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Money Design Co.,Ltd.

Portfolio Manager
Money Design Co.,Ltd.
Performance
+4.12% (2025 Q2)
AUM (13F)
$2.14M
# of Holdings
72
Performance Rank
Allocation (Top 20)
83.55%

Money Design Co.,Ltd. Holdings Map

Top 50 Money Design Co.,Ltd. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
VTV
VANGUARD INDEX FDS VALUE ETF
11.43%1.38M$245Kโ€”โ€”โ€”2025-06-30
VUG
VANGUARD GROWTH ETF
11.35%554.2K$243Kโ€”โ€”โ€”2025-06-30
LQD
ISHARES TR IBOXX INV CP ETF
7.98%1.56M$171Kโ€”โ€”โ€”2025-06-30
VGK
VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF
6.18%1.71M$132Kโ€”โ€”โ€”2025-06-30
MBB
ISHARES TR MBS ETF
6.1%1.39M$131Kโ€”โ€”โ€”2025-06-30
IAU
ISHARES GOLD TRUST ISHARES
5.35%1.84M$115Kโ€”โ€”โ€”2025-06-30
TLT
ISHARES TR 20 YR TR BD ETF
4.38%1.06M$94Kโ€”โ€”โ€”2025-06-30
VWO
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF
4.06%1.76M$87Kโ€”โ€”โ€”2025-06-30
JNK
SPDR SERIES TRUST BLOOMBERG BRCLYS
4.05%3.40M$87Kโ€”โ€”โ€”2025-06-30
VGSH
VANGUARD SHORT-TERM GOV BND
3.44%1.25M$74Kโ€”โ€”โ€”2025-06-30

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