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Money Design Co.,Ltd. Top Holdings and 13F Report (2024)

About Money Design Co.,Ltd.

Investment Activity

  • Money Design Co.,Ltd. has $2.01 million in total holdings as of September 30, 2024.
  • Money Design Co.,Ltd. owns shares of 76 different stocks, but just 22 companies or ETFs make up 80% of its holdings.
  • Approximately 6.06% of the portfolio was purchased this quarter.
  • About 3.96% of the portfolio was sold this quarter.
  • This quarter, Money Design Co.,Ltd. has purchased 75 new stocks and bought additional shares in 31 stocks.
  • Money Design Co.,Ltd. sold shares of 43 stocks and completely divested from 1 stock this quarter.

Largest New Holdings this Quarter

Largest Purchases this Quarter

WisdomTree India Earnings Fund
398,473 shares (about $20.11K)
iShares iBoxx $ High Yield Corporate Bond ETF
249,909 shares (about $20.07K)
Vanguard Mid-Cap Growth ETF
46,948 shares (about $11.43K)
Vanguard Mid-Cap Value ETF
58,838 shares (about $9.87K)

Largest Sales this Quarter

Vanguard FTSE Emerging Markets ETF
386,378 shares (about $18.49K)
SPDR Blackstone Senior Loan ETF
347,616 shares (about $14.52K)
iShares U.S. Real Estate ETF
23,054 shares (about $2.35K)
Real Estate Select Sector SPDR Fund
31,557 shares (about $1.41K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofMoney Design Co.,Ltd.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
iShares iBoxx $ Investment Grade Corporate Bond ETF stock logo
LQD
iShares iBoxx $ Investment Grade Corporate Bond ETF
$159,309$9,395 6.3%1,410,0687.9%Finance
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$156,963$1,858 1.2%899,1417.8%ETF
Invesco NASDAQ 100 ETF stock logo
QQQM
Invesco NASDAQ 100 ETF
$156,397$3,427 2.2%778,6777.8%ETF
Vanguard Short-Term Treasury Index ETF stock logo
VGSH
Vanguard Short-Term Treasury Index ETF
$144,961$7,114 5.2%2,456,1367.2%ETF
iShares MBS ETF stock logo
MBB
iShares MBS ETF
$121,071$6,760 5.9%1,263,6606.0%ETF
Vanguard Mid-Cap Value ETF stock logo
VOE
Vanguard Mid-Cap Value ETF
$95,129$9,865 11.6%567,3574.7%ETF
Vanguard FTSE Europe ETF stock logo
VGK
Vanguard FTSE Europe ETF
$94,078$4,257 4.7%1,323,1774.7%ETF
ISHARES GOLD TRUST ISHARES
$80,634$191 -0.2%1,622,4174.0%ETF
SPDR SERIES TRUST BLOOMBERG BRCLYS
$78,482$622 0.8%3,047,8283.9%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$77,362$18,488 -19.3%1,616,7553.8%ETF
iShares 1-5 Year Investment Grade Corporate Bond ETF stock logo
IGSB
iShares 1-5 Year Investment Grade Corporate Bond ETF
$61,297$2,897 5.0%1,164,0053.1%Manufacturing
iShares MSCI Japan ETF stock logo
EWJ
iShares MSCI Japan ETF
$60,107$3,359 5.9%840,1883.0%ETF
iShares U.S. Real Estate ETF stock logo
IYR
iShares U.S. Real Estate ETF
$49,972$2,349 -4.5%490,5432.5%ETF
Vanguard Mid-Cap Growth ETF stock logo
VOT
Vanguard Mid-Cap Growth ETF
$47,373$11,430 31.8%194,5752.4%ETF
iShares TIPS Bond ETF stock logo
TIP
iShares TIPS Bond ETF
$40,622$4,740 13.2%367,7202.0%ETF
SPDR Blackstone Senior Loan ETF stock logo
SRLN
SPDR Blackstone Senior Loan ETF
$38,292$14,516 -27.5%916,9571.9%ETF
SPDR Portfolio Aggregate Bond ETF stock logo
SPAB
SPDR Portfolio Aggregate Bond ETF
$30,893$732 2.4%1,181,8321.5%ETF
Real Estate Select Sector SPDR Fund stock logo
XLRE
Real Estate Select Sector SPDR Fund
$28,441$1,410 -4.7%636,6881.4%ETF
iShares Global Infrastructure ETF stock logo
IGF
iShares Global Infrastructure ETF
$27,086$441 1.7%497,6301.3%Manufacturing
SPDR Portfolio S&P 500 Growth ETF stock logo
SPYG
SPDR Portfolio S&P 500 Growth ETF
$24,086$2,289 10.5%290,4041.2%ETF
iShares Silver Trust stock logo
SLV
iShares Silver Trust
$23,364$383 1.7%822,3801.2%ETF
SPDR Portfolio S&P 500 Value ETF stock logo
SPYV
SPDR Portfolio S&P 500 Value ETF
$23,135$1,879 8.8%437,6611.2%ETF
Nuveen ESG Large-Cap Value ETF stock logo
NULV
Nuveen ESG Large-Cap Value ETF
$22,124$311 -1.4%530,2921.1%ETF
iShares ESG Aware MSCI EAFE ETF stock logo
ESGD
iShares ESG Aware MSCI EAFE ETF
$20,532$475 2.4%243,9381.0%Manufacturing
WisdomTree India Earnings Fund stock logo
EPI
WisdomTree India Earnings Fund
$20,107$20,107 New Holding398,4731.0%Finance
iShares iBoxx $ High Yield Corporate Bond ETF stock logo
HYG
iShares iBoxx $ High Yield Corporate Bond ETF
$20,068$20,068 New Holding249,9091.0%ETF
iShares ESG Aware MSCI USA ETF stock logo
ESGU
iShares ESG Aware MSCI USA ETF
$18,221$183 -1.0%144,4040.9%Manufacturing
Nuveen ESG Large-Cap Growth ETF stock logo
NULG
Nuveen ESG Large-Cap Growth ETF
$17,137$423 -2.4%207,3950.9%ETF
iShares ESG Aware MSCI EM ETF stock logo
ESGE
iShares ESG Aware MSCI EM ETF
$16,818$264 1.6%461,9000.8%Manufacturing
Vanguard Short-Term Inflation-Protected Securities ETF stock logo
VTIP
Vanguard Short-Term Inflation-Protected Securities ETF
$15,433$1,966 14.6%312,9880.8%Manufacturing
Vanguard Mortgage-Backed Securities ETF stock logo
VMBS
Vanguard Mortgage-Backed Securities ETF
$14,828$476 3.3%314,0810.7%ETF
iShares Global Clean Energy ETF stock logo
ICLN
iShares Global Clean Energy ETF
$14,021$1,119 -7.4%954,4690.7%ETF
Energy Select Sector SPDR Fund stock logo
XLE
Energy Select Sector SPDR Fund
$13,128$51 -0.4%149,5260.7%ETF
iShares Global Energy ETF stock logo
IXC
iShares Global Energy ETF
$12,284$590 5.0%303,4660.6%ETF
SPDR EURO STOXX 50 ETF stock logo
FEZ
SPDR EURO STOXX 50 ETF
$10,271$651 6.8%192,9180.5%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$10,083$18 -0.2%17,4800.5%ETF
iShares 1-3 Year Treasury Bond ETF stock logo
SHY
iShares 1-3 Year Treasury Bond ETF
$9,895$1,958 24.7%119,0070.5%Manufacturing
iShares MSCI USA ESG Select ETF stock logo
SUSA
iShares MSCI USA ESG Select ETF
$9,598$444 -4.4%79,7410.5%ETF
iShares International Treasury Bond ETF stock logo
IGOV
iShares International Treasury Bond ETF
$8,853$393 4.6%211,6940.4%ETF
iShares Global REIT ETF stock logo
REET
iShares Global REIT ETF
$8,311$2,167 35.3%311,4040.4%ETF
iShares Global Comm Services ETF stock logo
IXP
iShares Global Comm Services ETF
$8,014$514 6.9%85,1410.4%ETF
VanEck Agribusiness ETF stock logo
MOO
VanEck Agribusiness ETF
$7,511$438 -5.5%99,4740.4%ETF
iShares Global Healthcare ETF stock logo
IXJ
iShares Global Healthcare ETF
$7,136$495 -6.5%72,6950.4%ETF
Aberdeen Standard Physical Platinum Shares ETF stock logo
PPLT
Aberdeen Standard Physical Platinum Shares ETF
$7,088$2,623 -27.0%78,9360.4%ETF
Invesco Water Resources ETF stock logo
PHO
Invesco Water Resources ETF
$5,621$921 -14.1%79,6900.3%ETF
iShares Global Consumer Staples ETF stock logo
KXI
iShares Global Consumer Staples ETF
$5,602$544 -8.9%85,1970.3%ETF
Invesco Global Water ETF stock logo
PIO
Invesco Global Water ETF
$5,471$811 -12.9%126,9880.3%ETF
SPDR Portfolio Short Term Treasury ETF stock logo
SPTS
SPDR Portfolio Short Term Treasury ETF
$5,384$212 4.1%183,0820.3%ETF
iShares MSCI Agriculture Producers ETF stock logo
VEGI
iShares MSCI Agriculture Producers ETF
$4,733$508 -9.7%124,4330.2%ETF
SPDR Dow Jones International Real Estate ETF stock logo
RWX
SPDR Dow Jones International Real Estate ETF
$4,187$119 -2.8%151,8810.2%ETF
First Trust Water ETF stock logo
FIW
First Trust Water ETF
$3,878$763 -16.4%35,4730.2%ETF
Invesco S&P Global Water Index ETF stock logo
CGW
Invesco S&P Global Water Index ETF
$3,874$741 -16.1%63,2980.2%ETF
FlexShares Global Upstream Natural Resources Index Fund stock logo
GUNR
FlexShares Global Upstream Natural Resources Index Fund
$3,751$364 -8.8%90,9220.2%ETF
First Trust NASDAQ Clean Edge Green Energy Index Fund stock logo
QCLN
First Trust NASDAQ Clean Edge Green Energy Index Fund
$3,592$366 -9.2%100,0250.2%ETF
SPDR Portfolio Short Term Corporate Bond ETF stock logo
SPSB
SPDR Portfolio Short Term Corporate Bond ETF
$3,445$99 3.0%113,7800.2%ETF
Goldman Sachs JUST U.S. Large Cap Equity ETF stock logo
JUST
Goldman Sachs JUST U.S. Large Cap Equity ETF
$3,430$380 -10.0%41,8720.2%ETF
Invesco MSCI Sustainable Future ETF stock logo
ERTH
Invesco MSCI Sustainable Future ETF
$3,419$603 -15.0%75,7700.2%ETF
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund stock logo
GRID
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
$3,391$510 -13.1%26,6480.2%ETF
FlexShares STOXX Global Broad Infrastructure Index Fund stock logo
NFRA
FlexShares STOXX Global Broad Infrastructure Index Fund
$3,385$212 -5.9%56,9730.2%ETF
iShares Global Financials ETF stock logo
IXG
iShares Global Financials ETF
$3,377$649 -16.1%35,7030.2%ETF
SMOG
VanEck Low Carbon Energy ETF
$3,370$726 -17.7%30,0220.2%ETF
iShares U.S. Medical Devices ETF stock logo
IHI
iShares U.S. Medical Devices ETF
$3,279$570 -14.8%55,3720.2%ETF
First Trust Global Wind Energy ETF stock logo
FAN
First Trust Global Wind Energy ETF
$2,857$673 -19.1%158,3450.1%ETF
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$2,752$173 6.7%47,9420.1%ETF
Global X Lithium & Battery Tech ETF stock logo
LIT
Global X Lithium & Battery Tech ETF
$2,387$7 -0.3%54,7700.1%ETF
Global X Uranium ETF stock logo
URA
Global X Uranium ETF
$2,301$1,074 -31.8%80,4120.1%ETF
NuShares ESG International Developed Markets Equity ETF stock logo
NUDM
NuShares ESG International Developed Markets Equity ETF
$2,246$355 -13.6%66,7530.1%ETF
VanEck Rare Earth/Strategic Metals ETF stock logo
REMX
VanEck Rare Earth/Strategic Metals ETF
$2,158$38 -1.7%46,7840.1%ETF
Invesco Solar ETF stock logo
TAN
Invesco Solar ETF
$1,904$233 -10.9%44,1620.1%ETF
SPDR S&P Global Natural Resources ETF stock logo
GNR
SPDR S&P Global Natural Resources ETF
$1,885$212 -10.1%32,6940.1%ETF
SPDR Bloomberg Barclays International Treasury Bond ETF stock logo
BWX
SPDR Bloomberg Barclays International Treasury Bond ETF
$1,864$23 -1.2%79,8070.1%Finance
Global X Clean Tech ETF stock logo
CTEC
Global X Clean Tech ETF
$1,734$128 8.0%207,4680.1%Manufacturing
ALPS Clean Energy ETF stock logo
ACES
ALPS Clean Energy ETF
$1,703$55 -3.1%57,9010.1%ETF
iShares MSCI Global Sustainable Development Goals ETF stock logo
SDG
iShares MSCI Global Sustainable Development Goals ETF
$1,113$1 -0.1%13,1220.1%Manufacturing
Vanguard FTSE Pacific ETF stock logo
VPL
Vanguard FTSE Pacific ETF
$809$141 -14.8%10,3180.0%ETF
EVX
VanEck Environmental Services ETF
$286$36 -11.1%1,5870.0%ETF
iShares MSCI Pacific ex Japan ETF stock logo
EPP
iShares MSCI Pacific ex Japan ETF
$0$24,865 -100.0%00.0%Finance

Showing largest 100 holdings. View all holdings.
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