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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 ZENDESK INC 10,207 286 0.19%
2 YUM BRANDS INC 4,790 306 0.20%
3 WELLS FARGO & CO NEW 8,963 499 0.33%
4 WAL-MART STORES INC 3,961 286 0.19%
5 WADDELL & REED FINL INC 16,961 288 0.19%
6 VOYA GLBL EQTY DIV & PREM OP 11,871 87 0.06%
7 VERIZON COMMUNICATIONS INC 21,485 1,047 0.69%
8 VANGUARD SCOTTSDALE FDS 4,415 381 0.25%
9 VANGUARD SCOTTSDALE FDS 76,421 6,094 4.04%
10 VANGUARD MUN BD FDS 8,100 410 0.27%
11 VANGUARD INTL EQUITY INDEX F 117,626 4,672 3.10%
12 VANGUARD INTL EQUITY INDEX F 17,204 823 0.55%
13 VANGUARD INDEX FDS 6,212 513 0.34%
14 VANGUARD BD INDEX FDS 4,630 375 0.25%
15 VANECK VECTORS ETF TR 22,448 539 0.36%
16 VANECK VECTORS ETF TR 15,849 485 0.32%
17 VALERO ENERGY CORP NEW 6,135 407 0.27%
18 TESORO CORP 3,653 296 0.20%
19 TARGET CORP 5,500 304 0.20%
20 SYSCO CORP 5,661 294 0.19%
21 SSGA ACTIVE ETF TR 202,411 9,892 6.55%
22 SPDR SERIES TRUST 8,628 488 0.32%
23 SPDR SERIES TRUST 56,224 2,076 1.38%
24 SPDR SER TR 32,766 916 0.61%
25 SPDR SER TR 33,892 2,987 1.98%
26 SPDR SER TR 49,344 2,373 1.57%
27 SPDR SER TR 31,336 1,711 1.13%
28 SPDR SER TR 7,151 346 0.23%
29 SPDR S&P 500 ETF TR 2,601 613 0.41%
30 SPDR INDEX SHS FDS 6,056 226 0.15%
31 SPDR GOLD TR 2,128 253 0.17%
32 SELECT SECTOR SPDR TR 19,847 1,291 0.86%
33 SELECT SECTOR SPDR TR 3,000 223 0.15%
34 SCHWAB US DIVIDEND EQUITY ETF 8,385 374 0.25%
35 SANDERSON FARMS INC 2,650 275 0.18%
36 RELIANCE STEEL & ALUMINUM CO 3,298 264 0.17%
37 QUEST DIAGNOSTICS INC 2,185 215 0.14%
38 QUALCOMM INC 6,428 369 0.24%
39 PUBLIC SVC ENTERPRISE GRP IN 6,915 307 0.20%
40 PROGRESSIVE CORP OHIO 9,572 375 0.25%
41 POWERSHARES ETF TRUST II 171,347 3,986 2.64%
42 POWERSHARES ETF TR II 158,405 4,603 3.05%
43 POWERSHARES ETF TR II 48,368 1,428 0.95%
44 PORTOLA PHARMACEUTICALS INC 11,350 445 0.29%
45 PIMCO ETF TR 2,000 203 0.13%
46 PIMCO ETF TR 71,601 7,541 5.00%
47 PIMCO ETF TR 6,900 365 0.24%
48 PHILIP MORRIS INTL INC 3,871 437 0.29%
49 PFIZER INC 10,575 362 0.24%
50 PENSKE AUTOMOTIVE GRP INC 5,578 261 0.17%
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