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CIK: 0001721608
Total reported value
$2.1B
$2.1B
75 檔
31.8%
In Q2 2024, Money Design Co.,Ltd.'s U.S. equity holdings reached a combined market value of $2.1B, distributed across 75 disclosed stock positions.
During Q2 2024, Money Design Co.,Ltd.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including QQQM, VTV, LQD) accounted for 31.8% of total reported equity market value during Q2 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 8.09% | — | -1.14% | |
| 2 | VTV | Vanguard Value ETF | ETF-Other | 7.68% | — | +0.93% | |
| 3 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 7.66% | — | +5.47% | |
| 4 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 7.30% | — | +3.11% | |
| 5 | MBB | Ishares Mbs ETF | ETF-Other | 5.90% | — | +13.08% | |
| 6 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 4.72% | — | +12.58% | |
| 7 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 4.55% | — | -3.07% | |
| 8 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 4.12% | — | +7.34% | |
| 9 | QNDX | State Street SPDR Portfolio Nasdaq 100 ETF | ETF-Tech | 4.07% | — | +1.86% | |
| 10 | IAUUSD | Ishares Gold Trust | ETF-Commodities | 3.85% | — | +2.97% | |
| 11 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 3.06% | — | +3.88% | |
| 12 | EWJ | Ishares Msci Japan ETF | ETF-Other | 2.92% | — | +132.80% | |
| 13 | SRLN | Ss Blackstone Sr Loan ETF | ETF-Other | 2.85% | — | +5.28% | |
| 14 | IYR | Ishares US Real Estate ETF | ETF-Other | 2.43% | — | +7.68% | |
| 15 | TIP | Ishares Tips Bond ETF | ETF-Other | 1.87% | — | -13.04% | |
| 16 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 1.83% | — | -3.83% | |
| 17 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 1.56% | — | +2.44% | |
| 18 | XLRE | Ss Real Estate Select Sector | ETF-Other | 1.38% | — | +2.80% | |
| 19 | EPP | Ishares Msci Pacific Ex Japa | ETF-Other | 1.34% | — | -37.34% | |
| 20 | IGF | Ishares Global Infrastructur | ETF-Other | 1.26% | — | +3.42% | |
| 21 | SLV | Ishares Silver Trust | ETF-Commodities | 1.16% | — | -14.14% | |
| 22 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.13% | — | -9.01% | |
| 23 | NULV | Nuveen Esg Large-cap Val ETF | ETF-Other | 1.10% | — | +7.86% | |
| 24 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 1.06% | — | -3.17% | |
| 25 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 1.01% | — | +0.82% | |
| 26 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.94% | — | -12.84% | |
| 27 | NULG | Nuveen Esg Lrg-cap Grw ETF | ETF-Other | 0.93% | — | +8.21% | |
| 28 | ESGE | Ishares Inc Ishares Esg Awar | ETF-Other | 0.82% | — | -3.41% | |
| 29 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 0.74% | — | +2.04% | |
| 30 | ICLN | Ishares Global Clean Energy | ETF-Other | 0.74% | — | -12.37% | |
| 31 | XLE | Ss Energy Select Sector | ETF-Other | 0.74% | — | -8.12% | |
| 32 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.71% | — | -16.10% | |
| 33 | IXC | Ishares Global Energy ETF | ETF-Other | 0.65% | — | -7.72% | |
| 34 | PPLT | Abrdn Physical Platinum Shrs | ETF-Commodities | 0.53% | — | +39.06% | |
| 35 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.52% | — | -0.69% | |
| 36 | SUSA | Ishares Esg Optimized Msci U | ETF-Other | 0.51% | — | -10.31% | |
| 37 | FEZ | State Street Spdr Euro Stoxx | ETF-Other | 0.49% | — | -0.77% | |
| 38 | IGOV | Ishares International Treasu | ETF-Other | 0.42% | — | -37.03% | |
| 39 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.42% | — | — | |
| 40 | MOO | Vaneck Agribusiness ETF | ETF-Other | 0.40% | — | -16.74% | |
| 41 | IXJ | Ishares Global Healthcare Et | ETF-Other | 0.39% | — | -9.16% | |
| 42 | IXP | Ishares Global Comm Services | ETF-Other | 0.38% | — | +18.21% | |
| 43 | PHO | Invesco Water Resources ETF | ETF-Other | 0.32% | — | -23.49% | |
| 44 | PIO | Invesco Global Water ETF | ETF-Other | 0.32% | — | -22.16% | |
| 45 | KXI | Ishares Global Consumer Stap | ETF-Other | 0.30% | — | -11.08% | |
| 46 | REET | Ishares Global Reit ETF | ETF-Other | 0.29% | — | +9.47% | |
| 47 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-Other | 0.27% | — | -11.76% | |
| 48 | VEGI | Ishares Msci Agriculture Pro | ETF-Other | 0.27% | — | -22.50% | |
| 49 | FIW | First Trust Water ETF | ETF-Other | 0.23% | — | -25.28% | |
| 50 | CGW | Invesco S&p Global Water Ind | ETF-Other | 0.22% | — | -24.36% |
According to official SEC Form 13F filings, Money Design Co.,Ltd. reported a total U.S. public equity portfolio value of $2.1B across 75 disclosed positions in Q2 2024.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
During Q2 2024, Money Design Co.,Ltd.'s top holdings by market value included QQQM (8.1%)、VTV (7.7%)、LQD (7.7%). The largest single position, QQQM, represented 8.1% of total portfolio value.
In Q2 2024, Money Design Co.,Ltd. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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