3A
| |
3D ASSET MANAGEMENT, INC13F | |
| 3D ASSET MANAGEMENT, INC | |
| Last update 2020-11-09 | 48 Stocks (14 new) |
| Value $196.00 Mil | Turnover 3 % |
3D ASSET MANAGEMENT, INC Top Holdings of 2020-09-30
View Full List
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VTV | Vanguard Value ETF | 373,037 | 38,986.0 | +1.47% | 19.940 | +0.29% | 0.050 | +1.11% | +4.06% | 131,749.1 | ||
JQUA | JPMorgan U.S. Quality Factor ETF | 1,022,057 | 33,166.0 | -5.50% | 16.960 | -0.92% | 9.870 | +4.11% | +3.91% | 6,299.1 | ||
GSIE |
Goldman Sachs ActiveBeta International Equity ETF
Goldman Sachs ActiveBeta International Equity ETF
| 804,573 | 22,649.0 | -7.93% | 11.580 | -0.94% | 0.830 | +8.27% | +17.76% | 4,004.2 | ||
EZM | WisdomTree U.S. MidCap Fund | 649,870 | 22,219.0 | -8.11% | 11.360 | -0.95% | 4.350 | +1.70% | -1.42% | 767.2 | ||
DLS |
WisdomTree International SmallCap Dividend Fund
WisdomTree International SmallCap Dividend Fund
| 320,308 | 19,186.0 | -7.76% | 9.810 | -0.76% | 1.670 | +10.38% | +17.62% | 984.7 | ||
LMBS |
First Trust Low Duration Mortgage Opportunities ET
First Trust Low Duration Mortgage Opportunities ET
| 295,918 | 15,293.0 | -7.06% | 7.820 | -0.59% | 0.260 | +0.20% | +1.23% | 5,079.7 | ||
EES | WisdomTree U.S. SmallCap Fund | 450,142 | 13,446.0 | -7.64% | 6.880 | -0.54% | 3.240 | +1.58% | -5.73% | 587.3 | ||
DGS |
WisdomTree Emerging Markets SmallCap Dividend Fund
WisdomTree Emerging Markets SmallCap Dividend Fund
| 256,478 | 10,605.0 | -12.57% | 5.420 | -0.73% | 0.530 | +11.49% | +12.26% | 1,625.6 | ||
FMB | First Trust Managed Municipal ETF | 42,436 | 2,360.0 | +16.76% | 1.210 | +0.17% | 0.100 | -1.40% | -2.50% | 1,899.9 | ||
MUB | iShares National Muni Bond ETF | 17,969 | 2,083.0 | -16.77% | 1.070 | -0.21% | 0.010 | -0.47% | -2.06% | 38,484.9 |
3D ASSET MANAGEMENT, INC's Historical Top Holdings Breakdowns
3D ASSET MANAGEMENT, INC Total Holding History ($B)
3D ASSET MANAGEMENT, INC's Asset Allocation
3D ASSET MANAGEMENT, INC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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3D ASSET MANAGEMENT, INC's Hypothetical Growth since 2020-09-30
3D ASSET MANAGEMENT, INC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
3D ASSET MANAGEMENT, INC's Holdings Heat Map
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3D ASSET MANAGEMENT, INC's Holdings Bubble Chart
3D ASSET MANAGEMENT, INC News
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