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Fumiaki Ohnuma

@Money Design Co.,ltd.

Latest period2024 - Q3ReportedManaged Assets$2.01BTotal holdings76
Assets growth rate8.29%Assets growth rate (2-Q avg)4.64%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Money Design Co.,ltd.'s 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 76 positions.

Assets under management

The assets under management (AUM) of Money Design Co.,ltd. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 2.01B in assets, with a quarterly growth rate of 8.29% and a 2-quarter average growth rate of 4.64%. The portfolio is managed by Fumiaki Ohnuma, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
IAUIshares Gold Trust Ishares
Recent Activity
Decreased -0.23%
4.02%
$80.634M
1.622M shares@ $49.7 avg price
VWOVanguard Intl Equity Index F Ftse Emr Mkt Etf
Recent Activity
Decreased -19.28%
3.85%
$77.362M
1.617M shares@ $47.86 avg price
IYRIshares Tr U.s. Real Es Etf
Recent Activity
Decreased -4.48%
2.49%
$49.972M
490,543 shares@ $101.88 avg price
SRLNSsga Active Etf Tr Blkstn Gsosrln
Recent Activity
Decreased -27.48%
1.91%
$38.292M
916,957 shares@ $41.76 avg price
XLREReal Estate Select Sect Spdr
Recent Activity
Decreased -4.72%
1.42%
$28.441M
636,688 shares@ $44.68 avg price
NULVNuveen Esg Large-cap Value E
Recent Activity
Decreased -1.38%
1.11%
$22.124M
530,292 shares@ $41.73 avg price
ESGUIshares Esg Aware Msci Usa
Recent Activity
Decreased -0.99%
0.91%
$18.221M
144,404 shares@ $126.19 avg price
NULGNuveen Esg Large-cap Growth
Recent Activity
Decreased -2.4%
0.86%
$17.137M
207,395 shares@ $82.63 avg price
ICLNIshares Global Clean Energy
Recent Activity
Decreased -7.39%
0.7%
$14.021M
954,469 shares@ $14.69 avg price
XLEEnergy Select Sector Spdr
Recent Activity
Decreased -0.38%
0.66%
$13.128M
149,526 shares@ $87.8 avg price