
36 NVIDIA CORPORATION 7,563 807 0.58%
37 ISHARES TR 7,360 796 0.57%
38 VANGUARD SPECIALIZED FUNDS 9,182 782 0.56%
39 MERCK & CO INC 13,059 769 0.55%
40 AT&T INC 17,723 754 0.54%
41 SELECT SECTOR SPDR TR 9,060 737 0.53%
42 ISHARES TR 25,300 731 0.53%
43 ISHARES TR 4,057 726 0.52%
44 BRISTOL MYERS SQUIBB CO 12,319 720 0.52%
45 ISHARES TR 19,610 677 0.49%
46 INTERNATIONAL BUSINESS MACHS 3,532 586 0.42%
47 INTEL CORP 15,672 568 0.41%
48 SPDR S&P 500 ETF TR 2,434 544 0.39%
49 ISHARES TR 4,709 528 0.38%
50 HOME DEPOT INC 3,872 519 0.37%
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