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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
IGSBIshares Tr Sh Tr Crport Etf
Recent Activity
Increased 4.97%
3.06%
$61.297M
1.164M shares@ $52.67 avg price
EWJIshares Inc Msci Jpn Etf New
Recent Activity
Increased 5.92%
3%
$60.107M
840,188 shares@ $71.54 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
VOTVanguard Index Fds Mcap Gr Idxvip
Recent Activity
Increased 31.81%
2.36%
$47.373M
194,575 shares@ $243.47 avg price
TIPIshares Tr Tips Bd Etf
Recent Activity
Increased 13.22%
2.03%
$40.622M
367,720 shares@ $110.47 avg price
SRLNSsga Active Etf Tr Blkstn Gsosrln
Recent Activity
Decreased -27.48%
1.91%
$38.292M
916,957 shares@ $41.76 avg price
SPABSpdr Series Trust Portfolio Agrgte
Recent Activity
Increased 2.43%
1.54%
$30.893M
1.182M shares@ $26.14 avg price
XLREReal Estate Select Sect Spdr
Recent Activity
Decreased -4.72%
1.42%
$28.441M
636,688 shares@ $44.68 avg price
IGFIshares Tr Glb Infrastr Etf
Recent Activity
Increased 1.66%
1.35%
$27.086M
497,630 shares@ $54.43 avg price
SPYGSpdr Series Trust Prtflo S&p 500 Gw
Recent Activity
Increased 10.51%
1.2%
$24.086M
290,404 shares@ $82.94 avg price