StockDriftsStockDriftsTop 50 Money Design Co.,Ltd. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTV | VANGUARD INDEX FDS VALUE ETF | 11.43% | 1.38M | $245K | — | — | — | 2025-06-30 |
| VUG | VANGUARD GROWTH ETF | 11.35% | 554.2K | $243K | — | — | — | 2025-06-30 |
| LQD | ISHARES TR IBOXX INV CP ETF | 7.98% | 1.56M | $171K | — | — | — | 2025-06-30 |
| VGK | VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF | 6.18% | 1.71M | $132K | — | — | — | 2025-06-30 |
| MBB | ISHARES TR MBS ETF | 6.1% | 1.39M | $131K | — | — | — | 2025-06-30 |
| IAU | ISHARES GOLD TRUST ISHARES | 5.35% | 1.84M | $115K | — | — | — | 2025-06-30 |
| TLT | ISHARES TR 20 YR TR BD ETF | 4.38% | 1.06M | $94K | — | — | — | 2025-06-30 |
| VWO | VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF | 4.06% | 1.76M | $87K | — | — | — | 2025-06-30 |
| JNK | SPDR SERIES TRUST BLOOMBERG BRCLYS | 4.05% | 3.40M | $87K | — | — | — | 2025-06-30 |
| VGSH | VANGUARD SHORT-TERM GOV BND | 3.44% | 1.25M | $74K | — | — | — | 2025-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (11 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +30.73% |
| Top 20 Holdings Unweighted | — | — | — | — | +43.23% |
Money Design Co.,Ltd. reports $2.14M in US-listed equity holdings across 72 positions in its most recent 13F filing. Its largest disclosed positions are VTV (11.4%), VUG (11.3%) and LQD (8.0%). The top 20 holdings account for 83.55% of reported assets. Its disclosed equity book has returned +30.73% cumulatively over 11 quarters. Figures reflect the Q2 2025 filing.
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Holdings on this page are parsed from Money Design Co.,Ltd.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1721608). View Money Design Co.,Ltd.’s 13F filings on SEC