Money Design Co.,Ltd. Portfolio Holdings

Money Design Co.,Ltd.

$2.01 Billion
Q1 2025

Money Design Co.,Ltd. has filed its 13F form on April 28, 2025 for Q1 2025 where it was disclosed a total value porftolio of $2.01 Billion distributed in 75 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Value ETF with a value of $228M, Vanguard Growth ETF with a value of $201M, Ishares Iboxx $ Investment Gra with a value of $160M, Ishares Tr with a value of $125M, and Ishares Barclays 20+ Year Trea with a value of $117M.

Examining the 13F form we can see an increase of $56.9M in the current position value, from $1.95B to 2.01B.

Below you can find more details about Money Design Co.,Ltd. portfolio as well as his latest detailed transactions.

Portfolio value $2.01 Billion

ETFs: $1.84 Billion

Stock Holdings Table

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
VTV Vanguard Value ETF ETFs	$0	$228 Million 11.36% of portfolio	1,319,208	Q1 2025 Reduced 2.59%
VUG Vanguard Growth ETF ETFs	$0	$201 Million 10.04% of portfolio	542,744	Q1 2025 Added 286.78%
LQD Ishares Iboxx $ Investment Gra ETFs	$0	$160 Million 7.96% of portfolio	1,469,401	Q1 2025 Reduced 0.06%
MBB Ishares Tr ETFs	$0	$125 Million 6.21% of portfolio	1,328,870	Q1 2025 Added 0.28%
TLT Ishares Barclays 20+ Year Trea ETFs	$0	$117 Million 5.85% of portfolio	1,287,889	Q1 2025 Added 326.45%
VGK Vanguard Ftse Europe ETF Ftse ETFs	$0	$114 Million 5.71% of portfolio	1,630,811	Q1 2025 Added 35.73%
Ishares Gold Trust Ishares	-	$86 Million 4.29% of portfolio	-	Q1 2025 Reduced 12.73%
VGSH Vanguard ETFs	$0	$85.5 Million 4.26% of portfolio	1,457,050	Q1 2025 Reduced 36.06%
Spdr Series Trust Bloomberg Brclys	-	$81.2 Million 4.05% of portfolio	-	Q1 2025 Reduced 0.73%
VWO Vanguard Ftse Emerging Mkts Et ETFs	$0	$77.7 Million 3.87% of portfolio	1,715,729	Q1 2025 Added 73.03%
SRLN Ssga Active Trust ETFs	$0	$58.2 Million 2.9% of portfolio	1,416,213	Q1 2025 Reduced 2.27%
TIP Ishares Tr Tips Bd ETF ETFs	$0	$53.8 Million 2.68% of portfolio	484,389	Q1 2025 Added 27.03%
IYR Ishares Tr ETFs	$0	$50.5 Million 2.52% of portfolio	526,905	Q1 2025 Added 0.35%
IGSB Ishares Trust Ishares 1 5 Year ETFs	$0	$35 Million 1.75% of portfolio	669,063	Q1 2025 Reduced 45.53%
IGF Ishares Global Infrastructure ETFs	$0	$30.9 Million 1.54% of portfolio	564,350	Q1 2025 Added 4.85%
EPI Wisdomtree Tr India Earnings F ETFs	$0	$30.7 Million 1.53% of portfolio	701,865	Q1 2025 Added 9.28%
XLRE Select Sector Spdr Tr Real Est ETFs	$0	$27 Million 1.35% of portfolio	644,687	Q1 2025 Added 1.8%
SPYG Spdr Portfolio ETFs	$0	$26.8 Million 1.34% of portfolio	333,271	Q1 2025 Added 29.53%
SPAB Spdr Portfolio Aggregate Bond ETFs	$0	$26.7 Million 1.33% of portfolio	1,045,331	Q1 2025 Reduced 3.72%
SLV I Shares Silver Trust ETFs	$15.5B	$23.7 Million 1.18% of portfolio	764,811	Q1 2025 Added 4.09%
SNPE Dbx ETF Tr Xtrackers S&P 500 E ETFs	$0	$20.7 Million 1.03% of portfolio	410,413	Q1 2025 New
ESGD Ishares Trust Ishares Esg Awar ETFs	$0	$19.5 Million 0.97% of portfolio	238,384	Q1 2025 Reduced 3.59%
VTIP Vanguard Sht Trm Inflt Prot Fd ETFs	$0	$18.7 Million 0.93% of portfolio	375,169	Q1 2025 Added 25.11%
SPYV Spdr Portfolio S&P 500 Value E ETFs	$0	$18.4 Million 0.92% of portfolio	359,958	Q1 2025 Reduced 1.27%
EPP Ishares Inc ETFs	$0	$17.2 Million 0.86% of portfolio	390,665	Q1 2025 Added 1,107.88%
REET Ishares Global Reit ETF ETFs	$0	$16.2 Million 0.81% of portfolio	667,729	Q1 2025 Added 30.55%
ESGE Ishares, Inc. Ishares Esg Awar ETFs	$0	$15.6 Million 0.78% of portfolio	447,706	Q1 2025 Added 0.07%
EWJ Ishares Msci Japan ETF ETFs	$0	$15.7 Million 0.78% of portfolio	228,593	Q1 2025 Reduced 61.53%
SUSA Ishares Tr Msci Usa Esg Select ETFs	$0	$15.3 Million 0.76% of portfolio	132,929	Q1 2025 Added 72.82%
VMBS Vanguard Mortg Backed Sec ETF ETFs	$0	$13.1 Million 0.65% of portfolio	282,711	Q1 2025 Reduced 0.37%
ESGU Ishares Trust Ishares Esg Awar ETFs	$0	$12 Million 0.6% of portfolio	98,534	Q1 2025 Reduced 30.0%
XLE Energy Sector Spdr ETFs	$0	$11.7 Million 0.59% of portfolio	125,561	Q1 2025 Reduced 12.37%
SHY Ishares Barclays 1 3 Year Trea ETFs	$0	$11.6 Million 0.58% of portfolio	139,818	Q1 2025 Added 2.19%
ICLN Ishares ETFs	$0	$11.2 Million 0.56% of portfolio	977,784	Q1 2025 Added 5.07%
IXC Ishares Tr Global Energy ETF ETFs	$0	$10.9 Million 0.54% of portfolio	257,999	Q1 2025 Reduced 6.35%
FEZ Spdr Euro Stoxx 50 ETF ETFs	$0	$10.8 Million 0.54% of portfolio	198,626	Q1 2025 Added 25.19%
IVV Ishares Core S&P 500 ETF ETFs	$0	$10.5 Million 0.53% of portfolio	18,774	Q1 2025 Added 0.27%
IXP Ishares Global Comm Services E ETFs	$0	$9.22 Million 0.46% of portfolio	94,986	Q1 2025 Added 5.72%
NULV Nuveen Esg Large Cap Value ETF ETFs	$0	$8.57 Million 0.43% of portfolio	211,697	Q1 2025 Reduced 60.14%
MOO Vaneck Vectors ETF Tr Vaneck A ETFs	$0	$6.6 Million 0.33% of portfolio	97,214	Q1 2025 Added 15.64%
IXJ Ishares Global Healthcare ETF ETFs	$0	$6.06 Million 0.3% of portfolio	66,423	Q1 2025 Reduced 6.54%
PPLT Abrdn Platinum ETF Trust ETFs	$1.09B	$5.67 Million 0.28% of portfolio	62,021	Q1 2025 Added 30.46%
NFRA Flexshares Stoxx Global Broad ETFs	$0	$5.17 Million 0.26% of portfolio	89,708	Q1 2025 Added 8.7%
KXI Ishares Tr Global Consumer Sta ETFs	$0	$4.78 Million 0.24% of portfolio	74,683	Q1 2025 Reduced 5.2%
SPTL Spdr Portfolio Long Term Treas ETFs	$0	$4.13 Million 0.21% of portfolio	151,505	Q1 2025 Added 327.91%
RWX Spdr Dow Jones International R ETFs	$0	$4.2 Million 0.21% of portfolio	171,720	Q1 2025 Added 11.32%
PHO Invesco Exchange Traded Fd Tr ETFs	$0	$4.01 Million 0.2% of portfolio	62,091	Q1 2025 Reduced 8.98%
PIO Invesco Exchange Traded Fd Tr ETFs	$0	$3.97 Million 0.2% of portfolio	99,004	Q1 2025 Reduced 9.47%
VEGI Ishares Inc Msci Global Agricu ETFs	$0	$3.61 Million 0.18% of portfolio	97,367	Q1 2025 Reduced 10.27%
NULG Nuveen Esg Large Cap Growth Et ETFs	$0	$2.96 Million 0.15% of portfolio	37,812	Q1 2025 Reduced 77.4%

Summary

Portfolio
No. of Stocks 75
Current Value $2.01 Billion
Prior Value $1.95 Billion
Filing
Period Q1 2025
Filing Date April 28, 2025
Form Type 13F-HR
Activity in Q1 2025
New Purchases 1 stocks
Additional Purchases 35 stocks
Sold out of 0 stocks
Reduced holdings in 39 stocks

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Money Design Co.,Ltd. Portfolio Holdings