2025 Q2 Portfolio Activity
In 2025 Q2, Money Design Co.,Ltd. maintained a portfolio of 75 distinct positions. They heavily accumulated shares in ISHARES TR SH TR CRPORT ETF, increasing the position by 89.3%. Conversely, Money Design Co.,Ltd. completely exited their position in ISHARES INC MSCI PAC JP ETF.
Position History
hover any row below to update
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Total Positions
75
Quarter
2025 Q2
Top Holding
VTV (11.4%)
Top 10 Concentration
64.3%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 75
Money Design Co.,Ltd. Full Holdings List — 2025 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
VTV
VANGUARD INDEX ...
|
ETF | 11.43% | 11.36% |
#1
Prev: #1
|
6.5 |
—
|
65,773 | 5.0% |
P
S
|
1,384,981 | $244,782,000 | 2017 Q3 | 13F Filing | 2025-06-30 | 2025-08-14 (Est.) | |||
|
VUG
VANGUARD GROWTH...
|
ETF | 11.35% | 10.04% |
#2
Prev: #2
|
6.0 |
—
|
11,409 | 2.1% |
P
S
|
554,153 | $242,941,000 | 2024 Q4 | 13F Filing | 2025-06-30 | 2025-08-14 (Est.) | |||
|
LQD
ISHARES TR IBOX...
|
ETF | 7.98% | 7.96% |
#3
Prev: #3
|
6.2 |
—
|
89,453 | 6.1% |
P
S
|
1,558,854 | $170,866,000 | 2017 Q3 | 13F Filing | 2025-06-30 | 2025-08-14 (Est.) | |||
|
VGK
VANGUARD INTL E...
|
ETF | 6.18% | 5.71% |
#4
2
Prev: #6
|
3.5 |
—
|
77,214 | 4.7% |
P
S
|
1,708,025 | $132,372,000 | 2017 Q3 | 13F Filing | 2025-06-30 | 2025-08-14 (Est.) | |||
|
MBB
ISHARES TR MBS ...
|
ETF | 6.10% | 6.21% |
#5
1
Prev: #4
|
3.4 |
—
|
62,046 | 4.7% |
P
S
|
1,390,916 | $130,593,000 | 2017 Q3 | 13F Filing | 2025-06-30 | 2025-08-14 (Est.) | |||
|
IAU
ISHARES GOLD TR...
|
ETF | 5.35% | 4.29% |
#6
1
Prev: #7
|
4.6 |
—
|
379,015 | 26.0% |
P
S
|
1,837,740 | $114,601,000 | 2017 Q3 | 13F Filing | 2025-06-30 | 2025-08-14 (Est.) | |||
|
TLT
ISHARES TR 20 Y...
|
ETF | 4.38% | 5.85% |
#7
2
Prev: #5
|
2.3 |
—
|
-224,717 | -17.4% |
P
S
|
1,063,172 | $93,825,000 | 2017 Q3 | 13F Filing | 2025-06-30 | 2025-08-14 (Est.) | |||
|
VWO
VANGUARD INTL E...
|
ETF | 4.06% | 3.87% |
#8
2
Prev: #10
|
2.1 |
—
|
41,483 | 2.4% |
P
S
|
1,757,212 | $86,912,000 | 2017 Q3 | 13F Filing | 2025-06-30 | 2025-08-14 (Est.) | |||
|
N/A
SPDR SERIES TRU...
|
|
ETF | 4.05% | 4.05% |
#9
Prev: #9
|
3.6 |
—
|
173,582 | 5.4% |
P
S
|
3,399,510 | $86,620,000 | — | 13F Filing | 2025-06-30 | 2025-08-14 (Est.) | ||
|
VGSH
VANGUARD SHORT-...
|
ETF | 3.44% | 4.26% |
#10
2
Prev: #8
|
1.9 |
—
|
-205,516 | -14.1% |
P
S
|
1,251,534 | $73,565,000 | 2022 Q4 | 13F Filing | 2025-06-30 | 2025-08-14 (Est.) | |||
|
IGSB
ISHARES TR SH T...
|
ETF | 3.12% | 1.75% |
#11
3
Prev: #14
|
4.2 |
—
|
597,669 | 89.3% |
P
S
|
1,266,732 | $66,833,000 | 2019 Q1 | 13F Filing | 2025-06-30 | 2025-08-14 (Est.) | |||
|
SRLN
SSGA ACTIVE ETF...
|
ETF | 2.92% | 2.90% |
#12
1
Prev: #11
|
3.2 |
—
|
87,613 | 6.2% |
P
S
|
1,503,826 | $62,544,000 | 2017 Q3 | 13F Filing | 2025-06-30 | 2025-08-14 (Est.) | |||
|
IYR
ISHARES TR U.S....
|
ETF | 2.45% | 2.52% |
#13
Prev: #13
|
3.0 |
—
|
26,370 | 5.0% |
P
S
|
553,275 | $52,434,000 | 2017 Q3 | 13F Filing | 2025-06-30 | 2025-08-14 (Est.) | |||
|
TIP
ISHARES TR TIPS...
|
ETF | 2.15% | 2.68% |
#14
2
Prev: #12
|
1.4 |
—
|
-66,300 | -13.7% |
P
S
|
418,089 | $46,007,000 | 2017 Q3 | 13F Filing | 2025-06-30 | 2025-08-14 (Est.) | |||
|
EPI
WISDOMTREE TR I...
|
ETF | 1.67% | 1.53% |
#15
1
Prev: #16
|
2.7 |
—
|
51,997 | 7.4% |
P
S
|
753,862 | $35,786,000 | 2018 Q2 | 13F Filing | 2025-06-30 | 2025-08-14 (Est.) | |||
|
SPYG
SPDR SERIES TRU...
|
ETF | 1.49% | 1.34% |
#16
2
Prev: #18
|
1.1 |
—
|
995 | 0.3% |
P
S
|
334,266 | $31,862,000 | 2018 Q4 | 13F Filing | 2025-06-30 | 2025-08-14 (Est.) | |||
|
SLV
ISHARES SILVER ...
|
ETF | 1.41% | 1.18% |
#17
3
Prev: #20
|
3.1 |
—
|
153,447 | 20.1% |
P
S
|
918,258 | $30,128,000 | 2017 Q3 | 13F Filing | 2025-06-30 | 2025-08-14 (Est.) | |||
|
IGF
ISHARES TR GLB ...
|
ETF | 1.40% | 1.54% |
#18
3
Prev: #15
|
1.1 |
—
|
-58,370 | -10.3% |
P
S
|
505,980 | $29,954,000 | 2017 Q3 | 13F Filing | 2025-06-30 | 2025-08-14 (Est.) | |||
|
SPAB
SPDR SERIES TRU...
|
ETF | 1.31% | 1.33% |
#19
Prev: #19
|
1.0 |
—
|
51,742 | 4.9% |
P
S
|
1,097,073 | $28,085,000 | 2018 Q4 | 13F Filing | 2025-06-30 | 2025-08-14 (Est.) | |||
|
XLRE
REAL ESTATE SEL...
|
ETF | 1.31% | 1.35% |
#20
3
Prev: #17
|
1.0 |
—
|
31,914 | 5.0% |
P
S
|
676,601 | $28,025,000 | 2018 Q4 | 13F Filing | 2025-06-30 | 2025-08-14 (Est.) | |||
|
SNPE
XTRACKERS S&P 5...
|
ETF | 1.10% | 1.03% |
#21
Prev: #21
|
0.9 |
—
|
15,434 | 3.8% |
P
S
|
425,847 | $23,549,000 | 2025 Q1 | 13F Filing | 2025-06-30 | 2025-08-14 (Est.) | |||
|
SPYV
SPDR SERIES TRU...
|
ETF | 0.92% | 0.92% |
#22
2
Prev: #24
|
0.9 |
—
|
16,523 | 4.6% |
P
S
|
376,481 | $19,705,000 | 2018 Q4 | 13F Filing | 2025-06-30 | 2025-08-14 (Est.) | |||
|
ESGD
ISHARES TRUST I...
|
ETF | 0.92% | 0.97% |
#23
1
Prev: #22
|
0.9 |
—
|
-17,669 | -7.4% |
P
S
|
220,715 | $19,692,000 | 2022 Q1 | 13F Filing | 2025-06-30 | 2025-08-14 (Est.) | |||
|
SUSA
ISHARES MSCI US...
|
ETF | 0.79% | 0.76% |
#24
5
Prev: #29
|
0.8 |
—
|
542 | 0.4% |
P
S
|
133,471 | $16,917,000 | 2020 Q4 | 13F Filing | 2025-06-30 | 2025-08-14 (Est.) | |||
|
VTIP
VANGUARD MALVER...
|
ETF | 0.78% | 0.93% |
#25
2
Prev: #23
|
0.8 |
—
|
-43,863 | -11.7% |
P
S
|
331,306 | $16,655,000 | 2018 Q4 | 13F Filing | 2025-06-30 | 2025-08-14 (Est.) | |||
|
ESGE
ISHARES INC ISH...
|
ETF | 0.76% | 0.78% |
#26
2
Prev: #28
|
0.8 |
—
|
-30,605 | -6.8% |
P
S
|
417,101 | $16,338,000 | 2022 Q1 | 13F Filing | 2025-06-30 | 2025-08-14 (Est.) | |||
|
EWJ
ISHARES INC MSC...
|
ETF | 0.74% | 0.78% |
#27
Prev: #27
|
0.8 |
—
|
-18,251 | -8.0% |
P
S
|
210,342 | $15,769,000 | 2017 Q3 | 13F Filing | 2025-06-30 | 2025-08-14 (Est.) | |||
|
VMBS
VANGUARD SCOTTS...
|
ETF | 0.63% | 0.65% |
#28
2
Prev: #30
|
0.8 |
—
|
7,338 | 2.6% |
P
S
|
290,049 | $13,441,000 | 2017 Q3 | 13F Filing | 2025-06-30 | 2025-08-14 (Est.) | |||
|
ESGU
ISHARES ESG AWA...
|
ETF | 0.62% | 0.60% |
#29
2
Prev: #31
|
0.7 |
—
|
57 | 0.1% |
P
S
|
98,591 | $13,339,000 | 2022 Q1 | 13F Filing | 2025-06-30 | 2025-08-14 (Est.) | |||
|
FEZ
SPDR INDEX SHS ...
|
ETF | 0.58% | 0.54% |
#30
6
Prev: #36
|
0.7 |
—
|
9,394 | 4.7% |
P
S
|
208,020 | $12,425,000 | 2018 Q4 | 13F Filing | 2025-06-30 | 2025-08-14 (Est.) | |||
|
ICLN
ISHARES GLOBAL ...
|
ETF | 0.58% | 0.56% |
#31
3
Prev: #34
|
0.7 |
—
|
-38,537 | -3.9% |
P
S
|
939,247 | $12,314,000 | 2020 Q1 | 13F Filing | 2025-06-30 | 2025-08-14 (Est.) | |||
|
REET
ISHARES GLOBAL ...
|
ETF | 0.57% | 0.81% |
#32
6
Prev: #26
|
0.2 |
—
|
-175,361 | -26.3% |
P
S
|
492,368 | $12,161,000 | 2020 Q1 | 13F Filing | 2025-06-30 | 2025-08-14 (Est.) | |||
|
IXC
ISHARES GLOBAL ...
|
ETF | 0.56% | 0.54% |
#33
2
Prev: #35
|
2.2 |
—
|
48,834 | 18.9% |
P
S
|
306,833 | $12,055,000 | 2019 Q4 | 13F Filing | 2025-06-30 | 2025-08-14 (Est.) | |||
|
XLE
ENERGY SELECT S...
|
ETF | 0.53% | 0.59% |
#34
2
Prev: #32
|
2.2 |
—
|
8,793 | 7.0% |
P
S
|
134,354 | $11,395,000 | 2019 Q4 | 13F Filing | 2025-06-30 | 2025-08-14 (Est.) | |||
|
IVV
ISHARES CORE S&...
|
ETF | 0.53% | 0.53% |
#35
2
Prev: #37
|
0.7 |
—
|
-613 | -3.3% |
P
S
|
18,161 | $11,276,000 | 2020 Q1 | 13F Filing | 2025-06-30 | 2025-08-14 (Est.) | |||
|
PPLT
ETFS PHYSICAL P...
|
ETF | 0.53% | 0.28% |
#36
6
Prev: #42
|
2.7 |
—
|
29,579 | 47.7% |
P
S
|
91,600 | $11,255,000 | 2020 Q1 | 13F Filing | 2025-06-30 | 2025-08-14 (Est.) | |||
|
IXP
ISHARES TR GLOB...
|
ETF | 0.48% | 0.46% |
#37
1
Prev: #38
|
0.7 |
—
|
-2,850 | -3.0% |
P
S
|
92,136 | $10,349,000 | 2019 Q2 | 13F Filing | 2025-06-30 | 2025-08-14 (Est.) | |||
|
NULV
NUVEEN ESG LARG...
|
ETF | 0.39% | 0.43% |
#38
1
Prev: #39
|
0.7 |
—
|
-10,599 | -5.0% |
P
S
|
201,098 | $8,429,000 | 2021 Q3 | 13F Filing | 2025-06-30 | 2025-08-14 (Est.) | |||
|
MOO
MARKET VECTORS ...
|
ETF | 0.31% | 0.33% |
#39
1
Prev: #40
|
0.6 |
—
|
-6,971 | -7.2% |
P
S
|
90,243 | $6,644,000 | 2020 Q1 | 13F Filing | 2025-06-30 | 2025-08-14 (Est.) | |||
|
IXJ
ISHARES TR GLOB...
|
ETF | 0.27% | 0.30% |
#40
1
Prev: #41
|
0.6 |
—
|
646 | 1.0% |
P
S
|
67,069 | $5,774,000 | 2019 Q2 | 13F Filing | 2025-06-30 | 2025-08-14 (Est.) | |||
|
KXI
ISHARES TR GLOB...
|
ETF | 0.22% | 0.24% |
#41
3
Prev: #44
|
0.6 |
—
|
-2,602 | -3.5% |
P
S
|
72,081 | $4,713,000 | 2019 Q2 | 13F Filing | 2025-06-30 | 2025-08-14 (Est.) | |||
|
NFRA
FLEXSHARES STOX...
|
ETF | 0.21% | 0.26% |
#42
1
Prev: #43
|
0.6 |
—
|
-17,624 | -19.6% |
P
S
|
72,084 | $4,461,000 | 2021 Q3 | 13F Filing | 2025-06-30 | 2025-08-14 (Est.) | |||
|
RWX
SPDR INDEX SHS ...
|
ETF | 0.21% | 0.21% |
#43
2
Prev: #45
|
0.6 |
—
|
-10,881 | -6.3% |
P
S
|
160,839 | $4,407,000 | 2017 Q3 | 13F Filing | 2025-06-30 | 2025-08-14 (Est.) | |||
|
PIO
INVESCO GLOBAL ...
|
ETF | 0.19% | 0.20% |
#44
4
Prev: #48
|
0.6 |
—
|
-9,573 | -9.7% |
P
S
|
89,431 | $3,995,000 | 2022 Q1 | 13F Filing | 2025-06-30 | 2025-08-14 (Est.) | |||
|
PHO
POWERSHARES WAT...
|
ETF | 0.18% | 0.20% |
#45
2
Prev: #47
|
0.6 |
—
|
-6,138 | -9.9% |
P
S
|
55,953 | $3,912,000 | 2022 Q1 | 13F Filing | 2025-06-30 | 2025-08-14 (Est.) | |||
|
NULG
NUVEEN ESG LARG...
|
ETF | 0.17% | 0.15% |
#46
5
Prev: #51
|
0.6 |
—
|
1,201 | 3.2% |
P
S
|
39,013 | $3,665,000 | 2021 Q3 | 13F Filing | 2025-06-30 | 2025-08-14 (Est.) | |||
|
VEGI
ISHARES MSCI GL...
|
ETF | 0.17% | 0.18% |
#47
2
Prev: #49
|
0.6 |
—
|
-8,592 | -8.8% |
P
S
|
88,775 | $3,573,000 | 2023 Q1 | 13F Filing | 2025-06-30 | 2025-08-14 (Est.) | |||
|
GUNR
FLEXSHARES GLOB...
|
ETF | 0.17% | 0.15% |
#48
2
Prev: #50
|
2.1 |
—
|
10,693 | 13.7% |
P
S
|
88,981 | $3,569,000 | 2021 Q3 | 13F Filing | 2025-06-30 | 2025-08-14 (Est.) | |||
|
SPTL
SPDR SERIES TRU...
|
ETF | 0.15% | 0.21% |
#49
3
Prev: #46
|
0.6 |
—
|
-29,706 | -19.6% |
P
S
|
121,799 | $3,237,000 | 2018 Q4 | 13F Filing | 2025-06-30 | 2025-08-14 (Est.) | |||
|
SPSB
SPDR SERIES TRU...
|
ETF | 0.15% | 0.09% |
#50
14
Prev: #64
|
3.1 |
—
|
45,676 | 79.1% |
P
S
|
103,421 | $3,122,000 | 2019 Q1 | 13F Filing | 2025-06-30 | 2025-08-14 (Est.) |
Showing 1-50 of 75 holdings