13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001721608
Total reported value
$2.1B
$2.1B
76 檔
34.5%
According to the latest 13F quarterly dataset, Money Design Co.,Ltd. managed an equity portfolio of $2.1B at the end of Q3 2024, spanning 76 distinct U.S. exchange-listed positions.
During Q3 2024, Money Design Co.,Ltd.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 7.93% | — | +6.27% | |
| 2 | VTV | Vanguard Value ETF | ETF-Other | 7.81% | — | +1.20% | |
| 3 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 7.78% | — | +2.24% | |
| 4 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 7.21% | — | +5.16% | |
| 5 | MBB | Ishares Mbs ETF | ETF-Other | 6.02% | — | +5.91% | |
| 6 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 4.73% | — | +11.57% | |
| 7 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 4.68% | — | +4.74% | |
| 8 | IAUUSD | Ishares Gold Trust | ETF-Commodities | 4.01% | — | -0.24% | |
| 9 | QNDX | State Street SPDR Portfolio Nasdaq 100 ETF | ETF-Tech | 3.91% | — | +0.80% | |
| 10 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 3.85% | — | -19.29% | |
| 11 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 3.05% | — | +4.96% | |
| 12 | EWJ | Ishares Msci Japan ETF | ETF-Other | 2.99% | — | +5.92% | |
| 13 | IYR | Ishares US Real Estate ETF | ETF-Other | 2.49% | — | -4.49% | |
| 14 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 2.36% | — | +31.80% | |
| 15 | TIP | Ishares Tips Bond ETF | ETF-Other | 2.02% | — | +13.21% | |
| 16 | SRLN | Ss Blackstone Sr Loan ETF | ETF-Other | 1.91% | — | -27.49% | |
| 17 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 1.54% | — | +2.43% | |
| 18 | XLRE | Ss Real Estate Select Sector | ETF-Other | 1.42% | — | -4.72% | |
| 19 | IGF | Ishares Global Infrastructur | ETF-Other | 1.35% | — | +1.65% | |
| 20 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.20% | — | +10.50% | |
| 21 | SLV | Ishares Silver Trust | ETF-Commodities | 1.16% | — | +1.67% | |
| 22 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 1.15% | — | +8.84% | |
| 23 | NULV | Nuveen Esg Large-cap Val ETF | ETF-Other | 1.10% | — | -1.39% | |
| 24 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 1.02% | — | +2.37% | |
| 25 | EPI | Wisdomtree India Earnings | ETF-Other | 1.00% | — | — | |
| 26 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 1.00% | — | — | |
| 27 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.91% | — | -0.99% | |
| 28 | NULG | Nuveen Esg Lrg-cap Grw ETF | ETF-Other | 0.85% | — | -2.41% | |
| 29 | ESGE | Ishares Inc Ishares Esg Awar | ETF-Other | 0.84% | — | +1.60% | |
| 30 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.77% | — | +14.60% | |
| 31 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 0.74% | — | +3.32% | |
| 32 | ICLN | Ishares Global Clean Energy | ETF-Other | 0.70% | — | -7.39% | |
| 33 | XLE | Ss Energy Select Sector | ETF-Other | 0.65% | — | -0.39% | |
| 34 | IXC | Ishares Global Energy ETF | ETF-Other | 0.61% | — | +5.05% | |
| 35 | FEZ | State Street Spdr Euro Stoxx | ETF-Other | 0.51% | — | +6.76% | |
| 36 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.50% | — | -0.18% | |
| 37 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.49% | — | +24.67% | |
| 38 | SUSA | Ishares Esg Optimized Msci U | ETF-Other | 0.48% | — | -4.42% | |
| 39 | IGOV | Ishares International Treasu | ETF-Other | 0.44% | — | +4.64% | |
| 40 | REET | Ishares Global Reit ETF | ETF-Other | 0.41% | — | +35.26% | |
| 41 | IXP | Ishares Global Comm Services | ETF-Other | 0.40% | — | +6.86% | |
| 42 | MOO | Vaneck Agribusiness ETF | ETF-Other | 0.37% | — | -5.51% | |
| 43 | IXJ | Ishares Global Healthcare Et | ETF-Other | 0.36% | — | -6.49% | |
| 44 | PPLT | Abrdn Physical Platinum Shrs | ETF-Commodities | 0.35% | — | -27.01% | |
| 45 | PHO | Invesco Water Resources ETF | ETF-Other | 0.28% | — | -14.08% | |
| 46 | KXI | Ishares Global Consumer Stap | ETF-Other | 0.28% | — | -8.85% | |
| 47 | PIO | Invesco Global Water ETF | ETF-Other | 0.27% | — | -12.91% | |
| 48 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-Other | 0.27% | — | +4.09% | |
| 49 | VEGI | Ishares Msci Agriculture Pro | ETF-Other | 0.24% | — | -9.69% | |
| 50 | RWX | State Street Spdr Dow Jones | ETF-Other | 0.21% | — | -2.76% |
According to official SEC Form 13F filings, Money Design Co.,Ltd. reported a total U.S. public equity portfolio value of $2.1B across 76 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including LQD, VTV, QQQM) accounted for 34.5% of total reported equity market value during Q3 2024.
During Q3 2024, Money Design Co.,Ltd.'s top holdings by market value included LQD (7.9%)、VTV (7.8%)、QQQM (7.8%). The largest single position, LQD, represented 7.9% of total portfolio value.
In Q3 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.