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

About Money Design Co.,Ltd.

Investment Activity

  • Money Design Co.,Ltd. has $1.84 million in total holdings as of March 31, 2024.
  • Money Design Co.,Ltd. owns shares of 75 different stocks, but just 24 companies or ETFs make up 80% of its holdings.
  • Approximately 8.25% of the portfolio was purchased this quarter.
  • About 7.64% of the portfolio was sold this quarter.
  • This quarter, Money Design Co.,Ltd. has purchased 78 new stocks and bought additional shares in 29 stocks.
  • Money Design Co.,Ltd. sold shares of 45 stocks and completely divested from 4 stocks this quarter.

Largest New Holdings this Quarter

Largest Purchases this Quarter

WisdomTree India Earnings Fund
420,485 shares (about $18.32K)
Vanguard FTSE Europe ETF
246,546 shares (about $16.60K)
SPDR Blackstone Senior Loan ETF
340,533 shares (about $14.34K)
iShares MBS ETF
151,924 shares (about $14.04K)

Largest Sales this Quarter

iShares MSCI Japan ETF
436,292 shares (about $31.13K)
ISHARES GOLD TRUST ISHARES
233,957 shares (about $9.83K)
SPDR Portfolio S&P 500 Growth ETF
64,814 shares (about $4.74K)
SPDR Portfolio S&P 500 Value ETF
63,814 shares (about $3.20K)

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
$143,374$3,197 2.3%880,3537.8%ETF
Invesco NASDAQ 100 ETF stock logo
QQQM
Invesco NASDAQ 100 ETF
$140,749$2,666 -1.9%770,4237.7%ETF
iShares iBoxx $ Investment Grade Corporate Bond ETF stock logo
LQD
iShares iBoxx $ Investment Grade Corporate Bond ETF
$137,033$31,379 29.7%1,258,1117.5%Finance
Vanguard Short-Term Treasury Index Fund ETF Shares stock logo
VGSH
Vanguard Short-Term Treasury Index Fund ETF Shares
$131,535$4,838 3.8%2,265,1087.2%ETF
iShares MBS ETF stock logo
MBB
iShares MBS ETF
$97,512$14,041 16.8%1,055,0975.3%ETF
Vanguard FTSE Europe ETF stock logo
VGK
Vanguard FTSE Europe ETF
$87,765$16,602 23.3%1,303,3124.8%ETF
SPDR SERIES TRUST BLOOMBERG BRCLYS
$74,864$5,916 8.6%2,968,4444.1%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$74,319$7,251 10.8%1,779,2494.0%ETF
Vanguard Mid-Cap Value ETF stock logo
VOE
Vanguard Mid-Cap Value ETF
$73,860$2,720 3.8%473,7344.0%ETF
ISHARES GOLD TRUST ISHARES
$66,351$9,829 -12.9%1,579,4063.6%ETF
iShares 1-5 Year Investment Grade Corporate Bond ETF stock logo
IGSB
iShares 1-5 Year Investment Grade Corporate Bond ETF
$54,743$21,217 -27.9%1,067,5283.0%Manufacturing
SPDR Blackstone Senior Loan ETF stock logo
SRLN
SPDR Blackstone Senior Loan ETF
$50,578$14,340 39.6%1,201,1002.8%ETF
iShares U.S. Real Estate ETF stock logo
IYR
iShares U.S. Real Estate ETF
$42,879$2,913 7.3%476,9602.3%ETF
iShares TIPS Bond ETF stock logo
TIP
iShares TIPS Bond ETF
$40,119$9,586 31.4%373,5142.2%ETF
iShares MSCI Pacific ex Japan ETF stock logo
EPP
iShares MSCI Pacific ex Japan ETF
$39,510$9,934 33.6%922,9132.1%Finance
Vanguard Mid-Cap Growth ETF stock logo
VOT
Vanguard Mid-Cap Growth ETF
$36,194$285 -0.8%153,5002.0%ETF
SPDR Portfolio Aggregate Bond ETF stock logo
SPAB
SPDR Portfolio Aggregate Bond ETF
$28,473$2,315 -7.5%1,126,3251.5%ETF
Real Estate Select Sector SPDR Fund stock logo
XLRE
Real Estate Select Sector SPDR Fund
$25,696$1,511 -5.6%650,0471.4%ETF
iShares MSCI Japan ETF stock logo
EWJ
iShares MSCI Japan ETF
$24,311$31,129 -56.1%340,7351.3%ETF
iShares Global Infrastructure ETF stock logo
IGF
iShares Global Infrastructure ETF
$22,540$1,140 5.3%473,3251.2%Manufacturing
iShares Silver Trust stock logo
SLV
iShares Silver Trust
$21,432$734 3.5%942,0771.2%ETF
SPDR Portfolio S&P 500 Growth ETF stock logo
SPYG
SPDR Portfolio S&P 500 Growth ETF
$21,126$4,741 -18.3%288,8101.1%ETF
SPDR Portfolio S&P 500 Value ETF stock logo
SPYV
SPDR Portfolio S&P 500 Value ETF
$20,805$3,197 -13.3%415,2681.1%ETF
Nuveen ESG Large-Cap Value ETF stock logo
NULV
Nuveen ESG Large-Cap Value ETF
$19,375$175 -0.9%498,5851.1%ETF
iShares ESG Aware MSCI USA ETF stock logo
ESGU
iShares ESG Aware MSCI USA ETF
$19,237$844 -4.2%167,3361.0%Manufacturing
iShares ESG Aware MSCI EAFE ETF stock logo
ESGD
iShares ESG Aware MSCI EAFE ETF
$18,888$146 -0.8%236,3651.0%Manufacturing
WisdomTree India Earnings Fund stock logo
EPI
WisdomTree India Earnings Fund
$18,316$18,316 New Holding420,4851.0%Finance
iShares Global Clean Energy ETF stock logo
ICLN
iShares Global Clean Energy ETF
$16,443$353 -2.1%1,176,1710.9%ETF
Vanguard Short-Term Inflation-Protected Securities ETF stock logo
VTIP
Vanguard Short-Term Inflation-Protected Securities ETF
$15,588$2,606 20.1%325,5050.8%Manufacturing
Energy Select Sector SPDR Fund stock logo
XLE
Energy Select Sector SPDR Fund
$15,423$1,877 -10.9%163,3660.8%ETF
iShares ESG Aware MSCI EM ETF stock logo
ESGE
iShares ESG Aware MSCI EM ETF
$15,171$170 1.1%470,7060.8%Manufacturing
Nuveen ESG Large-Cap Growth ETF stock logo
NULG
Nuveen ESG Large-Cap Growth ETF
$14,981$1,068 -6.7%196,3990.8%ETF
Vanguard Mortgage-Backed Securities ETF stock logo
VMBS
Vanguard Mortgage-Backed Securities ETF
$13,588$97 0.7%297,9110.7%ETF
iShares Global Energy ETF stock logo
IXC
iShares Global Energy ETF
$13,445$124 -0.9%313,0440.7%ETF
iShares International Treasury Bond ETF stock logo
IGOV
iShares International Treasury Bond ETF
$12,733$1,800 -12.4%321,2960.7%ETF
iShares MSCI USA ESG Select ETF stock logo
SUSA
iShares MSCI USA ESG Select ETF
$10,155$838 -7.6%93,0200.6%ETF
SPDR EURO STOXX 50 ETF stock logo
FEZ
SPDR EURO STOXX 50 ETF
$9,569$350 -3.5%182,0920.5%ETF
VanEck Agribusiness ETF stock logo
MOO
VanEck Agribusiness ETF
$9,499$96 -1.0%126,4320.5%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$9,270$802 9.5%17,6330.5%ETF
Invesco Global Water ETF stock logo
PIO
Invesco Global Water ETF
$8,075$2,303 -22.2%187,3020.4%ETF
Invesco Water Resources ETF stock logo
PHO
Invesco Water Resources ETF
$8,070$2,347 -22.5%121,2260.4%ETF
iShares Global Healthcare ETF stock logo
IXJ
iShares Global Healthcare ETF
$7,972$906 -10.2%85,5800.4%ETF
iShares MSCI Agriculture Producers ETF stock logo
VEGI
iShares MSCI Agriculture Producers ETF
$6,845$1,287 -15.8%177,7840.4%ETF
Aberdeen Standard Physical Platinum Shares ETF stock logo
PPLT
Aberdeen Standard Physical Platinum Shares ETF
$6,498$469 7.8%77,7730.4%ETF
iShares Global Consumer Staples ETF stock logo
KXI
iShares Global Consumer Staples ETF
$6,415$663 -9.4%105,1140.3%ETF
First Trust Water ETF stock logo
FIW
First Trust Water ETF
$5,800$1,849 -24.2%56,8110.3%ETF
SPDR Portfolio Short Term Treasury ETF stock logo
SPTS
SPDR Portfolio Short Term Treasury ETF
$5,764$514 -8.2%199,3180.3%ETF
iShares Global Comm Services ETF stock logo
IXP
iShares Global Comm Services ETF
$5,671$1,189 26.5%67,4030.3%ETF
SPDR Dow Jones International Real Estate ETF stock logo
RWX
SPDR Dow Jones International Real Estate ETF
$5,570$471 9.2%213,4730.3%ETF
Invesco S&P Global Water Index ETF stock logo
CGW
Invesco S&P Global Water Index ETF
$5,535$1,699 -23.5%99,6810.3%ETF
iShares Global REIT ETF stock logo
REET
iShares Global REIT ETF
$4,980$1,685 51.1%210,3040.3%ETF
First Trust NASDAQ Clean Edge Green Energy Index Fund stock logo
QCLN
First Trust NASDAQ Clean Edge Green Energy Index Fund
$4,970$259 5.5%143,2970.3%ETF
iShares Global Financials ETF stock logo
IXG
iShares Global Financials ETF
$4,385$949 -17.8%50,6070.2%ETF
iShares U.S. Medical Devices ETF stock logo
IHI
iShares U.S. Medical Devices ETF
$4,377$862 -16.4%74,7080.2%ETF
Goldman Sachs JUST U.S. Large Cap Equity ETF stock logo
JUST
Goldman Sachs JUST U.S. Large Cap Equity ETF
$4,370$930 -17.5%58,2280.2%ETF
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund stock logo
GRID
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
$4,359$942 -17.8%38,0370.2%ETF
SMOG
VanEck Low Carbon Energy ETF
$4,314$49 -1.1%43,8730.2%ETF
Invesco MSCI Sustainable Future ETF stock logo
ERTH
Invesco MSCI Sustainable Future ETF
$4,306$79 -1.8%101,8970.2%ETF
Global X Uranium ETF stock logo
URA
Global X Uranium ETF
$4,234$1,131 -21.1%146,8770.2%ETF
First Trust Global Wind Energy ETF stock logo
FAN
First Trust Global Wind Energy ETF
$3,963$605 -13.2%257,0210.2%ETF
SPDR Portfolio Short Term Corporate Bond ETF stock logo
SPSB
SPDR Portfolio Short Term Corporate Bond ETF
$3,578$2,138 -37.4%120,1940.2%ETF
FlexShares Global Upstream Natural Resources Index Fund stock logo
GUNR
FlexShares Global Upstream Natural Resources Index Fund
$3,410$259 8.2%83,0400.2%ETF
Global X Lithium & Battery Tech ETF stock logo
LIT
Global X Lithium & Battery Tech ETF
$3,329$129 4.0%73,5100.2%ETF
VanEck Rare Earth/Strategic Metals ETF stock logo
REMX
VanEck Rare Earth/Strategic Metals ETF
$3,168$271 9.4%61,6870.2%ETF
NuShares ESG International Developed Markets Equity ETF stock logo
NUDM
NuShares ESG International Developed Markets Equity ETF
$2,885$517 -15.2%92,8700.2%ETF
Invesco Solar ETF stock logo
TAN
Invesco Solar ETF
$2,863$58 -2.0%63,1040.2%ETF
FlexShares STOXX Global Broad Infrastructure Index Fund stock logo
NFRA
FlexShares STOXX Global Broad Infrastructure Index Fund
$2,484$612 -19.8%45,5000.1%ETF
SPDR Bloomberg Barclays International Treasury Bond ETF stock logo
BWX
SPDR Bloomberg Barclays International Treasury Bond ETF
$2,483$619 -19.9%111,6450.1%Finance
Global X Clean Tech ETF stock logo
CTEC
Global X Clean Tech ETF
$2,155$34 -1.6%223,9500.1%Manufacturing
ALPS Clean Energy ETF stock logo
ACES
ALPS Clean Energy ETF
$2,092$108 5.4%70,4810.1%ETF
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$1,990$45 2.3%38,5720.1%ETF
SPDR S&P Global Natural Resources ETF stock logo
GNR
SPDR S&P Global Natural Resources ETF
$1,733$130 8.1%29,9110.1%ETF
iShares MSCI Global Sustainable Development Goals ETF stock logo
SDG
iShares MSCI Global Sustainable Development Goals ETF
$971$17 -1.7%12,3340.1%Manufacturing
Vanguard FTSE Pacific ETF stock logo
VPL
Vanguard FTSE Pacific ETF
$445$359 -44.7%5,8510.0%ETF
EVX
VanEck Environmental Services ETF
$366$74 -16.8%2,1850.0%ETF
iShares MSCI Mexico ETF stock logo
EWW
iShares MSCI Mexico ETF
$0$19,558 -100.0%00.0%ETF
iShares J.P. Morgan USD Emerging Markets Bond ETF stock logo
EMB
iShares J.P. Morgan USD Emerging Markets Bond ETF
$0$10,494 -100.0%00.0%ETF
VANECK VECTORS ETF TR JP MORGAN MKTS
$0$2,502 -100.0%00.0%ETF
NUMG
Nuveen ESG Mid-Cap Growth ETF
$0$1,820 -100.0%00.0%ETF

More Institutional Buying and Selling Information

SEC Filings and Trading Data: