Money Design Co.,Ltd.
CIK 1721608 · View on SEC EDGAR ↗
- Portfolio value
- $2.1M
- Positions
- 72
- As of
- June 30, 2025 Data as of Q2 2025
#9,099 of 9,443 by 13F value · top 96.4%
Portfolio value QoQ: +6.8% 13F does not disclose cash
- Top 10 holdings weight
- 64.32%
- Top 25 holdings weight
- 88.06%
- Positions above 1%
- 21
- Effective number of positions
- 18.5
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2025: 4.51% Est. buys $127,998 · sells $93,442
- New positions
- 0
- Increased
- 32
- Decreased
- 40
- Closed
- 3
On this page
Sector breakdown
Other/Unmapped
100.0%
Full portfolio 72 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| VTV | $244,782 | 11.43% | 1,384,981 | $16,902 | Up ×1 | ||
| VUG | $242,941 | 11.35% | 554,153 | $41,681 | Up ×2 | ||
| LQD | $170,866 | 7.98% | 1,558,854 | $11,157 | Up ×1 | ||
| VGK | $132,372 | 6.18% | 1,708,025 | $17,873 | Up ×2 | ||
| MBB iShares MBS ETF | $130,593 | 6.10% | 1,390,916 | $5,972 | Up ×2 | ||
| IAUXXXX | $114,601 | 5.35% | 1,837,740 | $28,595 | Up ×1 | ||
| TLT iShares 20+ Year Treasury Bond ETF | $93,825 | 4.38% | 1,063,172 | $-23,412 | Down ×1 | ||
| VWO | $86,912 | 4.06% | 1,757,212 | $9,258 | Up ×2 | ||
| JNKXXXX | $86,620 | 4.05% | 3,399,510 | $5,456 | Up ×1 | ||
| VGSH Vanguard Short-Term Treasury ETF | $73,565 | 3.44% | 1,251,534 | $-11,949 | Down ×2 | ||
| IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | $66,833 | 3.12% | 1,266,732 | $31,794 | Up ×1 | ||
| SRLN | $62,544 | 2.92% | 1,503,826 | $4,295 | Up ×1 | ||
| IYR | $52,434 | 2.45% | 553,275 | $1,983 | Up ×2 | ||
| TIP | $46,007 | 2.15% | 418,089 | $-7,804 | Down ×1 | ||
| EPI | $35,786 | 1.67% | 753,862 | $5,107 | Up ×2 | ||
| SPYG | $31,862 | 1.49% | 334,266 | $5,077 | Up ×2 | ||
| SLV | $30,128 | 1.41% | 918,258 | $6,427 | Up ×2 | ||
| IGF iShares Global Infrastructure ETF | $29,954 | 1.40% | 505,980 | $-899 | Down ×1 | ||
| SPAB | $28,085 | 1.31% | 1,097,073 | $1,387 | Up ×1 | ||
| XLRE XLRE | $28,025 | 1.31% | 676,601 | $1,045 | Up ×2 | ||
| SNPE | $23,549 | 1.10% | 425,847 | $2,852 | Up ×1 | ||
| SPYV | $19,705 | 0.92% | 376,481 | $1,322 | Up ×1 | ||
| ESGD iShares ESG Aware MSCI EAFE ETF | $19,692 | 0.92% | 220,715 | $218 | Down ×2 | ||
| SUSA | $16,917 | 0.79% | 133,471 | $1,647 | Up ×2 | ||
| VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund ETF Shares | $16,655 | 0.78% | 331,306 | $-2,066 | Down ×1 | ||
| ESGE iShares ESG Aware MSCI EM ETF | $16,338 | 0.76% | 417,101 | $691 | Down ×1 | ||
| EWJ | $15,769 | 0.74% | 210,342 | $97 | Down ×2 | ||
| VMBS Vanguard Mortgage-Backed Securities ETF | $13,441 | 0.63% | 290,049 | $349 | Up ×1 | ||
| ESGU iShares ESG Aware MSCI USA ETF | $13,339 | 0.62% | 98,591 | $1,327 | Up ×1 | ||
| FEZ | $12,425 | 0.58% | 208,020 | $1,618 | Up ×2 | ||
| ICLN iShares Global Clean Energy ETF | $12,314 | 0.58% | 939,247 | $1,148 | Down ×1 | ||
| REET | $12,161 | 0.57% | 492,368 | $-4,038 | Down ×1 | ||
| IXC | $12,055 | 0.56% | 306,833 | $1,201 | Up ×1 | ||
| XLE XLE | $11,395 | 0.53% | 134,354 | $-339 | Up ×1 | ||
| IVV | $11,276 | 0.53% | 18,161 | $727 | Down ×1 | ||
| PPLT | $11,255 | 0.53% | 91,600 | $5,588 | Up ×2 | ||
| IXP | $10,349 | 0.48% | 92,136 | $1,133 | Down ×1 | ||
| NULV | $8,429 | 0.39% | 201,098 | $-143 | Down ×2 | ||
| MOO MOO | $6,644 | 0.31% | 90,243 | $44 | Down ×1 | ||
| IXJ | $5,774 | 0.27% | 67,069 | $-284 | Up ×1 | ||
| KXI | $4,713 | 0.22% | 72,081 | $-70 | Down ×2 | ||
| NFRA | $4,461 | 0.21% | 72,084 | $-710 | Down ×1 | ||
| RWX | $4,407 | 0.21% | 160,839 | $203 | Down ×1 | ||
| PIO Invesco Global Water ETF | $3,995 | 0.19% | 89,431 | $22 | Down ×2 | ||
| PHO Invesco Water Resources ETF | $3,912 | 0.18% | 55,953 | $-94 | Down ×2 | ||
| NULG | $3,665 | 0.17% | 39,013 | $705 | Up ×1 | ||
| VEGI | $3,573 | 0.17% | 88,775 | $-38 | Down ×2 | ||
| GUNR | $3,569 | 0.17% | 88,981 | $531 | Up ×2 | ||
| SPTL | $3,237 | 0.15% | 121,799 | $-893 | Down ×1 | ||
| SPSB | $3,122 | 0.15% | 103,421 | $1,384 | Up ×1 | ||
| IEMG | $2,999 | 0.14% | 49,964 | $351 | Up ×2 | ||
| CGW | $2,811 | 0.13% | 44,976 | $112 | Down ×2 | ||
| FAN | $2,721 | 0.13% | 149,987 | $828 | Up ×1 | ||
| FIW | $2,676 | 0.12% | 24,784 | $-71 | Down ×2 | ||
| GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund | $2,605 | 0.12% | 18,740 | $70 | Down ×2 | ||
| JUST | $2,604 | 0.12% | 29,617 | $54 | Down ×2 | ||
| IXG | $2,590 | 0.12% | 23,373 | $50 | Down ×2 | ||
| ERTH | $2,585 | 0.12% | 60,847 | $40 | Down ×2 | ||
| SMOG | $2,580 | 0.12% | 23,459 | $2 | Down ×2 | ||
| IHI | $2,576 | 0.12% | 41,122 | $40 | Down ×2 | ||
| QCLN First Trust NASDAQ Clean Edge Green Energy Index Fund | $2,531 | 0.12% | 77,420 | $25 | Down ×1 | ||
| URA | $2,351 | 0.11% | 60,569 | $621 | Down ×2 | ||
| SPTS | $2,252 | 0.11% | 76,887 | $-570 | Down ×2 | ||
| GNR | $1,793 | 0.08% | 33,051 | $297 | Up ×2 | ||
| NUDM | $1,742 | 0.08% | 49,076 | $40 | Down ×2 | ||
| LIT | $1,413 | 0.07% | 36,802 | $-263 | Down ×2 | ||
| REMX | $1,390 | 0.06% | 34,244 | $-105 | Down ×2 | ||
| ACES | $1,300 | 0.06% | 50,373 | $71 | Down ×1 | ||
| TAN | $1,200 | 0.06% | 35,023 | $9 | Down ×1 | ||
| SDG iShares MSCI Global Sustainable Development Goals ETF | $1,019 | 0.05% | 13,435 | $44 | Down ×1 | ||
| EVX | $206 | 0.01% | 5,371 | $-16 | Down ×1 | ||
| VPL | $65 | 0.00% | 797 | $-245 | Down ×2 | ||
| No matches | |||||||
Top movers (QoQ)
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| QQQM | March 31, 2025 | 729,830 | $154,914 | |
| EWZ | March 31, 2025 | 853,425 | $19,296 | No longer tracked |
| EPP | June 30, 2025 | 390,665 | $17,228 | No longer tracked |
| SHY | June 30, 2025 | 139,818 | $11,567 | |
| NUMG | March 31, 2025 | 55,245 | $2,635 | No longer tracked |
| CTEC | June 30, 2025 | 196,467 | $1,177 |