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CIK: 0001721608
Total reported value
$2.1B
$2.1B
77 檔
37.1%
During the Q4 2024 filing period, Money Design Co.,Ltd. (CIK: 0001721608) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $2.1B across 77 reported positions.
During Q4 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 | VTV | Vanguard Value ETF | ETF-Other | 11.74% | — | +50.63% | |
| 2 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 8.08% | — | +4.27% | |
| 3 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 7.95% | — | -6.27% | |
| 4 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 6.80% | — | -7.22% | |
| 5 | MBB | Ishares Mbs ETF | ETF-Other | 6.24% | — | +4.87% | |
| 6 | IAUUSD | Ishares Gold Trust | ETF-Commodities | 4.22% | — | +3.02% | |
| 7 | QNDX | State Street SPDR Portfolio Nasdaq 100 ETF | ETF-Tech | 4.21% | — | +6.62% | |
| 8 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 3.91% | — | -9.20% | |
| 9 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 3.26% | — | +5.52% | |
| 10 | SRLN | Ss Blackstone Sr Loan ETF | ETF-Other | 3.10% | — | +58.04% | |
| 11 | VUG | Vanguard Growth ETF | ETF-Other | 2.98% | — | — | |
| 12 | IYR | Ishares US Real Estate ETF | ETF-Other | 2.49% | — | +7.03% | |
| 13 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.24% | — | -38.67% | |
| 14 | TIP | Ishares Tips Bond ETF | ETF-Other | 2.09% | — | +3.69% | |
| 15 | EWJ | Ishares Msci Japan ETF | ETF-Other | 2.05% | — | -29.28% | |
| 16 | VPL | Vanguard Ftse Pacific ETF | ETF-Other | 1.69% | — | +4372.35% | |
| 17 | EPI | Wisdomtree India Earnings | ETF-Other | 1.49% | — | +61.18% | |
| 18 | IGF | Ishares Global Infrastructur | ETF-Other | 1.45% | — | +8.16% | |
| 19 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 1.40% | — | -8.13% | |
| 20 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 1.36% | — | — | |
| 21 | XLRE | Ss Real Estate Select Sector | ETF-Other | 1.31% | — | -0.53% | |
| 22 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.17% | — | -11.40% | |
| 23 | NULV | Nuveen Esg Large-cap Val ETF | ETF-Other | 1.07% | — | +0.14% | |
| 24 | SLV | Ishares Silver Trust | ETF-Commodities | 1.00% | — | -10.66% | |
| 25 | EWZ | Ishares Msci Brazil ETF | ETF-Other | 0.99% | — | — | |
| 26 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.97% | — | +1.37% | |
| 27 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.96% | — | -16.70% | |
| 28 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.93% | — | -2.52% | |
| 29 | ESGE | Ishares Inc Ishares Esg Awar | ETF-Other | 0.77% | — | -3.14% | |
| 30 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.74% | — | -4.19% | |
| 31 | NULG | Nuveen Esg Lrg-cap Grw ETF | ETF-Other | 0.74% | — | -19.34% | |
| 32 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 0.66% | — | -9.65% | |
| 33 | REET | Ishares Global Reit ETF | ETF-Other | 0.63% | — | +64.24% | |
| 34 | XLE | Ss Energy Select Sector | ETF-Other | 0.62% | — | -4.18% | |
| 35 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.58% | — | +14.97% | |
| 36 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.57% | — | +7.11% | |
| 37 | ICLN | Ishares Global Clean Energy | ETF-Other | 0.55% | — | -2.50% | |
| 38 | IXC | Ishares Global Energy ETF | ETF-Other | 0.53% | — | -9.21% | |
| 39 | SUSA | Ishares Esg Optimized Msci U | ETF-Other | 0.48% | — | -3.54% | |
| 40 | IXP | Ishares Global Comm Services | ETF-Other | 0.45% | — | +5.53% | |
| 41 | FEZ | State Street Spdr Euro Stoxx | ETF-Other | 0.39% | — | -17.76% | |
| 42 | IXJ | Ishares Global Healthcare Et | ETF-Other | 0.31% | — | -2.24% | |
| 43 | MOO | Vaneck Agribusiness ETF | ETF-Other | 0.28% | — | -15.49% | |
| 44 | KXI | Ishares Global Consumer Stap | ETF-Other | 0.24% | — | -7.53% | |
| 45 | PHO | Invesco Water Resources ETF | ETF-Other | 0.23% | — | -14.39% | |
| 46 | NFRA | Flexshares Stoxx Global Broa | ETF-Other | 0.23% | — | +44.86% | |
| 47 | PIO | Invesco Global Water ETF | ETF-Other | 0.22% | — | -13.88% | |
| 48 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-Other | 0.21% | — | -21.06% | |
| 49 | PPLT | Abrdn Physical Platinum Shrs | ETF-Commodities | 0.20% | — | -39.77% | |
| 50 | VEGI | Ishares Msci Agriculture Pro | ETF-Other | 0.20% | — | -12.80% |
According to official SEC Form 13F filings, Money Design Co.,Ltd. reported a total U.S. public equity portfolio value of $2.1B across 77 disclosed positions in Q4 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.
In terms of portfolio concentration, the top 5 core holdings (including VTV, LQD, QQQM) accounted for 37.1% of total reported equity market value during Q4 2024.
During Q4 2024, Money Design Co.,Ltd.'s top holdings by market value included VTV (11.7%)、LQD (8.1%)、QQQM (8.0%). The largest single position, VTV, represented 11.7% of total portfolio value.
In Q4 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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