0001214659-19-004225.txt : 20190617 0001214659-19-004225.hdr.sgml : 20190617 20190617143713 ACCESSION NUMBER: 0001214659-19-004225 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20141231 FILED AS OF DATE: 20190617 DATE AS OF CHANGE: 20190617 EFFECTIVENESS DATE: 20190617 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Occidental Asset Management, LLC CENTRAL INDEX KEY: 0001770994 IRS NUMBER: 462763324 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19444 FILM NUMBER: 19901155 BUSINESS ADDRESS: STREET 1: 301 CALIFORNIA DR. #9 CITY: BURLINGAME STATE: CA ZIP: 94010 BUSINESS PHONE: 650-409-3888 MAIL ADDRESS: STREET 1: 301 CALIFORNIA DR. #9 CITY: BURLINGAME STATE: CA ZIP: 94010 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001770994 XXXXXXXX 12-31-2014 12-31-2014 false Occidental Asset Management, LLC

301 CALIFORNIA DR. #9 BURLINGAME CA 94010

13F HOLDINGS REPORT 028-19444 N Nathan Hatton Walsh 650-409-3888 s/Nathan Hatton Walsh San Francisco CA 06-17-2019 0 60 65646 INFORMATION TABLE 2 infotable.xml GENERAL ELECTRIC CO COM 369604103 244 9653 SH SOLE 9653 0 0 PFIZER INC COM 717081103 243 7921 SH SOLE 7921 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 1522 7405 SH SOLE 7405 0 0 PIMCO ETF TR TTL RTN ACTV ETF 72201R775 1664 15525 SH SOLE 15525 0 0 ISHARES TR TIPS BD ETF 464287176 966 8625 SH SOLE 8625 0 0 CHURCH & DWIGHT INC COM 171340102 379 9625 SH SOLE 9625 0 0 ISHARES TR SELECT DIVID ETF 464287168 893 11250 SH SOLE 11250 0 0 ISHARES TR CHINA ETF 46429B671 736 14652 SH SOLE 14652 0 0 SPDR SER TR SHT TRM HGH YLD 78468R408 963 33304 SH SOLE 33304 0 0 WELLS FARGO & CO NEW COM 949746101 499 9100 SH SOLE 9100 0 0 APPLE INC COM 037833100 894 8096 SH SOLE 8096 0 0 TARGET CORP COM 87612E106 274 3612 SH SOLE 3612 0 0 ISHARES INTL SEL DIV ETF 464288448 337 10000 SH SOLE 10000 0 0 AT&T INC COM 00206R102 289 8613 SH SOLE 8613 0 0 ORACLE CORP COM 68389X105 522 11604 SH SOLE 11604 0 0 PHILIP MORRIS INTL INC COM 718172109 334 4100 SH SOLE 4100 0 0 MERCK & CO INC NEW COM 58933Y105 666 11719 SH SOLE 11719 0 0 WISDOMTREE TR INDIA ERNGS FD 97717W422 495 22464 SH SOLE 22464 0 0 INTEL CORP COM 458140100 438 12062 SH SOLE 12062 0 0 POWERSHARES ETF TRUST II SENIOR LN PORT 73936Q769 2995 61432 SH SOLE 61432 0 0 CLAYMORE EXCHANGE TRD FD TR GUGG SPINOFF ETF 18383M605 430 9600 SH SOLE 9600 0 0 ISHARES TR RUS 2000 GRW ETF 464287648 560 3936 SH SOLE 3936 0 0 EXXON MOBIL CORP COM 30231G102 295 3194 SH SOLE 3194 0 0 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 227 4010 SH SOLE 4010 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1333 8875 SH SOLE 8875 0 0 DIAGEO P L C SPON ADR NEW 25243Q205 878 7699 SH SOLE 7699 0 0 HERSHEY CO COM 427866108 246 2365 SH SOLE 2365 0 0 VANGUARD INDEX FDS REIT ETF 922908553 1057 13054 SH SOLE 13054 0 0 ISHARES TR IBOXX INV CP ETF 464287242 566 4740 SH SOLE 4740 0 0 QUEST DIAGNOSTICS INC COM 74834L100 211 3143 SH SOLE 3143 0 0 FACEBOOK INC CL A 30303M102 18447 236443 SH SOLE 236443 0 0 ISHARES TR PHLX SEMICND ETF 464287523 641 6898 SH SOLE 6898 0 0 SPDR SERIES TRUST BRC CNV SECS ETF 78464A359 584 12450 SH SOLE 12450 0 0 ISHARES TR RUS MDCP VAL ETF 464287473 1321 17904 SH SOLE 17904 0 0 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 331 8300 SH SOLE 8300 0 0 HEMISPHERX BIOPHARMA INC COM 42366C103 570 190000 SH SOLE 190000 0 0 HOME DEPOT INC COM 437076102 219 2091 SH SOLE 2091 0 0 ISHARES IBOXX HI YD ETF 464288513 1035 11556 SH SOLE 11556 0 0 POWERSHARES GLOBAL ETF TRUST SOVEREIGN DEBT 73936T573 973 34535 SH SOLE 34535 0 0 SPDR SERIES TRUST S&P DIVID ETF 78464A763 2263 28724 SH SOLE 28724 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 329 2051 SH SOLE 2051 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 678 14487 SH SOLE 14487 0 0 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 2341 29393 SH SOLE 29393 0 0 MICROSOFT CORP COM 594918104 626 13469 SH SOLE 13469 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 1051 10992 SH SOLE 10992 0 0 BRISTOL MYERS SQUIBB CO COM 110122108 496 8400 SH SOLE 8400 0 0 ISHARES MSCI BRZ CAP ETF 464286400 620 16964 SH SOLE 16964 0 0 JPMORGAN CHASE & CO ALERIAN ML ETN 46625H365 879 19135 SH SOLE 19135 0 0 ISHARES TR S&P 500 VAL ETF 464287408 250 2662 SH SOLE 2662 0 0 NOVARTIS A G SPONSORED ADR 66987V109 380 4098 SH SOLE 4098 0 0 STEELCASE INC CL A 858155203 192 10688 SH SOLE 10688 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 1061 26509 SH SOLE 26509 0 0 ISHARES U.S. PFD STK ETF 464288687 803 20356 SH SOLE 20356 0 0 ISHARES TR RUS MD CP GR ETF 464287481 811 8789 SH SOLE 8789 0 0 VANGUARD BD INDEX FD INC TOTAL BND MRKT 921937835 377 4574 SH SOLE 4574 0 0 JANUS CAP GROUP INC COM 47102X105 201 12449 SH SOLE 12449 0 0 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 424 4930 SH SOLE 4930 0 0 ZENDESK INC COM 98936J101 5260 215832 SH SOLE 215832 0 0 ISHARES TR MSCI UTD KNGDM 46434V548 1029 28530 SH SOLE 28530 0 0 JOHNSON & JOHNSON COM 478160104 298 2845 SH SOLE 2845 0 0