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

Money Design holds 78 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Invesco Nasdaq 100 Etf Etf (QQQM) 7.5 $132M +126% 785k 168.54
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Vanguard Index Fds Value Etf Etf (VTV) 7.3 $129M 861k 149.50
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Vanguard Short-term Gov Bnd Etf (VGSH) 7.2 $127M +10% 2.2M 58.33
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Ishares Tr Iboxx Inv Cp Etf Etf (LQD) 6.1 $107M +40% 970k 110.66
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Ishares Tr Mbs Etf Etf (MBB) 4.8 $85M -2% 903k 94.08
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Ishares Tr Sh Tr Crport Etf Etf (IGSB) 4.3 $76M -22% 1.5M 51.27
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Ishares Gold Trust Ishares Etf 4.0 $71M -3% 1.8M 39.03
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Spdr Series Trust Bloomberg Brclys Etf 3.9 $69M 2.7M 25.14
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Vanguard Intl Equity Index F Ftse Europe Etf Etf (VGK) 3.8 $68M +7% 1.1M 64.48
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Vanguard Index Fds Mcap Vl Idxvip Etf (VOE) 3.7 $66M +7% 456k 145.01
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf Etf (VWO) 3.7 $66M +10% 1.6M 41.10
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Ishares Inc Msci Jpn Etf Etf (EWJ) 2.8 $50M +6% 777k 64.14
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Ishares Tr U.s. Real Es Etf Etf (IYR) 2.3 $41M 445k 91.41
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Ssga Active Etf Tr Blkstn Gsosrln Etf (SRLN) 2.0 $36M +2% 861k 41.93
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Vanguard Index Fds Mcap Gr Idxvip Etf (VOT) 1.9 $34M +3% 155k 219.57
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Spdr Series Trust Portfolio Agrgte Etf (SPAB) 1.8 $31M 1.2M 25.64
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Ishares Tr Tips Bd Etf Etf (TIP) 1.7 $31M +21% 284k 107.49
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Ishares Inc Msci Pac Jp Etf Etf (EPP) 1.7 $30M +9% 691k 43.41
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Real Estate Select Sect Spdr Etf (XLRE) 1.6 $28M -5% 688k 40.06
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Spdr Series Trust Prtflo S&p 500 Gw Etf (SPYG) 1.3 $23M -15% 354k 65.06
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Spdr Series Trust Prtflo S&p 500 Vl Etf (SPYV) 1.3 $22M -6% 479k 46.63
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Ishares Tr Glb Infrastr Etf Etf (IGF) 1.2 $21M 449k 47.05
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Ishares Silver Trust Ishares Etf (SLV) 1.1 $20M -5% 910k 21.78
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Ishares Inc Msci Mexico Etf Etf (EWW) 1.1 $20M +17% 288k 67.85
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Ishares Global Clean Energy Etf (ICLN) 1.1 $19M -6% 1.2M 15.57
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Ishares Esg Aware Msci Usa Etf (ESGU) 1.0 $18M -9% 175k 104.92
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Nuveen Esg Large-cap Value E Etf (NULV) 1.0 $18M 503k 35.91
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Ishares Trust Ishares Esg Aw Etf (ESGD) 1.0 $18M -7% 238k 75.54
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Energy Select Sector Spdr Etf (XLE) 0.9 $15M -2% 183k 83.84
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Ishares Tr Intl Trea Bd Etf Etf (IGOV) 0.9 $15M +5% 367k 41.33
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Ishares Inc Ishares Esg Awar Etf (ESGE) 0.8 $15M +5% 465k 32.06
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Nuveen Esg Large-cap Growth Etf (NULG) 0.8 $15M -5% 210k 69.47
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Vanguard Scottsdale Fds Mortg-back Sec Etf (VMBS) 0.8 $14M -9% 296k 46.36
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Vanguard Malvern Fds Strm Infproidx Etf (VTIP) 0.7 $13M +16% 271k 47.49
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Ishares Global Energy Etf Etf (IXC) 0.7 $12M +8% 316k 39.11
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Ishares Tr Jpmorgan Usd Emg Etf (EMB) 0.6 $11M NEW 118k 89.06
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Ishares Msci Usa Esg Select Etf (SUSA) 0.6 $10M +19% 101k 100.51
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Market Vectors Agribusiness Etf (MOO) 0.5 $9.7M -21% 128k 76.18
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Powershares Water Resources Etf (PHO) 0.5 $9.5M -28% 157k 60.86
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Invesco Global Water Etf (PIO) 0.5 $9.5M -27% 241k 39.53
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Spdr Index Shs Fds Euro Stoxx 50 Etf (FEZ) 0.5 $9.0M -2% 189k 47.81
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Ishares Tr Glob Hlthcre Etf Etf (IXJ) 0.5 $8.3M -8% 95k 86.72
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Ishares Msci Global Agricult Etf (VEGI) 0.5 $8.1M -25% 211k 38.19
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Ishares Core S&p 500 Etf Etf (IVV) 0.4 $7.7M 16k 477.65
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First Trust Water ETF Etf (FIW) 0.4 $7.1M -31% 75k 94.80
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Invesco S&P Global Water Index ETF Etf (CGW) 0.4 $6.9M -28% 130k 53.01
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Ishares Tr Glob Cnsm Stp Etf Etf (KXI) 0.4 $6.9M -9% 116k 59.29
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Etfs Physical Platinum Shrs Etf (PPLT) 0.4 $6.6M 72k 91.17
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Spdr Port Shrt Trm Trsry Etf (SPTS) 0.4 $6.3M +4% 217k 29.05
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First Trust Nasdaq Clean Edg Etf (QCLN) 0.3 $5.7M -18% 136k 42.17
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Spdr Series Trust Portfolio Short Etf (SPSB) 0.3 $5.7M -25% 192k 29.78
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Spdr Index Shs Fds Dj Intl Rl Etf Etf (RWX) 0.3 $5.3M 195k 27.29
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Global X Uranium Etf Etf (URA) 0.3 $5.2M -18% 186k 27.69
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Vaneck Vectors Low Carbon En Etf (SMOG) 0.3 $4.9M -10% 44k 110.64
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Invesco Msci Sustainable Fut Etf (ERTH) 0.3 $4.9M +4% 104k 47.24
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First Trust Global Wind Energy ETF Etf (FAN) 0.3 $4.9M -24% 296k 16.48
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First Trst Nasd Cl Edg Sgiif Etf (GRID) 0.3 $4.8M -17% 46k 104.71
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Ishares Global Financials Et Etf (IXG) 0.3 $4.8M NEW 62k 78.58
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Ishares U.s. Medical Devices Etf (IHI) 0.3 $4.8M -17% 89k 53.97
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Goldman Sachs Just Us Lrg Etf (JUST) 0.3 $4.8M -17% 71k 67.98
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Ishares Tr Glob Comm Svc Etf Etf (IXP) 0.2 $4.0M +20% 53k 74.62
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Global X Lithium Etf Etf (LIT) 0.2 $3.6M -21% 71k 50.94
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VanEck Rare Earth/Strategic Metals ETF Etf (REMX) 0.2 $3.5M -19% 56k 61.55
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Invesco Solar ETF Etf (TAN) 0.2 $3.4M -24% 64k 53.34
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Ishares Global Reit Etf Etf (REET) 0.2 $3.4M -2% 139k 24.18
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Spdr Series Trust Bloomberg Intl Tr Etf (BWX) 0.2 $3.2M +2% 140k 23.18
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Nuveen Esg International Dev Etf (NUDM) 0.2 $3.2M -14% 110k 29.42
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Flexshares Global Upstream N Etf (GUNR) 0.2 $3.1M +11% 77k 40.95
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Flexshares Stoxx Global Broa Etf (NFRA) 0.2 $3.0M 57k 53.50
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Vaneck Vectors Etf Tr Jp Morgan Mkts Etf 0.1 $2.5M NEW 99k 25.35
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Global X Cleantech Etf Etf (CTEC) 0.1 $2.5M -4% 228k 10.81
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Alps Clean Energy Etf Etf (ACES) 0.1 $2.4M 67k 35.90
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Ishares Inc Core Msci Emkt Etf (IEMG) 0.1 $1.9M +5% 38k 50.59
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Nuveen Esg Midcap Growth Etf Etf (NUMG) 0.1 $1.8M +36% 43k 42.34
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Spdr S&p Gl Nat Resources Etf (GNR) 0.1 $1.6M +10% 28k 56.63
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Ishares Sustainable Msci Glb Etf (SDG) 0.1 $1.0M -4% 13k 81.04
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Vanguard Intl Equity Index F Ftse Pacific Etf Etf (VPL) 0.0 $762k 11k 72.07
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Market Vectors Env Serv Etf Etf (EVX) 0.0 $400k -12% 2.6k 152.26
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Past Filings by Money Design

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

View all past filings