Avoid Fraud, Get The Facts, And Find The Best
Legal Name: 3D ASSET MANAGEMENT, INC.
Period of report:
Jun 30, 2019
Effectiveness Date:
Aug 5, 2019
| Security |
Shares Held / Principal Amount |
Market Value |
Option |
|
WISDOMTREE TR (97717X511)
|
824,117 |
$42,228k |
|
|
VANGUARD INDEX FDS VALUE ETF (922908744)
|
377,563 |
$41,879k |
|
|
WISDOMTREE TR (97717W760)
|
553,943 |
$36,017k |
|
|
ISHARES TR (46435G409)
|
1,478,200 |
$34,073k |
|
|
FLEXSHARES TR QLT (33939L845)
|
684,697 |
$30,791k |
|
|
GOLDMAN SACHS ETF TR (381430107)
|
1,005,936 |
$28,850k |
|
|
WISDOMTREE TR (97717W570)
|
553,096 |
$22,124k |
|
|
FLEXSHARES TR (33939L837)
|
942,974 |
$21,707k |
|
|
FIRST TR EXCHANGE TRADED FD (33739Q200)
|
386,456 |
$19,972k |
|
|
ISHARES INC (464286475)
|
397,134 |
$17,621k |
|
|
FLEXSHARES TR MSTAR (33939L308)
|
338,407 |
$17,546k |
|
|
WISDOMTREE TR (97717W562)
|
470,272 |
$16,873k |
|
|
FLEXSHARES TR (33939L787)
|
233,885 |
$14,842k |
|
|
GLOBAL X FDS (37950E226)
|
1,112,671 |
$14,398k |
|
|
DBX ETF TR (233051705)
|
283,875 |
$7,865k |
|
|
ISHARES TR NATIONAL MUN ETF (464288414)
|
64,980 |
$7,349k |
|
|
JP MORGAN ETF TRUST ULTRA SHRT MUNICIPAL INC ETF (46641Q654)
|
140,273 |
$7,073k |
|
|
SPDR Inv't Grade Floating Rate (78468R200)
|
104,361 |
$3,207k |
|
|
JOHN HANCOCK ETF TRUST (47804J206)
|
61,919 |
$2,260k |
|
|
ISHARES TR (46432F396)
|
16,877 |
$2,002k |
|
|
ISHARES TR (46429B697)
|
29,188 |
$1,802k |
|
|
INVESCO EXCHNG TRADED FD TR (46138E354)
|
19,984 |
$1,100k |
|
|
VANGUARD INDEX FDS MCAP GR IDXVIP (922908538)
|
7,214 |
$1,077k |
|
|
SPDR SERIES TRUST (78464A474)
|
33,538 |
$1,032k |
|
|
Invesco BulletShares 2025 Corp Bd ETF (46138J825)
|
46,467 |
$983k |
|
|
ISHARES TR CORE S&P500 ETF (464287200)
|
3,127 |
$922k |
|
|
INVESCO EXCHNG TRADED FD TR SR LN ETF (46138G508)
|
34,018 |
$771k |
|
|
SCHWAB STRATEGIC TR US REIT ETF (808524847)
|
15,679 |
$697k |
|
|
Wisdomtree Small Emerging Mark (97717W281)
|
14,506 |
$683k |
|
|
Invesco BulletShares 2023 Corp Bd ETF (46138J866)
|
29,995 |
$635k |
|
|
SPDR Portfolio Emerging Market (78463X509)
|
16,971 |
$607k |
|
|
INVESCO QQQ TR UNIT SER 1 (46090E103)
|
3,170 |
$592k |
|
|
WISDOMTREE TR (97717W133)
|
30,880 |
$581k |
|
|
WISDOMTREE TR (97717W844)
|
9,728 |
$560k |
|
|
ISHARES TR RUS 1000 VAL ETF (464287598)
|
4,075 |
$518k |
|
|
ISHARES INC CORE MSCI EMKT (46434G103)
|
9,885 |
$508k |
|
|
SPDR INDEX SHS FDS (78463X871)
|
16,793 |
$503k |
|
|
ISHARES (464287887)
|
2,727 |
$498k |
|
|
WISDOMTREE TR (97717W315)
|
10,126 |
$452k |
|
|
BARCLAYS BK PLC (06738C778)
|
20,237 |
$450k |
|
|
ISHARES (464288638)
|
7,853 |
$447k |
|
|
ISHARES TR (46434V449)
|
14,563 |
$433k |
|
|
INVESCO EXCH TRD SLF IDX FD (46138J882)
|
19,784 |
$423k |
|
|
SPDR SER TR (78468R671)
|
10,272 |
$385k |
|
|
ISHARES TR RUS 2000 GRW ETF (464287648)
|
1,900 |
$382k |
|
|
JACOBS ENGR GROUP (469814107)
|
4,485 |
$378k |
|
|
SCHWAB STRATEGIC TR (808524706)
|
14,167 |
$372k |
|
|
SPDR SER TR (78468R697)
|
12,039 |
$364k |
|
|
GLOBAL X FDS (37954Y715)
|
16,872 |
$350k |
|
|
ISHARES TR COHEN&ST RLTY (464287564)
|
3,044 |
$343k |
|
|
ISHARES (464287630)
|
2,805 |
$338k |
|
|
Schwab US Tips ETF (SCHP) (808524870)
|
5,760 |
$324k |
|
|
SCHWAB STRATEGIC TR (808524805)
|
9,867 |
$317k |
|
|
WISDOMTREE TR (97717X701)
|
4,478 |
$296k |
|
|
WISDOMTREE TR (97717W778)
|
4,543 |
$281k |
|
|
Invesco Bullestshares 2021 (BS (46138J700)
|
12,806 |
$271k |
|
|
FLEXSHARES TR (33939L712)
|
9,180 |
$258k |
|
|
FIRST TR EXCH TRD (33737J307)
|
7,097 |
$249k |
|
|
ISHARES (46429B747)
|
2,286 |
$230k |
|
|
SPDR SERIES TRUST (78464A607)
|
2,272 |
$224k |
|
|
WISDOMTREE INVTS INC (97717P104)
|
10,166 |
$63k |
|
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