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Institutional Investment Manager
3D ASSET MANAGEMENT, INC
3D ASSET MANAGEMENT, INC (CIK: 0001359371) incorporated in Delaware, located at 100 Constitution Plaza Suite 700, Hartford, CT. Institutional holdings reported to the SEC.
Institutional Holdings (2014Q4)
Original 13F HR (0001085146-15-000308) filed in 2015.02.10
#
Name
Shares
Value ($)
%
Options
Notes
1 FLEXSHARES QUALITY DIVIDEND DEFENSIVE INDEX FUND 755,271 27,096 8.27%
2 FLEXSHARES TR 715,561 17,646 5.38%
3 SPDR SERIES TRUST 614,397 18,785 5.73%
4 POWERSHARES ETF TRUST II 530,529 12,749 3.89%
5 ALPS ETF TR 425,438 10,568 3.22%
6 WISDOMTREE TR 377,064 18,710 5.71%
7 ISHARES INC 361,696 17,011 5.19%
8 SCHWAB U.S. REIT ETF 356,537 13,887 4.24%
9 Spdr Ser Tr Nuveen Barcl 346,582 8,418 2.57%
10 WISDOMTREE TR 344,804 31,946 9.75%
11 ISHARES TR 320,404 21,807 6.65%
12 VANGUARD INDEX FDS 312,323 26,388 8.05%
13 WISDOMTREE TR 271,942 15,098 4.61%
14 WISDOMTREE TR 215,763 17,850 5.45%
15 FLEXSHARES TR 189,481 10,672 3.26%
16 WISDOMTREE TR 182,527 10,152 3.10%
17 ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF 151,548 16,569 5.06%
18 ISHARES TR 145,700 5,898 1.80%
19 WISDOMTREE EMERGING CURRENCY STRATEGY FUND 69,954 1,300 0.40%
20 POWERSHARES ETF TR II 67,570 2,565 0.78%
21 ISHARES TR 56,087 6,189 1.89%
22 SCHWAB EMERGING MARKETS EQUITY ETF 44,240 1,057 0.32%
23 WISDOMTREE TR 38,618 1,667 0.51%
24 SCHWAB INTERNATIONAL EQUITY ETF 30,828 891 0.27%
25 IPATH BLOOMBERG COMMODITY INDEX TOTAL RETURN ETN 24,441 731 0.22%
26 WISDOMTREE TR 19,572 825 0.25%
27 WISDOMTREE INVTS INC 15,078 236 0.07%
28 SCHWAB US TIPS ETF 13,963 757 0.23%
29 ISHARES TR 12,832 1,340 0.41%
30 POWERSHARES DB CMDTY IDX TRA 10,737 198 0.06%
31 WISDOMTREE TR 10,631 591 0.18%
32 ISHARES TR 10,579 417 0.13%
33 ISHARES TR 10,112 2,092 0.64%
34 ISHARES COHEN & STEERS REIT ETF 9,450 915 0.28%
35 ISHARES TR 8,736 865 0.26%
36 WISDOMTREE TRUST MANAGED FUTURES STRATEGY 8,165 356 0.11%
37 ISHARES RUSSELL 2000 GROWTH ETF 8,094 1,152 0.35%
38 VANGUARD TAX-MANAGED FDS 7,997 303 0.09%
39 ISHARES RUSSELL 2000 VALUE ETF 6,702 681 0.21%
40 SPDR DOW JONES REIT ETF 5,714 519 0.16%
41 ISHARES TR 5,670 289 0.09%
42 ISHARES TR 4,501 332 0.10%
43 PIMCO ETF TR 2,127 214 0.07%