Money Design Co.,Ltd.
CIK: 0001721608SEC EDGAR →
Portfolio Value
$2.1B
Holdings
72
As of
Q2 2025
New Positions
0
Closed Positions
3
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS VALUE ETF | 1,384,981 | $244.8M | 11.43% |
| 2 | VANGUARD GROWTH ETF | 554,153 | $242.9M | 11.35% |
| 3 | ISHARES TR IBOXX INV CP ETF | 1,558,854 | $170.9M | 7.98% |
| 4 | VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF | 1,708,025 | $132.4M | 6.18% |
| 5 | ISHARES TR MBS ETF | 1,390,916 | $130.6M | 6.10% |
| 6 | ISHARES GOLD TRUST ISHARES | 1,837,740 | $114.6M | 5.35% |
| 7 | ISHARES TR 20 YR TR BD ETF | 1,063,172 | $93.8M | 4.38% |
| 8 | VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF | 1,757,212 | $86.9M | 4.06% |
| 9 | SPDR SERIES TRUST BLOOMBERG BRCLYS | 3,399,510 | $86.6M | 4.05% |
| 10 | VANGUARD SHORT-TERM GOV BND | 1,251,534 | $73.6M | 3.44% |
Quarterly Changes
Top Buys
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 68 | $2.0B | 92.2% |
| Unknown | 2 | $125.0M | 5.8% |
| Technology | 2 | $41.4M | 1.9% |