How many stocks does Rakuten Investment Management, Inc. own?

As of Q1 2020, Rakuten Investment Management, Inc. holds 15 positions in their 13F portfolio.

What is Rakuten Investment Management, Inc.'s largest holding?

VTI at 66.3% of portfolio, worth $726.3M.

What is Rakuten Investment Management, Inc.'s total portfolio value?

$1.1B as of Q1 2020, tracked across 15 holdings.

Is Rakuten Investment Management, Inc. a hedge fund?

Rakuten Investment Management, Inc. is an institutional investment manager required to file SEC 13F reports. This includes hedge funds, mutual funds, pension funds, and other institutions managing over $100M.

How often does Rakuten Investment Management, Inc. report?

13F filings are due quarterly, approximately 45 days after each quarter end.

How has Rakuten Investment Management, Inc.'s portfolio changed in Q1 2020?

View Rakuten Investment Management, Inc.'s latest portfolio changes, new positions, and exits for Q1 2020 on HoldingsIntel.

What is Rakuten Investment Management, Inc.'s investment strategy?

Rakuten Investment Management, Inc. is classified as a Concentrated Value fund based on HoldingsIntel's Fund DNA analysis of 6 behavioral dimensions.

Rakuten Investment Management, Inc.

Institutional investor · Portfolio as of Q1 2020

SEC EDGAR SourceSEC Filings

Top Holdings15 positions

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Activity:

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
VTI ETF VANGUARD TOTAL STOCK MARKET VIPERS	5.6M	$726.3M	66.3%	—	$142.13	-15.33%	2 qtrssince 2019-Q4	Increased 82
VT ETF VANGUARD TOT WORLD STK ETF	4.9M	$309.4M	28.2%	—	$68.49	-17.73%	2 qtrssince 2019-Q4	Increased 76
VYM ETF VANGUARD HIGH DVD YIELD ETF	291,098	$21M	1.9%	—	$75.59	-19.93%	2 qtrssince 2019-Q4	Increased 54
VWO ETF VANGUARD FTSE EMERGING MARKETS	268,100	$9M	0.8%	—	$36.51	-23.69%	2 qtrssince 2019-Q4	Increased 44
IVV ETF ISHARES CORE S&P 500 ETF	28,016	$7.4M	0.7%	—	$289.60	-16.74%	2 qtrssince 2019-Q4	Increased 46
HYLB ETF DBX ETF TR	128,722	$5.7M	0.5%	—	$27.17	-10.08%	2 qtrssince 2019-Q4	Increased 48
EFA ETF ISHARES MSCI EAFE ETF CL USD INC	69,593	$3.8M	0.3%	—	$56.76	-20.56%	2 qtrssince 2019-Q4	Increased 38
IEF ETF ISHARES 7-10 YEAR TREASURY B	23,874	$2.9M	0.3%	—	$95.82	+9.90%	2 qtrssince 2019-Q4	Decreased 0
VCLT ETF VANGUARD SCOTTSDALE FDS	29,570	$2.9M	0.3%	—	$75.76	-3.60%	2 qtrssince 2019-Q4	Increased 35
IYR ETF ISHARES US REAL ESTATE ETF	19,976	$1.4M	0.1%	—	$78.05	-21.02%	2 qtrssince 2019-Q4	Increased 35
EEM ETF ISHARES MSCI EMERGING MARKETS INDEX FUND	41,604	$1.4M	0.1%	—	$38.63	-23.16%	2 qtrssince 2019-Q4	Increased 35
GSG Unit ISHARES S&P GSCI COMMODITY-	147,440	$1.4M	0.1%	—	$14.45	-35.29%	2 qtrssince 2019-Q4	Increased 43
SCHE ETF SCHWAB EMRG MRKTS EQTY ETF	65,243	$1.3M	0.1%	—	$22.17	-22.12%	2 qtrssince 2019-Q4	Increased 38
VNQ ETF VANGUARD REAL ESTATE ETF ETF	12,546	$898,043	0.1%	—	$57.49	0.00%	1 qtr	New 37
HDV ETF ISHARES CORE HIGH DIVIDEND E	11,439	$831,615	0.1%	—	$11.39	0.00%	1 qtr	New 37