Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

3D ASSET MANAGEMENT, INC 13F Holdings -- Portfolio & Top Positions (2020-09-30)

3D ASSET MANAGEMENT, INC (CIK 1359371) reported $359.6M across 76 reported positions in its SEC 13F filing for 2020-09-30. Largest positions: VTV ($39.0M, 10.84%), JQUA ($33.2M, 9.22%), QDEF ($32.7M, 9.11%), AGGY ($31.2M, 8.67%), GSIE ($22.6M, 6.30%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1VTVVANGUARD INDEX FDS$39.0M10.84%373,037Added
2JQUAJ P MORGAN EXCHANGE-TRADED F$33.2M9.22%1.0MTrimmed
3QDEFFLEXSHARES TR$32.7M9.11%740,612Trimmed
4AGGYWISDOMTREE TR$31.2M8.67%579,617Trimmed
5GSIEGOLDMAN SACHS ETF TR$22.6M6.30%804,573Trimmed
6EZMWISDOMTREE TR$22.2M6.18%649,870Trimmed
7IQDFFLEXSHARES TR$21.9M6.09%1.1MTrimmed
8DLSWISDOMTREE TR$19.2M5.34%320,308Trimmed
9LMBSFIRST TR EXCHANGE-TRADED FD$15.3M4.25%295,918Trimmed
10DGREWISDOMTREE TR$14.0M3.90%579,751Trimmed
11EESWISDOMTREE TR$13.4M3.74%450,142Trimmed
12IVLUISHARES TR$11.7M3.26%598,364Trimmed
13DGSWISDOMTREE TR$10.6M2.95%256,478Trimmed
14DAUGFIRST TR EXCHNG TRADED FD VI$8.8M2.46%277,954Added
15BCIETFS TR$8.3M2.32%419,111Added
16JMSTJ P MORGAN EXCHANGE-TRADED F$7.3M2.02%142,284Added
17RVNUDBX ETF TR$7.0M1.94%246,139Trimmed
18GQREFLEXSHARES TR$5.8M1.61%110,208Trimmed
19HYGVFLEXSHARES TR$3.2M0.89%68,525Trimmed
20JHMMJOHN HANCOCK EXCHANGE TRADED$2.8M0.79%75,199Trimmed
21FMBFIRST TR EXCH TRADED FD III$2.4M0.66%42,436Added
22MUBISHARES TR$2.1M0.58%17,969Trimmed
23TAXFAMERICAN CENTY ETF TR$2.0M0.57%37,961Added
24BNDCFLEXSHARES TR$1.2M0.34%45,088Added
25BSCPINVESCO EXCH TRD SLF IDX FD$1.2M0.34%55,369Added

Source: SEC Form 13F filings · as of 2020-09-30