- New Purchases: LMBS,
- Added Positions: VTV, DLS, BOTZ, GWX, VOT, IJT, QQQ, SPEM,
- Reduced Positions: FLRN, SPLV, IVV, MUB, EZM, EES, SCHF, SCHH, SCHP, SCHE, BKLN, DEM, IWN, DGS, SPSB, RWR, ICF, DJP, DIM,
- Sold Out: FTSL, DSI,
For the details of 3D ASSET MANAGEMENT, INC's stock buys and sells, go to https://www.gurufocus.com/guru/3d+asset+management%2C+inc/current-portfolio/portfolio
These are the top 5 holdings of 3D ASSET MANAGEMENT, INC- Vanguard Value (VTV) - 395,182 shares, 24.27% of the total portfolio. Shares added by 3.89%
- WisdomTree International SmallCap Fund (DLS) - 581,148 shares, 21.82% of the total portfolio. Shares added by 3.91%
- WisdomTree U.S. MidCap Fund (EZM) - 565,808 shares, 12.70% of the total portfolio. Shares reduced by 1.13%
- First Trust Low Duration Opportunities ETF (LMBS) - 398,761 shares, 11.67% of the total portfolio. New Position
- WisdomTree U.S. SmallCap Fund (EES) - 480,793 shares, 9.91% of the total portfolio. Shares reduced by 1.3%
3d Asset Management, Inc initiated holding in First Trust Low Duration Opportunities ETF. The purchase prices were between $51.01 and $51.34, with an estimated average price of $51.16. The stock is now traded at around $51.31. The impact to a portfolio due to this purchase was 11.67%. The holding were 398,761 shares as of .
Sold Out: First Trust Senior Loan Fund ETF (FTSL)3d Asset Management, Inc sold out a holding in First Trust Senior Loan Fund ETF. The sale prices were between $45.5 and $47.68, with an estimated average price of $47.12.
Sold Out: iShares MSCI KLD 400 Social (DSI)3d Asset Management, Inc sold out a holding in iShares MSCI KLD 400 Social. The sale prices were between $90.75 and $106.06, with an estimated average price of $101.3.
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