MD

Money Design Co.,Ltd.

13F
Money Design Co.,Ltd.
Last update 2024-10-09 74 Stocks (2 new)
Value $1.85 Bil Turnover 7 %
Countries:
Top Holdings: LQD(8.61%)VTV(8.48%)QQQM(8.45%)VGSH(7.83%)MBB(6.54%)
Portfolio Report
Summary Stock Picks Current Portfolio
Money Design Co.,Ltd. Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
LQD 		iShares iBoxx USD Investment Grade Corporate Bond ETF
1,410,068
159310.000
+6.27%
8.610
+0.51%
0.510
-1.17%
-1.82%
28161.227
 
VTV 		Vanguard Value ETF
899,141
156960.000
+1.20%
8.480
+0.10%
0.130
+9.26%
+18.91%
121385.459
 
QQQM 		Invesco NASDAQ 100 ETF
778,677
156400.000
+2.24%
8.450
+0.19%
0.460
+13.63%
+25.27%
36519.156
 
VGSH 		Vanguard Short-Term Government Bond ETF
2,456,136
144960.000
+5.16%
7.830
+0.38%
0.730
-0.78%
-0.33%
19876.069
 
MBB 		iShares MBS ETF
1,263,660
121070.000
+5.91%
6.540
+0.37%
0.360
-2.36%
-1.88%
33665.866
 
VOE 		Vanguard Mid-Cap Value ETF
567,357
95130.000
+11.57%
5.140
+0.53%
0.560
+10.95%
+18.21%
16865.564
 
VGK 		Vanguard FTSE Europe ETF
1,323,177
94080.000
+4.74%
5.080
+0.23%
0.480
-2.06%
+1.01%
19487.100
 
VWO 		Vanguard FTSE Emerging Markets ETF
1,616,755
77360.000
-19.29%
4.180
-0.99%
0.100
+4.55%
+11.27%
76200.468
 
IGSB 		iShares 1-3 Year Credit Bond ETF
1,164,005
61300.000
+4.96%
3.310
+0.16%
0.290
-0.35%
+0.98%
20776.400
 
EWJ 		iShares MSCI Japan ETF
840,188
60110.000
+5.92%
3.250
+0.18%
0.410
+4.21%
+6.80%
14262.061
 

Money Design Co.,Ltd.'s Historical Top Holdings Breakdowns

Money Design Co.,Ltd.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
EPP 		iShares MSCI Pacific ex Japan ETF2024-09-30Sold Out
-1.46%
●
41.3 ($44.68) 48.84
$46.32
3.67%
Sold Out
0
-578,264
EPI 		WisdomTree India Earnings Fund2024-09-30New Buy
+1.09%
●
47.41 ($49.31) 50.82
$46.36
-5.98%
New holding
398,473
398,473
HYG 		iShares iBoxx USD High Yield Corporate Bond ETF2024-09-30New Buy
+1.08%
●
76.72 ($78.67) 80.36
$79.39
0.92%
New holding
249,909
249,909
VWO 		Vanguard FTSE Emerging Markets ETF2024-09-30Reduce
-0.99%
●
41.9 ($44.52) 48.26
$45.73
2.72%
Reduce -19.29%
1,616,755
-386,378
SRLN 		SPDR Blackstone Senior Loan ETF2024-09-30Reduce
-0.85%
●
40.93 ($41.62) 41.85
$41.87
0.60%
Reduce -27.49%
916,957
-347,616
VOT 		Vanguard Mid-Cap Growth ETF2024-09-30Add
+0.62%
●
218.05 ($232.88) 243.47
$263.40
13.11%
Add 31.8%
194,575
46,948
VOE 		Vanguard Mid-Cap Value ETF2024-09-30Add
+0.53%
●
149.02 ($158.97) 167.67
$171.42
7.83%
Add 11.57%
567,357
58,838
LQD 		iShares iBoxx USD Investment Grade Corporate Bond ETF2024-09-30Add
+0.51%
●
106.11 ($110.63) 113.72
$108.78
-1.67%
Add 6.27%
1,410,068
83,156
VGSH 		Vanguard Short-Term Government Bond ETF2024-09-30Add
+0.38%
●
57.74 ($58.57) 59.13
$58.14
-0.73%
Add 5.16%
2,456,136
120,532
MBB 		iShares MBS ETF2024-09-30Add
+0.37%
●
90.85 ($94.52) 96.66
$92.31
-2.34%
Add 5.91%
1,263,660
70,559

Money Design Co.,Ltd. Total Holding History ($B)

To

Money Design Co.,Ltd.'s Asset Allocation

To

Money Design Co.,Ltd. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Money Design Co.,Ltd.'s Hypothetical Growth since 2024-09-30

Money Design Co.,Ltd.'s Yearly Returns

Year Portfolio % % Excess Gain %

Money Design Co.,Ltd.'s Holdings Heat Map

Size field:

Money Design Co.,Ltd.'s Holdings Bubble Chart

Money Design Co.,Ltd. News

  • 1

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