Rakuten Investment Management, Inc.
Institutional investor · Portfolio as of Q1 2021
Top Holdings16 positions
VANGUARD INDEX FDS | 10.4M | $2.1B | 69.0% | $154.68 | +23.88% | 6 qtrssince 2019-Q4 | Increased 76 |
VANGUARD INTL EQUITY INDEX F | 8.6M | $831.8M | 26.8% | $72.37 | +20.65% | 6 qtrssince 2019-Q4 | Increased 74 |
VANGUARD WHITEHALL FDS | 437,998 | $44.4M | 1.4% | $75.32 | +14.54% | 6 qtrssince 2019-Q4 | Increased 56 |
ISHARES TR | 414,791 | $17M | 0.5% | $28.63 | +0.67% | 2 qtrssince 2020-Q4 | Increased 45 |
VANGUARD INTL EQUITY INDEX F | 316,500 | $16.4M | 0.5% | $37.48 | +17.99% | 6 qtrssince 2019-Q4 | Increased 47 |
ISHARES TR | 131,574 | $14.9M | 0.5% | $101.04 | -1.87% | 6 qtrssince 2019-Q4 | Increased 52 |
ISHARES TR | 27,516 | $10.9M | 0.4% | $288.78 | +27.65% | 6 qtrssince 2019-Q4 | Unchanged 0 |
DBX ETF TR | 144,022 | $7.2M | 0.2% | $26.93 | +7.25% | 6 qtrssince 2019-Q4 | Increased 36 |
ISHARES TR | 65,693 | $5M | 0.2% | $56.67 | +12.83% | 6 qtrssince 2019-Q4 | Decreased 0 |
VANGUARD SCOTTSDALE FDS | 48,141 | $4.9M | 0.2% | $77.22 | +0.81% | 6 qtrssince 2019-Q4 | Increased 45 |
SCHWAB STRATEGIC TR | 71,243 | $2.3M | 0.1% | $22.31 | +22.17% | 6 qtrssince 2019-Q4 | Increased 30 |
ISHARES S&P GSCI COMMODITY- | 158,540 | $2.2M | 0.1% | $13.82 | +1.09% | 6 qtrssince 2019-Q4 | Decreased 0 |
ISHARES TR | 22,276 | $2.1M | 0.1% | $76.43 | +4.58% | 6 qtrssince 2019-Q4 | Unchanged 0 |
ISHARES TR | 35,804 | $1.9M | 0.1% | $38.52 | +22.57% | 6 qtrssince 2019-Q4 | Decreased 0 |
VANGUARD INDEX FDS | 12,946 | $1.2M | 0.0% | $55.46 | +35.71% | 5 qtrssince 2020-Q1 | Increased 28 |
ISHARES TR | 11,939 | $1.1M | 0.0% | $11.55 | +35.48% | 5 qtrssince 2020-Q1 | Decreased 0 |
Rakuten Investment Management, Inc. manages $3.1B across 16 positions as of Q1 2021. Top holdings: VTI (69.0%), VT (26.8%), VYM (1.4%). Fund DNA: Concentrated Value. HoldingsIntel Score: 3.5/5.0.
Increased 10, trimmed 4. Top move: VTI (INCREASED, conviction 76). Portfolio: $3.1B across 16 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
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