Institutional Manager · CIK 0001653253

Stuart Chaussee & Associates, Inc.

BEVERLY HILLS, CA · File #028-17154

Latest AUM

Positions

Top-10 Concentration

0.0%

Filings

Portfolio Value Over Time

2024-03

2024-06

2024-09

2024-12

2025-03

2025-06

2025-09

2025-12

Biggest QoQ Changes

Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.

Action	Issuer	Ticker / CUSIP	Δ Shares	Flow ($)	Price Effect
EXITED	Innovator Buffer - Apr.	45782C888	-2,204,829	-$103.4M	$0
EXITED	FT Vest Quarterly Dynamic Buff	33740U539	-2,640,452	-$87.1M	$0
EXITED	AllianzIM US LargeCap 6 Month Buffer10 Mar/Sep ETF	00888H661	-1,875,210	-$57.8M	$0
EXITED	Innovator Accelerated Buffer -	45783Y301	-1,420,593	-$53.8M	$0
EXITED	Vanguard Information Technolog	92204A702	-62,930	-$47.0M	$0
EXITED	iShares Expanded Technology	464287549	-228,640	-$28.8M	$0
EXITED	Innovator Power Buffer - Sep.	45782C656	-588,586	-$25.3M	$0
EXITED	Innovator Accelerated Plus - A	45783Y400	-207,958	-$8.2M	$0
EXITED	Innovator Power Buffer - Nov.	45782C573	-194,699	-$8.0M	$0
EXITED	Innovator Buffer - Jan.	45782C409	-112,930	-$6.0M	$0

Filing History

Feb 2, 202613F HOLDINGS REPORTQ/E Dec 20250 pos · $0
Oct 22, 202513F HOLDINGS REPORTQ/E Sep 2025180 pos · $458.4M
Aug 1, 202513F HOLDINGS REPORTQ/E Jun 2025180 pos · $443.9M
May 16, 202513F HOLDINGS REPORTQ/E Mar 2025186 pos · $401.4M
Feb 14, 202513F HOLDINGS REPORTQ/E Dec 2024183 pos · $403.4M
Nov 14, 202413F HOLDINGS REPORTQ/E Sep 2024165 pos · $380.9M
Aug 13, 202413F HOLDINGS REPORTQ/E Jun 2024171 pos · $363.3M
May 9, 202413F HOLDINGS REPORTQ/E Mar 2024157 pos · $347.7M
Nov 14, 202313F HOLDINGS REPORT (Amended)Q/E Dec 2023131 pos · $300.8M
Nov 14, 202313F HOLDINGS REPORTQ/E Dec 2023131 pos · $300.8M

Top 1 Holdings — Dec 2025

#	Issuer	Ticker	Shares	Value	% of Portfolio
1	None	000000000	0	$0	0.00%