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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
101 SPDR SER TR 25,069 1,144 0.82%
102 SPDR SER TR 29,778 1,655 1.19%
103 SPDR SER TR 6,351 304 0.22%
104 SPDR SER TR 46,839 1,297 0.93%
105 SPDR SER TR 51,635 4,418 3.18%
106 SPDR SERIES TRUST 8,628 483 0.35%
107 SSGA ACTIVE ETF TR 183,050 8,858 6.38%
108 SYSCO CORP 5,144 285 0.21%
109 TARGET CORP 6,291 454 0.33%
110 TESORO CORP 2,770 242 0.17%
111 VALERO ENERGY CORP NEW 5,065 346 0.25%
112 VANECK VECTORS ETF TR 14,926 443 0.32%
113 VANECK VECTORS ETF TR 19,850 472 0.34%
114 VANGUARD BD INDEX FDS 4,274 345 0.25%
115 VANGUARD INDEX FDS 26,446 2,183 1.57%
116 VANGUARD INDEX FDS 2,397 223 0.16%
117 VANGUARD INTL EQUITY INDEX F 87,669 3,137 2.26%
118 VANGUARD INTL EQUITY INDEX F 10,479 463 0.33%
119 VANGUARD MUN BD FDS 8,100 407 0.29%
120 VANGUARD SCOTTSDALE FDS 3,823 328 0.24%
121 VANGUARD SCOTTSDALE FDS 65,288 5,182 3.73%
122 VANGUARD SPECIALIZED PORTFOL 9,182 782 0.56%
123 VANGUARD TAX-MANAGED FDS 6,555 240 0.17%
124 VERIZON COMMUNICATIONS INC 19,694 1,051 0.76%
125 WADDELL & REED FINL INC 12,672 247 0.18%
126 WAL-MART STORES INC 3,514 243 0.17%
127 WELLS FARGO CO NEW 8,963 494 0.36%
128 YUM BRANDS INC 4,790 303 0.22%
129 ZENDESK INC 10,207 216 0.16%
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