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Money Design

Latest statistics and disclosures from Money Design's latest quarterly 13F-HR filing:

Top 5 stock holdings are VTV, QQQM, LQD, VGSH, MBB, and represent 35.38% of Money Design's stock portfolio.
Added to shares of these 10 stocks: LQD (+$31M), EPI (+$18M), VGK (+$17M), SRLN (+$14M), MBB (+$14M), EPP (+$9.9M), TIP (+$9.6M), VWO (+$7.3M), SPDR Barclays Capital High Yield B (+$5.9M), VGSH.
Started 1 new stock position in EPI.
Reduced shares in these 10 stocks: EWJ (-$31M), IGSB (-$21M), EWW (-$20M), EMB (-$11M), iShares Gold Trust (-$9.8M), SPYG, SPYV, QQQM, Jpm Em Local Currency Bond Etf, PHO.
Sold out of its positions in EWW, EMB, NUMG, Jpm Em Local Currency Bond Etf.
Money Design was a net buyer of stock by $11M.
Money Design has $1.8B in assets under management (AUM), dropping by 3.74%.
Central Index Key (CIK): 0001721608

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Portfolio Holdings for Money Design

Money Design holds 75 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Value Etf Etf (VTV)	7.8	$143M	+2%	880k	162.86	View chart
Invesco Nasdaq 100 Etf Etf (QQQM)	7.7	$141M		770k	182.69	View chart
Ishares Tr Iboxx Inv Cp Etf Etf (LQD)	7.5	$137M	+29%	1.3M	108.92	View chart
Vanguard Short-term Gov Bnd Etf (VGSH)	7.2	$132M	+3%	2.3M	58.07	View chart
Ishares Tr Mbs Etf Etf (MBB)	5.3	$98M	+16%	1.1M	92.42	View chart
Vanguard Intl Equity Index F Ftse Europe Etf Etf (VGK)	4.8	$88M	+23%	1.3M	67.34	View chart
Spdr Series Trust Bloomberg Brclys Etf	4.1	$75M	+8%	3.0M	25.22	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf Etf (VWO)	4.0	$74M	+10%	1.8M	41.77	View chart
Vanguard Index Fds Mcap Vl Idxvip Etf (VOE)	4.0	$74M	+3%	474k	155.91	View chart
Ishares Gold Trust Ishares Etf	3.6	$66M	-12%	1.6M	42.01	View chart
Ishares Tr Sh Tr Crport Etf Etf (IGSB)	3.0	$55M	-27%	1.1M	51.28	View chart
Ssga Active Etf Tr Blkstn Gsosrln Etf (SRLN)	2.8	$51M	+39%	1.2M	42.11	View chart
Ishares Tr U.s. Real Es Etf Etf (IYR)	2.3	$43M	+7%	477k	89.90	View chart
Ishares Tr Tips Bd Etf Etf (TIP)	2.2	$40M	+31%	374k	107.41	View chart
Ishares Inc Msci Pac Jp Etf Etf (EPP)	2.1	$40M	+33%	923k	42.81	View chart
Vanguard Index Fds Mcap Gr Idxvip Etf (VOT)	2.0	$36M		154k	235.79	View chart
Spdr Series Trust Portfolio Agrgte Etf (SPAB)	1.5	$29M	-7%	1.1M	25.28	View chart
Real Estate Select Sect Spdr Etf (XLRE)	1.4	$26M	-5%	650k	39.53	View chart
Ishares Inc Msci Jpn Etf Etf (EWJ)	1.3	$24M	-56%	341k	71.35	View chart
Ishares Tr Glb Infrastr Etf Etf (IGF)	1.2	$23M	+5%	473k	47.62	View chart
Ishares Silver Trust Ishares Etf (SLV)	1.2	$21M	+3%	942k	22.75	View chart
Spdr Series Trust Prtflo S&p 500 Gw Etf (SPYG)	1.1	$21M	-18%	289k	73.15	View chart
Spdr Series Trust Prtflo S&p 500 Vl Etf (SPYV)	1.1	$21M	-13%	415k	50.10	View chart
Nuveen Esg Large-cap Value E Etf (NULV)	1.1	$19M		499k	38.86	View chart
Ishares Esg Aware Msci Usa Etf (ESGU)	1.0	$19M	-4%	167k	114.96	View chart
Ishares Trust Ishares Esg Aw Etf (ESGD)	1.0	$19M		236k	79.91	View chart
Wisdomtree Tr India Erngs Etf (EPI)	1.0	$18M	NEW	421k	43.56	View chart
Ishares Global Clean Energy Etf (ICLN)	0.9	$16M	-2%	1.2M	13.98	View chart
Vanguard Malvern Fds Strm Infproidx Etf (VTIP)	0.8	$16M	+20%	326k	47.89	View chart
Energy Select Sector Spdr Etf (XLE)	0.8	$15M	-10%	163k	94.41	View chart
Ishares Inc Ishares Esg Awar Etf (ESGE)	0.8	$15M		471k	32.23	View chart
Nuveen Esg Large-cap Growth Etf (NULG)	0.8	$15M	-6%	196k	76.28	View chart
Vanguard Scottsdale Fds Mortg-back Sec Etf (VMBS)	0.7	$14M		298k	45.61	View chart
Ishares Global Energy Etf Etf (IXC)	0.7	$13M		313k	42.95	View chart
Ishares Tr Intl Trea Bd Etf Etf (IGOV)	0.7	$13M	-12%	321k	39.63	View chart
Ishares Msci Usa Esg Select Etf (SUSA)	0.6	$10M	-7%	93k	109.17	View chart
Spdr Index Shs Fds Euro Stoxx 50 Etf (FEZ)	0.5	$9.6M	-3%	182k	52.55	View chart
Market Vectors Agribusiness Etf (MOO)	0.5	$9.5M		126k	75.13	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.5	$9.3M	+9%	18k	525.72	View chart
Invesco Global Water Etf (PIO)	0.4	$8.1M	-22%	187k	43.11	View chart
Powershares Water Resources Etf (PHO)	0.4	$8.1M	-22%	121k	66.57	View chart
Ishares Tr Glob Hlthcre Etf Etf (IXJ)	0.4	$8.0M	-10%	86k	93.15	View chart
Ishares Msci Global Agricult Etf (VEGI)	0.4	$6.8M	-15%	178k	38.50	View chart
Etfs Physical Platinum Shrs Etf (PPLT)	0.4	$6.5M	+7%	78k	83.55	View chart
Ishares Tr Glob Cnsm Stp Etf Etf (KXI)	0.3	$6.4M	-9%	105k	61.03	View chart
First Trust Water ETF Etf (FIW)	0.3	$5.8M	-24%	57k	102.09	View chart
Spdr Port Shrt Trm Trsry Etf (SPTS)	0.3	$5.8M	-8%	199k	28.92	View chart
Ishares Tr Glob Comm Svc Etf Etf (IXP)	0.3	$5.7M	+26%	67k	84.14	View chart
Spdr Index Shs Fds Dj Intl Rl Etf Etf (RWX)	0.3	$5.6M	+9%	214k	26.09	View chart
Invesco S&P Global Water Index ETF Etf (CGW)	0.3	$5.5M	-23%	100k	55.53	View chart
Ishares Global Reit Etf Etf (REET)	0.3	$5.0M	+51%	210k	23.68	View chart
First Trust Nasdaq Clean Edg Etf (QCLN)	0.3	$5.0M	+5%	143k	34.68	View chart
Ishares Global Financials Et Etf (IXG)	0.2	$4.4M	-17%	51k	86.65	View chart
Ishares U.s. Medical Devices Etf (IHI)	0.2	$4.4M	-16%	75k	58.59	View chart
Goldman Sachs Just Us Lrg Etf (JUST)	0.2	$4.4M	-17%	58k	75.05	View chart
First Trst Nasd Cl Edg Sgiif Etf (GRID)	0.2	$4.4M	-17%	38k	114.60	View chart
Vaneck Vectors Low Carbon En Etf (SMOG)	0.2	$4.3M		44k	98.33	View chart
Invesco Msci Sustainable Fut Etf (ERTH)	0.2	$4.3M		102k	42.26	View chart
Global X Uranium Etf Etf (URA)	0.2	$4.2M	-21%	147k	28.83	View chart
First Trust Global Wind Energy ETF Etf (FAN)	0.2	$4.0M	-13%	257k	15.42	View chart
Spdr Series Trust Portfolio Short Etf (SPSB)	0.2	$3.6M	-37%	120k	29.77	View chart
Flexshares Global Upstream N Etf (GUNR)	0.2	$3.4M	+8%	83k	41.06	View chart
Global X Lithium Etf Etf (LIT)	0.2	$3.3M	+4%	74k	45.29	View chart
VanEck Rare Earth/Strategic Metals ETF Etf (REMX)	0.2	$3.2M	+9%	62k	51.36	View chart
Nuveen Esg International Dev Etf (NUDM)	0.2	$2.9M	-15%	93k	31.06	View chart
Invesco Solar ETF Etf (TAN)	0.2	$2.9M		63k	45.37	View chart
Flexshares Stoxx Global Broa Etf (NFRA)	0.1	$2.5M	-19%	46k	54.59	View chart
Spdr Series Trust Bloomberg Intl Tr Etf (BWX)	0.1	$2.5M	-19%	112k	22.24	View chart
Global X Cleantech Etf Etf (CTEC)	0.1	$2.2M		224k	9.62	View chart
Alps Clean Energy Etf Etf (ACES)	0.1	$2.1M	+5%	71k	29.68	View chart
Ishares Inc Core Msci Emkt Etf (IEMG)	0.1	$2.0M	+2%	39k	51.59	View chart
Spdr S&p Gl Nat Resources Etf (GNR)	0.1	$1.7M	+8%	30k	57.94	View chart
Ishares Sustainable Msci Glb Etf (SDG)	0.1	$971k		12k	78.73	View chart
Vanguard Intl Equity Index F Ftse Pacific Etf Etf (VPL)	0.0	$445k	-44%	5.9k	76.06	View chart
Market Vectors Env Serv Etf Etf (EVX)	0.0	$366k	-16%	2.2k	167.51	View chart

Past Filings by Money Design

SEC 13F filings are viewable for Money Design going back to 2017

Money Design 2024 Q1 filed April 26, 2024
Money Design 2023 Q4 filed Jan. 29, 2024
Money Design 2023 Q3 filed Oct. 30, 2023
Money Design 2022 Q3 amended filed Aug. 3, 2023
Money Design 2022 Q4 amended filed Aug. 3, 2023
Money Design 2021 Q4 amended filed Aug. 3, 2023
Money Design 2023 Q2 filed July 28, 2023
Money Design 2023 Q1 filed April 27, 2023
Money Design 2022 Q4 filed Jan. 31, 2023
Money Design 2022 Q3 filed Oct. 18, 2022
Money Design 2022 Q2 filed July 12, 2022
Money Design 2022 Q1 filed April 13, 2022
Money Design 2021 Q4 filed Jan. 20, 2022
Money Design 2021 Q3 filed Oct. 14, 2021
Money Design 2021 Q2 filed Aug. 24, 2021
Money Design 2021 Q1 filed April 13, 2021

View all past filings

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