3D ASSET MANAGEMENT, INC
|3D ASSET MANAGEMENT, INC|
|Last update 2020-11-09||48 Stocks (14 new)|
|Value $196.00 Mil||Turnover 3 %|
Top Holdings: VTV(19.94%) JQUA(16.96%) GSIE(11.58%) EZM(11.36%) DLS(9.81%)Portfolio Report
3D ASSET MANAGEMENT, INC has disclosed 48 total holdings in their latest 13F filing with the SEC for the portfolio date of 2020-09-30. The current portfolio value is calculated to be $196.00 Mil. The turnover rate is 3%.
In 3D ASSET MANAGEMENT, INC's current portfolio as of 2020-09-30, the top 5 holdings are Vanguard Value ETF (VTV), JPMorgan U.S. Quality Factor ETF (JQUA), Goldman Sachs ActiveBeta International Equity ETF (GSIE), WisdomTree U.S. MidCap Fund (EZM), WisdomTree International SmallCap Dividend Fund (DLS), not including call and put options. 3D ASSET MANAGEMENT, INC did not buy any new stocks in the current portfolio.
Please visit the "Current Portfolio" tab to see the current and past 13F holdings for 3D ASSET MANAGEMENT, INC, as well as holding map, valuations for each stock, which positions are undervalued, have low PE Ratios, are considered high quality and recently traded at 52-week lows, etc.
Please visit the "Stock Picks" tab to see the latest guru trades and stock picks for 3D ASSET MANAGEMENT, INC, which include data from 13F quarterly reports, 13D/G beneficial ownership reports and form 4 insider ownership change reports.
Please visit the "Summary" page to see the top 10 holdings, recent stock picks, performance, sector / industry breakdown details, as well as past holding history summary for 3D ASSET MANAGEMENT, INC.
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