Latest Money Design Co.,Ltd. Stock Portfolio
$2.14Billion | No. of Holdings #72
Money Design Co.,Ltd. Performance
2025 Q2+0.00%
YTD+0.28%
2024+0.36%
About Money Design Co.,Ltd. and 13F Hedge Fund Stock Holdings
On 2025-07-31, the fund reported it's updated stock portfolio. In the 13F Holdings report, Money Design Co.,Ltd. reported an equity portfolio of $2.1 Billions as of 30 Jun, 2025. <br><br> The top stock holdings of Money Design Co.,Ltd. are VB, VB, IJR. The fund has invested 11.4% of it's portfolio in VANGUARD INDEX FDS VALUE ETF and 11.3% of portfolio in VANGUARD GROWTH ETF. <br><br> The fund managers got completely rid off ISHARES INC MSCI PAC JP ETF (ACWV), ISHARES 1-3 YEAR TREASURY BO (IJR) and GLOBAL X CLEANTECH ETF (AGNG) stocks. They significantly reduced their stock positions in VANGUARD INTL EQUITY INDEX F FTSE PACIFIC ETF (VEU), ISHARES GLOBAL REIT ETF (ACWF) and SPDR PORT SHRT TRM TRSRY (BIL). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR SH TR CRPORT ETF (AAXJ), SPDR SERIES TRUST PORTFOLIO SHORT (BIL) and ETFS PHYSICAL PLATINUM SHRS (PPLT).
Money Design Co.,Ltd. Equity Portfolio Value
Last Reported on: 31 Jul, 2025
$2.14Billion
as of Jul 31, 2025Money Design Co.,Ltd. Annual Return Estimates Vs S&P 500
Our best estimate is that Money Design Co.,Ltd. made a return of 0% in the last quarter. In trailing 12 months, it's portfolio return was 0.42%.
- Performance
- S&P 500
New Buys
No new stocks were added by Money Design Co.,Ltd.
Additions
| Ticker | % Inc. |
|---|---|
| ishares tr sh tr crport etf | 89.33 |
| spdr series trust portfolio short | 79.1 |
| etfs physical platinum shrs | 47.69 |
| ishares gold trust ishares | 25.98 |
| ishares silver trust ishares | 20.06 |
| ishares global energy etf | 18.93 |
| first trust global wind energy etf | 18.92 |
| spdr s&p gl nat resources | 17.62 |
Additions to existing portfolio by Money Design Co.,Ltd.
Reductions
| Ticker | % Reduced |
|---|---|
| vanguard intl equity index f ftse pacific etf | -81.35 |
| ishares global reit etf | -26.26 |
| spdr port shrt trm trsry | -20.32 |
| global x uranium etf | -19.74 |
| flexshares stoxx global broa | -19.65 |
| spdr series trust portfolio ln tsr | -19.61 |
| ishares tr 20 yr tr bd etf | -17.45 |
| first trst nasd cl edg sgiif | -16.38 |
Money Design Co.,Ltd. reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| ishares inc msci pac jp etf | -17,228,000 |
| global x cleantech etf | -1,177,000 |
| ishares 1-3 year treasury bo | -11,567,000 |
Money Design Co.,Ltd. got rid off the above stocks
Sector Distribution
Money Design Co.,Ltd. has about 100% of it's holdings in Others sector.
- Others
| Sector | % |
|---|---|
| Others | 100 |
Market Cap. Distribution
Money Design Co.,Ltd. has about 0% of it's portfolio invested in the large-cap and mega-cap stocks.
- UNALLOCATED
| Category | % |
|---|---|
| UNALLOCATED | 100 |
Stocks belong to which Index?
About 0% of the stocks held by Money Design Co.,Ltd. either belong to S&P 500 or RUSSELL 2000 index.
- Others
| Index | % |
|---|---|
| Others | 100 |
| Top 5 Winners (%) | % | |
|---|---|---|
| IJR | ishares tr glob comm svc etf | 15.3 % |
| IJR | ishares core s&p 500 etf | 10.1 % |
| IJR | ishares global financials et | 7.2 % |
| SLV | ishares silver trust ishares | 6.5 % |
| IJR | ishares tr iboxx inv cp etf | 1.1 % |
| Top 5 Winners ($) | $ | |
|---|---|---|
| IJR | ishares tr iboxx inv cp etf | 1.8 M |
| SLV | ishares silver trust ishares | 1.8 M |
| IJR | ishares tr glob comm svc etf | 1.4 M |
| IJR | ishares core s&p 500 etf | 1.1 M |
| IJR | ishares global financials et | 0.2 M |
| Top 5 Losers (%) | % | |
|---|---|---|
| XLB | energy select sector spdr | -8.6 % |
| IJR | ishares tr glob hlthcre etf | -5.5 % |
| IJR | ishares global energy etf | -4.9 % |
| IJR | ishares tr 20 yr tr bd etf | -2.6 % |
| IJR | ishares tr tips bd etf | -0.9 % |
| Top 5 Losers ($) | $ | |
|---|---|---|
| IJR | ishares tr 20 yr tr bd etf | -3.1 M |
| XLB | energy select sector spdr | -1.1 M |
| IJR | ishares global energy etf | -0.6 M |
| IJR | ishares tr tips bd etf | -0.5 M |
| IJR | ishares tr u.s. real es etf | -0.4 M |
Money Design Co.,Ltd. Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Money Design Co.,Ltd.
Money Design Co.,Ltd. has 72 stocks in it's portfolio. About 64.3% of the portfolio is in top 10 stocks. IJR proved to be the most loss making stock for the portfolio. IJR was the most profitable stock for Money Design Co.,Ltd. last quarter.
$2.14BTotal Value
75.00Positions
31 Jul, 2025Last Reported
| Expand | Holdingsorted ascending | % Portfolio | Shares Held | $ Value | % Change |
|---|---|---|---|---|---|
 AAXJ Ishares Tr Mbs EtfIshares Tr Mbs EtfAAXJ | 6.1% | 1,390,920 | $130.59M 6.1% | 4.67%increased 4.67 percentadded | |
AAXJ Ishares Tr Sh Tr Crport EtfIshares Tr Sh Tr Crport EtfAAXJ | 3.12% | 1,266,730 | $66.83M 3.12% | 89.33%increased 89.33 percentadded | |
AAXJ Ishares Tr Glb Infrastr EtfIshares Tr Glb Infrastr EtfAAXJ | 1.4% | 505,980 | $29.95M 1.4% | 10.34%decreased 10.34 percentreduced | |
AAXJ Ishares Msci Usa Esg SelectIshares Msci Usa Esg SelectAAXJ | 0.79% | 133,471 | $16.92M 0.79% | 0.41%increased 0.41 percentadded | |
AAXJ Ishares Global Clean EnergyIshares Global Clean EnergyAAXJ | 0.58% | 939,247 | $12.31M 0.58% | 3.94%decreased 3.94 percentreduced | |
AAXJ Ishares Tr Glob Cnsm Stp EtfIshares Tr Glob Cnsm Stp EtfAAXJ | 0.22% | 72,081 | $4.71M 0.22% | 3.48%decreased 3.48 percentreduced | |
AAXJ Ishares U.S. Medical DevicesIshares U.S. Medical DevicesAAXJ | 0.12% | 41,122 | $2.58M 0.12% | 2.38%decreased 2.38 percentreduced | |
 ACES Alps Clean Energy EtfAlps Clean Energy EtfACES | 0.06% | 50,373 | $1.30M 0.06% | 6.07%decreased 6.07 percentreduced | |
 ACSG Xtrackers S&P 500 Esg EtfXtrackers S&P 500 Esg EtfACSG | 1.1% | 425,847 | $23.55M 1.1% | 3.76%increased 3.76 percentadded | |
 ACWF Ishares Global Reit EtfIshares Global Reit EtfACWF | 0.57% | 492,368 | $12.16M 0.57% | 26.26%decreased 26.26 percentreduced | |
 ACWV Ishares Msci Global AgricultIshares Msci Global AgricultACWV | 0.17% | 88,775 | $3.57M 0.17% | 8.82%decreased 8.82 percentreduced | |
ACWV Ishares Inc Msci Pac Jp EtfIshares Inc Msci Pac Jp EtfACWV | 0% | 0.00 | $0.00 0% | 100%decreased 100 percentsold off | |
 AFK Market Vectors AgribusinessMarket Vectors AgribusinessAFK | 0.31% | 90,243 | $6.64M 0.31% | 7.17%decreased 7.17 percentreduced | |
AFK Vaneck Vectors Low Carbon EnVaneck Vectors Low Carbon EnAFK | 0.12% | 23,459 | $2.58M 0.12% | 8%decreased 8 percentreduced | |
AFK Market Vectors Env Serv EtfMarket Vectors Env Serv EtfAFK | 0.01% | 5,371 | $206.0K 0.01% | 14.15%decreased 14.15 percentreduced | |
 AGNG Global X Uranium EtfGlobal X Uranium EtfAGNG | 0.11% | 60,569 | $2.35M 0.11% | 19.74%decreased 19.74 percentreduced | |
AGNG Global X Lithium EtfGlobal X Lithium EtfAGNG | 0.07% | 36,802 | $1.41M 0.07% | 14.8%decreased 14.8 percentreduced | |
AGNG Global X Cleantech EtfGlobal X Cleantech EtfAGNG | 0% | 0.00 | $0.00 0% | 100%decreased 100 percentsold off | |
 AGT Ishares Trust Ishares Esg AwIshares Trust Ishares Esg AwAGT | 0.92% | 220,715 | $19.69M 0.92% | 7.41%decreased 7.41 percentreduced | |
AGT Ishares Esg Aware Msci UsaIshares Esg Aware Msci UsaAGT | 0.62% | 98,591 | $13.34M 0.62% | 0.06%increased 0.06 percentadded | |