Money Design Co.,Ltd.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 31, 2025), Money Design Co.,Ltd. reported 72 stock positions worth $2.0 billion. Its top holding was Vanguard Mrngstr Val ETF-Aui (VTV) at 12.1% of the portfolio, followed by Vanguard Mrngstar GR ETF-Sui (VUG, 12.0%) and Ishr Ibx Usd Invgd CB ETF-Ui (LQD, 8.4%). Compared with Q1 2025, it sold out of 3, added to 32 and reduced 40. The biggest buy was Vanguard Mrngstar GR ETF-Sui (VUG, shares +2%) and the biggest sale iShares 20+ Year Treasury BD (TLT, shares −17%).
- Most Recent 13F
- Q2 2025
- Location
- TOKYO, M0
- CIK
- 0001721608
- Portfolio Value
- $2.0B (Q2 2025)
- SEC Filing
- 0001721608-25-000003 ↗ filed Jul 31, 2025
Holdings Value
Holdings 72 stocks · $2.0B
| VTV Vanguard Mrngstr Val ETF-Aui | 12.08% | 1,384,981 | $244.8M | Add +5.0% |
| VUG Vanguard Mrngstar GR ETF-Sui | 11.99% | 554,153 | $242.9M | Add +2.1% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 8.43% | 1,558,854 | $170.9M | Add +6.1% |
| VGK Vanguard Ftse Europe ETF | 6.53% | 1,708,025 | $132.4M | Add +4.7% |
| MBB iShares MBS ETF | 6.44% | 1,390,916 | $130.6M | Add +4.7% |
| TLT iShares 20+ Year Treasury BD | 4.63% | 1,063,172 | $93.8M | Reduce -17.4% |
| VWO Vanguard Ftse Emerging Marke | 4.29% | 1,757,212 | $86.9M | Add +2.4% |
| JNK SPDR | 4.27% | 3,399,510 | $86.6M | Add +5.4% |
| VGSH Vanguard Short-Term Treasury | 3.63% | 1,251,534 | $73.6M | Reduce -14.1% |
| IGSB iShares 1-5Y Inv Grade Corp. | 3.30% | 1,266,732 | $66.8M | Add +89.3% |
| SRLN SS Blackstone Sr Loan ETF | 3.09% | 1,503,826 | $62.5M | Add +6.2% |
| IYR iShares US Real Estate ETF | 2.59% | 553,275 | $52.4M | Add +5.0% |
| TIP iShares Tips Bond ETF | 2.27% | 418,089 | $46.0M | Reduce -13.7% |
| EPI Wisdomtree India Earnings | 1.77% | 753,862 | $35.8M | Add +7.4% |
| SPYG SS SPDR P S&P 500 Growth ETF | 1.57% | 334,266 | $31.9M | Add +0.3% |
| SLV iShares Silver Trust | 1.49% | 918,258 | $30.1M | Add +20.1% |
| IGF iShares Global Infrastructur | 1.48% | 505,980 | $30.0M | Reduce -10.3% |
| SPAB SS SPDR P Agg Bond ETF | 1.39% | 1,097,073 | $28.1M | Add +5.0% |
| XLRE SS Real Estate Select Sector | 1.38% | 676,601 | $28.0M | Add +5.0% |
| SNPE Xtrckr S&P 500 Scor&scrn ETF | 1.16% | 425,847 | $23.5M | Add +3.8% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.97% | 376,481 | $19.7M | Add +4.6% |
| ESGD iShares Trust iShares ESG Aw | 0.97% | 220,715 | $19.7M | Reduce -7.4% |
| SUSA iShares ESG Optimized MSCI U | 0.83% | 133,471 | $16.9M | Add +0.4% |
| VTIP Vanguard Short-Term Tips | 0.82% | 331,306 | $16.7M | Reduce -11.7% |
| ESGE iShares Inc. iShares ESG Awar | 0.81% | 417,101 | $16.3M | Reduce -6.8% |
| EWJ iShares MSCI Japan ETF | 0.78% | 210,342 | $15.8M | Reduce -8.0% |
| VMBS Vanguard Mortgage-Backed Sec | 0.66% | 290,049 | $13.4M | Add +2.6% |
| ESGU iShares ESG Aware MSCI USA | 0.66% | 98,591 | $13.3M | Add +0.1% |
| FEZ State Street SPDR Euro Stoxx | 0.61% | 208,020 | $12.4M | Add +4.7% |
| ICLN iShares Global Clean Energy | 0.61% | 939,247 | $12.3M | Reduce -3.9% |
| REET iShares Global REIT ETF | 0.60% | 492,368 | $12.2M | Reduce -26.3% |
| IXC iShares Global Energy ETF | 0.59% | 306,833 | $12.1M | Add +18.9% |
| XLE SS Energy Select Sector | 0.56% | 134,354 | $11.4M | Add +7.0% |
| IVV iShares Core S&P 500 ETF | 0.56% | 18,161 | $11.3M | Reduce -3.3% |
| PPLT Abrdn Physical Platinum SHRS | 0.56% | 91,600 | $11.3M | Add +47.7% |
| IXP iShares Global Comm Services | 0.51% | 92,136 | $10.3M | Reduce -3.0% |
| NULV Nuveen ESG Large-Cap Val ETF | 0.42% | 201,098 | $8.4M | Reduce -5.0% |
| MOO Vaneck Agribusiness ETF | 0.33% | 90,243 | $6.6M | Reduce -7.2% |
| IXJ iShares Global Healthcare Et | 0.28% | 67,069 | $5.8M | Add +1.0% |
| KXI iShares Global Consumer Stap | 0.23% | 72,081 | $4.7M | Reduce -3.5% |
| NFRA NT GLBL BRD Infra ETF | 0.22% | 72,084 | $4.5M | Reduce -19.6% |
| RWX State Street SPDR Dow Jones | 0.22% | 160,839 | $4.4M | Reduce -6.3% |
| PIO Invesco Global Water ETF | 0.20% | 89,431 | $4.0M | Reduce -9.7% |
| PHO Invesco Water Resources ETF | 0.19% | 55,953 | $3.9M | Reduce -9.9% |
| NULG Nuveen ESG LRG-Cap GRW ETF | 0.18% | 39,013 | $3.7M | Add +3.2% |
| VEGI iShares MSCI Agriculture Pro | 0.18% | 88,775 | $3.6M | Reduce -8.8% |
| GUNR NT Mstar GLBL NR ETF | 0.18% | 88,981 | $3.6M | Add +13.7% |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | 0.16% | 121,799 | $3.2M | Reduce -19.6% |
| SPSB SS SPDR P St C Corp. ETF | 0.15% | 103,421 | $3.1M | Add +79.1% |
| IEMG iShares Core MSCI Emerging | 0.15% | 49,964 | $3.0M | Add +1.8% |
| CGW Invesco S&P Global Water Ind | 0.14% | 44,976 | $2.8M | Reduce -7.2% |
| FAN First Trust Global Wind Ener | 0.13% | 149,987 | $2.7M | Add +18.9% |
| FIW First Trust Water ETF | 0.13% | 24,784 | $2.7M | Reduce -9.2% |
| GRID First TRST Nasd Class Edg Sgiif | 0.13% | 18,740 | $2.6M | Reduce -16.4% |
| JUST Goldman Sachs Just US LRG | 0.13% | 29,617 | $2.6M | Reduce -7.6% |
| IXG iShares Global Financials Et | 0.13% | 23,373 | $2.6M | Reduce -5.2% |
| ERTH Invesco MSCI Sustainable Fut | 0.13% | 60,847 | $2.6M | Reduce -7.1% |
| SMOG Vaneck Low Carbon Energy ETF | 0.13% | 23,459 | $2.6M | Reduce -8.0% |
| IHI iShares U.S. Medical Devices | 0.13% | 41,122 | $2.6M | Reduce -2.4% |
| QCLN First Trust Nasdaq Clean Edg | 0.12% | 77,420 | $2.5M | Reduce -11.6% |
| URA Global X Uranium ETF | 0.12% | 60,569 | $2.4M | Reduce -19.7% |
| SPTS SS SPDR P St Term TSY ETF | 0.11% | 76,887 | $2.3M | Reduce -20.3% |
| GNR State Street SPDR S&P Global | 0.09% | 33,051 | $1.8M | Add +17.6% |
| NUDM Nuveen ESG Intl Devel MRK Eq | 0.09% | 49,076 | $1.7M | Reduce -8.1% |
| LIT Global X Lithium & Battery T | 0.07% | 36,802 | $1.4M | Reduce -14.8% |
| REMX Vaneck Rar Earth ND STG-Usdi | 0.07% | 34,244 | $1.4M | Reduce -9.4% |
| ACES Alps Clean Energy ETF | 0.06% | 50,373 | $1.3M | Reduce -6.1% |
| TAN Invesco Solar ETF | 0.06% | 35,023 | $1.2M | Reduce -10.4% |
| SDG Ish MSCI Glob Sust Deve Goal | 0.05% | 13,435 | $1.0M | Reduce -0.2% |
| EVX Vaneck Environmental Service | 0.01% | 5,371 | $206K | Reduce -14.2% |
| IAU iShares Gold Trust | 0.01% | 1,837,740 | $115K | Add +26.0% |
| VPL Vanguard Ftse Pacific ETF | 0.00% | 797 | $65K | Reduce -81.3% |
Portfolio Sells Q1 2025 → Q2 2025
| TLT iShares 20+ Year Treasury BD | Reduce -17.4% | 4.63% | −1.22 |
| EPP iShares MSCI Pacific Ex Japa | Sold out | 0.00% | −0.86 |
| VGSH Vanguard Short-Term Treasury | Reduce -14.1% | 3.63% | −0.63 |
| SHY iShares 1-3 Year Treasury Bo | Sold out | 0.00% | −0.58 |
| TIP iShares Tips Bond ETF | Reduce -13.7% | 2.27% | −0.41 |
| REET iShares Global REIT ETF | Reduce -26.3% | 0.60% | −0.21 |
| VTIP Vanguard Short-Term Tips | Reduce -11.7% | 0.82% | −0.11 |
| IGF iShares Global Infrastructur | Reduce -10.3% | 1.48% | −0.06 |
| GLOBAL X CLEANTECH ETF | Sold out | 0.00% | −0.06 |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | Reduce -19.6% | 0.16% | −0.05 |
| NFRA NT GLBL BRD Infra ETF | Reduce -19.6% | 0.22% | −0.04 |
| SPTS SS SPDR P St Term TSY ETF | Reduce -20.3% | 0.11% | −0.03 |
| LIT Global X Lithium & Battery T | Reduce -14.8% | 0.07% | −0.01 |
| VPL Vanguard Ftse Pacific ETF | Reduce -81.3% | 0.00% | −0.01 |
| NULV Nuveen ESG Large-Cap Val ETF | Reduce -5.0% | 0.42% | −0.01 |
| PHO Invesco Water Resources ETF | Reduce -9.9% | 0.19% | −0.01 |
| REMX Vaneck Rar Earth ND STG-Usdi | Reduce -9.4% | 0.07% | −0.01 |
| KXI iShares Global Consumer Stap | Reduce -3.5% | 0.23% | −0.01 |
| FIW First Trust Water ETF | Reduce -9.2% | 0.13% | −0.00 |
| VEGI iShares MSCI Agriculture Pro | Reduce -8.8% | 0.18% | −0.00 |
| EWJ iShares MSCI Japan ETF | Reduce -8.0% | 0.78% | −0.00 |
| SMOG Vaneck Low Carbon Energy ETF | Reduce -8.0% | 0.13% | −0.00 |
| MOO Vaneck Agribusiness ETF | Reduce -7.2% | 0.33% | −0.00 |
| PIO Invesco Global Water ETF | Reduce -9.7% | 0.20% | −0.00 |
| EVX Vaneck Environmental Service | Reduce -14.2% | 0.01% | −0.00 |
| TAN Invesco Solar ETF | Reduce -10.4% | 0.06% | −0.00 |
| QCLN First Trust Nasdaq Clean Edg | Reduce -11.6% | 0.12% | −0.00 |
| ERTH Invesco MSCI Sustainable Fut | Reduce -7.1% | 0.13% | +0.00 |
| IHI iShares U.S. Medical Devices | Reduce -2.4% | 0.13% | +0.00 |
| ESGD iShares Trust iShares ESG Aw | Reduce -7.4% | 0.97% | +0.00 |
| NUDM Nuveen ESG Intl Devel MRK Eq | Reduce -8.1% | 0.09% | +0.00 |
| IXG iShares Global Financials Et | Reduce -5.2% | 0.13% | +0.00 |
| JUST Goldman Sachs Just US LRG | Reduce -7.6% | 0.13% | +0.00 |
| SDG Ish MSCI Glob Sust Deve Goal | Reduce -0.2% | 0.05% | +0.00 |
| GRID First TRST Nasd Class Edg Sgiif | Reduce -16.4% | 0.13% | +0.00 |
| ACES Alps Clean Energy ETF | Reduce -6.1% | 0.06% | +0.00 |
| CGW Invesco S&P Global Water Ind | Reduce -7.2% | 0.14% | +0.00 |
| RWX State Street SPDR Dow Jones | Reduce -6.3% | 0.22% | +0.01 |
| ESGE iShares Inc. iShares ESG Awar | Reduce -6.8% | 0.81% | +0.03 |
| URA Global X Uranium ETF | Reduce -19.7% | 0.12% | +0.03 |
| IVV iShares Core S&P 500 ETF | Reduce -3.3% | 0.56% | +0.03 |
| ICLN iShares Global Clean Energy | Reduce -3.9% | 0.61% | +0.05 |
| IXP iShares Global Comm Services | Reduce -3.0% | 0.51% | +0.05 |
Portfolio Buys Q1 2025 → Q2 2025
| VUG Vanguard Mrngstar GR ETF-Sui | Add +2.1% | 11.99% | +1.95 |
| IGSB iShares 1-5Y Inv Grade Corp. | Add +89.3% | 3.30% | +1.55 |
| VGK Vanguard Ftse Europe ETF | Add +4.7% | 6.53% | +0.82 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +5.0% | 12.08% | +0.72 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Add +6.1% | 8.43% | +0.47 |
| VWO Vanguard Ftse Emerging Marke | Add +2.4% | 4.29% | +0.42 |
| SLV iShares Silver Trust | Add +20.1% | 1.49% | +0.30 |
| PPLT Abrdn Physical Platinum SHRS | Add +47.7% | 0.56% | +0.27 |
| SPYG SS SPDR P S&P 500 Growth ETF | Add +0.3% | 1.57% | +0.24 |
| EPI Wisdomtree India Earnings | Add +7.4% | 1.77% | +0.24 |
| MBB iShares MBS ETF | Add +4.7% | 6.44% | +0.23 |
| JNK SPDR | Add +5.4% | 4.27% | +0.23 |
| SRLN SS Blackstone Sr Loan ETF | Add +6.2% | 3.09% | +0.18 |
| SNPE Xtrckr S&P 500 Scor&scrn ETF | Add +3.8% | 1.16% | +0.13 |
| FEZ State Street SPDR Euro Stoxx | Add +4.7% | 0.61% | +0.07 |
| SUSA iShares ESG Optimized MSCI U | Add +0.4% | 0.83% | +0.07 |
| IYR iShares US Real Estate ETF | Add +5.0% | 2.59% | +0.07 |
| SPSB SS SPDR P St C Corp. ETF | Add +79.1% | 0.15% | +0.07 |
| ESGU iShares ESG Aware MSCI USA | Add +0.1% | 0.66% | +0.06 |
| SPYV SS SPDR P S&P 500 Value ETF | Add +4.6% | 0.97% | +0.06 |
| SPAB SS SPDR P Agg Bond ETF | Add +5.0% | 1.39% | +0.05 |
| IXC iShares Global Energy ETF | Add +18.9% | 0.59% | +0.05 |
| FAN First Trust Global Wind Ener | Add +18.9% | 0.13% | +0.04 |
| XLRE SS Real Estate Select Sector | Add +5.0% | 1.38% | +0.04 |
| NULG Nuveen ESG LRG-Cap GRW ETF | Add +3.2% | 0.18% | +0.03 |
| GUNR NT Mstar GLBL NR ETF | Add +13.7% | 0.18% | +0.02 |
| IEMG iShares Core MSCI Emerging | Add +1.8% | 0.15% | +0.02 |
| GNR State Street SPDR S&P Global | Add +17.6% | 0.09% | +0.01 |
| VMBS Vanguard Mortgage-Backed Sec | Add +2.6% | 0.66% | +0.01 |
| IXJ iShares Global Healthcare Et | Add +1.0% | 0.28% | −0.02 |
| XLE SS Energy Select Sector | Add +7.0% | 0.56% | −0.02 |
| IAU iShares Gold Trust | Add +26.0% | 0.01% | −4.28 |