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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 (2015Q2)
Original 13F HR (0001085146-15-001904) filed in 2015.08.18
#
Name
Shares
Value ($)
%
Options
Notes
1 WisdomTree MidCap Earnings 324,769 30,856 9.25%
2 FLEXSHARES TR 741,951 26,369 7.91%
3 VANGUARD INDEX FDS VALUE ETF 305,377 25,456 7.63%
4 ISHARES TR 307,425 21,962 6.59%
5 WISDOMTREE TR 380,021 19,343 5.80%
6 SPDR SERIES TRUST 622,420 19,046 5.71%
7 FLEXSHARES TR 728,282 17,996 5.40%
8 WISDOMTREE SMALLCAP EARNINGS FUND 205,795 17,427 5.23%
9 ISHARES INC 362,069 17,394 5.22%
10 ISHARES TR 158,782 17,285 5.18%
11 WISDOMTREE TR 271,410 16,377 4.91%
12 POWERSHARES ETF TRUST II 545,933 12,988 3.89%
13 WISDOMTREE TR 206,933 12,745 3.82%
14 SCHWAB SCH US REIT ETF 347,169 12,609 3.78%
15 RIVERFRONT STRATEGIC OME FUND 449,516 11,211 3.36%
16 FLEXSHARES TR 190,578 10,643 3.19%
17 SPDR NUVEEN BARCLAYS SH TR MUN 360,483 8,753 2.62%
18 ISHARES TR 64,176 6,944 2.08%
19 ISHARES TR 131,435 5,299 1.59%
20 WISDOMTREE TR 152,586 3,824 1.15%
21 POWERSHARES ETF TR II 53,810 1,972 0.59%
22 ISHARES TR 8,539 1,769 0.53%
23 WISDOMTREE TR 36,205 1,571 0.47%
24 WISDOMTREE TR 81,513 1,482 0.44%
25 ISHARES TR RUSSELL1000VAL 11,049 1,140 0.34%
26 ISHARES TR 6,984 1,080 0.32%
27 iSH 0-5 YEAR TIPS bd 10,141 1,013 0.30%
28 SCHWAB EMERGING MARKETS EQUITY 39,875 980 0.29%
29 WISDOMTREE TR 20,569 893 0.27%
30 SCHWAB STRATEGIC TR 27,316 832 0.25%
31 BARCLAYS BK PLC 28,281 822 0.25%
32 ISHARES TR 8,629 773 0.23%
33 SCHWAB STRATEGIC TR 12,923 701 0.21%
34 WISDOMTREE TR 10,136 599 0.18%
35 ISHARES TR 5,737 585 0.18%
36 ISHARES TR U.S. PFD STK ETF 11,712 459 0.14%
37 SPDR SERIES TRUST 4,722 398 0.12%
38 WISDOMTREE TR 9,084 388 0.12%
39 WISDOMTREE INVESTMENTS INC 15,194 334 0.10%
40 POWERSHARES DB CMDTY IDX 17,108 308 0.09%
41 VANGUARD TAX MANAGED INTL FD 7,364 292 0.09%
42 ISHARES TR 5,327 279 0.08%
43 ISHARES RUSSELL MIDCAP INDEX 3,512 259 0.08%