Money Design Co.,Ltd. 13F Holdings · last filed Q2 2025
Money Design Co.,Ltd. reported 72 securities worth $2.14B in its SEC 13F filing for Q2 2025 (period ended 2025-06-30). Top holdings: VTV (11.43%), VUG (11.35%), LQD (7.98%). Among its top 25 positions this quarter: 19 added, 6 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTV | VANGUARD INDEX FDS VALUE ETF | $244.8M | 11.43% | 1.4M | Added |
| 2 | VUG | VANGUARD GROWTH ETF | $242.9M | 11.35% | 554,153 | Added |
| 3 | LQD | ISHARES TR IBOXX INV CP ETF | $170.9M | 7.98% | 1.6M | Added |
| 4 | VGK | VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF | $132.4M | 6.18% | 1.7M | Added |
| 5 | MBB | ISHARES TR MBS ETF | $130.6M | 6.10% | 1.4M | Added |
| 6 | IAU | ISHARES GOLD TRUST ISHARES | $114.6M | 5.35% | 1.8M | Added |
| 7 | TLT | ISHARES TR 20 YR TR BD ETF | $93.8M | 4.38% | 1.1M | Trimmed |
| 8 | VWO | VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF | $86.9M | 4.06% | 1.8M | Added |
| 9 | JNK | SPDR SERIES TRUST BLOOMBERG BRCLYS | $86.6M | 4.05% | 3.4M | Added |
| 10 | VGSH | VANGUARD SHORT-TERM GOV BND | $73.6M | 3.44% | 1.3M | Trimmed |
| 11 | IGSB | ISHARES TR SH TR CRPORT ETF | $66.8M | 3.12% | 1.3M | Added |
| 12 | SRLN | SSGA ACTIVE ETF TR BLKSTN GSOSRLN | $62.5M | 2.92% | 1.5M | Added |
| 13 | IYR | ISHARES TR U.S. REAL ES ETF | $52.4M | 2.45% | 553,275 | Added |
| 14 | TIP | ISHARES TR TIPS BD ETF | $46.0M | 2.15% | 418,089 | Trimmed |
| 15 | EPI | WISDOMTREE TR INDIA ERNGS FD | $35.8M | 1.67% | 753,862 | Added |
| 16 | SPYG | SPDR SERIES TRUST PRTFLO S&P 500 GW | $31.9M | 1.49% | 334,266 | Added |
| 17 | SLV | ISHARES SILVER TRUST ISHARES | $30.1M | 1.41% | 918,258 | Added |
| 18 | IGF | ISHARES TR GLB INFRASTR ETF | $30.0M | 1.40% | 505,980 | Trimmed |
| 19 | SPAB | SPDR SERIES TRUST PORTFOLIO AGRGTE | $28.1M | 1.31% | 1.1M | Added |
| 20 | XLRE | REAL ESTATE SELECT SECT SPDR | $28.0M | 1.31% | 676,601 | Added |
| 21 | SNPE | XTRACKERS S&P 500 ESG ETF | $23.5M | 1.10% | 425,847 | Added |
| 22 | ESGD | ISHARES TRUST ISHARES ESG AW | $19.7M | 0.92% | 220,715 | Trimmed |
| 23 | SPYV | SPDR SERIES TRUST PRTFLO S&P 500 VL | $19.7M | 0.92% | 376,481 | Added |
| 24 | SUSA | ISHARES MSCI USA ESG SELECT | $16.9M | 0.79% | 133,471 | Added |
| 25 | VTIP | VANGUARD MALVERN FDS STRM INFPROIDX | $16.7M | 0.78% | 331,306 | Trimmed |
Source: SEC Form 13F filings · as of 2025-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR