Occidental Asset Management, LLC

Position in VEU — Vanguard FTSE All-World Ex-US ETF

CIK 1770994 Burlingame, CA

Position in VEU

as of Mar 31, 2026 · filed Apr 16, 2026 Compact

Position Value

$890,610

+$62,398 QoQ

Shares Held

11,859

+5.3% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$890,610	11,859	+5.3%	Shares	Sole	2026-04-16
2025-12-31	$828,212	11,259	+33.1%	Shares	Sole	2026-01-08
2025-09-30	$603,718	8,459	+71.2%	Shares	Sole	2025-10-29
2025-06-30	$332,201	4,942	+8.3%	Shares	Sole	2025-07-14
2025-03-31	$276,791	4,563	+4.4%	Shares	Sole	2025-05-15
2024-12-31	$250,996	4,372	+0.2%	Shares	Sole	2025-01-15
2024-09-30	$274,932	4,364	+0.0%	Shares	Sole	2024-10-15
2024-06-30	$255,787	4,362	-4.4%	Shares	Sole	2024-07-15
2024-03-31	$267,678	4,564	-4.9%	Shares	Sole	2024-04-16
2023-12-31	$269,472	4,800	-19.8%	Shares	Sole	2024-01-19
2023-09-30	$310,390	5,984	-30.4%	Shares	Sole	2023-10-18
2023-06-30	$467,599	8,594	-92.3%	Shares	Sole	2023-07-12
2023-03-31	$5,938,485	111,062	-0.8%	Shares	Sole	2023-05-11
2022-12-31	$5,613,072	111,948	+0.0%	Shares	Sole	2023-01-24
2022-09-30	$4,964,283	111,909	+3.8%	Shares	Sole	2022-11-08
2022-06-30	$5,384,439	107,775	+20.8%	Shares	Sole	2022-07-18
2022-03-31	$5,139,849	89,249	-0.3%	Shares	Sole	2022-05-04
2021-12-31	$5,483,640	89,485	+36.7%	Shares	Sole	2022-02-01
2021-09-30	$3,989,649	65,447	+2.8%	Shares	Sole	2021-11-03
2021-06-30	$4,036,421	63,676	+7.3%	Shares	Sole	2021-08-17
2021-03-31	$3,601,358	59,350	+274.6%	Shares	Sole	2021-05-06
2020-12-31	$924,655	15,844	+175.9%	Shares	Sole	2021-01-28
2020-09-30	$289,683	5,742	+18.1%	Shares	Sole	2020-11-10
2020-06-30	$231,575	4,864	—	Shares	Sole	2020-07-17
No filing history on record for this holder in this stock.