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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, LQD, QQQM, VGSH, MBB, and represent 40.82% of Money Design's stock portfolio.
Added to shares of these 10 stocks: VTV (+$77M), VUG (+$58M), VPL (+$32M), TLT (+$27M), SRLN (+$22M), EWZ (+$19M), EPI (+$11M), LQD (+$6.4M), MBB (+$5.6M), SPDR Barclays Capital High Yield B (+$5.1M).
Started 6 new stock positions in VUG, TLT, NUMG, SPTL, EPP, EWZ.
Reduced shares in these 10 stocks: VOE (-$95M), VOT (-$47M), VWO (-$28M), HYG (-$20M), EWJ (-$17M), QQQM (-$10M), VGSH (-$10M), IGOV (-$8.9M), VGK (-$7.7M), SPYV.
Sold out of its positions in IGOV, HYG, BWX, VOE, VOT.
Money Design was a net buyer of stock by $8.4M.
Money Design has $1.9B in assets under management (AUM), dropping by -3.05%.
Central Index Key (CIK): 0001721608

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Portfolio Holdings for Money Design

Money Design holds 77 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Value Etf Etf (VTV)	11.7	$229M	+50%	1.4M	168.94	View chart
Ishares Tr Iboxx Inv Cp Etf Etf (LQD)	8.1	$158M	+4%	1.5M	107.11	View chart
Invesco Nasdaq 100 Etf Etf (QQQM)	8.0	$155M	-6%	730k	212.26	View chart
Vanguard Short-term Gov Bnd Etf (VGSH)	6.8	$133M	-7%	2.3M	58.15	View chart
Ishares Tr Mbs Etf Etf (MBB)	6.2	$122M	+4%	1.3M	91.76	View chart
Ishares Gold Trust Ishares Etf	4.2	$82M	+3%	1.7M	49.22	View chart
Spdr Series Trust Bloomberg Brclys Etf	4.2	$82M	+6%	3.2M	25.25	View chart
Vanguard Intl Equity Index F Ftse Europe Etf Etf (VGK)	3.9	$76M	-9%	1.2M	63.46	View chart
Ishares Tr Sh Tr Crport Etf Etf (IGSB)	3.3	$64M	+5%	1.2M	51.70	View chart
Ssga Active Etf Tr Blkstn Gsosrln Etf (SRLN)	3.1	$60M	+58%	1.4M	41.70	View chart
Vanguard Growth Etf Etf (VUG)	3.0	$58M	NEW	140k	414.19	View chart
Ishares Tr U.s. Real Es Etf Etf (IYR)	2.5	$49M	+7%	525k	92.28	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf Etf (VWO)	2.2	$44M	-38%	992k	44.11	View chart
Ishares Tr Tips Bd Etf Etf (TIP)	2.1	$41M	+3%	381k	106.68	View chart
Ishares Inc Msci Jpn Etf Etf (EWJ)	2.0	$40M	-29%	594k	67.16	View chart
Vanguard Intl Equity Index F Ftse Pacific Etf Etf (VPL)	1.7	$33M	+4372%	462k	71.16	View chart
Wisdomtree Tr India Erngs Etf (EPI)	1.5	$29M	+61%	642k	45.09	View chart
Ishares Tr Glb Infrastr Etf Etf (IGF)	1.4	$28M	+8%	538k	52.33	View chart
Spdr Series Trust Portfolio Agrgte Etf (SPAB)	1.4	$27M	-8%	1.1M	25.04	View chart
Ishares Tr 20 Yr Tr Bd Etf Etf (TLT)	1.4	$27M	NEW	302k	87.80	View chart
Real Estate Select Sect Spdr Etf (XLRE)	1.3	$26M		633k	40.35	View chart
Spdr Series Trust Prtflo S&p 500 Gw Etf (SPYG)	1.2	$23M	-11%	257k	88.67	View chart
Nuveen Esg Large-cap Value E Etf (NULV)	1.1	$21M		531k	39.27	View chart
Ishares Silver Trust Ishares Etf (SLV)	1.0	$19M	-10%	735k	26.43	View chart
Ishares Inc Msci Brz Cap Etf Etf (EWZ)	1.0	$19M	NEW	853k	22.61	View chart
Ishares Trust Ishares Esg Aw Etf (ESGD)	1.0	$19M		247k	76.10	View chart
Spdr Series Trust Prtflo S&p 500 Vl Etf (SPYV)	1.0	$19M	-16%	365k	51.10	View chart
Ishares Esg Aware Msci Usa Etf (ESGU)	0.9	$18M	-2%	141k	129.36	View chart
Ishares Inc Ishares Esg Awar Etf (ESGE)	0.8	$15M	-3%	447k	33.52	View chart
Vanguard Malvern Fds Strm Infproidx Etf (VTIP)	0.7	$15M	-4%	300k	48.40	View chart
Nuveen Esg Large-cap Growth Etf (NULG)	0.7	$15M	-19%	167k	86.53	View chart
Vanguard Scottsdale Fds Mortg-back Sec Etf (VMBS)	0.7	$13M	-9%	284k	45.37	View chart
Ishares Global Reit Etf Etf (REET)	0.6	$12M	+64%	512k	23.82	View chart
Energy Select Sector Spdr Etf (XLE)	0.6	$12M	-4%	143k	84.55	View chart
Ishares 1-3 Year Treasury Bo Etf (SHY)	0.6	$11M	+14%	137k	81.93	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.6	$11M	+7%	19k	590.98	View chart
Ishares Global Clean Energy Etf (ICLN)	0.5	$11M	-2%	931k	11.43	View chart
Ishares Global Energy Etf Etf (IXC)	0.5	$10M	-9%	276k	37.69	View chart
Ishares Msci Usa Esg Select Etf (SUSA)	0.5	$9.4M	-3%	77k	121.97	View chart
Ishares Tr Glob Comm Svc Etf Etf (IXP)	0.4	$8.7M	+5%	90k	97.29	View chart
Spdr Index Shs Fds Euro Stoxx 50 Etf (FEZ)	0.4	$7.6M	-17%	159k	48.18	View chart
Ishares Tr Glob Hlthcre Etf Etf (IXJ)	0.3	$6.1M	-2%	71k	85.76	View chart
Market Vectors Agribusiness Etf (MOO)	0.3	$5.4M	-15%	84k	64.29	View chart
Ishares Tr Glob Cnsm Stp Etf Etf (KXI)	0.2	$4.7M	-7%	79k	60.14	View chart
Powershares Water Resources Etf (PHO)	0.2	$4.5M	-14%	68k	65.88	View chart
Flexshares Stoxx Global Broa Etf (NFRA)	0.2	$4.5M	+44%	83k	54.13	View chart
Invesco Global Water Etf (PIO)	0.2	$4.3M	-13%	109k	39.06	View chart
Spdr Port Shrt Trm Trsry Etf (SPTS)	0.2	$4.2M	-21%	145k	28.96	View chart
Etfs Physical Platinum Shrs Etf (PPLT)	0.2	$3.9M	-39%	48k	82.67	View chart
Ishares Msci Global Agricult Etf (VEGI)	0.2	$3.8M	-12%	109k	35.26	View chart
Spdr Index Shs Fds Dj Intl Rl Etf Etf (RWX)	0.2	$3.6M		154k	23.02	View chart
First Trust Water ETF Etf (FIW)	0.2	$3.1M	-14%	30k	102.22	View chart
Spdr Series Trust Portfolio Short Etf (SPSB)	0.2	$3.1M	-9%	103k	29.86	View chart
Invesco S&P Global Water Index ETF Etf (CGW)	0.2	$3.0M	-13%	54k	54.33	View chart
First Trust Nasdaq Clean Edg Etf (QCLN)	0.1	$2.9M	-16%	84k	34.47	View chart
Invesco Msci Sustainable Fut Etf (ERTH)	0.1	$2.8M	-8%	69k	40.83	View chart
Flexshares Global Upstream N Etf (GUNR)	0.1	$2.8M	-14%	78k	36.16	View chart
Ishares Global Financials Et Etf (IXG)	0.1	$2.8M	-18%	29k	96.15	View chart
Ishares U.s. Medical Devices Etf (IHI)	0.1	$2.8M	-13%	48k	58.47	View chart
First Trst Nasd Cl Edg Sgiif Etf (GRID)	0.1	$2.8M	-12%	23k	119.62	View chart
Goldman Sachs Just Us Lrg Etf (JUST)	0.1	$2.8M	-20%	33k	83.51	View chart
Vaneck Vectors Low Carbon En Etf (SMOG)	0.1	$2.8M	-7%	28k	99.64	View chart
Nuveen Esg Midcap Growth Etf Etf (NUMG)	0.1	$2.6M	NEW	55k	47.70	View chart
Ishares Inc Core Msci Emkt Etf (IEMG)	0.1	$2.5M		48k	52.31	View chart
Global X Uranium Etf Etf (URA)	0.1	$2.2M	+2%	82k	26.83	View chart
First Trust Global Wind Energy ETF Etf (FAN)	0.1	$2.1M	-8%	144k	14.86	View chart
Global X Lithium Etf Etf (LIT)	0.1	$1.9M	-18%	45k	41.54	View chart
Nuveen Esg International Dev Etf (NUDM)	0.1	$1.8M	-9%	60k	30.11	View chart
VanEck Rare Earth/Strategic Metals ETF Etf (REMX)	0.1	$1.6M	-10%	42k	39.35	View chart
Ishares Inc Msci Pac Jp Etf Etf (EPP)	0.1	$1.4M	NEW	32k	43.90	View chart
Global X Cleantech Etf Etf (CTEC)	0.1	$1.4M	-3%	201k	6.91	View chart
Spdr S&p Gl Nat Resources Etf (GNR)	0.1	$1.4M	-15%	28k	49.38	View chart
Alps Clean Energy Etf Etf (ACES)	0.1	$1.3M	-14%	50k	26.26	View chart
Invesco Solar ETF Etf (TAN)	0.1	$1.3M	-13%	38k	33.63	View chart
Ishares Sustainable Msci Glb Etf (SDG)	0.0	$961k		13k	71.94	View chart
Spdr Series Trust Portfolio Ln Tsr Etf (SPTL)	0.0	$930k	NEW	35k	26.27	View chart
Market Vectors Env Serv Etf Etf (EVX)	0.0	$223k	-18%	1.3k	171.54	View chart

Past Filings by Money Design

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

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

View all past filings

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