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| Entity | Shares/Amount
Change | Position Value
Change |
|---|
| EPI |
+420,485 | +$18,316 |
|
| Entity | Shares/Amount
Change | Position Value
Change |
|---|
| SRLN |
+340,533 | +$14,494 | | LQD |
+288,093 | +$29,691 | | VGK |
+246,546 | +$19,625 | | EPP |
+232,038 | +$9,519 | | VWO |
+173,586 | +$8,326 | | SPYG |
+169,782 | +$4,254 | | MBB |
+151,924 | +$12,541 | | TIP |
+89,244 | +$9,563 | | VGSH |
+83,307 | +$4,271 | | REET |
+71,141 | +$1,615 |
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| Entity | Shares/Amount
Change | Position Value
Change |
|---|
| EWJ |
-436,292 | -$25,528 | | IGSB |
-413,739 | -$21,209 | | ISHARES GOLD TRUST ISHARES |
-233,957 | -$4,425 | | SPAB |
-91,567 | -$2,754 | | SPSB |
-71,805 | -$2,140 | | SPYV |
-63,814 | -$1,535 | | PIO |
-53,413 | -$1,440 | | IGOV |
-45,418 | -$2,423 | | FAN |
-39,251 | -$920 |
Size ($ in 1000's)
At 03/31/2024: $1,837,874
At 12/31/2023: $1,771,597
Money Design Co. Ltd. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Money Design Co. Ltd. 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, we find all stocks held by Money Design Co. Ltd. to be as follows, presented in the
table below with each row detailing each Money Design Co. Ltd. position, ordered by largest to smallest position size.
The all-stocks-held-by-Money Design Co. Ltd. table shows the entity held in the first column (click any entity to explore other funds
holding positions), the share amount held, the share count change between the last two reporting periods, and finally the
position size for all stocks held by Money Design Co. Ltd. as of the latest filing.
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
|---|
| VANGUARD INDEX FDS VALUE ETF (VTV) |
880,353 |
+19,630 |
$143,374 | | VTV | 880,353 | +19,630 | $143,374 | | INVESCO NASDAQ 100 ETF (QQQM) |
770,423 |
-14,592 |
$140,749 | | QQQM | 770,423 | -14,592 | $140,749 | | ISHARES TR IBOXX INV CP ETF (LQD) |
1,258,111 |
+288,093 |
$137,033 | | LQD | 1,258,111 | +288,093 | $137,033 | | VANGUARD SHORT TERM GOV BND (VGSH) |
2,265,108 |
+83,307 |
$131,535 | | VGSH | 2,265,108 | +83,307 | $131,535 | | ISHARES TR MBS ETF (MBB) |
1,055,097 |
+151,924 |
$97,512 | | MBB | 1,055,097 | +151,924 | $97,512 |  SPDR SERIES TRUST BLOOMBERG BRCLYS (SPYG) |
|
|
$95,990 | | ETF | 2,968,444 | +234,596 | $74,864 | | SPYG | 288,810 | -64,814 | $21,126 | | VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF (VGK) |
1,303,312 |
+246,546 |
$87,765 | | VGK | 1,303,312 | +246,546 | $87,765 | | VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF (VWO) |
1,779,249 |
+173,586 |
$74,319 | | VWO | 1,779,249 | +173,586 | $74,319 | | VANGUARD INDEX FDS MCAP VL IDXVIP (VOE) |
473,734 |
+17,443 |
$73,860 | | VOE | 473,734 | +17,443 | $73,860 | | ISHARES GOLD TRUST ISHARES |
|
|
$66,351 | | ETF | 1,579,406 | -233,957 | $66,351 | | ISHARES TR SH TR CRPORT ETF (IGSB) |
1,067,528 |
-413,739 |
$54,743 | | IGSB | 1,067,528 | -413,739 | $54,743 | | SSGA ACTIVE ETF TR BLKSTN GSOSRLN (SRLN) |
1,201,100 |
+340,533 |
$50,578 | | SRLN | 1,201,100 | +340,533 | $50,578 | | ISHARES TR U.S. REAL ES ETF (IYR) |
476,960 |
+32,407 |
$42,879 | | IYR | 476,960 | +32,407 | $42,879 | | ISHARES TR TIPS BD ETF (TIP) |
373,514 |
+89,244 |
$40,119 | | TIP | 373,514 | +89,244 | $40,119 | | ISHARES INC MSCI PAC JP ETF (EPP) |
922,913 |
+232,038 |
$39,510 | | EPP | 922,913 | +232,038 | $39,510 | | VANGUARD INDEX FDS MCAP GR IDXVIP (VOT) |
153,500 |
-1,209 |
$36,194 | | VOT | 153,500 | -1,209 | $36,194 | | SPDR SERIES TRUST PORTFOLIO AGRGTE (SPAB) |
1,126,325 |
-91,567 |
$28,473 | | SPAB | 1,126,325 | -91,567 | $28,473 | | REAL ESTATE SELECT SECT SPDR (XLRE) |
650,047 |
-38,237 |
$25,696 | | XLRE | 650,047 | -38,237 | $25,696 | | ISHARES INC MSCI JPN ETF NEW (EWJ) |
340,735 |
-436,292 |
$24,311 | | EWJ | 340,735 | -436,292 | $24,311 | | ISHARES TR GLB INFRASTR ETF (IGF) |
473,325 |
+23,949 |
$22,540 | | IGF | 473,325 | +23,949 | $22,540 | | ISHARES SILVER TRUST ISHARES (SLV) |
942,077 |
+32,284 |
$21,432 | | SLV | 942,077 | +32,284 | $21,432 | | SPDR SERIES TRUST PRTFLO S&P 500 VL (SPYV) |
415,268 |
-63,814 |
$20,805 | | SPYV | 415,268 | -63,814 | $20,805 | | NUVEEN ESG LARGE CAP VALUE E |
498,585 |
-4,503 |
$19,375 | | NULV | 498,585 | -4,503 | $19,375 | | ISHARES ESG AWARE MSCI USA (ESGU) |
167,336 |
-7,342 |
$19,237 | | ESGU | 167,336 | -7,342 | $19,237 | | ISHARES TRUST ISHARES ESG AW (ESGD) |
236,365 |
-1,833 |
$18,888 | | ESGD | 236,365 | -1,833 | $18,888 | | WISDOMTREE TR INDIA ERNGS FD |
420,485 |
+420,485 |
$18,316 | | EPI | 420,485 | +420,485 | $18,316 | | ISHARES GLOBAL CLEAN ENERGY (ICLN) |
1,176,171 |
-25,238 |
$16,443 | | ICLN | 1,176,171 | -25,238 | $16,443 | | VANGUARD MALVERN FDS STRM INFPROIDX (VTIP) |
325,505 |
+54,409 |
$15,588 | | VTIP | 325,505 | +54,409 | $15,588 | | ENERGY SELECT SECTOR SPDR (XLE) |
163,366 |
-19,887 |
$15,423 | | XLE | 163,366 | -19,887 | $15,423 | | ISHARES INC ISHARES ESG AWAR (ESGE) |
470,706 |
+5,273 |
$15,171 | | ESGE | 470,706 | +5,273 | $15,171 | | NUVEEN ESG LARGE CAP GROWTH |
196,399 |
-14,001 |
$14,981 | | NULG | 196,399 | -14,001 | $14,981 | | VANGUARD SCOTTSDALE FDS MORTG BACK SEC (VMBS) |
297,911 |
+2,126 |
$13,588 | | VMBS | 297,911 | +2,126 | $13,588 | | ISHARES GLOBAL ENERGY ETF (IXC) |
313,044 |
-2,890 |
$13,445 | | IXC | 313,044 | -2,890 | $13,445 | | ISHARES TR INTL TREA BD ETF (IGOV) |
321,296 |
-45,418 |
$12,733 | | IGOV | 321,296 | -45,418 | $12,733 | | ISHARES MSCI USA ESG SELECT (SUSA) |
93,020 |
-7,676 |
$10,155 | | SUSA | 93,020 | -7,676 | $10,155 | | SPDR INDEX SHS FDS EURO STOXX 50 (FEZ) |
182,092 |
-6,664 |
$9,569 | | FEZ | 182,092 | -6,664 | $9,569 | | MARKET VECTORS AGRIBUSINESS |
126,432 |
-1,283 |
$9,499 | | MOO | 126,432 | -1,283 | $9,499 | | ISHARES CORE S&P 500 ETF (IVV) |
17,633 |
+1,525 |
$9,270 | | IVV | 17,633 | +1,525 | $9,270 | | INVESCO GLOBAL WATER |
187,302 |
-53,413 |
$8,075 | | PIO | 187,302 | -53,413 | $8,075 | | POWERSHARES WATER RESOURCES (PHO) |
121,226 |
-35,262 |
$8,070 | | PHO | 121,226 | -35,262 | $8,070 | | ISHARES TR GLOB HLTHCRE ETF (IXJ) |
85,580 |
-9,724 |
$7,972 | | IXJ | 85,580 | -9,724 | $7,972 | | ISHARES MSCI GLOBAL AGRICULT (VEGI) |
177,784 |
-33,421 |
$6,845 | | VEGI | 177,784 | -33,421 | $6,845 | | ETFS PHYSICAL PLATINUM SHRS |
77,773 |
+5,619 |
$6,498 | | PPLT | 77,773 | +5,619 | $6,498 | | ISHARES TR GLOB CNSM STP ETF (KXI) |
105,114 |
-10,865 |
$6,415 | | KXI | 105,114 | -10,865 | $6,415 | | First Trust Water ETF (FIW) |
56,811 |
-18,112 |
$5,800 | | FIW | 56,811 | -18,112 | $5,800 | | SPDR PORT SHRT TRM TRSRY (SPTS) |
199,318 |
-17,789 |
$5,764 | | SPTS | 199,318 | -17,789 | $5,764 | | ISHARES TR GLOB COMM SVC ETF (IXP) |
67,403 |
+14,131 |
$5,671 | | IXP | 67,403 | +14,131 | $5,671 | | SPDR INDEX SHS FDS DJ INTL RL ETF (RWX) |
213,473 |
+18,033 |
$5,570 | | RWX | 213,473 | +18,033 | $5,570 | | Invesco S&P Global Water Index ETF (CGW) |
99,681 |
-30,601 |
$5,535 | | CGW | 99,681 | -30,601 | $5,535 | | ISHARES GLOBAL REIT ETF (REET) |
210,304 |
+71,141 |
$4,980 | | REET | 210,304 | +71,141 | $4,980 | | FIRST TRUST NASDAQ CLEAN EDG (QCLN) |
143,297 |
+7,461 |
$4,970 | | QCLN | 143,297 | +7,461 | $4,970 | | ISHARES GLOBAL FINANCIALS ET (IXG) |
50,607 |
-10,952 |
$4,385 | | IXG | 50,607 | -10,952 | $4,385 | | ISHARES U.S. MEDICAL DEVICES (IHI) |
74,708 |
-14,706 |
$4,377 | | IHI | 74,708 | -14,706 | $4,377 | | GOLDMAN SACHS JUST US LRG |
58,228 |
-12,386 |
$4,370 | | JUST | 58,228 | -12,386 | $4,370 | | FIRST TRST NASD CL EDG SGIIF (GRID) |
38,037 |
-8,222 |
$4,359 | | GRID | 38,037 | -8,222 | $4,359 | | VANECK VECTORS LOW CARBON EN |
43,873 |
-495 |
$4,314 | | SMOG | 43,873 | -495 | $4,314 | | INVESCO MSCI SUSTAINABLE FUT |
101,897 |
-1,858 |
$4,306 | | ERTH | 101,897 | -1,858 | $4,306 | | GLOBAL X URANIUM ETF (URA) |
146,877 |
-39,220 |
$4,234 | | URA | 146,877 | -39,220 | $4,234 | | First Trust Global Wind Energy ETF (FAN) |
257,021 |
-39,251 |
$3,963 | | FAN | 257,021 | -39,251 | $3,963 | | SPDR SERIES TRUST PORTFOLIO SHORT (SPSB) |
120,194 |
-71,805 |
$3,578 | | SPSB | 120,194 | -71,805 | $3,578 | | FLEXSHARES GLOBAL UPSTREAM N (GUNR) |
83,040 |
+6,303 |
$3,410 | | GUNR | 83,040 | +6,303 | $3,410 | | GLOBAL X LITHIUM ETF (LIT) |
73,510 |
+2,841 |
$3,329 | | LIT | 73,510 | +2,841 | $3,329 | | VanEck Rare Earth Strategic Metals ETF (REMX) |
61,687 |
+5,275 |
$3,168 | | REMX | 61,687 | +5,275 | $3,168 | | NUVEEN ESG INTERNATIONAL DEV |
92,870 |
-16,631 |
$2,885 | | NUDM | 92,870 | -16,631 | $2,885 | | Invesco Solar ETF (TAN) |
63,104 |
-1,272 |
$2,863 | | TAN | 63,104 | -1,272 | $2,863 | | FLEXSHARES STOXX GLOBAL BROA (NFRA) |
45,500 |
-11,213 |
$2,484 | | NFRA | 45,500 | -11,213 | $2,484 | | SPDR SERIES TRUST BLOOMBERG INTL TR (BWX) |
111,645 |
-27,815 |
$2,483 | | BWX | 111,645 | -27,815 | $2,483 | | GLOBAL X CLEANTECH ETF (CTEC) |
223,950 |
-3,557 |
$2,155 | | CTEC | 223,950 | -3,557 | $2,155 | | ALPS CLEAN ENERGY ETF (ACES) |
70,481 |
+3,627 |
$2,092 | | ACES | 70,481 | +3,627 | $2,092 | | ISHARES INC CORE MSCI EMKT (IEMG) |
38,572 |
+875 |
$1,990 | | IEMG | 38,572 | +875 | $1,990 | | SPDR S&P GL NAT RESOURCES (GNR) |
29,911 |
+2,242 |
$1,733 | | GNR | 29,911 | +2,242 | $1,733 | | ISHARES SUSTAINABLE MSCI GLB (SDG) |
12,334 |
-216 |
$971 | | SDG | 12,334 | -216 | $971 | | VANGUARD INTL EQUITY INDEX F FTSE PACIFIC ETF (VPL) |
5,851 |
-4,722 |
$445 | | VPL | 5,851 | -4,722 | $445 | | MARKET VECTORS ENV SERV ETF (EVX) |
2,185 |
-442 |
$366 | | EVX | 2,185 | -442 | $366 | | ISHARES TR JPMORGAN USD EMG |
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$0 (exited) | | EMB | 0 | -117,832 | $0 | | ISHARES INC MSCI MEXICO ETF |
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$0 (exited) | | EWW | 0 | -288,252 | $0 | | NUVEEN ESG MIDCAP GROWTH ETF |
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$0 (exited) | | NUMG | 0 | -42,984 | $0 | | VANECK VECTORS ETF TR JP MORGAN MKTS |
0 |
-98,716 |
$0 (exited) | | ETF | 0 | -98,716 | $0 |
See Summary: Money Design Co. Ltd. Top Holdings
See Details: Top 10 Stocks Held By Money Design Co. Ltd.
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