$1.69 Million is the total value of Money Design Co.,Ltd.'s 84 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| HYG | New | ISHARES TR IBOXX HI YD ETFetf | $18 | – | 232 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-04-27
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS VALUE ETF | 28 | Q2 2024 | 9.6% |
| ISHARES INC MSCI JPN NEW | 28 | Q2 2024 | 8.9% |
| ISHARES TR MBS ETF | 28 | Q2 2024 | 5.9% |
| ISHARES GOLD TRUST ISHARES | 28 | Q2 2024 | 6.3% |
| SSGA ACTIVE TR BLKSTN GSOSRLN | 28 | Q2 2024 | 4.0% |
| ISHARES TR TIPS BD ETF | 28 | Q2 2024 | 4.8% |
| ISHARES TR U.S. REAL ES ETF | 28 | Q2 2024 | 3.4% |
| VANGUARD INTL EQUITY INDEX F FTSE PACIFIC ETF | 28 | Q2 2024 | 6.9% |
| VANGUARD SCOTTSDALE FDS MORTG-BACK SEC | 28 | Q2 2024 | 2.7% |
| ISHARES SILVER TRUST ISHARES | 28 | Q2 2024 | 2.9% |
View Money Design Co.,Ltd.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-31 |
| 13F-HR | 2024-04-26 |
| 13F-HR | 2024-01-29 |
| 13F-HR | 2023-10-30 |
| 13F-HR/A | 2023-08-03 |
| 13F-HR/A | 2023-08-03 |
| 13F-HR/A | 2023-08-03 |
| 13F-HR | 2023-07-28 |
| 13F-HR | 2023-04-27 |
| 13F-HR | 2023-01-31 |
View Money Design Co.,Ltd.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.