Rakuten Investment Management, Inc.
Institutional investor · Portfolio as of Q1 2025
Top Holdings694 positions
VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF | 45.5M | $12.4B | 56.9% | $198.65 | +36.00% | 21 qtrssince 2019-Q4 | Increased 65 |
VANGUARD TOTAL WORLD STOCK ETF | 15.7M | $1.8B | 8.3% | $82.29 | +37.46% | 21 qtrssince 2019-Q4 | Decreased 0 |
SCHWAB US DIVIDEND EQUITY ETF | 33M | $911M | 4.2% | $26.50 | 0.00% | 1 qtr | New 88 |
VANGUARD TOTAL INTERNATIONAL STOCK ETF | 13.4M | $837.7M | 3.8% | $59.81 | 0.00% | 1 qtr | New 88 |
Vanguard Index Funds S&P 500 ETF SHS | 788,952 | $403M | 1.8% | $505.05 | 0.00% | 1 qtr | New 71 |
Apple Inc. | 1.6M | $347.9M | 1.6% | $206.57 | +6.87% | 5 qtrssince 2023-Q4 | Increased 71 |
Microsoft Corp. | 779,682 | $295.3M | 1.4% | $376.78 | 0.00% | 1 qtr | New 71 |
NVIDIA Corp. | 2.7M | $294M | 1.3% | $106.30 | +1.70% | 5 qtrssince 2023-Q4 | Increased 69 |
Amazon.com, Inc. | 1M | $196.7M | 0.9% | $187.96 | +2.53% | 5 qtrssince 2023-Q4 | Increased 63 |
VANGUARD WHITEHALL FDS INC | 1.3M | $160.5M | 0.7% | $95.28 | +30.46% | 21 qtrssince 2019-Q4 | Increased 50 |
Meta Platforms Inc | 232,405 | $134M | 0.6% | $527.44 | +8.75% | 5 qtrssince 2023-Q4 | Increased 59 |
Broadcom Inc | 578,894 | $97.9M | 0.4% | $152.00 | +8.90% | 5 qtrssince 2023-Q4 | Increased 47 |
iShares Trust CORE S&P500 ETF | 174,561 | $97.4M | 0.4% | $498.64 | +10.69% | 21 qtrssince 2019-Q4 | Increased 55 |
Alphabet Inc. | 620,302 | $95.7M | 0.4% | $158.65 | -2.99% | 5 qtrssince 2023-Q4 | Increased 52 |
Tesla Inc | 312,242 | $82.3M | 0.4% | $225.13 | +15.12% | 5 qtrssince 2023-Q4 | Increased 50 |
Alphabet Inc. | 520,695 | $81.3M | 0.4% | $160.06 | -2.85% | 5 qtrssince 2023-Q4 | Increased 51 |
Berkshire Hathaway Inc. | 153,679 | $80.9M | 0.4% | $463.08 | +13.65% | 5 qtrssince 2023-Q4 | Increased 52 |
JPMorgan Chase & Co. | 256,097 | $62.2M | 0.3% | $209.34 | +13.73% | 5 qtrssince 2023-Q4 | Increased 50 |
Eli Lilly & Co. | 72,542 | $59.7M | 0.3% | $817.80 | -0.07% | 5 qtrssince 2023-Q4 | Increased 51 |
SCHWAB EMERGING MARKETS EQUITY ETF | 2M | $55.6M | 0.3% | $24.28 | +10.24% | 21 qtrssince 2019-Q4 | Increased 42 |
Rakuten Investment Management, Inc. manages $21.8B across 694 positions as of Q1 2025. Top holdings: VTI (56.9%), VT (8.3%), SCHD (4.2%). Fund DNA: Concentrated Value. HoldingsIntel Score: 3.5/5.0.
Active quarter - 180 new positions, 19 exits, 495 increased. Top move: SCHD (NEW, conviction 88). Portfolio: $21.8B across 694 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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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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