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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 (2017Q1)
Original 13F HR (0001214659-19-002198) filed in 2019.03.19
#
Name
Shares
Value ($)
%
Options
Notes
1 FACEBOOK INC 133,503 18,964 12.56%
2 SSGA ACTIVE ETF TR 202,411 9,892 6.55%
3 PIMCO ETF TR 71,601 7,541 5.00%
4 ISHARES TR 57,042 6,491 4.30%
5 VANGUARD SCOTTSDALE FDS 76,421 6,094 4.04%
6 ISHARES TR 66,978 5,558 3.68%
7 VANGUARD INTL EQUITY INDEX F 117,626 4,672 3.10%
8 POWERSHARES ETF TR II 158,405 4,603 3.05%
9 ISHARES TR 44,198 4,586 3.04%
10 POWERSHARES ETF TRUST II 171,347 3,986 2.64%
11 ISHARES TR 37,957 3,949 2.62%
12 ISHARES TR 21,908 3,542 2.35%
13 ISHARES TR 25,512 3,537 2.34%
14 APPLE INC 22,142 3,181 2.11%
15 SPDR SERIES TRUST 33,892 2,987 1.98%
16 ISHARES TR 90,488 2,847 1.89%
17 ISHARES TR 72,957 2,823 1.87%
18 SPDR SERIES TRUST 49,344 2,373 1.57%
19 SPDR SERIES TRUST 56,224 2,076 1.38%
20 JPMORGAN CHASE & CO 56,987 1,841 1.22%
21 SPDR SERIES TRUST 31,336 1,711 1.13%
22 ISHARES TR 12,860 1,516 1.00%
23 ISHARES TR 16,290 1,484 0.98%
24 POWERSHARES ETF TR II 48,368 1,428 0.95%
25 MICROSOFT CORP 20,525 1,352 0.90%
26 SELECT SECTOR SPDR TR 19,847 1,291 0.86%
27 CLAYMORE EXCHANGE TRD FD TR 24,257 1,114 0.74%
28 BERKSHIRE HATHAWAY INC DEL 6,360 1,060 0.70%
29 VERIZON COMMUNICATIONS INC 21,485 1,047 0.69%
30 DIAGEO P L C 7,980 922 0.61%
31 SPDR SER TR 32,766 916 0.61%
32 MERCK & CO INC 13,859 881 0.58%
33 VANGUARD INTL EQUITY INDEX F 17,204 823 0.55%
34 ISHARES TR 7,513 819 0.54%
35 CHURCH & DWIGHT INC 16,113 804 0.53%
36 ISHARES TR 25,300 770 0.51%
37 ISHARES TR 4,057 759 0.50%
38 AT&T INC 17,506 727 0.48%
39 NVIDIA CORP 6,202 676 0.45%
40 BRISTOL MYERS SQUIBB CO 12,169 662 0.44%
41 INTERNATIONAL BUSINESS MACHS 3,765 656 0.43%
42 HOME DEPOT INC 4,358 640 0.42%
43 SPDR S&P 500 ETF TR 2,601 613 0.41%
44 INTEL CORP 15,642 564 0.37%
45 ORACLE CORP 12,321 550 0.36%
46 VANECK VECTORS ETF TR 22,448 539 0.36%
47 ISHARES TR 4,616 531 0.35%
48 ISHARES TR 3,775 519 0.34%
49 GENERAL ELECTRIC CO 17,396 518 0.34%
50 VANGUARD INDEX FDS 6,212 513 0.34%
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