Money Design

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

  • Top 5 stock holdings are VTV, IGSB, MBB, iShares Gold Trust, QQQ, and represent 25.77% of Money Design's stock portfolio.
  • Added to shares of these 10 stocks: VGIT (+$28M), LQD (+$19M), VGSH (+$16M), VWO (+$15M), EWW (+$13M), FXI (+$9.4M), SLV (+$7.2M), EWT (+$5.5M), QQQ (+$5.3M), MBB (+$5.3M).
  • Started 5 new stock positions in VGSH, SPTS, EWW, ESML, NUSC.
  • Reduced shares in these 10 stocks: TLT (-$36M), IXC (-$12M), IEF (-$10M), VGK (-$9.6M), iShares Gold Trust (-$8.0M), VTV (-$6.3M), , EWJ, FEZ, VOT.
  • Sold out of its positions in TLT, SPTL.
  • Money Design was a net buyer of stock by $69M.
  • Money Design has $1.3B in assets under management (AUM), dropping by 12.36%.
  • Central Index Key (CIK): 0001721608

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Portfolio Holdings for Money Design

Money Design holds 57 positions in its portfolio as reported in the December 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 $76M -7% 539k 140.37
Ishares Tr Sh Tr Crport Etf Etf (IGSB) 5.5 $74M +6% 1.5M 49.82
Ishares Tr Mbs Etf Etf (MBB) 5.2 $70M +8% 753k 92.75
Ishares Gold Trust Ishares Etf 4.7 $62M -11% 1.8M 34.59
Invesco Qqq Tr Unit Ser 1 Etf (QQQ) 4.7 $62M +9% 233k 266.28
Spdr Series Trust Bloomberg Brclys Etf 4.5 $60M +7% 2.5M 24.24
Vanguard Intl Equity Index F Ftse Europe Etf Etf (VGK) 4.2 $56M -14% 1.0M 55.44
Ishares Tr Iboxx Inv Cp Etf Etf (LQD) 4.2 $56M +52% 528k 105.43
Vanguard Scottsdale Fds Inter Term Treas Etf (VGIT) 3.7 $49M +132% 835k 58.48
Vanguard Index Fds Mcap Vl Idxvip Etf (VOE) 3.0 $40M 298k 135.24
Ishares Tr Barclays 7 10 Yr Etf (IEF) 2.7 $36M -22% 376k 95.78
Ishares Inc Msci Jpn Etf Etf (EWJ) 2.7 $36M -8% 657k 54.44
Spdr Series Trust Portfolio Agrgte Etf (SPAB) 2.4 $33M +18% 1.3M 25.13
Ssga Active Etf Tr Blkstn Gsosrln Etf (SRLN) 2.4 $32M +6% 792k 40.90

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Vanguard Index Fds Mcap Gr Idxvip Etf (VOT) 2.4 $32M -6% 175k 179.76
Vanguard Intl Equity Index F Ftse Emr Mkt Etf Etf (VWO) 2.2 $29M +100% 755k 38.98
Ishares Msci Usa Esg Select Etf (SUSA) 2.2 $29M 355k 82.32
Spdr Series Trust Prtflo S&p 500 Gw Etf (SPYG) 2.1 $28M +4% 557k 50.67
Ishares Tr U.s. Real Es Etf Etf (IYR) 2.1 $28M +13% 327k 84.19
Ishares Global Clean Energy Etf (ICLN) 2.0 $27M +15% 1.4M 19.85
Real Estate Select Sect Spdr Etf (XLRE) 1.9 $25M +14% 674k 36.93
Ishares Silver Trust Ishares Etf (SLV) 1.9 $25M +41% 1.1M 22.02
Ishares Inc Msci Taiwan Etf Etf (EWT) 1.8 $24M +29% 608k 40.16
Ishares Inc Msci Pac Jp Etf Etf (EPP) 1.8 $24M +7% 555k 42.79
Spdr Series Trust Prtflo S&p 500 Vl Etf (SPYV) 1.7 $23M -5% 584k 38.89
Ishares Global Energy Etf Etf (IXC) 1.6 $22M -35% 552k 38.99
Ishares Tr Tips Bd Etf Etf (TIP) 1.4 $19M +18% 178k 106.44
Ishares Trust Ishares Esg Aw Etf (ESGD) 1.3 $17M 259k 65.74
Ishares Tr Glob Hlthcre Etf Etf (IXJ) 1.3 $17M -10% 200k 84.88
Wisdomtree Tr India Erngs Etf (EPI) 1.3 $17M -10% 516k 32.59
Vanguard Scottsdale Fds Mortg-back Sec Etf (VMBS) 1.3 $17M +5% 369k 45.52
Vanguard Short-term Gov Bnd Etf (VGSH) 1.2 $16M NEW 280k 57.82
Ishares Esg Aware Msci Usa Etf (ESGU) 1.2 $15M +16% 182k 84.75
Energy Select Sector Spdr Etf (XLE) 1.2 $15M +27% 176k 87.47
Ishares Tr Glob Cnsm Stp Etf Etf (KXI) 1.1 $15M -10% 256k 59.64
Ishares Tr China Lg-cap Etf Etf (FXI) 1.1 $15M +179% 517k 28.30
Ishares Inc Msci Mexico Etf Etf (EWW) 1.0 $13M NEW 259k 49.45
Ishares Tr Glb Infrastr Etf Etf (IGF) 0.9 $13M +6% 272k 45.84
Ishares Inc Ishares Esg Awar Etf (ESGE) 0.9 $12M +15% 413k 30.07
Spdr Index Shs Fds Euro Stoxx 50 Etf (FEZ) 0.9 $12M -17% 301k 38.70
Vanguard Malvern Fds Strm Infproidx Etf (VTIP) 0.8 $11M +18% 239k 46.71
Nuveen Esg Large-cap Value E Etf (NULV) 0.8 $11M +3% 311k 34.24
Spdr Gender Diversity Etf Etf (SHE) 0.7 $8.7M -14% 110k 78.80
Nuveen Esg Large-cap Growth Etf (NULG) 0.6 $7.9M +9% 162k 48.89
Spdr Series Trust Portfolio Short Etf (SPSB) 0.6 $7.5M +5% 254k 29.38
Spdr Index Shs Fds Dj Intl Rl Etf Etf (RWX) 0.4 $5.7M +6% 214k 26.77
Ishares Tr Glob Comm Svc Etf Etf (IXP) 0.2 $2.5M +13% 45k 54.47
Ishares Tr Intl Trea Bd Etf Etf (IGOV) 0.2 $2.1M +6% 54k 39.14
Ishares Inc Core Msci Emkt Etf (IEMG) 0.1 $1.6M +15% 34k 46.70
Nuveen Esg Midcap Growth Etf Etf (NUMG) 0.1 $1.1M -6% 31k 35.21
Spdr Port Shrt Trm Trsry Etf (SPTS) 0.1 $1.0M NEW 36k 28.90
Vanguard Intl Equity Index F Ftse Pacific Etf Etf (VPL) 0.1 $932k +4% 15k 64.36
Nuveen Esg Small-cap Etf Etf (NUSC) 0.1 $832k NEW 24k 34.17
Ishares Esg Aware Msci Usa S Etf (ESML) 0.1 $777k NEW 24k 32.86
Spdr Series Trust Bloomberg Intl Tr Etf (BWX) 0.0 $602k +11% 27k 22.44
Ishares International Develo Etf (IFGL) 0.0 $10k -19% 495.00 20.20
Vanguard Energy Etf Etf (VDE) 0.0 $0 -94% 1.00 0.00

Past Filings by Money Design

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

View all past filings