Rakuten Investment Management, Inc.
Institutional investor · Portfolio as of Q1 2024
Top Holdings533 positions
VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF | 40.1M | $10.4B | 76.4% | $189.24 | +33.22% | 18 qtrssince 2019-Q4 | Increased 63 |
VANGUARD TOTAL WORLD STOCK ETF | 16.1M | $1.8B | 13.0% | $81.88 | +29.13% | 18 qtrssince 2019-Q4 | Increased 62 |
VANGUARD WHITEHALL FDS INC | 928,554 | $112.3M | 0.8% | $86.07 | +31.56% | 18 qtrssince 2019-Q4 | Increased 43 |
Apple Inc. | 449,154 | $77M | 0.6% | $171.32 | -0.99% | 2 qtrssince 2023-Q4 | Increased 68 |
NVIDIA Corp. | 82,035 | $74.1M | 0.5% | $87.07 | +3.48% | 2 qtrssince 2023-Q4 | Increased 67 |
Amazon.com, Inc. | 285,809 | $51.6M | 0.4% | $178.13 | +1.26% | 2 qtrssince 2023-Q4 | Increased 57 |
iShares Trust CORE S&P500 ETF | 68,901 | $36.2M | 0.3% | $412.89 | +23.40% | 18 qtrssince 2019-Q4 | Increased 39 |
Meta Platforms Inc | 72,324 | $35.1M | 0.3% | $471.55 | +2.11% | 2 qtrssince 2023-Q4 | Increased 56 |
SCHWAB EMERGING MARKETS EQUITY ETF | 1.3M | $31.9M | 0.2% | $22.79 | +4.59% | 18 qtrssince 2019-Q4 | Increased 39 |
ISHARES MSCI USA MIN VOL FACTOR ETF | 332,703 | $27.8M | 0.2% | $64.79 | +24.17% | 8 qtrssince 2022-Q2 | Decreased 0 |
Alphabet Inc. | 180,714 | $27.3M | 0.2% | $148.61 | +0.61% | 2 qtrssince 2023-Q4 | Increased 55 |
Broadcom Inc | 19,518 | $25.9M | 0.2% | $128.28 | +0.91% | 2 qtrssince 2023-Q4 | Increased 55 |
Alphabet Inc. | 155,618 | $23.7M | 0.2% | $149.93 | +0.60% | 2 qtrssince 2023-Q4 | Increased 55 |
Vanguard International Equity Index Funds FTSE EMR MKT ETF | 546,700 | $22.8M | 0.2% | $38.03 | +3.21% | 18 qtrssince 2019-Q4 | Increased 34 |
VANGUARD SCOTTSDALE FDS | 247,167 | $19.9M | 0.1% | $71.53 | +0.21% | 12 qtrssince 2021-Q2 | Decreased 0 |
ISHARES CORE U.S. REIT ETF | 350,427 | $18.9M | 0.1% | $47.30 | +6.07% | 10 qtrssince 2021-Q4 | Increased 40 |
Berkshire Hathaway Inc. | 44,551 | $18.7M | 0.1% | $414.60 | +1.43% | 2 qtrssince 2023-Q4 | Increased 55 |
Eli Lilly & Co. | 21,525 | $16.7M | 0.1% | $746.82 | +2.41% | 2 qtrssince 2023-Q4 | Increased 54 |
Tesla Inc | 93,186 | $16.4M | 0.1% | $181.18 | -2.97% | 2 qtrssince 2023-Q4 | Increased 54 |
JPMorgan Chase & Co. | 77,740 | $15.6M | 0.1% | $187.33 | +1.46% | 2 qtrssince 2023-Q4 | Increased 54 |
Rakuten Investment Management, Inc. manages $13.6B across 533 positions as of Q1 2024. Top holdings: VTI (76.4%), VT (13.0%), VYM (0.8%). Fund DNA: Concentrated Value. HoldingsIntel Score: 3.5/5.0.
Active quarter - 15 new positions, 9 exits, 495 increased. Top move: AAPL (INCREASED, conviction 68). Portfolio: $13.6B across 533 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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