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

As of Q1 2023, Rakuten Investment Management, Inc. holds 21 positions in their 13F portfolio.

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

VTI at 78.9% of portfolio, worth $6.6B.

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

$8.3B as of Q1 2023, tracked across 21 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 2023?

View Rakuten Investment Management, Inc.'s latest portfolio changes, new positions, and exits for Q1 2023 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 2023

SEC EDGAR SourceSEC Filings

Top Holdings21 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	32.6M	$6.6B	78.9%	—	$184.28	+5.12%	14 qtrssince 2019-Q4	Increased 69
VT ETF VANGUARD TOT WORLD STK ETF	16M	$1.5B	17.6%	—	$82.62	+4.06%	14 qtrssince 2019-Q4	Increased 63
VYM ETF VANGUARD HIGH DVD YIELD ETF	912,298	$95.2M	1.1%	—	$86.53	+11.37%	14 qtrssince 2019-Q4	Increased 53
VCIT ETF VANGUARD INT-TERM CORPORATE	387,267	$30.9M	0.4%	—	$72.15	-4.45%	8 qtrssince 2021-Q2	Increased 47
USMV ETF ISHARES EDGE MSCI MIN VOL US	344,203	$24.8M	0.3%	—	$65.43	+4.94%	4 qtrssince 2022-Q2	Increased 38
VWO ETF VANGUARD FTSE EMERGING MARKETS	513,500	$20.8M	0.3%	—	$38.17	-3.46%	14 qtrssince 2019-Q4	Increased 37
USHY ETF ISHARES BROAD USD HIGH YIELD	585,741	$20.6M	0.2%	—	$28.99	-2.87%	10 qtrssince 2020-Q4	Decreased 0
VCSH ETF VANGUARD S/T CORP BOND ETF	237,359	$18M	0.2%	—	$68.13	-2.37%	8 qtrssince 2021-Q2	Decreased 0
SCHE ETF SCHWAB EMRG MRKTS EQTY ETF	562,840	$13.9M	0.2%	—	$22.64	-1.27%	14 qtrssince 2019-Q4	Increased 41
IVV ETF ISHARES CORE S&P 500 ETF	27,116	$11M	0.1%	—	$302.50	+29.01%	14 qtrssince 2019-Q4	Decreased 0
IEF ETF ISHARES 7-10 YEAR TREASURY B	110,274	$10.9M	0.1%	—	$99.84	-10.82%	14 qtrssince 2019-Q4	Decreased 0
USRT ETF ISHARES CORE US REIT ETF	215,822	$10.6M	0.1%	—	$47.57	-4.97%	6 qtrssince 2021-Q4	Increased 43
EFAV ETF ISHARES MSCI EAFE MIN VOL FA	123,505	$8.3M	0.1%	—	$54.66	+12.09%	4 qtrssince 2022-Q2	Increased 34
HYLB ETF DBX ETF TR	206,551	$7.1M	0.1%	—	$27.60	+1.54%	14 qtrssince 2019-Q4	Increased 30
EFA ETF ISHARES MSCI EAFE ETF CL USD INC	77,993	$5.5M	0.1%	—	$57.40	+12.56%	14 qtrssince 2019-Q4	Unchanged 0
VCLT ETF VANGUARD SCOTTSDALE FDS	64,241	$5.1M	0.1%	—	$74.56	-10.59%	14 qtrssince 2019-Q4	Increased 30
IYR ETF ISHARES US REAL ESTATE ETF	24,176	$2M	0.0%	—	$77.22	-0.02%	14 qtrssince 2019-Q4	Increased 29
EEM ETF ISHARES MSCI EMERGING MARKETS INDEX FUND	49,604	$2M	0.0%	—	$39.08	-6.11%	14 qtrssince 2019-Q4	Unchanged 0
GSG Unit ISHARES S&P GSCI COMMODITY-	96,431	$1.9M	0.0%	—	$13.90	+42.99%	14 qtrssince 2019-Q4	Unchanged 0
HDV ETF ISHARES CORE HIGH DIVIDEND E	11,239	$1.1M	0.0%	—	$16.12	+12.67%	3 qtrssince 2022-Q3	Increased 28