Money Design Co.,Ltd.
CIK 1721608 · Holdings on Jun 30, 2025 · First reported Jul 31, 2025
Top ten holdings
Q2 2025- VTV11.43%
- VUG11.35%
- LQD7.98%
- VGK6.18%
- MBB6.10%
- IAU5.35%
- TLT4.38%
- VWO4.06%
- 78464A4174.05%
- VGSH3.44%
Share classes counted separately64.32%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- TLTWeight decreased · -1.47 pp5.85% → 4.38%Shares -224.72K (-17.45%)
- IGSBWeight increased · +1.37 pp1.75% → 3.12%Shares +597.67K (+89.33%)
- VUGWeight increased · +1.31 pp10.04% → 11.35%Shares +11.41K (+2.10%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | VTVVANGUARD MRNGSTR VAL ETF-AUIETF View history and evidence | $244.78M | 11.43% | 1.38M shares | 11.36% → 11.43%+0.07 pp +65.77K (+4.99%) | Added | ▾ |
| 02 | VUGVANGUARD MRNGSTAR GR ETF-SUIETF View history and evidence | $242.94M | 11.35% | 554.15K shares | 10.04% → 11.35%+1.31 pp +11.41K (+2.10%) | Added | ▾ |
| 03 | LQDISHR IBX USD INVGD CB ETF-UIETF View history and evidence | $170.87M | 7.98% | 1.56M shares | 7.96% → 7.98%+0.02 pp +89.45K (+6.09%) | Added | ▾ |
| 04 | VGKVANGUARD FTSE EUROPE ETFETF View history and evidence | $132.37M | 6.18% | 1.71M shares | 5.71% → 6.18%+0.47 pp +77.21K (+4.73%) | Added | ▾ |
| 05 | MBBISHARES MBS ETFETF View history and evidence | $130.59M | 6.10% | 1.39M shares | 6.21% → 6.10%-0.11 pp +62.05K (+4.67%) | Added | ▾ |
| 06 | IAUISHARES GOLD TRUSTETF View history and evidence | $114.60M | 5.35% | 1.84M shares | 4.29% → 5.35%+1.06 pp +379.01K (+25.98%) | Added | ▾ |
| 07 | TLTISHARES 20+ YEAR TREASURY BDETF View history and evidence | $93.83M | 4.38% | 1.06M shares | 5.85% → 4.38%-1.47 pp -224.72K (-17.45%) | Reduced | ▾ |
| 08 | VWOVANGUARD FTSE EMERGING MARKEETF View history and evidence | $86.91M | 4.06% | 1.76M shares | 3.87% → 4.06%+0.19 pp +41.48K (+2.42%) | Added | ▾ |
| 09 | 78464A417SPDR SERIES TRUST BLOOMBERG BRCLYSETF View history and evidence | $86.62M | 4.05% | 3.40M shares | 4.05% → 4.05%+0.00 pp +173.58K (+5.38%) | Added | ▾ |
| 10 | VGSHVANGUARD SHORT-TERM TREASURYETF View history and evidence | $73.56M | 3.44% | 1.25M shares | 4.26% → 3.44%-0.82 pp -205.52K (-14.10%) | Reduced | ▾ |
Options overlay 0
No options reported this quarter.
Exited positions 3
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| EPP ISHARES MSCI PACIFIC EX JAPA | Non-derivative | -390,665 | -$17.23M | SEC filing ↗ | SEC filing ↗ |
| SHY ISHARES 1-3 YEAR TREASURY BO | Non-derivative | -139,818 | -$11.57M | SEC filing ↗ | SEC filing ↗ |
| 37954Y228 GLOBAL X CLEANTECH ETF | Non-derivative | -196,467 | -$1.18M | SEC filing ↗ | SEC filing ↗ |
3 / 3 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1721608 · Period 2025-06-30
Data loaded 2026-09-23 · First reported 2025-07-31
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 2140880
}Research all 72 reported holdings.
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