Free Trial

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

About Money Design Co.,Ltd.

Investment Activity

  • Money Design Co.,Ltd. has $2.14 million in total holdings as of June 30, 2025.
  • Money Design Co.,Ltd. owns shares of 72 different stocks, but just 18 companies or ETFs make up 80% of its holdings.
  • Approximately 5.98% of the portfolio was purchased this quarter.
  • About 4.36% of the portfolio was sold this quarter.
  • This quarter, Money Design Co.,Ltd. has purchased 75 new stocks and bought additional shares in 32 stocks.
  • Money Design Co.,Ltd. sold shares of 40 stocks and completely divested from 3 stocks this quarter.

Largest Purchases this Quarter

ISHARES GOLD TRUST ISHARES
379,015 shares (about $23.64K)
Vanguard Value ETF
65,773 shares (about $11.62K)
Vanguard FTSE Europe ETF
77,214 shares (about $5.98K)

Largest Sales this Quarter

iShares 20+ Year Treasury Bond ETF
224,717 shares (about $19.83K)
Vanguard Short-Term Treasury ETF
205,516 shares (about $12.08K)
iShares TIPS Bond ETF
66,300 shares (about $7.30K)
iShares Global REIT ETF
175,361 shares (about $4.33K)
iShares Global Infrastructure ETF
58,370 shares (about $3.46K)

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
$244,782$11,625 5.0%1,384,98111.4%ETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$242,941$5,002 2.1%554,15311.3%ETF
iShares iBoxx $ Investment Grade Corporate Bond ETF stock logo
LQD
iShares iBoxx $ Investment Grade Corporate Bond ETF
$170,866$9,805 6.1%1,558,8548.0%Finance
Vanguard FTSE Europe ETF stock logo
VGK
Vanguard FTSE Europe ETF
$132,372$5,984 4.7%1,708,0256.2%ETF
iShares MBS ETF stock logo
MBB
iShares MBS ETF
$130,593$5,825 4.7%1,390,9166.1%ETF
ISHARES GOLD TRUST ISHARES
$114,601$23,635 26.0%1,837,7405.4%ETF
iShares 20+ Year Treasury Bond ETF stock logo
TLT
iShares 20+ Year Treasury Bond ETF
$93,825$19,831 -17.4%1,063,1724.4%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$86,912$2,052 2.4%1,757,2124.1%ETF
SPDR SERIES TRUST BLOOMBERG BRCLYS
$86,620$4,423 5.4%3,399,5104.0%ETF
Vanguard Short-Term Treasury ETF stock logo
VGSH
Vanguard Short-Term Treasury ETF
$73,565$12,080 -14.1%1,251,5343.4%ETF
iShares 1-5 Year Investment Grade Corporate Bond ETF stock logo
IGSB
iShares 1-5 Year Investment Grade Corporate Bond ETF
$66,833$31,533 89.3%1,266,7323.1%Manufacturing
SPDR Blackstone Senior Loan ETF stock logo
SRLN
SPDR Blackstone Senior Loan ETF
$62,544$3,644 6.2%1,503,8262.9%ETF
iShares U.S. Real Estate ETF stock logo
IYR
iShares U.S. Real Estate ETF
$52,434$2,499 5.0%553,2752.4%ETF
iShares TIPS Bond ETF stock logo
TIP
iShares TIPS Bond ETF
$46,007$7,296 -13.7%418,0892.1%ETF
WisdomTree India Earnings Fund stock logo
EPI
WisdomTree India Earnings Fund
$35,786$2,468 7.4%753,8621.7%Finance
SPDR Portfolio S&P 500 Growth ETF stock logo
SPYG
SPDR Portfolio S&P 500 Growth ETF
$31,862$95 0.3%334,2661.5%ETF
iShares Silver Trust stock logo
SLV
iShares Silver Trust
$30,128$5,035 20.1%918,2581.4%ETF
iShares Global Infrastructure ETF stock logo
IGF
iShares Global Infrastructure ETF
$29,954$3,456 -10.3%505,9801.4%Manufacturing
SPDR Portfolio Aggregate Bond ETF stock logo
SPAB
SPDR Portfolio Aggregate Bond ETF
$28,085$1,325 4.9%1,097,0731.3%ETF
Real Estate Select Sector SPDR Fund stock logo
XLRE
Real Estate Select Sector SPDR Fund
$28,025$1,322 5.0%676,6011.3%ETF
Xtrackers S&P 500 Scored & Screened ETF stock logo
SNPE
Xtrackers S&P 500 Scored & Screened ETF
$23,549$853 3.8%425,8471.1%ETF
SPDR Portfolio S&P 500 Value ETF stock logo
SPYV
SPDR Portfolio S&P 500 Value ETF
$19,705$865 4.6%376,4810.9%ETF
iShares ESG Aware MSCI EAFE ETF stock logo
ESGD
iShares ESG Aware MSCI EAFE ETF
$19,692$1,576 -7.4%220,7150.9%Manufacturing
iShares MSCI USA ESG Select ETF stock logo
SUSA
iShares MSCI USA ESG Select ETF
$16,917$69 0.4%133,4710.8%ETF
Vanguard Short-Term Inflation-Protected Securities ETF stock logo
VTIP
Vanguard Short-Term Inflation-Protected Securities ETF
$16,655$2,205 -11.7%331,3060.8%Manufacturing
iShares ESG Aware MSCI EM ETF stock logo
ESGE
iShares ESG Aware MSCI EM ETF
$16,338$1,199 -6.8%417,1010.8%Manufacturing
iShares MSCI Japan ETF stock logo
EWJ
iShares MSCI Japan ETF
$15,769$1,368 -8.0%210,3420.7%ETF
Vanguard Mortgage-Backed Securities ETF stock logo
VMBS
Vanguard Mortgage-Backed Securities ETF
$13,441$340 2.6%290,0490.6%ETF
iShares ESG Aware MSCI USA ETF stock logo
ESGU
iShares ESG Aware MSCI USA ETF
$13,339$8 0.1%98,5910.6%Manufacturing
SPDR EURO STOXX 50 ETF stock logo
FEZ
SPDR EURO STOXX 50 ETF
$12,425$561 4.7%208,0200.6%ETF
iShares Global Clean Energy ETF stock logo
ICLN
iShares Global Clean Energy ETF
$12,314$505 -3.9%939,2470.6%ETF
iShares Global REIT ETF stock logo
REET
iShares Global REIT ETF
$12,161$4,331 -26.3%492,3680.6%ETF
iShares Global Energy ETF stock logo
IXC
iShares Global Energy ETF
$12,055$1,919 18.9%306,8330.6%ETF
Energy Select Sector SPDR Fund stock logo
XLE
Energy Select Sector SPDR Fund
$11,395$746 7.0%134,3540.5%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$11,276$381 -3.3%18,1610.5%ETF
abrdn Physical Platinum Shares ETF stock logo
PPLT
abrdn Physical Platinum Shares ETF
$11,255$3,634 47.7%91,6000.5%ETF
iShares Global Comm Services ETF stock logo
IXP
iShares Global Comm Services ETF
$10,349$320 -3.0%92,1360.5%ETF
Nuveen ESG Large-Cap Value ETF stock logo
NULV
Nuveen ESG Large-Cap Value ETF
$8,429$444 -5.0%201,0980.4%ETF
VanEck Agribusiness ETF stock logo
MOO
VanEck Agribusiness ETF
$6,644$513 -7.2%90,2430.3%ETF
iShares Global Healthcare ETF stock logo
IXJ
iShares Global Healthcare ETF
$5,774$56 1.0%67,0690.3%ETF
iShares Global Consumer Staples ETF stock logo
KXI
iShares Global Consumer Staples ETF
$4,713$170 -3.5%72,0810.2%ETF
FlexShares STOXX Global Broad Infrastructure Index Fund stock logo
NFRA
FlexShares STOXX Global Broad Infrastructure Index Fund
$4,461$1,091 -19.6%72,0840.2%ETF
SPDR Dow Jones International Real Estate ETF stock logo
RWX
SPDR Dow Jones International Real Estate ETF
$4,407$298 -6.3%160,8390.2%ETF
Invesco Global Water ETF stock logo
PIO
Invesco Global Water ETF
$3,995$428 -9.7%89,4310.2%ETF
Invesco Water Resources ETF stock logo
PHO
Invesco Water Resources ETF
$3,912$429 -9.9%55,9530.2%ETF
Nuveen ESG Large-Cap Growth ETF stock logo
NULG
Nuveen ESG Large-Cap Growth ETF
$3,665$113 3.2%39,0130.2%ETF
iShares MSCI Agriculture Producers ETF stock logo
VEGI
iShares MSCI Agriculture Producers ETF
$3,573$346 -8.8%88,7750.2%ETF
FlexShares Morningstar Global Upstream Natural Resources Index Fund stock logo
GUNR
FlexShares Morningstar Global Upstream Natural Resources Index Fund
$3,569$429 13.7%88,9810.2%ETF
SPDR Portfolio Long Term Treasury ETF stock logo
SPTL
SPDR Portfolio Long Term Treasury ETF
$3,237$789 -19.6%121,7990.2%ETF
SPDR Portfolio Short Term Corporate Bond ETF stock logo
SPSB
SPDR Portfolio Short Term Corporate Bond ETF
$3,122$1,379 79.1%103,4210.1%ETF
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$2,999$54 1.8%49,9640.1%ETF
Invesco S&P Global Water Index ETF stock logo
CGW
Invesco S&P Global Water Index ETF
$2,811$218 -7.2%44,9760.1%ETF
First Trust Global Wind Energy ETF stock logo
FAN
First Trust Global Wind Energy ETF
$2,721$433 18.9%149,9870.1%ETF
First Trust Water ETF stock logo
FIW
First Trust Water ETF
$2,676$270 -9.2%24,7840.1%ETF
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund stock logo
GRID
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
$2,605$510 -16.4%18,7400.1%ETF
Goldman Sachs JUST U.S. Large Cap Equity ETF stock logo
JUST
Goldman Sachs JUST U.S. Large Cap Equity ETF
$2,604$215 -7.6%29,6170.1%ETF
iShares Global Financials ETF stock logo
IXG
iShares Global Financials ETF
$2,590$142 -5.2%23,3730.1%ETF
ERTH
Invesco MSCI Sustainable Future ETF
$2,585$199 -7.1%60,8470.1%ETF
SMOG
VanEck Low Carbon Energy ETF
$2,580$224 -8.0%23,4590.1%ETF
iShares U.S. Medical Devices ETF stock logo
IHI
iShares U.S. Medical Devices ETF
$2,576$63 -2.4%41,1220.1%ETF
First Trust NASDAQ Clean Edge Green Energy Index Fund stock logo
QCLN
First Trust NASDAQ Clean Edge Green Energy Index Fund
$2,531$331 -11.6%77,4200.1%ETF
Global X Uranium ETF stock logo
URA
Global X Uranium ETF
$2,351$578 -19.7%60,5690.1%ETF
SPDR Portfolio Short Term Treasury ETF stock logo
SPTS
SPDR Portfolio Short Term Treasury ETF
$2,252$574 -20.3%76,8870.1%ETF
SPDR S&P Global Natural Resources ETF stock logo
GNR
SPDR S&P Global Natural Resources ETF
$1,793$269 17.6%33,0510.1%ETF
Nuveen ESG International Developed Markets Equity ETF stock logo
NUDM
Nuveen ESG International Developed Markets Equity ETF
$1,742$154 -8.1%49,0760.1%ETF
Global X Lithium & Battery Tech ETF stock logo
LIT
Global X Lithium & Battery Tech ETF
$1,413$245 -14.8%36,8020.1%ETF
VanEck Rare Earth and Strategic Metals ETF stock logo
REMX
VanEck Rare Earth and Strategic Metals ETF
$1,390$145 -9.4%34,2440.1%ETF
ALPS Clean Energy ETF stock logo
ACES
ALPS Clean Energy ETF
$1,300$84 -6.1%50,3730.1%ETF
Invesco Solar ETF stock logo
TAN
Invesco Solar ETF
$1,200$140 -10.4%35,0230.1%ETF
iShares MSCI Global Sustainable Development Goals ETF stock logo
SDG
iShares MSCI Global Sustainable Development Goals ETF
$1,019$2 -0.2%13,4350.0%Manufacturing
EVX
VanEck Environmental Services ETF
$206$34 -14.1%5,3710.0%ETF
Vanguard FTSE Pacific ETF stock logo
VPL
Vanguard FTSE Pacific ETF
$65$284 -81.4%7970.0%ETF
iShares MSCI Pacific ex Japan ETF stock logo
EPP
iShares MSCI Pacific ex Japan ETF
$0$17,228 -100.0%00.0%Finance
iShares 1-3 Year Treasury Bond ETF stock logo
SHY
iShares 1-3 Year Treasury Bond ETF
$0$11,567 -100.0%00.0%Manufacturing
Global X CleanTech ETF stock logo
CTEC
Global X CleanTech ETF
$0$1,177 -100.0%00.0%Manufacturing

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data