MD

Money Design Portfolio holdings

AUM $2.14B
This Quarter Return
+0.37%
1 Year Return
+10.33%
3 Year Return
+26.41%
5 Year Return
+31.94%
10 Year Return
AUM
$1.86B
AUM Growth
+$1.86B
Cap. Flow
+$13.2M
Cap. Flow %
0.71%
Top 10 Hldgs %
57.94%
Holding
76
New
1
Increased
28
Reduced
46
Closed
1
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
GUNR icon
51
FlexShares Global Upstream Natural Resources Index Fund
GUNR
$5.02B
$4M 0.22%
99,747
+16,707
+20% +$671K
RWX icon
52
SPDR Dow Jones International Real Estate ETF
RWX
$305M
$3.75M 0.2%
156,188
-57,285
-27% -$1.38M
QCLN icon
53
First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN
$451M
$3.75M 0.2%
110,212
-33,085
-23% -$1.13M
IHI icon
54
iShares US Medical Devices ETF
IHI
$4.33B
$3.64M 0.2%
64,997
-9,711
-13% -$544K
JUST icon
55
Goldman Sachs JUST US Large Cap Equity ETF
JUST
$476M
$3.63M 0.2%
46,514
-11,714
-20% -$915K
IXG icon
56
iShares Global Financials ETF
IXG
$577M
$3.62M 0.2%
42,563
-8,044
-16% -$684K
GRID icon
57
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
$3.17B
$3.54M 0.19%
30,659
-7,378
-19% -$853K
ERTH icon
58
Invesco MSCI Sustainable Future ETF
ERTH
$142M
$3.52M 0.19%
89,128
-12,769
-13% -$504K
SMOG icon
59
VanEck Low Carbon Energy ETF
SMOG
$124M
$3.51M 0.19%
36,489
-7,384
-17% -$711K
URA icon
60
Global X Uranium ETF
URA
$4.16B
$3.42M 0.18%
117,946
-28,931
-20% -$838K
SPSB icon
61
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$8.42B
$3.28M 0.18%
110,514
-9,680
-8% -$287K
NFRA icon
62
FlexShares STOXX Global Broad Infrastructure Index Fund
NFRA
$2.92B
$3.22M 0.17%
60,542
+15,042
+33% +$800K
FAN icon
63
First Trust Global Wind Energy ETF
FAN
$184M
$3.17M 0.17%
195,622
-61,399
-24% -$995K
NUDM icon
64
Nuveen ESG International Developed Markets Equity ETF
NUDM
$585M
$2.41M 0.13%
77,305
-15,565
-17% -$485K
IEMG icon
65
iShares Core MSCI Emerging Markets ETF
IEMG
$102B
$2.41M 0.13%
44,925
+6,353
+16% +$340K
LIT icon
66
Global X Lithium & Battery Tech ETF
LIT
$1.08B
$2.13M 0.11%
54,937
-18,573
-25% -$721K
GNR icon
67
SPDR S&P Global Natural Resources ETF
GNR
$3.3B
$2.03M 0.11%
36,371
+6,460
+22% +$361K
REMX icon
68
VanEck Rare Earth/Strategic Metals ETF
REMX
$743M
$2.02M 0.11%
47,601
-14,086
-23% -$599K
TAN icon
69
Invesco Solar ETF
TAN
$722M
$1.99M 0.11%
49,558
-13,546
-21% -$545K
BWX icon
70
SPDR Bloomberg Barclays International Treasury Bond ETF
BWX
$1.38B
$1.73M 0.09%
80,788
-30,857
-28% -$661K
ACES icon
71
ALPS Clean Energy ETF
ACES
$97.3M
$1.68M 0.09%
59,784
-10,697
-15% -$301K
CTEC icon
72
Global X CleanTech ETF
CTEC
$23.9M
$1.53M 0.08%
192,110
-31,840
-14% -$254K
SDG icon
73
iShares MSCI Global Sustainable Development Goals ETF
SDG
$170M
$986K 0.05%
13,139
+805
+7% +$60.4K
VPL icon
74
Vanguard FTSE Pacific ETF
VPL
$7.72B
$899K 0.05%
12,113
+6,262
+107% +$465K
EVX icon
75
VanEck Environmental Services ETF
EVX
$95.7M
$304K 0.02%
1,785
-400
-18% -$68.1K