0001095449-23-000078.txt : 20231114
0001095449-23-000078.hdr.sgml : 20231114
20231113182819
ACCESSION NUMBER: 0001095449-23-000078
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20230930
FILED AS OF DATE: 20231114
DATE AS OF CHANGE: 20231113
EFFECTIVENESS DATE: 20231114
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
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-17154
FILM NUMBER: 231400691
BUSINESS ADDRESS:
STREET 1: 721 VIA SOMONTE
CITY: PALOS VERDES ESTATES
STATE: CA
ZIP: 90274
BUSINESS PHONE: (310) 373-3732
MAIL ADDRESS:
STREET 1: 468 NORTH CAMDEN DRIVE
CITY: BEVERLY HILLS
STATE: CA
ZIP: 90210
13F-HR
1
primary_doc.xml
X0202
13F-HR
LIVE
false
false
false
0001653253
XXXXXXXX
09-30-2023
09-30-2023
Stuart Chaussee & Associates, Inc.
468 NORTH CAMDEN DRIVE
BEVERLY HILLS
CA
90210
13F HOLDINGS REPORT
028-17154
000112105
801-110912
N
Stuart D. Chaussee
President
(310) 373-3732
Stuart D. Chaussee
Beverly Hills
CA
10-15-2023
0
131
300774232
false
INFORMATION TABLE
2
table.2023-09.xml
13F INFORMATION TABLE FOR SEPTEMBER 30, 2023
Abbott Laboratories
Common
002824100
9685
100
SH
SOLE
0
0
100
AbbVie
Common
00287y109
121186
813
SH
SOLE
0
0
813
Accenture
Common
G1151C101
63615
207
SH
SOLE
0
0
207
Adobe Systems
Common
00724f101
28045
55
SH
SOLE
0
0
55
Air Products & Chemicals
Common
009158106
9352
33
SH
SOLE
0
0
33
Alphabet
Common
02079k107
239967
1820
SH
SOLE
0
0
1820
Alphabet
Common
02079k305
256486
1960
SH
SOLE
0
0
1960
Amazon.com
Common
023135106
17797
140
SH
SOLE
0
0
140
American Electric Power
Common
025537101
6318
84
SH
SOLE
0
0
84
American Express
Common
025816109
14919
100
SH
SOLE
0
0
100
American Intl. Group
Common
026874784
12726
210
SH
SOLE
0
0
210
American Tower
Common
03027x100
493
3
SH
SOLE
0
0
3
Amgen
Common
031162100
4300
16
SH
SOLE
0
0
16
ANSYS Inc.
Common
03662Q105
5058
17
SH
SOLE
0
0
17
Apple
Common
037833100
225997
1320
SH
SOLE
0
0
1320
Arthur J. Gallagher
Common
363576109
36925
162
SH
SOLE
0
0
162
Aspen Technology
Common
045327103
3677
18
SH
SOLE
0
0
18
AstraZeneca
Common
046353108
11174
165
SH
SOLE
0
0
165
Auto Data Processing
Common
053015103
6736
28
SH
SOLE
0
0
28
Bank of America
Common
060505104
135167
4937
SH
SOLE
0
0
4937
Berkshire Hathaway CL B
Common
084670702
30476
87
SH
SOLE
0
0
87
BlackRock
Common
09247x101
36850
57
SH
SOLE
0
0
57
Boeing
Common
097023105
51562
269
SH
SOLE
0
0
269
Brighthouse Financial
Common
10922N103
343
7
SH
SOLE
0
0
7
CDW Corp.
Common
12514G102
12106
60
SH
SOLE
0
0
60
Chevron
Common
166764100
168620
1000
SH
SOLE
0
0
1000
Chord Energy
Common
170404305
11669
72
SH
SOLE
0
0
72
Cintas
Common
172908105
12025
25
SH
SOLE
0
0
25
Cisco Systems
Common
17275R102
26880
500
SH
SOLE
0
0
500
CME Group
Common
12572q105
5606
28
SH
SOLE
0
0
28
Coca-Cola
Common
191216100
119685
2138
SH
SOLE
0
0
2138
Comcast
Common
20030n101
115284
2600
SH
SOLE
0
0
2600
ConocoPhillips
Common
20825C104
13657
114
SH
SOLE
0
0
114
Consolidated Edison
Common
209115104
49180
575
SH
SOLE
0
0
575
Cooper Companies
Common
216648402
6678
21
SH
SOLE
0
0
21
Copart
Common
217204106
6894
160
SH
SOLE
0
0
160
Crown Castle
Common
22822V101
460
5
SH
SOLE
0
0
5
Disney
Common
254687106
8105
100
SH
SOLE
0
0
100
Dover
Common
260003108
7673
55
SH
SOLE
0
0
55
Duke Energy
Common
26441C204
51456
583
SH
SOLE
0
0
583
Eaton
Common
G29183103
62278
292
SH
SOLE
0
0
292
Elevance Health
Common
036752103
101017
232
SH
SOLE
0
0
232
Eli Lilly
Common
532457108
230966
430
SH
SOLE
0
0
430
Exxon Mobil
Common
30231g102
37626
320
SH
SOLE
0
0
320
Fidelity Nasdaq Index
Common
315912808
25371
488
SH
SOLE
0
0
488
First Trust Moderate Buffer -
Common
33740F458
380333
12400
SH
SOLE
0
0
12400
Fortune Brands Innovations
Common
34964C106
93240
1500
SH
SOLE
0
0
1500
Gartner
Common
366651107
24740
72
SH
SOLE
0
0
72
General Motors
Common
37045V100
5737
174
SH
SOLE
0
0
174
Grainger WW
Common
384802104
4843
7
SH
SOLE
0
0
7
Hartford Financial Services
Common
416515104
24109
340
SH
SOLE
0
0
340
Home Depot
Common
437076102
334793
1108
SH
SOLE
0
0
1108
Honeywell International
Common
438516106
40828
221
SH
SOLE
0
0
221
Innovator Buffer - Jan.
Common
45782C409
4004769
109000
SH
SOLE
0
0
109000
Innovator Power Buffer - Jan.
Common
45782C508
1496054
42995
SH
SOLE
0
0
42995
Innovator Power Buffer - Mar.
Common
45782c383
1144420
34172
SH
SOLE
0
0
34172
Innovator Power Buffer - May
Common
45782C318
115128
3900
SH
SOLE
0
0
3900
Innovator Power Buffer - Nov.
Common
45782C573
95206552
2879811
SH
SOLE
0
0
2879811
Innovator Power Buffer - Sept.
Common
45782C656
22400744
691381
SH
SOLE
0
0
691381
Insight Enterprises
Common
45765U103
10040
69
SH
SOLE
0
0
69
Invesco QQQ Trust
Common
73935A104
419986
1172
SH
SOLE
0
0
1172
Invesco S&P 500 Equal Weight
Common
46137V357
5101
36
SH
SOLE
0
0
36
iShares 0-3 Month T-Bond
Common
46436E718
121474563
1206661
SH
SOLE
0
0
1206661
iShares Core Dividend Growth
Common
46434V621
66816
1349
SH
SOLE
0
0
1349
iShares Edge Min. Vol. USA
Common
46429B697
68471
946
SH
SOLE
0
0
946
iShares Expanded Technology
Common
464287549
15716388
41123
SH
SOLE
0
0
41123
iShares Russell 1000 Growth
Common
464287614
226092
850
SH
SOLE
0
0
850
Jack Henry
Common
426281101
5139
34
SH
SOLE
0
0
34
Johnson & Johnson
Common
478160104
60120
386
SH
SOLE
0
0
386
Lam Research
Common
512807108
11282
18
SH
SOLE
0
0
18
Lennar
Common
526057104
44892
400
SH
SOLE
0
0
400
Lockheed Martin
Common
539830109
6952
17
SH
SOLE
0
0
17
Marathon Petroleum
Common
56585A102
27241
180
SH
SOLE
0
0
180
Marsh & McLennan
Common
571748102
18459
97
SH
SOLE
0
0
97
MasterBrand
Common
57638P104
18225
1500
SH
SOLE
0
0
1500
Mastercard
Common
57636q104
20983
53
SH
SOLE
0
0
53
McDonald's
Common
580135101
204693
777
SH
SOLE
0
0
777
Merck
Common
58933y105
58682
570
SH
SOLE
0
0
570
MetLife
Common
59156R108
5284
84
SH
SOLE
0
0
84
Microsoft
Common
594918104
538774
1706
SH
SOLE
0
0
1706
Mondelez
Common
609207105
49621
715
SH
SOLE
0
0
715
Motorola Solutions
Common
620076307
5717
21
SH
SOLE
0
0
21
MSCI Inc.
Common
55354G100
7696
15
SH
SOLE
0
0
15
NextEra Energy
Common
65339F101
7448
130
SH
SOLE
0
0
130
Nike
Common
654106103
6311
66
SH
SOLE
0
0
66
Nordson
Common
655663102
9596
43
SH
SOLE
0
0
43
NXP Semiconductors
Common
N6596X019
4398
22
SH
SOLE
0
0
22
Oracle
Common
68389x105
84736
800
SH
SOLE
0
0
800
Organon
Common
68622V106
521
30
SH
SOLE
0
0
30
Palo Alto Networks
Common
697435105
11956
51
SH
SOLE
0
0
51
Paychex
Common
704326107
25373
220
SH
SOLE
0
0
220
Pfizer
Common
717081103
9951
300
SH
SOLE
0
0
300
Pioneer Natural Resources
Common
723787107
8723
38
SH
SOLE
0
0
38
Pool Corp.
Common
73278L105
7834
22
SH
SOLE
0
0
22
Procter & Gamble
Common
742718109
598144
4101
SH
SOLE
0
0
4101
Prudential Financial
Common
744320102
3985
42
SH
SOLE
0
0
42
Public Storage
Common
74460D109
527
2
SH
SOLE
0
0
2
Qualcomm
Common
747525103
37316
336
SH
SOLE
0
0
336
S&P Global
Common
78409V104
3654
10
SH
SOLE
0
0
10
ServiceNow
Common
81762P102
8943
16
SH
SOLE
0
0
16
SiteOne Landscape Supply
Common
829826103
5721
35
SH
SOLE
0
0
35
Southern
Common
842587107
38055
588
SH
SOLE
0
0
588
SPDR S&P 1500
Common
78464A805
23306
444
SH
SOLE
0
0
444
SPDR S&P 500
Common
78462f103
21374
50
SH
SOLE
0
0
50
Starbucks
Common
855244109
245060
2685
SH
SOLE
0
0
2685
Sysco
Common
871829107
25429
385
SH
SOLE
0
0
385
Technology Sector SPDR
Common
81369Y803
577689
3524
SH
SOLE
0
0
3524
Teradyne
Common
880770102
3014
30
SH
SOLE
0
0
30
Texas Instruments
Common
882508104
17809
112
SH
SOLE
0
0
112
The Williams Companies
Common
969457100
6435
191
SH
SOLE
0
0
191
TotalEnergies
Common
F92124100
5458
83
SH
SOLE
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0
83
Trane Technologies
Common
00BK9ZQ96
81164
400
SH
SOLE
0
0
400
Ulta Beauty
Common
90384S303
5592
14
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SOLE
0
0
14
United Healthcare
Common
91324p102
30756
61
SH
SOLE
0
0
61
UPS
Common
911312106
387649
2487
SH
SOLE
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0
2487
Vanguard Dividend Appreciation
Common
921908844
63706
410
SH
SOLE
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0
410
Vanguard High Dividend Yield
Common
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3435007
33246
SH
SOLE
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0
33246
Vanguard Information Technolog
Common
92204A702
27407879
66059
SH
SOLE
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0
66059
Vanguard Mega Cap Index
Common
921910873
17465
115
SH
SOLE
0
0
115
Vanguard S&P 500
Common
922908363
110349
281
SH
SOLE
0
0
281
Vanguard Total Stock Mkt.
Common
922908769
63723
300
SH
SOLE
0
0
300
Vanguard Value
Common
922908744
17931
130
SH
SOLE
0
0
130
Verizon
Common
92343v104
20742
640
SH
SOLE
0
0
640
VICI Properties
Common
925652109
149632
5142
SH
SOLE
0
0
5142
Visa
Common
92826c839
32661
142
SH
SOLE
0
0
142
W.R. Berkley
Common
084423102
9206
145
SH
SOLE
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0
145
Waste Management
Common
94106l109
348478
2286
SH
SOLE
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0
2286
Weyerhaeuser
Common
962166104
16342
533
SH
SOLE
0
0
533
WisdomTree US Dividend Growth
Common
97717X669
17015
268
SH
SOLE
0
0
268
Xcel Energy
Common
98389B100
11558
202
SH
SOLE
0
0
202
Zoetis
Common
98978V103
8699
50
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SOLE
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50