Fund Universe

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☆Stuart Chaussee & Associates, Inc.

CIK 0001653253 · holdings for 2025Q4 (change vs 2025Q3) aum_below_min from universe
Quality Q
0.000
AUM ($M)
0
Positions
0
Turnover
0.50
Top-10 wt
0%
Herfindahl
0.000
History (qtrs)
4
Excess Return
not eligible

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Quarter
Activity this period
Security type

Holdings · 181 positions · portfolio value $0M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆AMGN funds › Amgen EXIT — 0.0% -0.0% 0.0 0 -16 0 —
☆CUSIP:438516106 funds › Honeywell International EXIT — 0.0% -0.0% 0.0 0 -380 0 —
☆DIS funds › Disney EXIT — 0.0% -0.0% 0.0 0 -111 0 —
☆CUSIP:30231G102 funds › Exxon Mobil EXIT — 0.0% -0.0% 0.0 0 -408 0 —
☆CUSIP:000000000 funds › None NEW — 0.0% +0.0% 0.0 0 +0 0 —
☆HD funds › Home Depot EXIT — 0.0% -0.1% 0.0 0 -918 0 —
☆CPRT funds › Copart EXIT — 0.0% -0.0% 0.0 0 -160 0 —
☆PNOV funds › Innovator Power Buffer - Nov. EXIT — 0.0% -1.7% 0.0 0 -194,699 0 —
☆ON funds › ON Semiconductor EXIT — 0.0% -0.0% 0.0 0 -7 0 —
☆PMAY funds › Innovator Power Buffer - May EXIT — 0.0% -0.2% 0.0 0 -22,000 0 —
☆NKE funds › Nike EXIT — 0.0% -0.0% 0.0 0 -66 0 —
☆NOC funds › Northrop Grumman EXIT — 0.0% -0.4% 0.0 0 -3,340 0 —
☆IGM funds › iShares Expanded Technology EXIT — 0.0% -6.3% 0.0 0 -228,640 0 —
☆TXN funds › Texas Instruments EXIT — 0.0% -0.0% 0.0 0 -112 0 —
☆DELL funds › Dell Technologies EXIT — 0.0% -0.0% 0.0 0 -1,165 0 —
☆ACN funds › Accenture EXIT — 0.0% -0.0% 0.0 0 -239 0 —
☆CUSIP:45783Y400 funds › Innovator Accelerated Plus - A EXIT — 0.0% -1.8% 0.0 0 -207,958 0 —
☆COP funds › ConocoPhillips EXIT — 0.0% -0.0% 0.0 0 -87 0 —
☆ELV funds › Elevance Health EXIT — 0.0% -0.0% 0.0 0 -232 0 —
☆PSRHF funds › Pulsar Helium EXIT — 0.0% -0.0% 0.0 0 -16,500 0 —
☆BAUG funds › Innovator Buffer - Aug. EXIT — 0.0% -0.1% 0.0 0 -10,730 0 —
☆BR funds › Broadridge Financial EXIT — 0.0% -0.0% 0.0 0 -163 0 —
☆XEL funds › Xcel Energy EXIT — 0.0% -0.0% 0.0 0 -202 0 —
☆LMT funds › Lockheed Martin EXIT — 0.0% -0.0% 0.0 0 -17 0 —
☆TER funds › Teradyne EXIT — 0.0% -0.0% 0.0 0 -30 0 —
☆CUSIP:170404305 funds › Chord Energy EXIT — 0.0% -0.0% 0.0 0 -72 0 —
☆IJJ funds › iShares Mid-Cap Value EXIT — 0.0% -0.0% 0.0 0 -192 0 —
☆IWD funds › iShares Russell 1000 Value EXIT — 0.0% -0.0% 0.0 0 -117 0 —
☆HII funds › Huntington Ingalls EXIT — 0.0% -0.0% 0.0 0 -535 0 —
☆IBIT funds › iShares Bitcoin Trust EXIT — 0.0% -0.0% 0.0 0 -4 0 —
☆VUG funds › Vanguard Growth EXIT — 0.0% -0.0% 0.0 0 -116 0 —
☆FHDG funds › FT Vest Quarterly Dynamic Buff EXIT — 0.0% -19.0% 0.0 0 -2,640,452 0 —
☆AXP funds › American Express EXIT — 0.0% -0.0% 0.0 0 -100 0 —
☆PG funds › Procter & Gamble EXIT — 0.0% -0.1% 0.0 0 -3,470 0 —
☆XBAP funds › Innovator Accelerated Buffer - EXIT — 0.0% -11.7% 0.0 0 -1,420,593 0 —
☆PAYX funds › Paychex EXIT — 0.0% -0.0% 0.0 0 -220 0 —
☆RBUF funds › Innovator SC Buffer 10 - Quart EXIT — 0.0% -0.1% 0.0 0 -20,562 0 —
☆VGT funds › Vanguard Information Technolog EXIT — 0.0% -10.2% 0.0 0 -62,930 0 —
☆APD funds › Air Products & Chemicals EXIT — 0.0% -0.1% 0.0 0 -1,419 0 —
☆LLY funds › Eli Lilly EXIT — 0.0% -0.1% 0.0 0 -430 0 —
☆DGRO funds › iShares Core Dividend Growth EXIT — 0.0% -0.0% 0.0 0 -478 0 —
☆QUAL funds › iShares MSCI USA Quality EXIT — 0.0% -0.0% 0.0 0 -568 0 —
☆SYY funds › Sysco EXIT — 0.0% -0.0% 0.0 0 -385 0 —
☆IVV funds › iShares Core S&P 500 EXIT — 0.0% -0.0% 0.0 0 -282 0 —
☆POOL funds › Pool Corp. EXIT — 0.0% -0.0% 0.0 0 -77 0 —
☆GLD funds › SPDR Gold Shares EXIT — 0.0% -0.0% 0.0 0 -475 0 —
☆CUSIP:09253U108 funds › Blackstone Group EXIT — 0.0% -0.0% 0.0 0 -220 0 —
☆AMT funds › American Tower EXIT — 0.0% -0.0% 0.0 0 -3 0 —
☆BDEC funds › Innovator Buffer - Dec. EXIT — 0.0% -0.0% 0.0 0 -3,008 0 —
☆QTAP funds › Innovator Growth-100 - Apr. EXIT — 0.0% -0.0% 0.0 0 -2,470 0 —
☆VTV funds › Vanguard Value EXIT — 0.0% -0.1% 0.0 0 -1,486 0 —
☆CUSIP:829826103 funds › SiteOne Landscape Supply EXIT — 0.0% -0.0% 0.0 0 -35 0 —
☆CUSIP:73935A104 funds › Invesco QQQ Trust EXIT — 0.0% -0.1% 0.0 0 -1,068 0 —
☆IT funds › Gartner EXIT — 0.0% -0.0% 0.0 0 -72 0 —
☆VZ funds › Verizon EXIT — 0.0% -0.0% 0.0 0 -640 0 —
☆CUSIP:512807108 funds › Lam Research EXIT — 0.0% -0.0% 0.0 0 -180 0 —
☆BRKB funds › Berkshire Hathaway CL B EXIT — 0.0% -0.0% 0.0 0 -57 0 —
☆META funds › Meta Platforms EXIT — 0.0% -0.0% 0.0 0 -81 0 —
☆NFLX funds › Netflix EXIT — 0.0% -0.0% 0.0 0 -46 0 —
☆SLV funds › iShares Silver EXIT — 0.0% -0.1% 0.0 0 -5,460 0 —
☆RDDT funds › Reddit EXIT — 0.0% -0.0% 0.0 0 -80 0 —
☆ADBE funds › Adobe Systems EXIT — 0.0% -0.0% 0.0 0 -55 0 —
☆MA funds › Mastercard EXIT — 0.0% -0.0% 0.0 0 -53 0 —
☆MDLZ funds › Mondelez EXIT — 0.0% -0.0% 0.0 0 -715 0 —
☆ADI funds › Analog Devices EXIT — 0.0% -0.0% 0.0 0 -160 0 —
☆GWW funds › Grainger WW EXIT — 0.0% -0.0% 0.0 0 -7 0 —
☆ED funds › Consolidated Edison EXIT — 0.0% -0.0% 0.0 0 -375 0 —
☆LOW funds › Lowe's EXIT — 0.0% -0.0% 0.0 0 -47 0 —
☆VOO funds › Vanguard S&P 500 EXIT — 0.0% -0.1% 0.0 0 -505 0 —
☆GOOGL funds › Alphabet EXIT — 0.0% -0.1% 0.0 0 -1,960 0 —
☆WMB funds › The Williams Companies EXIT — 0.0% -0.0% 0.0 0 -191 0 —
☆CSCO funds › Cisco Systems EXIT — 0.0% -0.0% 0.0 0 -500 0 —
☆SNPS funds › Synopsys EXIT — 0.0% -0.0% 0.0 0 -5 0 —
☆PSEP funds › Innovator Power Buffer - Sep. EXIT — 0.0% -5.5% 0.0 0 -588,586 0 —
☆MET funds › MetLife EXIT — 0.0% -0.0% 0.0 0 -84 0 —
☆MSI funds › Motorola Solutions EXIT — 0.0% -0.0% 0.0 0 -21 0 —
☆VOE funds › Vanguard Mid Cap Value EXIT — 0.0% -0.0% 0.0 0 -284 0 —
☆CUSIP:00BK9ZQ96 funds › Trane Technologies EXIT — 0.0% -0.0% 0.0 0 -400 0 —
☆GAPR funds › FT Vest Moderate Buffer - Apri EXIT — 0.0% -0.1% 0.0 0 -8,400 0 —
☆MSCI funds › MSCI Inc. EXIT — 0.0% -0.0% 0.0 0 -15 0 —
☆CUSIP:09247X101 funds › BlackRock EXIT — 0.0% -0.0% 0.0 0 -57 0 —
☆NOW funds › ServiceNow EXIT — 0.0% -0.0% 0.0 0 -16 0 —
☆SO funds › Southern EXIT — 0.0% -0.0% 0.0 0 -485 0 —
☆VONV funds › Vanguard Russell 1000 Value EXIT — 0.0% -0.0% 0.0 0 -467 0 —
☆VTI funds › Vanguard Total Stock Market EXIT — 0.0% -0.0% 0.0 0 -556 0 —
☆IJR funds › iShares S&P Small Cap EXIT — 0.0% -0.0% 0.0 0 -187 0 —
☆ORCL funds › Oracle EXIT — 0.0% -0.0% 0.0 0 -800 0 —
☆VT funds › Vanguard Total World Index EXIT — 0.0% -0.0% 0.0 0 -464 0 —
☆GOOG funds › Alphabet EXIT — 0.0% -0.1% 0.0 0 -2,491 0 —
☆NVDA funds › Nvidia EXIT — 0.0% -0.1% 0.0 0 -2,047 0 —
☆BAC funds › Bank of America EXIT — 0.0% -0.0% 0.0 0 -4,000 0 —
☆CVX funds › Chevron EXIT — 0.0% -0.0% 0.0 0 -500 0 —
☆CAVA funds › Cava Group Inc. EXIT — 0.0% -0.0% 0.0 0 -10 0 —
☆VHT funds › Vanguard Health Care EXIT — 0.0% -0.0% 0.0 0 -489 0 —
☆ZTS funds › Zoetis EXIT — 0.0% -0.0% 0.0 0 -50 0 —
☆USMV funds › iShares Edge Min. Vol. USA EXIT — 0.0% -0.0% 0.0 0 -315 0 —
☆XLK funds › Technology Sector SPDR EXIT — 0.0% -0.2% 0.0 0 -3,614 0 —
☆UPS funds › UPS EXIT — 0.0% -0.0% 0.0 0 -1,537 0 —
☆LEN funds › Lennar EXIT — 0.0% -0.0% 0.0 0 -400 0 —
☆SBUX funds › Starbucks EXIT — 0.0% -0.0% 0.0 0 -185 0 —
☆DGRW funds › WisdomTree US Dividend Growth EXIT — 0.0% -0.0% 0.0 0 -268 0 —
☆CMCSA funds › Comcast EXIT — 0.0% -0.0% 0.0 0 -2,445 0 —
☆WM funds › Waste Management EXIT — 0.0% -0.1% 0.0 0 -2,286 0 —
☆BAPR funds › Innovator Buffer - Apr. EXIT — 0.0% -22.6% 0.0 0 -2,204,829 0 —
☆BHF funds › Brighthouse Financial EXIT — 0.0% -0.0% 0.0 0 -7 0 —
☆SGOV funds › iShares 0-3 Month T-Bond EXIT — 0.0% -0.0% 0.0 0 -950 0 —
☆IWB funds › iShares Russell 1000 EXIT — 0.0% -0.0% 0.0 0 -320 0 —
☆CUSIP:314460205 funds › Figma EXIT — 0.0% -0.0% 0.0 0 -50 0 —
☆XBOC funds › Innovator Accelerated Buffer - EXIT — 0.0% -0.1% 0.0 0 -19,276 0 —
☆WMT funds › Wal-Mart EXIT — 0.0% -0.0% 0.0 0 -986 0 —
☆VICI funds › VICI Properties EXIT — 0.0% -0.0% 0.0 0 -5,142 0 —
☆VONG funds › Vanguard Russell 1000 Growth EXIT — 0.0% -0.0% 0.0 0 -405 0 —
☆VYM funds › Vanguard High Dividend Yield EXIT — 0.0% -0.9% 0.0 0 -29,110 0 —
☆JNJ funds › Johnson & Johnson EXIT — 0.0% -0.0% 0.0 0 -386 0 —
☆PJUL funds › Innovator Power Buffer - Jul. EXIT — 0.0% -0.2% 0.0 0 -17,024 0 —
☆ICE funds › Intercontinental Exchange EXIT — 0.0% -0.0% 0.0 0 -218 0 —
☆MGC funds › Vanguard Mega Cap Index EXIT — 0.0% -0.0% 0.0 0 -115 0 —
☆CCI funds › Crown Castle EXIT — 0.0% -0.0% 0.0 0 -5 0 —
☆NDSN funds › Nordson EXIT — 0.0% -0.0% 0.0 0 -43 0 —
☆AIG funds › American Intl. Group EXIT — 0.0% -0.0% 0.0 0 -210 0 —
☆SIXP funds › AllianzIM US LargeCap 6 Month Buffer10 Mar/Sep ETF EXIT — 0.0% -12.6% 0.0 0 -1,875,210 0 —
☆IWF funds › iShares Russell 1000 Growth EXIT — 0.0% -0.1% 0.0 0 -1,129 0 —
☆DMAX funds › iShares Large Cap Max Buffer EXIT — 0.0% -0.1% 0.0 0 -13,950 0 —
☆KO funds › Coca-Cola EXIT — 0.0% -0.0% 0.0 0 -1,270 0 —
☆CUSIP:369604103 funds › General Electric EXIT — 0.0% -0.0% 0.0 0 -31 0 —
☆NEE funds › NextEra Energy EXIT — 0.0% -0.0% 0.0 0 -540 0 —
☆BA funds › Boeing EXIT — 0.0% -0.0% 0.0 0 -269 0 —
☆PFE funds › Pfizer EXIT — 0.0% -0.0% 0.0 0 -300 0 —
☆ABBV funds › AbbVie EXIT — 0.0% -0.1% 0.0 0 -1,141 0 —
☆PFEB funds › Innovator Power Buffer - Feb. EXIT — 0.0% -0.1% 0.0 0 -7,980 0 —
☆POCT funds › Innovator Power Buffer - Oct. EXIT — 0.0% -0.0% 0.0 0 -610 0 —
☆IEFA funds › iShares Core MSCI EAFE EXIT — 0.0% -0.0% 0.0 0 -1,197 0 —
☆PANW funds › Palo Alto Networks EXIT — 0.0% -0.0% 0.0 0 -102 0 —
☆ETN funds › Eaton EXIT — 0.0% -0.0% 0.0 0 -345 0 —
☆ABT funds › Abbott Laboratories EXIT — 0.0% -0.0% 0.0 0 -336 0 —
☆BMAR funds › Innovator Buffer - Mar. EXIT — 0.0% -0.2% 0.0 0 -16,500 0 —
☆MPC funds › Marathon Petroleum EXIT — 0.0% -0.0% 0.0 0 -180 0 —
☆AJG funds › Arthur J. Gallagher EXIT — 0.0% -0.0% 0.0 0 -162 0 —
☆PRU funds › Prudential Financial EXIT — 0.0% -0.0% 0.0 0 -42 0 —
☆MCD funds › McDonald's EXIT — 0.0% -0.0% 0.0 0 -597 0 —
☆JKHY funds › Jack Henry EXIT — 0.0% -0.0% 0.0 0 -34 0 —
☆CUSIP:216648402 funds › Cooper Companies EXIT — 0.0% -0.0% 0.0 0 -76 0 —
☆RSP funds › Invesco S&P 500 Equal Weight EXIT — 0.0% -0.1% 0.0 0 -1,480 0 —
☆JPM funds › JPMorgan Chase EXIT — 0.0% -0.0% 0.0 0 -704 0 —
☆PJAN funds › Innovator Power Buffer - Jan. EXIT — 0.0% -0.4% 0.0 0 -42,535 0 —
☆CME funds › CME Group EXIT — 0.0% -0.0% 0.0 0 -28 0 —
☆SPY funds › SPDR S&P 500 EXIT — 0.0% -0.0% 0.0 0 -130 0 —
☆BJUN funds › Innovator Buffer - Jun. EXIT — 0.0% -0.3% 0.0 0 -25,355 0 —
☆QTJA funds › Innovator Growth 100 - Jan. EXIT — 0.0% -0.1% 0.0 0 -12,540 0 —
☆WRB funds › W.R. Berkley EXIT — 0.0% -0.0% 0.0 0 -217 0 —
☆SPGI funds › S&P Global EXIT — 0.0% -0.0% 0.0 0 -10 0 —
☆AVGO funds › Broadcom EXIT — 0.0% -0.0% 0.0 0 -640 0 —
☆ADP funds › Auto Data Processing EXIT — 0.0% -0.0% 0.0 0 -28 0 —
☆ZALT funds › Innovator Large Cap Buffer 10 EXIT — 0.0% -0.1% 0.0 0 -18,047 0 —
☆ONEQ funds › Fidelity Nasdaq Index EXIT — 0.0% -0.0% 0.0 0 -488 0 —
☆MRK funds › Merck EXIT — 0.0% -0.0% 0.0 0 -770 0 —
☆CUSIP:G5494J103 funds › Linde EXIT — 0.0% -0.0% 0.0 0 -41 0 —
☆ULTA funds › Ulta Beauty EXIT — 0.0% -0.0% 0.0 0 -14 0 —
☆CUSIP:12514G102 funds › CDW Corp. EXIT — 0.0% -0.0% 0.0 0 -60 0 —
☆DUK funds › Duke Energy EXIT — 0.0% -0.0% 0.0 0 -514 0 —
☆AAPL funds › Apple EXIT — 0.0% -0.2% 0.0 0 -3,220 0 —
☆SPTM funds › SPDR S&P 1500 EXIT — 0.0% -0.0% 0.0 0 -205 0 —
☆MSFT funds › Microsoft EXIT — 0.0% -0.3% 0.0 0 -2,506 0 —
☆FBIN funds › Fortune Brands Innovations EXIT — 0.0% -0.0% 0.0 0 -1,500 0 —
☆CUSIP:046353108 funds › AstraZeneca EXIT — 0.0% -0.0% 0.0 0 -165 0 —
☆IBM funds › IBM EXIT — 0.0% -0.0% 0.0 0 -147 0 —
☆MBC funds › MasterBrand EXIT — 0.0% -0.0% 0.0 0 -1,500 0 —
☆IWM funds › iShares Russell 2000 EXIT — 0.0% -0.0% 0.0 0 -60 0 —
☆V funds › Visa EXIT — 0.0% -0.0% 0.0 0 -236 0 —
☆AMZN funds › Amazon.com EXIT — 0.0% -0.0% 0.0 0 -668 0 —
☆WY funds › Weyerhaeuser EXIT — 0.0% -0.0% 0.0 0 -533 0 —
☆CUSIP:45782C383 funds › Innovator Power Buffer - Mar. EXIT — 0.0% -0.3% 0.0 0 -35,690 0 —
☆GSLC funds › Goldman Sachs ActiveBeta US EXIT — 0.0% -0.0% 0.0 0 -182 0 —
☆MRSH funds › Marsh & McLennan EXIT — 0.0% -0.0% 0.0 0 -374 0 —
☆TJX funds › TJX Companies EXIT — 0.0% -0.0% 0.0 0 -130 0 —
☆VIG funds › Vanguard Dividend Appreciation EXIT — 0.0% -0.0% 0.0 0 -410 0 —
☆BJAN funds › Innovator Buffer - Jan. EXIT — 0.0% -1.3% 0.0 0 -112,930 0 —
☆ITOT funds › iShares Core S&P Total Market EXIT — 0.0% -0.0% 0.0 0 -149 0 —
☆VO funds › Vanguard Mid Cap Index EXIT — 0.0% -0.0% 0.0 0 -63 0 —
☆CUSIP:N6596X019 funds › NXP Semiconductors EXIT — 0.0% -0.0% 0.0 0 -22 0 —
☆HIG funds › Hartford Financial Services EXIT — 0.0% -0.0% 0.0 0 -340 0 —

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2025Q4 0 0 0.50 0% 0.000 0.000 — left
2025Q3 458 180 0.34 93% 0.135 0.384 — entered
2025Q2 444 180 0.72 91% 0.119 0.000 — out
2025Q1 401 186 0.00 93% 0.145 0.000 — out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status