Money Design

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

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Positions held by Money Design consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Money Design

Companies in the Money Design portfolio as of the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Value Etf Etf (VTV) 5.7 $84M +3% 567k 147.78
Ishares Gold Trust Ishares Etf 5.3 $79M +29% 2.1M 36.83
Vanguard Intl Equity Index F Ftse Europe Etf Etf (VGK) 5.3 $79M +13% 1.3M 62.28
Invesco Qqq Tr Unit Ser 1 Etf (QQQ) 4.2 $62M -9% 172k 362.54
Spdr Series Trust Bloomberg Brclys Etf 4.0 $59M +8% 2.3M 26.24
Ishares Tr Mbs Etf Etf (MBB) 3.9 $58M +12% 568k 101.87
Ishares Tr Barclays 7 10 Yr Etf (IEF) 3.8 $56M +10% 524k 107.47
Ishares Tr 20 Yr Tr Bd Etf Etf (TLT) 3.5 $51M +14% 389k 132.08
Vanguard Index Fds Mcap Gr Idxvip Etf (VOT) 3.2 $47M +79% 212k 222.81
Ishares Tr Sh Tr Crport Etf Etf (IGSB) 3.1 $46M +11% 897k 51.72
Ishares Inc Msci Jpn Etf Etf (EWJ) 2.9 $43M +13% 700k 61.61
Spdr Series Trust Prtflo S&p 500 Gw Etf (SPYG) 2.7 $39M +10% 593k 66.21
Ssga Active Etf Tr Blkstn Gsosrln Etf (SRLN) 2.1 $31M +9% 683k 44.96
Ishares Msci Usa Esg Select Etf (SUSA) 2.0 $29M -11% 299k 96.84

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Etfs Physical Platinum Shrs Etf (PPLT) 1.9 $28M NEW 305k 91.76
Ishares Tr Intl Trea Bd Etf Etf (IGOV) 1.9 $27M +12% 590k 46.45
Ishares Silver Trust Ishares Etf (SLV) 1.8 $27M -30% 1.2M 22.88
Spdr Series Trust Portfolio Agrgte Etf (SPAB) 1.8 $26M 940k 27.79
Real Estate Select Sect Spdr Etf (XLRE) 1.8 $26M +12% 540k 48.32
Ishares Tr China Lg-cap Etf Etf (FXI) 1.8 $26M +66% 808k 31.97
Ishares Global Energy Etf Etf (IXC) 1.7 $26M -13% 712k 36.15
Ishares Tr U.s. Real Es Etf Etf (IYR) 1.6 $24M +26% 224k 108.22
Spdr Series Trust Prtflo S&p 500 Vl Etf (SPYV) 1.6 $24M 575k 41.75
Market Vectors Agribusiness Etf (MOO) 1.5 $22M NEW 208k 104.54
Ishares Global Clean Energy Etf (ICLN) 1.5 $22M +4% 999k 21.52
Ishares Inc Msci Taiwan Etf Etf (EWT) 1.4 $20M -4% 328k 61.45
Spdr Index Shs Fds Euro Stoxx 50 Etf (FEZ) 1.3 $19M +11% 458k 41.15
Vanguard Scottsdale Fds Mortg-back Sec Etf (VMBS) 1.3 $19M +5% 373k 50.10
Wisdomtree Tr India Erngs Etf (EPI) 1.2 $18M +4% 500k 36.01
Ishares Tr Glb Infrastr Etf Etf (IGF) 1.1 $16M -16% 310k 50.86
Ishares Trust Ishares Esg Aw Etf (ESGD) 1.1 $16M NEW 212k 73.73
Ishares Tr Tips Bd Etf Etf (TIP) 1.0 $15M +9% 123k 124.57
Ishares Tr Glob Hlthcre Etf Etf (IXJ) 1.0 $15M +11% 168k 87.62
Vanguard Index Fds Mcap Vl Idxvip Etf (VOE) 1.0 $15M +55% 98k 149.67
Spdr Series Trust Portfolio Ln Tsr Etf (SPTL) 0.9 $13M -11% 354k 37.82
Nuveen Esg Large-cap Value E Etf (NULV) 0.9 $13M -22% 345k 38.03
Ishares Tr Glob Cnsm Stp Etf Etf (KXI) 0.9 $13M +11% 206k 62.11
Ishares Global Reit Etf Etf (REET) 0.8 $12M NEW 418k 29.21
Flexshares Global Upstream N Etf (GUNR) 0.8 $12M NEW 259k 46.83
Vaneck Vectors Low Carbon En Etf (SMOG) 0.8 $12M NEW 83k 145.13
Ishares U.s. Medical Devices Etf (IHI) 0.8 $12M NEW 193k 60.96
Goldman Sachs Just Us Lrg Etf (JUST) 0.8 $12M NEW 180k 64.87
Invesco Msci Sustainable Fut Etf (ERTH) 0.8 $12M NEW 188k 61.44
Spdr Series Trust Bloomberg Intl Tr Etf (BWX) 0.8 $12M +7% 442k 26.03
Vanguard Malvern Fds Strm Infproidx Etf (VTIP) 0.8 $11M 221k 51.21
Ishares Inc Ishares Esg Awar Etf (ESGE) 0.7 $11M NEW 288k 36.73
Spdr Gender Diversity Etf Etf (SHE) 0.7 $9.6M +25% 104k 92.29
Nuveen Esg International Dev Etf (NUDM) 0.5 $7.6M NEW 265k 28.78
Energy Select Sector Spdr Etf (XLE) 0.5 $7.6M -18% 100k 76.44
Nuveen Esg Midcap Growth Etf Etf (NUMG) 0.5 $7.1M +36% 162k 43.82
First Trst Nasd Cl Edg Sgiif Etf (GRID) 0.5 $6.9M NEW 74k 94.05
Alps Clean Energy Etf Etf (ACES) 0.4 $6.3M NEW 100k 63.32
First Trust Nasdaq Clean Edg Etf (QCLN) 0.4 $6.3M NEW 98k 64.62
Ishares Core S&p 500 Etf Etf (IVV) 0.4 $6.3M NEW 14k 453.65
Spdr S&p Gl Nat Resources Etf (GNR) 0.4 $6.1M NEW 97k 62.78
Global X Cleantech Etf Etf (CTEC) 0.4 $5.8M NEW 351k 16.65
Powershares Water Resources Etf (PHO) 0.4 $5.8M NEW 110k 53.02
Flexshares Stoxx Global Esg Etf (ESGG) 0.4 $5.8M NEW 41k 142.17
Vanguard Intl Equity Index F Ftse Emr Mkt Etf Etf (VWO) 0.4 $5.8M -62% 125k 46.13
Spdr Series Trust Portfolio Short Etf (SPSB) 0.4 $5.8M +5% 191k 30.13
Invesco Global Water Etf (PIO) 0.4 $5.6M NEW 154k 36.52
Nuveen Esg Large-cap Growth Etf (NULG) 0.4 $5.2M -58% 86k 60.72
Flexshares Stoxx Global Broa Etf (NFRA) 0.3 $4.9M NEW 85k 57.42
Siren Nexgen Economy Etf Etf (BLCN) 0.3 $4.8M NEW 129k 37.07
Spdr Index Shs Fds Dj Intl Rl Etf Etf (RWX) 0.3 $4.4M +27% 130k 34.11
Ishares Tr Iboxx Hi Yd Etf Etf (HYG) 0.3 $3.9M 48k 82.29
Vanguard Scottsdale Fds Inter Term Treas Etf (VGIT) 0.2 $3.5M +5% 55k 62.92
Ishares Esg Aware Msci Usa Etf (ESGU) 0.2 $2.9M NEW 29k 101.35
Ishares Tr Glob Comm Svc Etf Etf (IXP) 0.2 $2.3M 31k 73.94
First Trust Global Wind Etf (FAN) 0.1 $1.9M NEW 97k 19.75
Vaneck Vectors Etf Tr Jp Morgan Mkts Etf 0.1 $1.9M 70k 27.00
Ishares Inc Core Msci Emkt Etf (IEMG) 0.1 $1.5M +5% 27k 55.56
Market Vectors Env Serv Etf Etf (EVX) 0.1 $1.0M NEW 6.8k 151.69
Vanguard Intl Equity Index F Ftse Pacific Etf Etf (VPL) 0.1 $968k +4% 13k 74.07
Ishares Sustainable Msci Glb Etf (SDG) 0.1 $792k NEW 9.3k 85.30
Vaneck Vectors Etf Tr Intl High Yield Etf (IHY) 0.1 $755k +2% 34k 22.15
Ishares International Develo Etf (IFGL) 0.0 $24k -17% 893.00 26.88
Vanguard Energy Etf Etf (VDE) 0.0 $16k -68% 146.00 109.59

Past Filings by Money Design

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

View all past filings