Money Design Co.,Ltd. has filed its 13F form on January 22, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.95 Billion distributed in 77 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Value ETF with a value of $229M, Ishares Iboxx $ Investment Gra with a value of $157M, Invesco Exchange Traded Fd Tr with a value of $155M, Vanguard with a value of $133M, and Ishares Tr with a value of $122M.

Examining the 13F form we can see an decrease of $61.3M in the current position value, from $2.01B to 1.95B.

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

Portfolio value $1.95 Billion
ETFs: $1.78 Billion

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 77
  • Current Value $1.95 Billion
  • Prior Value $2.01 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 22, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 6 stocks
  • Additional Purchases 23 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 48 stocks
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