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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, VUG, LQD, VGK, MBB, and represent 43.05% of Money Design's stock portfolio.
Added to shares of these 10 stocks: IGSB (+$32M), iShares Gold Trust (+$24M), VTV (+$12M), LQD (+$9.8M), VGK (+$6.0M), MBB (+$5.8M), SLV (+$5.0M), VUG (+$5.0M), SPDR Barclays Capital High Yield B, SRLN.
Reduced shares in these 10 stocks: TLT (-$20M), EPP (-$17M), VGSH (-$12M), SHY (-$12M), TIP (-$7.3M), REET, IGF, VTIP, ESGD, EWJ.
Sold out of its positions in CTEC, EPP, SHY.
Money Design was a net buyer of stock by $35M.
Money Design has $2.1B in assets under management (AUM), dropping by 6.76%.
Central Index Key (CIK): 0001721608

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Portfolio Holdings for Money Design

Money Design holds 72 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Value Etf Etf (VTV)	11.4	$245M	+4%	1.4M	176.74	View chart
Vanguard Growth Etf Etf (VUG)	11.3	$243M	+2%	554k	438.40	View chart
Ishares Tr Iboxx Inv Cp Etf Etf (LQD)	8.0	$171M	+6%	1.6M	109.61	View chart
Vanguard Intl Equity Index F Ftse Europe Etf Etf (VGK)	6.2	$132M	+4%	1.7M	77.50	View chart
Ishares Tr Mbs Etf Etf (MBB)	6.1	$131M	+4%	1.4M	93.89	View chart
Ishares Gold Trust Ishares Etf	5.4	$115M	+25%	1.8M	62.36	View chart
Ishares Tr 20 Yr Tr Bd Etf Etf (TLT)	4.4	$94M	-17%	1.1M	88.25	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf Etf (VWO)	4.1	$87M	+2%	1.8M	49.46	View chart
Spdr Series Trust Bloomberg Brclys Etf	4.0	$87M	+5%	3.4M	25.48	View chart
Vanguard Short-term Gov Bnd Etf (VGSH)	3.4	$74M	-14%	1.3M	58.78	View chart
Ishares Tr Sh Tr Crport Etf Etf (IGSB)	3.1	$67M	+89%	1.3M	52.76	View chart
Ssga Active Etf Tr Blkstn Gsosrln Etf (SRLN)	2.9	$63M	+6%	1.5M	41.59	View chart
Ishares Tr U.s. Real Es Etf Etf (IYR)	2.4	$52M	+5%	553k	94.77	View chart
Ishares Tr Tips Bd Etf Etf (TIP)	2.1	$46M	-13%	418k	110.04	View chart
Wisdomtree Tr India Erngs Etf (EPI)	1.7	$36M	+7%	754k	47.47	View chart
Spdr Series Trust Prtflo S&p 500 Gw Etf (SPYG)	1.5	$32M		334k	95.32	View chart
Ishares Silver Trust Ishares Etf (SLV)	1.4	$30M	+20%	918k	32.81	View chart
Ishares Tr Glb Infrastr Etf Etf (IGF)	1.4	$30M	-10%	506k	59.20	View chart
Spdr Series Trust Portfolio Agrgte Etf (SPAB)	1.3	$28M	+4%	1.1M	25.60	View chart
Real Estate Select Sect Spdr Etf (XLRE)	1.3	$28M	+4%	677k	41.42	View chart
Xtrackers S&p 500 Esg Etf Etf (SNPE)	1.1	$24M	+3%	426k	55.30	View chart
Spdr Series Trust Prtflo S&p 500 Vl Etf (SPYV)	0.9	$20M	+4%	377k	52.34	View chart
Ishares Trust Ishares Esg Aw Etf (ESGD)	0.9	$20M	-7%	221k	89.22	View chart
Ishares Msci Usa Esg Select Etf (SUSA)	0.8	$17M		134k	126.75	View chart
Vanguard Malvern Fds Strm Infproidx Etf (VTIP)	0.8	$17M	-11%	331k	50.27	View chart
Ishares Inc Ishares Esg Awar Etf (ESGE)	0.8	$16M	-6%	417k	39.17	View chart
Ishares Inc Msci Jpn Etf Etf (EWJ)	0.7	$16M	-7%	210k	74.97	View chart
Vanguard Scottsdale Fds Mortg-back Sec Etf (VMBS)	0.6	$13M	+2%	290k	46.34	View chart
Ishares Esg Aware Msci Usa Etf (ESGU)	0.6	$13M		99k	135.30	View chart
Spdr Index Shs Fds Euro Stoxx 50 Etf (FEZ)	0.6	$12M	+4%	208k	59.73	View chart
Ishares Global Clean Energy Etf (ICLN)	0.6	$12M	-3%	939k	13.11	View chart
Ishares Global Reit Etf Etf (REET)	0.6	$12M	-26%	492k	24.70	View chart
Ishares Global Energy Etf Etf (IXC)	0.6	$12M	+18%	307k	39.29	View chart
Energy Select Sector Spdr Etf (XLE)	0.5	$11M	+7%	134k	84.81	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.5	$11M	-3%	18k	620.89	View chart
Etfs Physical Platinum Shrs Etf (PPLT)	0.5	$11M	+47%	92k	122.87	View chart
Ishares Tr Glob Comm Svc Etf Etf (IXP)	0.5	$10M	-3%	92k	112.32	View chart
Nuveen Esg Large-cap Value E Etf (NULV)	0.4	$8.4M	-5%	201k	41.91	View chart
Market Vectors Agribusiness Etf (MOO)	0.3	$6.6M	-7%	90k	73.62	View chart
Ishares Tr Glob Hlthcre Etf Etf (IXJ)	0.3	$5.8M		67k	86.09	View chart
Ishares Tr Glob Cnsm Stp Etf Etf (KXI)	0.2	$4.7M	-3%	72k	65.38	View chart
Flexshares Stoxx Global Broa Etf (NFRA)	0.2	$4.5M	-19%	72k	61.89	View chart
Spdr Index Shs Fds Dj Intl Rl Etf Etf (RWX)	0.2	$4.4M	-6%	161k	27.40	View chart
Invesco Global Water Etf (PIO)	0.2	$4.0M	-9%	89k	44.67	View chart
Powershares Water Resources Etf (PHO)	0.2	$3.9M	-9%	56k	69.92	View chart
Nuveen Esg Large-cap Growth Etf (NULG)	0.2	$3.7M	+3%	39k	93.94	View chart
Ishares Msci Global Agricult Etf (VEGI)	0.2	$3.6M	-8%	89k	40.25	View chart
Flexshares Global Upstream N Etf (GUNR)	0.2	$3.6M	+13%	89k	40.11	View chart
Spdr Series Trust Portfolio Ln Tsr Etf (SPTL)	0.2	$3.2M	-19%	122k	26.58	View chart
Spdr Series Trust Portfolio Short Etf (SPSB)	0.1	$3.1M	+79%	103k	30.19	View chart
Ishares Inc Core Msci Emkt Etf (IEMG)	0.1	$3.0M		50k	60.02	View chart
Invesco S&P Global Water Index ETF Etf (CGW)	0.1	$2.8M	-7%	45k	62.50	View chart
First Trust Global Wind Energy ETF Etf (FAN)	0.1	$2.7M	+18%	150k	18.14	View chart
First Trust Water ETF Etf (FIW)	0.1	$2.7M	-9%	25k	107.97	View chart
First Trst Nasd Cl Edg Sgiif Etf (GRID)	0.1	$2.6M	-16%	19k	139.01	View chart
Goldman Sachs Just Us Lrg Etf (JUST)	0.1	$2.6M	-7%	30k	87.92	View chart
Ishares Global Financials Et Etf (IXG)	0.1	$2.6M	-5%	23k	110.81	View chart
Invesco Msci Sustainable Fut Etf (ERTH)	0.1	$2.6M	-7%	61k	42.48	View chart
Vaneck Vectors Low Carbon En Etf (SMOG)	0.1	$2.6M	-8%	24k	109.98	View chart
Ishares U.s. Medical Devices Etf (IHI)	0.1	$2.6M	-2%	41k	62.64	View chart
First Trust Nasdaq Clean Edg Etf (QCLN)	0.1	$2.5M	-11%	77k	32.69	View chart
Global X Uranium Etf Etf (URA)	0.1	$2.4M	-19%	61k	38.82	View chart
Spdr Port Shrt Trm Trsry Etf (SPTS)	0.1	$2.3M	-20%	77k	29.29	View chart
Spdr S&p Gl Nat Resources Etf (GNR)	0.1	$1.8M	+17%	33k	54.25	View chart
Nuveen Esg International Dev Etf (NUDM)	0.1	$1.7M	-8%	49k	35.50	View chart
Global X Lithium Etf Etf (LIT)	0.1	$1.4M	-14%	37k	38.39	View chart
VanEck Rare Earth/Strategic Metals ETF Etf (REMX)	0.1	$1.4M	-9%	34k	40.59	View chart
Alps Clean Energy Etf Etf (ACES)	0.1	$1.3M	-6%	50k	25.81	View chart
Invesco Solar ETF Etf (TAN)	0.1	$1.2M	-10%	35k	34.26	View chart
Ishares Sustainable Msci Glb Etf (SDG)	0.0	$1.0M		13k	75.85	View chart
Market Vectors Env Serv Etf Etf (EVX)	0.0	$206k	-14%	5.4k	38.35	View chart
Vanguard Intl Equity Index F Ftse Pacific Etf Etf (VPL)	0.0	$65k	-81%	797.00	81.56	View chart

Past Filings by Money Design

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

Money Design 2025 Q2 filed July 31, 2025
Money Design 2025 Q1 filed April 28, 2025
Money Design 2024 Q4 filed Jan. 23, 2025
Money Design 2024 Q3 filed Oct. 9, 2024
Money Design 2024 Q2 filed July 31, 2024
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

View all past filings

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