Rakuten Investment Management, Inc.
Institutional investor · Portfolio as of Q2 2020
Top Holdings15 positions
VANGUARD INDEX FDS | 6.6M | $1B | 67.2% | $141.22 | +1.59% | 3 qtrssince 2019-Q4 | Increased 76 |
VANGUARD INTL EQUITY INDEX F | 5.8M | $428.1M | 28.1% | $67.72 | -2.21% | 3 qtrssince 2019-Q4 | Increased 74 |
VANGUARD | 317,098 | $24.7M | 1.6% | $73.61 | -10.84% | 3 qtrssince 2019-Q4 | Increased 52 |
VANGUARD INTL EQUITY INDEX F | 271,900 | $10.8M | 0.7% | $36.44 | -9.21% | 3 qtrssince 2019-Q4 | Increased 43 |
ISHARES TR | 27,216 | $8.3M | 0.5% | $287.49 | -1.40% | 3 qtrssince 2019-Q4 | Decreased 0 |
DBX ETF TR | 132,722 | $6.1M | 0.4% | $26.84 | -3.15% | 3 qtrssince 2019-Q4 | Increased 36 |
VANGUARD SCOTTSDALE FDS | 41,541 | $4.4M | 0.3% | $76.40 | +4.54% | 3 qtrssince 2019-Q4 | Increased 46 |
ISHARES TR | 69,593 | $4.2M | 0.3% | $56.76 | -8.91% | 3 qtrssince 2019-Q4 | Unchanged 0 |
ISHARES TR | 24,874 | $3M | 0.2% | $96.24 | +10.52% | 3 qtrssince 2019-Q4 | Increased 36 |
ISHARES S&P GSCI COMMODITY- | 166,940 | $1.7M | 0.1% | $13.97 | -26.18% | 3 qtrssince 2019-Q4 | Increased 38 |
ISHARES TR | 41,604 | $1.7M | 0.1% | $38.52 | -9.05% | 3 qtrssince 2019-Q4 | Unchanged 0 |
SCHWAB STRATEGIC TR | 67,243 | $1.6M | 0.1% | $22.12 | -7.26% | 3 qtrssince 2019-Q4 | Increased 35 |
ISHARES TR | 20,876 | $1.6M | 0.1% | $76.79 | -12.39% | 3 qtrssince 2019-Q4 | Increased 35 |
VANGUARD INDEX FDS | 12,546 | $973,695 | 0.1% | $55.02 | +13.54% | 2 qtrssince 2020-Q1 | Unchanged 0 |
ISHARES TR | 11,439 | $917,293 | 0.1% | $11.33 | +14.63% | 2 qtrssince 2020-Q1 | Unchanged 0 |
Rakuten Investment Management, Inc. manages $1.5B across 15 positions as of Q2 2020. Top holdings: VTI (67.2%), VT (28.1%), VYM (1.6%). Fund DNA: Concentrated Value. HoldingsIntel Score: 3.5/5.0.
Increased 10, trimmed 1. Top move: VTI (INCREASED, conviction 76). Portfolio: $1.5B across 15 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR