Money Design Co.,Ltd. quarter change: USA ETF, Added
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2025-03-31 to 2025-06-30, Money Design Co.,Ltd. opened 0 positions, added to 31, reduced 40, sold out of 3 and left 0 unchanged. The largest increase in value was VUG (+$41,681); the largest decrease was TLT (-$23,412).
- VUG: Country of operation —; Class ETF; Shares 2025-03-31 542,744; Shares 2025-06-30 554,153.
- IGSB: Country of operation —; Class ETF; Shares 2025-03-31 669,063; Shares 2025-06-30 1,266,732.
- ISHARES GOLD TRUST ISHARES: Country of operation —; Class ETF; Shares 2025-03-31 1,458,725; Shares 2025-06-30 1,837,740.
- VGK: Country of operation —; Class ETF; Shares 2025-03-31 1,630,811; Shares 2025-06-30 1,708,025.
Two Form 13F-HR filings compared (SEC CIK 1721608): 2025-03-31 (filed 2025-04-28) and 2025-06-30 (filed 2025-07-31). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
| Stock | Country of operation | Class | Shares 2025-03-31 | Shares 2025-06-30 | Share change | Value 2025-03-31 | Value 2025-06-30 | Value change |
|---|
VUG
VANGUARD GROWTH ETF | | ETF | 542,744 | 554,153 | +11,409 | $201,260 | $242,941 | +$41,681 |
|---|
IGSB
ISHARES TR SH TR CRPORT ETF | | ETF | 669,063 | 1,266,732 | +597,669 | $35,039 | $66,833 | +$31,794 |
|---|
ISHARES GOLD TRUST ISHARES
CUSIP 464285105 | | ETF | 1,458,725 | 1,837,740 | +379,015 | $86,006 | $114,601 | +$28,595 |
|---|
VGK
VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF | | ETF | 1,630,811 | 1,708,025 | +77,214 | $114,499 | $132,372 | +$17,873 |
|---|
VTV
VANGUARD INDEX FDS VALUE ETF | | ETF | 1,319,208 | 1,384,981 | +65,773 | $227,880 | $244,782 | +$16,902 |
|---|
LQD
ISHARES TR IBOXX INV CP ETF | | ETF | 1,469,401 | 1,558,854 | +89,453 | $159,709 | $170,866 | +$11,157 |
|---|
VWO
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF | | ETF | 1,715,729 | 1,757,212 | +41,483 | $77,654 | $86,912 | +$9,258 |
|---|
MBB
ISHARES TR MBS ETF | | ETF | 1,328,870 | 1,390,916 | +62,046 | $124,621 | $130,593 | +$5,972 |
|---|
PPLT
ETFS PHYSICAL PLATINUM SHRS | United States | ETF | 62,021 | 91,600 | +29,579 | $5,667 | $11,255 | +$5,588 |
|---|
SPDR SERIES TRUST BLOOMBERG BRCLYS
CUSIP 78464A417 | | ETF | 3,225,928 | 3,399,510 | +173,582 | $81,164 | $86,620 | +$5,456 |
|---|
EPI
WISDOMTREE TR INDIA ERNGS FD | | ETF | 701,865 | 753,862 | +51,997 | $30,679 | $35,786 | +$5,107 |
|---|
SPYG
SPDR SERIES TRUST PRTFLO S&P 500 GW | | ETF | 333,271 | 334,266 | +995 | $26,785 | $31,862 | +$5,077 |
|---|
SRLN
SSGA ACTIVE ETF TR BLKSTN GSOSRLN | | ETF | 1,416,213 | 1,503,826 | +87,613 | $58,249 | $62,544 | +$4,295 |
|---|
SNPE
XTRACKERS S&P 500 ESG ETF | | ETF | 410,413 | 425,847 | +15,434 | $20,697 | $23,549 | +$2,852 |
|---|
IYR
ISHARES TR U.S. REAL ES ETF | | ETF | 526,905 | 553,275 | +26,370 | $50,451 | $52,434 | +$1,983 |
|---|
SUSA
ISHARES MSCI USA ESG SELECT | | ETF | 132,929 | 133,471 | +542 | $15,270 | $16,917 | +$1,647 |
|---|
FEZ
SPDR INDEX SHS FDS EURO STOXX 50 | | ETF | 198,626 | 208,020 | +9,394 | $10,807 | $12,425 | +$1,618 |
|---|
SPAB
SPDR SERIES TRUST PORTFOLIO AGRGTE | | ETF | 1,045,331 | 1,097,073 | +51,742 | $26,698 | $28,085 | +$1,387 |
|---|
SPSB
SPDR SERIES TRUST PORTFOLIO SHORT | | ETF | 57,745 | 103,421 | +45,676 | $1,738 | $3,122 | +$1,384 |
|---|
ESGU
ISHARES ESG AWARE MSCI USA | | ETF | 98,534 | 98,591 | +57 | $12,012 | $13,339 | +$1,327 |
|---|
SPYV
SPDR SERIES TRUST PRTFLO S&P 500 VL | | ETF | 359,958 | 376,481 | +16,523 | $18,383 | $19,705 | +$1,322 |
|---|
IXC
ISHARES GLOBAL ENERGY ETF | | ETF | 257,999 | 306,833 | +48,834 | $10,854 | $12,055 | +$1,201 |
|---|
XLRE
REAL ESTATE SELECT SECT SPDR | | ETF | 644,687 | 676,601 | +31,914 | $26,980 | $28,025 | +$1,045 |
|---|
FAN
First Trust Global Wind Energy ETF | | ETF | 126,129 | 149,987 | +23,858 | $1,893 | $2,721 | +$828 |
|---|
NULG
NUVEEN ESG LARGE-CAP GROWTH | | ETF | 37,812 | 39,013 | +1,201 | $2,960 | $3,665 | +$705 |
|---|
GUNR
FLEXSHARES GLOBAL UPSTREAM N | | ETF | 78,288 | 88,981 | +10,693 | $3,038 | $3,569 | +$531 |
|---|
IEMG
ISHARES INC CORE MSCI EMKT | | ETF | 49,059 | 49,964 | +905 | $2,648 | $2,999 | +$351 |
|---|
VMBS
VANGUARD SCOTTSDALE FDS MORTG-BACK SEC | | ETF | 282,711 | 290,049 | +7,338 | $13,092 | $13,441 | +$349 |
|---|
XLE
ENERGY SELECT SECTOR SPDR | | ETF | 125,561 | 134,354 | +8,793 | $11,734 | $11,395 | -$339 |
|---|
GNR
SPDR S&P GL NAT RESOURCES | | ETF | 28,099 | 33,051 | +4,952 | $1,496 | $1,793 | +$297 |
|---|
IXJ
ISHARES TR GLOB HLTHCRE ETF | | ETF | 66,423 | 67,069 | +646 | $6,058 | $5,774 | -$284 |
|---|
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