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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 $2.01 million in total holdings as of March 31, 2025.
  • Money Design Co.,Ltd. owns shares of 75 different stocks, but just 19 companies or ETFs make up 80% of its holdings.
  • Approximately 19.25% of the portfolio was purchased this quarter.
  • About 18.62% of the portfolio was sold this quarter.
  • This quarter, Money Design Co.,Ltd. has purchased 77 new stocks and bought additional shares in 35 stocks.
  • Money Design Co.,Ltd. sold shares of 39 stocks and completely divested from 3 stocks this quarter.

Largest New Holdings this Quarter

233051143 - Xtrackers S&P 500 ESG ETF
$20,697 Holding

Largest Purchases this Quarter

Vanguard Growth ETF
402,421 shares (about $149.23K)
iShares 20+ Year Treasury Bond ETF
985,885 shares (about $89.75K)
Vanguard FTSE Emerging Markets ETF
724,143 shares (about $32.77K)
Vanguard FTSE Europe ETF
429,303 shares (about $30.14K)
Xtrackers S&P 500 ESG ETF
410,413 shares (about $20.70K)

Largest Sales this Quarter

Vanguard Short-Term Treasury Index ETF
821,717 shares (about $48.23K)
Vanguard FTSE Pacific ETF
457,183 shares (about $33.16K)
iShares MSCI Japan ETF
365,595 shares (about $25.06K)
Nuveen ESG Large-Cap Value ETF
319,350 shares (about $12.93K)

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
$227,880$6,068 -2.6%1,319,20811.4%ETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$201,260$149,226 286.8%542,74410.0%ETF
iShares iBoxx $ Investment Grade Corporate Bond ETF stock logo
LQD
iShares iBoxx $ Investment Grade Corporate Bond ETF
$159,709$90 -0.1%1,469,4018.0%Finance
iShares MBS ETF stock logo
MBB
iShares MBS ETF
$124,621$344 0.3%1,328,8706.2%ETF
iShares 20+ Year Treasury Bond ETF stock logo
TLT
iShares 20+ Year Treasury Bond ETF
$117,237$89,745 326.4%1,287,8895.8%ETF
Vanguard FTSE Europe ETF stock logo
VGK
Vanguard FTSE Europe ETF
$114,499$30,141 35.7%1,630,8115.7%ETF
ISHARES GOLD TRUST ISHARES
$86,006$12,544 -12.7%1,458,7254.3%ETF
Vanguard Short-Term Treasury Index ETF stock logo
VGSH
Vanguard Short-Term Treasury Index ETF
$85,514$48,226 -36.1%1,457,0504.3%ETF
SPDR SERIES TRUST BLOOMBERG BRCLYS
$81,164$594 -0.7%3,225,9284.0%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$77,654$32,775 73.0%1,715,7293.9%ETF
SPDR Blackstone Senior Loan ETF stock logo
SRLN
SPDR Blackstone Senior Loan ETF
$58,249$1,353 -2.3%1,416,2132.9%ETF
iShares TIPS Bond ETF stock logo
TIP
iShares TIPS Bond ETF
$53,811$11,451 27.0%484,3892.7%ETF
iShares U.S. Real Estate ETF stock logo
IYR
iShares U.S. Real Estate ETF
$50,451$178 0.4%526,9052.5%ETF
iShares 1-5 Year Investment Grade Corporate Bond ETF stock logo
IGSB
iShares 1-5 Year Investment Grade Corporate Bond ETF
$35,039$29,285 -45.5%669,0631.7%Manufacturing
iShares Global Infrastructure ETF stock logo
IGF
iShares Global Infrastructure ETF
$30,853$1,427 4.8%564,3501.5%Manufacturing
WisdomTree India Earnings Fund stock logo
EPI
WisdomTree India Earnings Fund
$30,679$2,605 9.3%701,8651.5%Finance
Real Estate Select Sector SPDR Fund stock logo
XLRE
Real Estate Select Sector SPDR Fund
$26,980$477 1.8%644,6871.3%ETF
SPDR Portfolio S&P 500 Growth ETF stock logo
SPYG
SPDR Portfolio S&P 500 Growth ETF
$26,785$6,106 29.5%333,2711.3%ETF
SPDR Portfolio Aggregate Bond ETF stock logo
SPAB
SPDR Portfolio Aggregate Bond ETF
$26,698$1,032 -3.7%1,045,3311.3%ETF
iShares Silver Trust stock logo
SLV
iShares Silver Trust
$23,701$932 4.1%764,8111.2%ETF
Xtrackers S&P 500 ESG ETF stock logo
SNPE
Xtrackers S&P 500 ESG ETF
$20,697$20,697 New Holding410,4131.0%ETF
iShares ESG Aware MSCI EAFE ETF stock logo
ESGD
iShares ESG Aware MSCI EAFE ETF
$19,474$726 -3.6%238,3841.0%Manufacturing
Vanguard Short-Term Inflation-Protected Securities ETF stock logo
VTIP
Vanguard Short-Term Inflation-Protected Securities ETF
$18,721$3,757 25.1%375,1690.9%Manufacturing
SPDR Portfolio S&P 500 Value ETF stock logo
SPYV
SPDR Portfolio S&P 500 Value ETF
$18,383$236 -1.3%359,9580.9%ETF
iShares MSCI Pacific ex Japan ETF stock logo
EPP
iShares MSCI Pacific ex Japan ETF
$17,228$15,802 1,107.9%390,6650.9%Finance
iShares Global REIT ETF stock logo
REET
iShares Global REIT ETF
$16,199$3,791 30.6%667,7290.8%ETF
iShares MSCI Japan ETF stock logo
EWJ
iShares MSCI Japan ETF
$15,672$25,065 -61.5%228,5930.8%ETF
iShares ESG Aware MSCI EM ETF stock logo
ESGE
iShares ESG Aware MSCI EM ETF
$15,647$11 0.1%447,7060.8%Manufacturing
iShares MSCI USA ESG Select ETF stock logo
SUSA
iShares MSCI USA ESG Select ETF
$15,270$6,434 72.8%132,9290.8%ETF
Vanguard Mortgage-Backed Securities ETF stock logo
VMBS
Vanguard Mortgage-Backed Securities ETF
$13,092$49 -0.4%282,7110.7%ETF
iShares ESG Aware MSCI USA ETF stock logo
ESGU
iShares ESG Aware MSCI USA ETF
$12,012$5,149 -30.0%98,5340.6%Manufacturing
Energy Select Sector SPDR Fund stock logo
XLE
Energy Select Sector SPDR Fund
$11,734$1,656 -12.4%125,5610.6%ETF
iShares 1-3 Year Treasury Bond ETF stock logo
SHY
iShares 1-3 Year Treasury Bond ETF
$11,567$248 2.2%139,8180.6%Manufacturing
iShares Global Clean Energy ETF stock logo
ICLN
iShares Global Clean Energy ETF
$11,166$538 5.1%977,7840.6%ETF
iShares Global Energy ETF stock logo
IXC
iShares Global Energy ETF
$10,854$736 -6.4%257,9990.5%ETF
SPDR EURO STOXX 50 ETF stock logo
FEZ
SPDR EURO STOXX 50 ETF
$10,807$2,174 25.2%198,6260.5%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$10,549$29 0.3%18,7740.5%ETF
iShares Global Comm Services ETF stock logo
IXP
iShares Global Comm Services ETF
$9,216$499 5.7%94,9860.5%ETF
Nuveen ESG Large-Cap Value ETF stock logo
NULV
Nuveen ESG Large-Cap Value ETF
$8,572$12,931 -60.1%211,6970.4%ETF
VanEck Agribusiness ETF stock logo
MOO
VanEck Agribusiness ETF
$6,600$893 15.6%97,2140.3%ETF
iShares Global Healthcare ETF stock logo
IXJ
iShares Global Healthcare ETF
$6,058$424 -6.5%66,4230.3%ETF
Aberdeen Standard Physical Platinum Shares ETF stock logo
PPLT
Aberdeen Standard Physical Platinum Shares ETF
$5,667$1,323 30.5%62,0210.3%ETF
FlexShares STOXX Global Broad Infrastructure Index Fund stock logo
NFRA
FlexShares STOXX Global Broad Infrastructure Index Fund
$5,171$414 8.7%89,7080.3%ETF
iShares Global Consumer Staples ETF stock logo
KXI
iShares Global Consumer Staples ETF
$4,783$262 -5.2%74,6830.2%ETF
SPDR Dow Jones International Real Estate ETF stock logo
RWX
SPDR Dow Jones International Real Estate ETF
$4,204$427 11.3%171,7200.2%ETF
SPDR Portfolio Long Term Treasury ETF stock logo
SPTL
SPDR Portfolio Long Term Treasury ETF
$4,130$3,165 327.9%151,5050.2%ETF
Invesco Water Resources ETF stock logo
PHO
Invesco Water Resources ETF
$4,006$395 -9.0%62,0910.2%ETF
Invesco Global Water ETF stock logo
PIO
Invesco Global Water ETF
$3,973$416 -9.5%99,0040.2%ETF
iShares MSCI Agriculture Producers ETF stock logo
VEGI
iShares MSCI Agriculture Producers ETF
$3,611$413 -10.3%97,3670.2%ETF
FlexShares Global Upstream Natural Resources Index Fund stock logo
GUNR
FlexShares Global Upstream Natural Resources Index Fund
$3,038$30 1.0%78,2880.2%ETF
Nuveen ESG Large-Cap Growth ETF stock logo
NULG
Nuveen ESG Large-Cap Growth ETF
$2,960$10,136 -77.4%37,8120.1%ETF
SPDR Portfolio Short Term Treasury ETF stock logo
SPTS
SPDR Portfolio Short Term Treasury ETF
$2,822$1,404 -33.2%96,4990.1%ETF
First Trust Water ETF stock logo
FIW
First Trust Water ETF
$2,747$315 -10.3%27,2810.1%ETF
Invesco S&P Global Water Index ETF stock logo
CGW
Invesco S&P Global Water Index ETF
$2,699$333 -11.0%48,4640.1%ETF
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$2,648$34 1.3%49,0590.1%ETF
SMOG
VanEck Low Carbon Energy ETF
$2,578$232 -8.2%25,5000.1%ETF
Goldman Sachs JUST U.S. Large Cap Equity ETF stock logo
JUST
Goldman Sachs JUST U.S. Large Cap Equity ETF
$2,550$103 -3.9%32,0620.1%ETF
ERTH
Invesco MSCI Sustainable Future ETF
$2,545$149 -5.5%65,5250.1%ETF
iShares Global Financials ETF stock logo
IXG
iShares Global Financials ETF
$2,540$455 -15.2%24,6570.1%ETF
iShares U.S. Medical Devices ETF stock logo
IHI
iShares U.S. Medical Devices ETF
$2,536$341 -11.8%42,1250.1%ETF
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund stock logo
GRID
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
$2,535$104 -3.9%22,4110.1%ETF
First Trust NASDAQ Clean Edge Green Energy Index Fund stock logo
QCLN
First Trust NASDAQ Clean Edge Green Energy Index Fund
$2,506$115 4.8%87,5510.1%ETF
First Trust Global Wind Energy ETF stock logo
FAN
First Trust Global Wind Energy ETF
$1,893$271 -12.5%126,1290.1%ETF
SPDR Portfolio Short Term Corporate Bond ETF stock logo
SPSB
SPDR Portfolio Short Term Corporate Bond ETF
$1,738$1,371 -44.1%57,7450.1%ETF
Global X Uranium ETF stock logo
URA
Global X Uranium ETF
$1,730$159 -8.4%75,4680.1%ETF
NuShares ESG International Developed Markets Equity ETF stock logo
NUDM
NuShares ESG International Developed Markets Equity ETF
$1,702$216 -11.3%53,4230.1%ETF
Global X Lithium & Battery Tech ETF stock logo
LIT
Global X Lithium & Battery Tech ETF
$1,676$61 -3.5%43,1930.1%ETF
SPDR S&P Global Natural Resources ETF stock logo
GNR
SPDR S&P Global Natural Resources ETF
$1,496$27 1.8%28,0990.1%ETF
VanEck Rare Earth/Strategic Metals ETF stock logo
REMX
VanEck Rare Earth/Strategic Metals ETF
$1,495$159 -9.6%37,8130.1%ETF
ALPS Clean Energy ETF stock logo
ACES
ALPS Clean Energy ETF
$1,229$89 7.8%53,6280.1%ETF
Invesco Solar ETF stock logo
TAN
Invesco Solar ETF
$1,191$33 2.9%39,0980.1%ETF
Global X Clean Tech ETF stock logo
CTEC
Global X Clean Tech ETF
$1,177$26 -2.1%196,4670.1%Manufacturing
iShares MSCI Global Sustainable Development Goals ETF stock logo
SDG
iShares MSCI Global Sustainable Development Goals ETF
$975$8 0.8%13,4670.0%Manufacturing
Vanguard FTSE Pacific ETF stock logo
VPL
Vanguard FTSE Pacific ETF
$310$33,160 -99.1%4,2740.0%ETF
EVX
VanEck Environmental Services ETF
$222$176 381.2%6,2560.0%ETF
Invesco NASDAQ 100 ETF stock logo
QQQM
Invesco NASDAQ 100 ETF
$0$154,914 -100.0%00.0%ETF
iShares MSCI Brazil ETF stock logo
EWZ
iShares MSCI Brazil ETF
$0$19,296 -100.0%00.0%ETF
Nuveen ESG Mid-Cap Growth ETF stock logo
NUMG
Nuveen ESG Mid-Cap Growth ETF
$0$2,635 -100.0%00.0%ETF

Showing largest 100 holdings. View all holdings.
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