| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2022 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| WISDOMTREE TRUST | 30 | Q3 2020 | 20.1% |
| WISDOMTREE TRUST | 30 | Q3 2020 | 11.0% |
| WISDOMTREE TRUST | 30 | Q3 2020 | 9.4% |
| ISHARES TR | 30 | Q3 2020 | 8.3% |
| ISHARES TR | 30 | Q3 2020 | 14.7% |
| SPDR SER TR | 30 | Q3 2020 | 6.5% |
| ISHARES TR | 30 | Q3 2020 | 2.9% |
| WISDOMTREE TRUST | 30 | Q3 2020 | 4.0% |
| ISHARES TR | 30 | Q3 2020 | 5.5% |
| WISDOMTREE TRUST | 30 | Q3 2020 | 0.7% |
View 3D ASSET MANAGEMENT, INC's complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| DBX Advisors LLC | October 24, 2016 | 333,469 | 13.4% |
| Oppenheimer Revenue Weighted ETF Trust | March 23, 2016 | 200,000 | 9.8% |
| FIRST TRUST EXCHANGE-TRADED FUND II | February 12, 2016 | 238,154 | 20.7% |
| FlexShares Trust | February 12, 2016 | 275,063 | 37.9% |
| FlexShares Trust | February 12, 2016 | 603,765 | 3.8% |
| FlexShares Trust | February 12, 2016 | 10 | 12.3% |
| FlexShares Trust | February 12, 2016 | 277,359 | 8.9% |
| Goldman Sachs ETF Trust | February 12, 2016 | 418,794 | 16.1% |
| iSHARES TRUST | February 12, 2016 | 474,716 | 36.5% |
| iSHARES TRUST | February 12, 2016 | 29,546 | 1.1% |
View 3D ASSET MANAGEMENT, INC's complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2020-11-09 |
| 13F-HR | 2020-07-24 |
| 13F-HR | 2020-05-07 |
| 13F-HR | 2020-02-14 |
| 13F-HR | 2019-10-29 |
| 13F-HR | 2019-08-05 |
| 13F-HR | 2019-05-01 |
| 13F-HR | 2019-02-13 |
| 13F-HR | 2018-10-31 |
| 13F-HR | 2018-08-02 |
View 3D ASSET MANAGEMENT, INC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.