0001095449-18-000013.txt : 20180205
0001095449-18-000013.hdr.sgml : 20180205
20180202183718
ACCESSION NUMBER: 0001095449-18-000013
CONFORMED SUBMISSION TYPE: 13F-HR/A
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20171231
FILED AS OF DATE: 20180205
DATE AS OF CHANGE: 20180202
EFFECTIVENESS DATE: 20180205
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Stuart Chaussee & Associates, Inc.
CENTRAL INDEX KEY: 0001653253
IRS NUMBER: 454451253
STATE OF INCORPORATION: CA
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR/A
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-17154
FILM NUMBER: 18572322
BUSINESS ADDRESS:
STREET 1: 26107 BASSWOOD AVENUE
CITY: RANCHO PALOS VERDES
STATE: CA
ZIP: 90275
BUSINESS PHONE: (310) 373-3732
MAIL ADDRESS:
STREET 1: 468 NORTH CAMDEN DRIVE
CITY: BEVERLY HILLS
STATE: CA
ZIP: 90210
13F-HR/A
1
primary_doc.xml
13F-HR/A
LIVE
false
false
false
0001653253
XXXXXXXX
12-31-2017
12-31-2017
true
1
RESTATEMENT
Stuart Chaussee & Associates, Inc.
468 NORTH CAMDEN DRIVE
BEVERLY HILLS
CA
90210
13F HOLDINGS REPORT
028-17154
N
Stuart D. Chaussee
President
(310) 373-3732
Stuart D. Chaussee
Beverly Hills
CA
01-09-2017
0
120
138453
false
INFORMATION TABLE
2
2017-12_table.xml
13F HOLDINGS REPORT FOR DECEMBER 31, 2017
3M CO COM
Common
88579y101
25
106
SH
SOLE
0
0
106
ADOBE SYSTEMS INC COM
Common
00724f101
1
6
SH
SOLE
0
0
6
AGILENT TECHNOLOGIES INC COM
Common
00846u101
1
15
SH
SOLE
0
0
15
ALLSTATE CORP COM
Common
020002101
48
458
SH
SOLE
0
0
458
ALPHABET INC COM CL C
Common
02079k107
55
52
SH
SOLE
0
0
52
ALTRIA GROUP INC COM
Common
022095103
187
2626
SH
SOLE
0
0
2626
AMAZON.COM INC COM
Common
023135106
55
46
SH
SOLE
0
0
46
AMERICAN AIRLINES GROUP INC COM
Common
02376r102
10
193
SH
SOLE
0
0
193
AMERICAN ELEC PWR INC COM
Common
025537101
1
20
SH
SOLE
0
0
20
AMERICAN EXPRESS CO COM
Common
025816109
10
100
SH
SOLE
0
0
100
AMERICAN TOWER CORP COM
Common
03027x100
2
15
SH
SOLE
0
0
15
AMGEN INC COM
Common
031162100
3
16
SH
SOLE
0
0
16
AON PLC COM CL A
Common
g0408v102
2
15
SH
SOLE
0
0
15
APPLE INC COM
Common
037833100
96
563
SH
SOLE
0
0
563
APPLIED MATERIALS INC COM
Common
038222105
1
25
SH
SOLE
0
0
25
AT&T INC COM
Common
00206r102
77
1964
SH
SOLE
0
0
1964
AUTOMATIC DATA PROCESSING INC COM
Common
053015103
7
60
SH
SOLE
0
0
60
BANK OF AMERICA CORP COM
Common
060505104
3
100
SH
SOLE
0
0
100
BLACKROCK INC COM
Common
09247x101
8
15
SH
SOLE
0
0
15
BOEING CO COM
Common
097023105
32
108
SH
SOLE
0
0
108
BRISTOL-MYERS SQUIBB COM
Common
110122108
5
86
SH
SOLE
0
0
86
CATERPILLAR INC COM
Common
149123101
24
150
SH
SOLE
0
0
150
CHENIERE ENERGY INC COM
Common
16411r208
3
61
SH
SOLE
0
0
61
CHEVRON CORP COM
Common
166764100
83
664
SH
SOLE
0
0
664
CHUBB LTD COM
Common
h1467j104
10
67
SH
SOLE
0
0
67
CIGNA CORP COM
Common
125509109
2
9
SH
SOLE
0
0
9
CISCO SYSTEMS INC COM
Common
17275r102
11
290
SH
SOLE
0
0
290
CITIGROUP INC COM
Common
172967424
5
62
SH
SOLE
0
0
62
CME GROUP INC COM CL A
Common
12572q105
9
59
SH
SOLE
0
0
59
COCA COLA CO COM
Common
191216100
352
7705
SH
SOLE
0
0
7705
COMCAST CORP COM CL A
Common
20030n101
16
396
SH
SOLE
0
0
396
CONSOLIDATED EDISON CO N Y INC COM
Common
209115104
117
1370
SH
SOLE
0
0
1370
COSTCO WHOLESALE CORPORATION COM
Common
22160k105
11
60
SH
SOLE
0
0
60
DANAHER CORP DEL COM
Common
235851102
2
22
SH
SOLE
0
0
22
DOMINION ENERGY INC COM
Common
257464109
53
655
SH
SOLE
0
0
655
ELECTRONIC ARTS COM
Common
285512109
2
15
SH
SOLE
0
0
15
EQUINIX INC COM
Common
29444u700
2
5
SH
SOLE
0
0
5
ESTEE LAUDER COMPANIES COM CL A
Common
518439104
2
12
SH
SOLE
0
0
12
ETF SER SOLUTIONS VIDENT INTL EQ
Common
26922a404
26
915
SH
SOLE
0
0
915
EVERSOURCE ENERGY COM
Common
30040w108
7
115
SH
SOLE
0
0
115
EXXON MOBIL CORPORATION COM
Common
30231g102
368
4379
SH
SOLE
0
0
4379
GENERAL DYNAMICS CORP COM
Common
369550108
5
23
SH
SOLE
0
0
23
HOME DEPOT INC COM
Common
437076102
17
88
SH
SOLE
0
0
88
HONEYWELL INTERNATIONAL INC COM
Common
438516106
16
107
SH
SOLE
0
0
107
ING GROEP N V ADR SPONSORED
Common
04930a104
1
79
SH
SOLE
0
0
79
INGERSOLL-RAND COM
Common
g47791101
2
23
SH
SOLE
0
0
23
INTEL CORP COM
Common
458140100
134
2896
SH
SOLE
0
0
2896
ISHARES CORE CONSVE ALLOCATION ETF
Common
464289883
583
16841
SH
SOLE
0
0
16841
ISHARES CORE HIGH DIVIDEND ETF
Common
46429b663
20
225
SH
SOLE
0
0
225
ISHARES CORE MODERATE ALLOCATION ETF
Common
464289875
30115
791238
SH
SOLE
0
0
791238
ISHARES EDGE MSCI USA MOMENTM FACT ETF
Common
46432f396
42036
405319
SH
SOLE
0
0
405319
ISHARES MSCI ACWI ETF
Common
464288257
25306
350690
SH
SOLE
0
0
350690
ISHARES MSCI ALL CNT ASIA EX JPN ETF
Common
464288182
3655
48090
SH
SOLE
0
0
48090
ISHARES MSCI EAFE ESG OPTIMIZED ETF
Common
46435g516
52
770
SH
SOLE
0
0
770
ISHARES MSCI EMERGING MKTS ETF
Common
464287234
141
3010
SH
SOLE
0
0
3010
ISHARES MSCI KLD 400 SOC IDX FD
Common
464288570
55
555
SH
SOLE
0
0
555
ISHARES TRUST MSCI ACWI LOW CARBON TRG ETF
Common
46434v464
27
230
SH
SOLE
0
0
230
JOHNSON & JOHNSON COM
Common
478160104
54
386
SH
SOLE
0
0
386
JP MORGAN CHASE & CO COM
Common
46625h100
124
1155
SH
SOLE
0
0
1155
KIMBERLY CLARK CORP COM
Common
494368103
2
14
SH
SOLE
0
0
14
KONINKLIJKE PHILLIPS N V ADR SPONSORED
Common
n6817p109
2
65
SH
SOLE
0
0
65
KRAFT HEINZ CO COM
Common
500754106
137
1757
SH
SOLE
0
0
1757
LAM RESEARCH CORP COM
Common
512807108
3
18
SH
SOLE
0
0
18
MARSH & MCLENNAN COS INC COM
Common
571748102
8
97
SH
SOLE
0
0
97
MASTERCARD INC COM CL A
Common
57636q104
4
27
SH
SOLE
0
0
27
MCDONALDS CORP COM
Common
580135101
6
33
SH
SOLE
0
0
33
MERCK & CO INC. COM
Common
58933y105
10
177
SH
SOLE
0
0
177
METLIFE INC COM
Common
59156r108
2
41
SH
SOLE
0
0
41
MICROSOFT CORP COM
Common
594918104
101
1178
SH
SOLE
0
0
1178
MONDELEZ INTL INC COM CL A
Common
609207105
34
780
SH
SOLE
0
0
780
MORGAN STANLEY COM
Common
617446448
20
384
SH
SOLE
0
0
384
NEXTERA ENERGY INC COM
Common
65339f101
2
13
SH
SOLE
0
0
13
NIKE INC COM CL B
Common
654106103
3
45
SH
SOLE
0
0
45
NORTHERN TR CORP COM
Common
665859104
2
23
SH
SOLE
0
0
23
NORTHROP GRUMMAN CORP COM
Common
666807102
2
6
SH
SOLE
0
0
6
NVIDIA CORP COM
Common
67066g104
1
7
SH
SOLE
0
0
7
ORACLE CORP COM
Common
68389x105
36
749
SH
SOLE
0
0
749
PACWEST BANCORP COM
Common
695263103
130
2586
SH
SOLE
0
0
2586
PARKER HANNIFIN CORP COM
Common
701094104
2
9
SH
SOLE
0
0
9
PAYPAL HLDGS INC COM
Common
70450y103
1
19
SH
SOLE
0
0
19
PEPSICO INC COM
Common
713448108
4
32
SH
SOLE
0
0
32
PFIZER INC COM
Common
717081103
10
266
SH
SOLE
0
0
266
PHILIP MORRIS INTL COM
Common
718172109
88
844
SH
SOLE
0
0
844
PNC FINL CORP COM
Common
693475105
24
167
SH
SOLE
0
0
167
PRICELINE GROUP INC COM
Common
741503403
4
2
SH
SOLE
0
0
2
PRUDENTIAL FINANCIAL INC COM
Common
744320102
20
172
SH
SOLE
0
0
172
PUBLIC STORAGE COM
Common
74460d109
5
26
SH
SOLE
0
0
26
RAYTHEON CO COM
Common
755111507
47
250
SH
SOLE
0
0
250
ROYAL DUTCH SHELL PLC ADR SPONSORED
Common
780259206
78
1170
SH
SOLE
0
0
1170
ROYAL DUTCH SHELL PLC ADR SPONSORED
Common
780259107
23
344
SH
SOLE
0
0
344
SALESFORCE.COM INC COM
Common
794662302
2
19
SH
SOLE
0
0
19
SELECT SECTOR SPDR TRUST CONSUMER STAPLES INDEX
Common
81369y308
25206
442984
SH
SOLE
0
0
442984
SEMPRA ENERGY COM
Common
816851109
1
10
SH
SOLE
0
0
10
SOUTHERN CO COM
Common
842587107
33
685
SH
SOLE
0
0
685
SOUTHWEST AIRLINES CO COM
Common
844741108
2
37
SH
SOLE
0
0
37
SPDR SERIES TRUST S&P500 VL ETF
Common
78464a508
1150
37334
SH
SOLE
0
0
37334
SPDR SERIES TRUST PORTFLIO INT TRM CORP BOND ETF
Common
78464a375
30
880
SH
SOLE
0
0
880
SPDR SERIES TRUST PORTFOLIO TOTAL STK MRKT ETF
Common
78464a805
14
405
SH
SOLE
0
0
405
SPDR TR S&P 500 ETF TR
Common
78462f103
13
50
SH
SOLE
0
0
50
STARBUCKS CORP COM
Common
855244109
520
9000
SH
SOLE
0
0
9000
STRYKER CORP COM
Common
863667101
10
65
SH
SOLE
0
0
65
SYSCO CORP COM
Common
871829107
50
820
SH
SOLE
0
0
820
TERADYNE INC COM
Common
880770102
2
44
SH
SOLE
0
0
44
TEXAS INSTRUMENTS INC COM
Common
882508104
12
110
SH
SOLE
0
0
110
UNION PAC CORP COM
Common
907818108
2
17
SH
SOLE
0
0
17
UNITED PARCEL SERVICE COM CL B
Common
911312106
278
2331
SH
SOLE
0
0
2331
UNITEDHEALTH GROUP INC COM
Common
91324p102
2
11
SH
SOLE
0
0
11
UNUM PROVIDENT CORP COM
Common
91529y106
2
43
SH
SOLE
0
0
43
US BANCORP COM
Common
902973304
5
90
SH
SOLE
0
0
90
VANGUARD HIGH DIVIDEND YIELD ETF
Common
921946406
5706
66444
SH
SOLE
0
0
66444
VANGUARD MEGA CAP GROWTH ETF
Common
921910816
26
235
SH
SOLE
0
0
235
VANGUARD REIT ETF INDEX
Common
922908553
33
400
SH
SOLE
0
0
400
VANGUARD SHORT TERM CORP BOND ETF
Common
92206c409
95
1200
SH
SOLE
0
0
1200
VANGUARD WORLD EX US SMALL CAP ETF
Common
922042718
26
215
SH
SOLE
0
0
215
VERIZON COMMUNICATIONS COM
Common
92343v104
100
1865
SH
SOLE
0
0
1865
VISA INC COM CL A
Common
92826c839
14
124
SH
SOLE
0
0
124
WALT DISNEY CO COM
Common
254687106
108
998
SH
SOLE
0
0
998
WASTE MANAGEMENT INC COM
Common
94106l109
74
859
SH
SOLE
0
0
859
WELLS FARGO & CO COM
Common
949746101
47
774
SH
SOLE
0
0
774
XYLEM INC COM
Common
98419m100
2
23
SH
SOLE
0
0
23