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Money Design Co.,Ltd. Top Holdings and 13F Report (2025)

About Money Design Co.,Ltd.

Investment Activity

  • Money Design Co.,Ltd. has $1.95 million in total holdings as of December 31, 2024.
  • Money Design Co.,Ltd. owns shares of 77 different stocks, but just 21 companies or ETFs make up 80% of its holdings.
  • Approximately 14.88% of the portfolio was purchased this quarter.
  • About 14.46% of the portfolio was sold this quarter.
  • This quarter, Money Design Co.,Ltd. has purchased 76 new stocks and bought additional shares in 23 stocks.
  • Money Design Co.,Ltd. sold shares of 48 stocks and completely divested from 5 stocks this quarter.

Largest New Holdings this Quarter

Vanguard Growth ETF
$58,120 Holding
iShares MSCI Brazil ETF
$19,296 Holding

Largest Purchases this Quarter

Vanguard Value ETF
455,195 shares (about $76.90K)
Vanguard Growth ETF
140,323 shares (about $58.12K)
Vanguard FTSE Pacific ETF
451,139 shares (about $32.10K)
iShares 20+ Year Treasury Bond ETF
302,004 shares (about $26.52K)
SPDR Blackstone Senior Loan ETF
532,157 shares (about $22.19K)

Largest Sales this Quarter

Vanguard FTSE Emerging Markets ETF
625,169 shares (about $27.58K)
iShares MSCI Japan ETF
246,000 shares (about $16.52K)
Invesco NASDAQ 100 ETF
48,847 shares (about $10.37K)
Vanguard Short-Term Treasury Index ETF
177,369 shares (about $10.31K)
Vanguard FTSE Europe ETF
121,669 shares (about $7.72K)

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
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$228,802$76,901 50.6%1,354,33611.7%ETF
iShares iBoxx $ Investment Grade Corporate Bond ETF stock logo
LQD
iShares iBoxx $ Investment Grade Corporate Bond ETF
$157,476$6,444 4.3%1,470,2318.1%Finance
Invesco NASDAQ 100 ETF stock logo
QQQM
Invesco NASDAQ 100 ETF
$154,914$10,368 -6.3%729,8308.0%ETF
Vanguard Short-Term Treasury Index ETF stock logo
VGSH
Vanguard Short-Term Treasury Index ETF
$132,510$10,314 -7.2%2,278,7676.8%ETF
iShares MBS ETF stock logo
MBB
iShares MBS ETF
$121,600$5,647 4.9%1,325,1996.2%ETF
ISHARES GOLD TRUST ISHARES
$82,270$2,415 3.0%1,671,4784.2%ETF
SPDR SERIES TRUST BLOOMBERG BRCLYS
$82,051$5,093 6.6%3,249,5274.2%ETF
Vanguard FTSE Europe ETF stock logo
VGK
Vanguard FTSE Europe ETF
$76,248$7,721 -9.2%1,201,5083.9%ETF
iShares 1-5 Year Investment Grade Corporate Bond ETF stock logo
IGSB
iShares 1-5 Year Investment Grade Corporate Bond ETF
$63,501$3,322 5.5%1,228,2633.3%Manufacturing
SPDR Blackstone Senior Loan ETF stock logo
SRLN
SPDR Blackstone Senior Loan ETF
$60,428$22,191 58.0%1,449,1143.1%ETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$58,120$58,120 New Holding140,3233.0%ETF
iShares U.S. Real Estate ETF stock logo
IYR
iShares U.S. Real Estate ETF
$48,451$3,184 7.0%525,0482.5%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$43,739$27,576 -38.7%991,5862.2%ETF
iShares TIPS Bond ETF stock logo
TIP
iShares TIPS Bond ETF
$40,678$1,449 3.7%381,3072.1%ETF
iShares MSCI Japan ETF stock logo
EWJ
iShares MSCI Japan ETF
$39,906$16,521 -29.3%594,1882.0%ETF
Vanguard FTSE Pacific ETF stock logo
VPL
Vanguard FTSE Pacific ETF
$32,837$32,103 4,372.3%461,4571.7%ETF
WisdomTree India Earnings Fund stock logo
EPI
WisdomTree India Earnings Fund
$28,960$10,993 61.2%642,2711.5%Finance
iShares Global Infrastructure ETF stock logo
IGF
iShares Global Infrastructure ETF
$28,167$2,126 8.2%538,2501.4%Manufacturing
SPDR Portfolio Aggregate Bond ETF stock logo
SPAB
SPDR Portfolio Aggregate Bond ETF
$27,187$2,406 -8.1%1,085,7281.4%ETF
iShares 20+ Year Treasury Bond ETF stock logo
TLT
iShares 20+ Year Treasury Bond ETF
$26,516$26,516 New Holding302,0041.4%ETF
Real Estate Select Sector SPDR Fund stock logo
XLRE
Real Estate Select Sector SPDR Fund
$25,553$137 -0.5%633,2911.3%ETF
SPDR Portfolio S&P 500 Growth ETF stock logo
SPYG
SPDR Portfolio S&P 500 Growth ETF
$22,814$2,936 -11.4%257,2931.2%ETF
Nuveen ESG Large-Cap Value ETF stock logo
NULV
Nuveen ESG Large-Cap Value ETF
$20,854$30 0.1%531,0471.1%ETF
iShares Silver Trust stock logo
SLV
iShares Silver Trust
$19,419$2,317 -10.7%734,7331.0%ETF
iShares MSCI Brazil ETF stock logo
EWZ
iShares MSCI Brazil ETF
$19,296$19,296 New Holding853,4251.0%ETF
iShares ESG Aware MSCI EAFE ETF stock logo
ESGD
iShares ESG Aware MSCI EAFE ETF
$18,817$253 1.4%247,2691.0%Manufacturing
SPDR Portfolio S&P 500 Value ETF stock logo
SPYV
SPDR Portfolio S&P 500 Value ETF
$18,630$3,735 -16.7%364,5731.0%ETF
iShares ESG Aware MSCI USA ETF stock logo
ESGU
iShares ESG Aware MSCI USA ETF
$18,210$470 -2.5%140,7680.9%Manufacturing
iShares ESG Aware MSCI EM ETF stock logo
ESGE
iShares ESG Aware MSCI EM ETF
$14,996$487 -3.1%447,3800.8%Manufacturing
Vanguard Short-Term Inflation-Protected Securities ETF stock logo
VTIP
Vanguard Short-Term Inflation-Protected Securities ETF
$14,514$634 -4.2%299,8820.7%Manufacturing
Nuveen ESG Large-Cap Growth ETF stock logo
NULG
Nuveen ESG Large-Cap Growth ETF
$14,476$3,470 -19.3%167,2890.7%ETF
Vanguard Mortgage-Backed Securities ETF stock logo
VMBS
Vanguard Mortgage-Backed Securities ETF
$12,874$1,375 -9.7%283,7640.7%ETF
iShares Global REIT ETF stock logo
REET
iShares Global REIT ETF
$12,183$4,765 64.2%511,4620.6%ETF
Energy Select Sector SPDR Fund stock logo
XLE
Energy Select Sector SPDR Fund
$12,115$528 -4.2%143,2830.6%ETF
iShares 1-3 Year Treasury Bond ETF stock logo
SHY
iShares 1-3 Year Treasury Bond ETF
$11,209$1,459 15.0%136,8180.6%Manufacturing
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$11,065$735 7.1%18,7230.6%ETF
iShares Global Clean Energy ETF stock logo
ICLN
iShares Global Clean Energy ETF
$10,637$272 -2.5%930,6420.5%ETF
iShares Global Energy ETF stock logo
IXC
iShares Global Energy ETF
$10,384$1,054 -9.2%275,5030.5%ETF
iShares MSCI USA ESG Select ETF stock logo
SUSA
iShares MSCI USA ESG Select ETF
$9,382$344 -3.5%76,9190.5%ETF
iShares Global Comm Services ETF stock logo
IXP
iShares Global Comm Services ETF
$8,741$458 5.5%89,8470.4%ETF
SPDR EURO STOXX 50 ETF stock logo
FEZ
SPDR EURO STOXX 50 ETF
$7,644$1,650 -17.8%158,6630.4%ETF
iShares Global Healthcare ETF stock logo
IXJ
iShares Global Healthcare ETF
$6,095$139 -2.2%71,0690.3%ETF
VanEck Agribusiness ETF stock logo
MOO
VanEck Agribusiness ETF
$5,405$991 -15.5%84,0670.3%ETF
iShares Global Consumer Staples ETF stock logo
KXI
iShares Global Consumer Staples ETF
$4,738$386 -7.5%78,7780.2%ETF
Invesco Water Resources ETF stock logo
PHO
Invesco Water Resources ETF
$4,494$756 -14.4%68,2190.2%ETF
FlexShares STOXX Global Broad Infrastructure Index Fund stock logo
NFRA
FlexShares STOXX Global Broad Infrastructure Index Fund
$4,467$1,383 44.9%82,5310.2%ETF
Invesco Global Water ETF stock logo
PIO
Invesco Global Water ETF
$4,272$688 -13.9%109,3660.2%ETF
SPDR Portfolio Short Term Treasury ETF stock logo
SPTS
SPDR Portfolio Short Term Treasury ETF
$4,185$1,117 -21.1%144,5180.2%ETF
Aberdeen Standard Physical Platinum Shares ETF stock logo
PPLT
Aberdeen Standard Physical Platinum Shares ETF
$3,930$2,595 -39.8%47,5410.2%ETF
iShares MSCI Agriculture Producers ETF stock logo
VEGI
iShares MSCI Agriculture Producers ETF
$3,826$562 -12.8%108,5060.2%ETF
SPDR Dow Jones International Real Estate ETF stock logo
RWX
SPDR Dow Jones International Real Estate ETF
$3,551$55 1.6%154,2630.2%ETF
First Trust Water ETF stock logo
FIW
First Trust Water ETF
$3,108$518 -14.3%30,4050.2%ETF
SPDR Portfolio Short Term Corporate Bond ETF stock logo
SPSB
SPDR Portfolio Short Term Corporate Bond ETF
$3,085$313 -9.2%103,3080.2%ETF
Invesco S&P Global Water Index ETF stock logo
CGW
Invesco S&P Global Water Index ETF
$2,958$481 -14.0%54,4440.2%ETF
First Trust NASDAQ Clean Edge Green Energy Index Fund stock logo
QCLN
First Trust NASDAQ Clean Edge Green Energy Index Fund
$2,879$569 -16.5%83,5240.1%ETF
ERTH
Invesco MSCI Sustainable Future ETF
$2,832$261 -8.5%69,3660.1%ETF
FlexShares Global Upstream Natural Resources Index Fund stock logo
GUNR
FlexShares Global Upstream Natural Resources Index Fund
$2,803$484 -14.7%77,5250.1%ETF
iShares Global Financials ETF stock logo
IXG
iShares Global Financials ETF
$2,795$638 -18.6%29,0700.1%ETF
iShares U.S. Medical Devices ETF stock logo
IHI
iShares U.S. Medical Devices ETF
$2,794$444 -13.7%47,7850.1%ETF
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund stock logo
GRID
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
$2,791$397 -12.4%23,3320.1%ETF
Goldman Sachs JUST U.S. Large Cap Equity ETF stock logo
JUST
Goldman Sachs JUST U.S. Large Cap Equity ETF
$2,785$712 -20.4%33,3510.1%ETF
SMOG
VanEck Low Carbon Energy ETF
$2,769$222 -7.4%27,7900.1%ETF
Nuveen ESG Mid-Cap Growth ETF stock logo
NUMG
Nuveen ESG Mid-Cap Growth ETF
$2,635$2,635 New Holding55,2450.1%ETF
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$2,533$25 1.0%48,4250.1%ETF
Global X Uranium ETF stock logo
URA
Global X Uranium ETF
$2,211$53 2.5%82,3930.1%ETF
First Trust Global Wind Energy ETF stock logo
FAN
First Trust Global Wind Energy ETF
$2,143$211 -8.9%144,1800.1%ETF
Global X Lithium & Battery Tech ETF stock logo
LIT
Global X Lithium & Battery Tech ETF
$1,859$416 -18.3%44,7530.1%ETF
NuShares ESG International Developed Markets Equity ETF stock logo
NUDM
NuShares ESG International Developed Markets Equity ETF
$1,813$197 -9.8%60,2070.1%ETF
VanEck Rare Earth/Strategic Metals ETF stock logo
REMX
VanEck Rare Earth/Strategic Metals ETF
$1,646$195 -10.6%41,8250.1%ETF
iShares MSCI Pacific ex Japan ETF stock logo
EPP
iShares MSCI Pacific ex Japan ETF
$1,420$1,420 New Holding32,3430.1%Finance
Global X Clean Tech ETF stock logo
CTEC
Global X Clean Tech ETF
$1,388$47 -3.3%200,7250.1%Manufacturing
SPDR S&P Global Natural Resources ETF stock logo
GNR
SPDR S&P Global Natural Resources ETF
$1,363$252 -15.6%27,6000.1%ETF
ALPS Clean Energy ETF stock logo
ACES
ALPS Clean Energy ETF
$1,306$214 -14.1%49,7410.1%ETF
Invesco Solar ETF stock logo
TAN
Invesco Solar ETF
$1,278$207 -14.0%38,0000.1%ETF
iShares MSCI Global Sustainable Development Goals ETF stock logo
SDG
iShares MSCI Global Sustainable Development Goals ETF
$961$17 1.8%13,3580.0%Manufacturing
SPDR Portfolio Long Term Treasury ETF stock logo
SPTL
SPDR Portfolio Long Term Treasury ETF
$930$930 New Holding35,4060.0%ETF
EVX
VanEck Environmental Services ETF
$223$49 -18.1%1,3000.0%ETF
Vanguard Mid-Cap Value ETF stock logo
VOE
Vanguard Mid-Cap Value ETF
$0$95,129 -100.0%00.0%ETF
Vanguard Mid-Cap Growth ETF stock logo
VOT
Vanguard Mid-Cap Growth ETF
$0$47,373 -100.0%00.0%ETF
iShares iBoxx $ High Yield Corporate Bond ETF stock logo
HYG
iShares iBoxx $ High Yield Corporate Bond ETF
$0$20,068 -100.0%00.0%ETF
iShares International Treasury Bond ETF stock logo
IGOV
iShares International Treasury Bond ETF
$0$8,853 -100.0%00.0%ETF
SPDR Bloomberg Barclays International Treasury Bond ETF stock logo
BWX
SPDR Bloomberg Barclays International Treasury Bond ETF
$0$1,864 -100.0%00.0%Finance

Showing largest 100 holdings. View all holdings.
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