Rakuten Investment Management, Inc.
Institutional investor · Portfolio as of Q2 2022
Top Holdings20 positions
VANGUARD INDEX FDS | 22.9M | $4.3B | 73.6% | $182.27 | -2.42% | 11 qtrssince 2019-Q4 | Increased 74 |
VANGUARD INTL EQUITY INDEX F | 15.7M | $1.3B | 22.8% | $81.73 | -3.81% | 11 qtrssince 2019-Q4 | Increased 67 |
VANGUARD WHITEHALL FDS | 678,998 | $69.3M | 1.2% | $81.83 | +10.13% | 11 qtrssince 2019-Q4 | Increased 56 |
ISHARES TR | 610,341 | $21.1M | 0.4% | $28.86 | -10.50% | 7 qtrssince 2020-Q4 | Decreased 0 |
VANGUARD INTL EQUITY INDEX F | 431,100 | $18M | 0.3% | $38.57 | -5.03% | 11 qtrssince 2019-Q4 | Increased 39 |
VANGUARD SCOTTSDALE FDS | 218,259 | $16.6M | 0.3% | $68.63 | -5.46% | 5 qtrssince 2021-Q2 | Decreased 0 |
VANGUARD SCOTTSDALE FDS | 205,267 | $16.3M | 0.3% | $76.00 | -12.06% | 5 qtrssince 2021-Q2 | Decreased 0 |
ISHARES TR | 162,403 | $11.4M | 0.2% | $65.38 | 0.00% | 1 qtr | New 49 |
ISHARES TR | 109,174 | $11.1M | 0.2% | $101.04 | -10.81% | 11 qtrssince 2019-Q4 | Decreased 0 |
ISHARES TR | 27,716 | $10.6M | 0.2% | $297.72 | +19.94% | 11 qtrssince 2019-Q4 | Decreased 0 |
SCHWAB STRATEGIC TR | 252,018 | $6.4M | 0.1% | $24.15 | -7.06% | 11 qtrssince 2019-Q4 | Increased 42 |
DBX ETF TR | 186,551 | $6.3M | 0.1% | $27.30 | -5.58% | 11 qtrssince 2019-Q4 | Increased 38 |
ISHARES TR | 73,693 | $4.6M | 0.1% | $57.48 | -3.22% | 11 qtrssince 2019-Q4 | Unchanged 0 |
VANGUARD SCOTTSDALE FDS | 55,041 | $4.4M | 0.1% | $75.59 | -14.08% | 11 qtrssince 2019-Q4 | Increased 34 |
ISHARES TR | 76,322 | $4.1M | 0.1% | $52.09 | -10.25% | 3 qtrssince 2021-Q4 | Increased 45 |
ISHARES TR | 60,005 | $3.8M | 0.1% | $56.02 | 0.00% | 1 qtr | New 40 |
ISHARES S&P GSCI COMMODITY- | 96,431 | $2.3M | 0.0% | $13.82 | +67.16% | 11 qtrssince 2019-Q4 | Unchanged 0 |
ISHARES TR | 22,276 | $2.1M | 0.0% | $76.43 | +7.35% | 11 qtrssince 2019-Q4 | Unchanged 0 |
ISHARES TR | 44,904 | $1.8M | 0.0% | $39.35 | -7.27% | 11 qtrssince 2019-Q4 | Unchanged 0 |
VANGUARD INDEX FDS | 10,746 | $980,895 | 0.0% | $77.27 | 0.00% | 1 qtr | New 38 |
Rakuten Investment Management, Inc. manages $5.9B across 20 positions as of Q2 2022. Top holdings: VTI (73.6%), VT (22.8%), VYM (1.2%). Fund DNA: Concentrated Value. HoldingsIntel Score: 3.5/5.0.
Added 3 new positions, increased 8, trimmed 5. Top move: VTI (INCREASED, conviction 74). Portfolio: $5.9B across 20 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