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Money Design

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

Top 5 stock holdings are LQD, VTV, QQQM, VGSH, MBB, and represent 36.76% of Money Design's stock portfolio.
Added to shares of these 10 stocks: EPI (+$20M), HYG (+$20M), VOT (+$11M), VOE (+$9.9M), LQD (+$9.4M), VGSH (+$7.1M), MBB (+$6.8M), TIP, VGK, QQQM.
Started 2 new stock positions in EPI, HYG.
Reduced shares in these 10 stocks: EPP (-$25M), VWO (-$19M), SRLN (-$15M), PPLT, IYR, XLRE, ICLN, URA, PHO, PIO.
Sold out of its position in EPP.
Money Design was a net buyer of stock by $42M.
Money Design has $2.0B in assets under management (AUM), dropping by 8.29%.
Central Index Key (CIK): 0001721608

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Portfolio Holdings for Money Design

Money Design holds 76 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Iboxx Inv Cp Etf Etf (LQD)	7.9	$159M	+6%	1.4M	112.98	View chart
Vanguard Index Fds Value Etf Etf (VTV)	7.8	$157M		899k	174.57	View chart
Invesco Nasdaq 100 Etf Etf (QQQM)	7.8	$156M	+2%	779k	200.85	View chart
Vanguard Short-term Gov Bnd Etf (VGSH)	7.2	$145M	+5%	2.5M	59.02	View chart
Ishares Tr Mbs Etf Etf (MBB)	6.0	$121M	+5%	1.3M	95.81	View chart
Vanguard Index Fds Mcap Vl Idxvip Etf (VOE)	4.7	$95M	+11%	567k	167.67	View chart
Vanguard Intl Equity Index F Ftse Europe Etf Etf (VGK)	4.7	$94M	+4%	1.3M	71.10	View chart
Ishares Gold Trust Ishares Etf	4.0	$81M		1.6M	49.70	View chart
Spdr Series Trust Bloomberg Brclys Etf	3.9	$79M		3.0M	25.75	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf Etf (VWO)	3.8	$77M	-19%	1.6M	47.85	View chart
Ishares Tr Sh Tr Crport Etf Etf (IGSB)	3.1	$61M	+4%	1.2M	52.66	View chart
Ishares Inc Msci Jpn Etf Etf (EWJ)	3.0	$60M	+5%	840k	71.54	View chart
Ishares Tr U.s. Real Es Etf Etf (IYR)	2.5	$50M	-4%	491k	101.87	View chart
Vanguard Index Fds Mcap Gr Idxvip Etf (VOT)	2.4	$47M	+31%	195k	243.47	View chart
Ishares Tr Tips Bd Etf Etf (TIP)	2.0	$41M	+13%	368k	110.47	View chart
Ssga Active Etf Tr Blkstn Gsosrln Etf (SRLN)	1.9	$38M	-27%	917k	41.76	View chart
Spdr Series Trust Portfolio Agrgte Etf (SPAB)	1.5	$31M	+2%	1.2M	26.14	View chart
Real Estate Select Sect Spdr Etf (XLRE)	1.4	$28M	-4%	637k	44.67	View chart
Ishares Tr Glb Infrastr Etf Etf (IGF)	1.3	$27M		498k	54.43	View chart
Spdr Series Trust Prtflo S&p 500 Gw Etf (SPYG)	1.2	$24M	+10%	290k	82.94	View chart
Ishares Silver Trust Ishares Etf (SLV)	1.2	$23M		822k	28.41	View chart
Spdr Series Trust Prtflo S&p 500 Vl Etf (SPYV)	1.2	$23M	+8%	438k	52.86	View chart
Nuveen Esg Large-cap Value E Etf (NULV)	1.1	$22M		530k	41.72	View chart
Ishares Trust Ishares Esg Aw Etf (ESGD)	1.0	$21M	+2%	244k	84.17	View chart
Wisdomtree Tr India Erngs Etf (EPI)	1.0	$20M	NEW	399k	50.46	View chart
Ishares Tr Iboxx Hi Yd Etf Etf (HYG)	1.0	$20M	NEW	250k	80.30	View chart
Ishares Esg Aware Msci Usa Etf (ESGU)	0.9	$18M		144k	126.18	View chart
Nuveen Esg Large-cap Growth Etf (NULG)	0.9	$17M	-2%	207k	82.63	View chart
Ishares Inc Ishares Esg Awar Etf (ESGE)	0.8	$17M		462k	36.41	View chart
Vanguard Malvern Fds Strm Infproidx Etf (VTIP)	0.8	$15M	+14%	313k	49.31	View chart
Vanguard Scottsdale Fds Mortg-back Sec Etf (VMBS)	0.7	$15M	+3%	314k	47.21	View chart
Ishares Global Clean Energy Etf (ICLN)	0.7	$14M	-7%	955k	14.69	View chart
Energy Select Sector Spdr Etf (XLE)	0.7	$13M		150k	87.80	View chart
Ishares Global Energy Etf Etf (IXC)	0.6	$12M	+5%	304k	40.48	View chart
Spdr Index Shs Fds Euro Stoxx 50 Etf (FEZ)	0.5	$10M	+6%	193k	53.24	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.5	$10M		18k	576.83	View chart
Ishares 1-3 Year Treasury Bo Etf (SHY)	0.5	$9.9M	+24%	119k	83.15	View chart
Ishares Msci Usa Esg Select Etf (SUSA)	0.5	$9.6M	-4%	80k	120.36	View chart
Ishares Tr Intl Trea Bd Etf Etf (IGOV)	0.4	$8.9M	+4%	212k	41.82	View chart
Ishares Global Reit Etf Etf (REET)	0.4	$8.3M	+35%	311k	26.69	View chart
Ishares Tr Glob Comm Svc Etf Etf (IXP)	0.4	$8.0M	+6%	85k	94.13	View chart
Market Vectors Agribusiness Etf (MOO)	0.4	$7.5M	-5%	100k	75.51	View chart
Ishares Tr Glob Hlthcre Etf Etf (IXJ)	0.4	$7.1M	-6%	73k	98.16	View chart
Etfs Physical Platinum Shrs Etf (PPLT)	0.4	$7.1M	-27%	79k	89.79	View chart
Powershares Water Resources Etf (PHO)	0.3	$5.6M	-14%	80k	70.54	View chart
Ishares Tr Glob Cnsm Stp Etf Etf (KXI)	0.3	$5.6M	-8%	85k	65.75	View chart
Invesco Global Water Etf (PIO)	0.3	$5.5M	-12%	127k	43.08	View chart
Spdr Port Shrt Trm Trsry Etf (SPTS)	0.3	$5.4M	+4%	183k	29.41	View chart
Ishares Msci Global Agricult Etf (VEGI)	0.2	$4.7M	-9%	124k	38.04	View chart
Spdr Index Shs Fds Dj Intl Rl Etf Etf (RWX)	0.2	$4.2M	-2%	152k	27.57	View chart
First Trust Water ETF Etf (FIW)	0.2	$3.9M	-16%	36k	109.32	View chart
Invesco S&P Global Water Index ETF Etf (CGW)	0.2	$3.9M	-16%	63k	61.20	View chart
Flexshares Global Upstream N Etf (GUNR)	0.2	$3.8M	-8%	91k	41.26	View chart
First Trust Nasdaq Clean Edg Etf (QCLN)	0.2	$3.6M	-9%	100k	35.91	View chart
Spdr Series Trust Portfolio Short Etf (SPSB)	0.2	$3.4M	+2%	114k	30.28	View chart
Goldman Sachs Just Us Lrg Etf (JUST)	0.2	$3.4M	-9%	42k	81.92	View chart
Invesco Msci Sustainable Fut Etf (ERTH)	0.2	$3.4M	-14%	76k	45.12	View chart
First Trst Nasd Cl Edg Sgiif Etf (GRID)	0.2	$3.4M	-13%	27k	127.25	View chart
Flexshares Stoxx Global Broa Etf (NFRA)	0.2	$3.4M	-5%	57k	59.41	View chart
Ishares Global Financials Et Etf (IXG)	0.2	$3.4M	-16%	36k	94.59	View chart
Vaneck Vectors Low Carbon En Etf (SMOG)	0.2	$3.4M	-17%	30k	112.25	View chart
Ishares U.s. Medical Devices Etf (IHI)	0.2	$3.3M	-14%	55k	59.22	View chart
First Trust Global Wind Energy ETF Etf (FAN)	0.1	$2.9M	-19%	158k	18.04	View chart
Ishares Inc Core Msci Emkt Etf (IEMG)	0.1	$2.8M	+6%	48k	57.40	View chart
Global X Lithium Etf Etf (LIT)	0.1	$2.4M		55k	43.58	View chart
Global X Uranium Etf Etf (URA)	0.1	$2.3M	-31%	80k	28.62	View chart
Nuveen Esg International Dev Etf (NUDM)	0.1	$2.2M	-13%	67k	33.65	View chart
VanEck Rare Earth/Strategic Metals ETF Etf (REMX)	0.1	$2.2M		47k	46.13	View chart
Invesco Solar ETF Etf (TAN)	0.1	$1.9M	-10%	44k	43.11	View chart
Spdr S&p Gl Nat Resources Etf (GNR)	0.1	$1.9M	-10%	33k	57.66	View chart
Spdr Series Trust Bloomberg Intl Tr Etf (BWX)	0.1	$1.9M		80k	23.36	View chart
Global X Cleantech Etf Etf (CTEC)	0.1	$1.7M	+7%	208k	8.36	View chart
Alps Clean Energy Etf Etf (ACES)	0.1	$1.7M	-3%	58k	29.41	View chart
Ishares Sustainable Msci Glb Etf (SDG)	0.1	$1.1M		13k	84.82	View chart
Vanguard Intl Equity Index F Ftse Pacific Etf Etf (VPL)	0.0	$809k	-14%	10k	78.41	View chart
Market Vectors Env Serv Etf Etf (EVX)	0.0	$286k	-11%	1.6k	180.21	View chart

Past Filings by Money Design

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

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
Money Design 2022 Q1 filed April 13, 2022
Money Design 2021 Q4 filed Jan. 20, 2022
Money Design 2021 Q3 filed Oct. 14, 2021

View all past filings

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