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

As of Q2 2023, Rakuten Investment Management, Inc. holds 21 positions in their 13F portfolio.

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

VTI at 80.6% of portfolio, worth $7.5B.

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

$9.3B as of Q2 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 Q2 2023?

View Rakuten Investment Management, Inc.'s latest portfolio changes, new positions, and exits for Q2 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 Q2 2023

Q2 2023

SEC 13F snapshot

Top Holdings21 positions

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Activity:

				Price Trend
VTI ETF VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF	34.6M	$7.5B	80.6%	—	$184.01	+14.79%	15 qtrssince 2019-Q4	Increased 67
VT ETF VANGUARD TOTAL WORLD STOCK ETF	15.9M	$1.5B	16.3%	—	$81.72	+11.75%	15 qtrssince 2019-Q4	Decreased 0
VYM ETF VANGUARD WHITEHALL FDS INC	883,798	$93M	1.0%	—	$85.01	+14.14%	15 qtrssince 2019-Q4	Decreased 0
VCIT ETF VANGUARD SCOTTSDALE FDS	423,767	$33.4M	0.4%	—	$71.53	-4.59%	9 qtrssince 2021-Q2	Increased 39
USMV ETF ISHARES MSCI USA MIN VOL FACTOR ETF	325,303	$23.9M	0.3%	—	$64.44	+9.37%	5 qtrssince 2022-Q2	Decreased 0
VWO ETF Vanguard International Equity Index Funds FTSE EMR MKT ETF	520,100	$21M	0.2%	—	$38.04	-2.52%	15 qtrssince 2019-Q4	Increased 35
SCHE ETF SCHWAB EMERGING MARKETS EQUITY ETF	757,340	$18.5M	0.2%	—	$22.55	-1.15%	15 qtrssince 2019-Q4	Increased 45
USHY ETF ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF	508,741	$17.9M	0.2%	—	$28.65	-1.91%	11 qtrssince 2020-Q4	Decreased 0
VCSH ETF VANGUARD SHORT-TERM CORPORATE BOND ETF	235,559	$17.8M	0.2%	—	$68.13	-2.37%	9 qtrssince 2021-Q2	Decreased 0
IVV ETF iShares Trust CORE S&P500 ETF	24,516	$10.8M	0.1%	—	$300.20	+42.20%	15 qtrssince 2019-Q4	Decreased 0
USRT ETF ISHARES CORE U.S. REIT ETF	189,922	$9.7M	0.1%	—	$46.96	-0.70%	7 qtrssince 2021-Q4	Decreased 0
EFAV ETF ISHARES MSCI EAFE MIN VOL FACTOR ETF	116,705	$7.8M	0.1%	—	$53.59	+14.51%	5 qtrssince 2022-Q2	Decreased 0
HYLB ETF XTRACKERS USD HIGH YIELD CORPORATE BOND ETF	206,151	$7.1M	0.1%	—	$27.29	+2.33%	15 qtrssince 2019-Q4	Decreased 0
IEF ETF ISHARES TR	67,774	$6.5M	0.1%	—	$99.84	-12.21%	15 qtrssince 2019-Q4	Decreased 0
EFA ETF iShares Trust MSCI EAFE ETF	74,893	$5.4M	0.1%	—	$57.40	+15.36%	15 qtrssince 2019-Q4	Decreased 0
VCLT ETF VANGUARD SCOTTSDALE FDS	63,641	$4.9M	0.1%	—	$73.81	-10.93%	15 qtrssince 2019-Q4	Decreased 0
IYR ETF ISHARES U.S. REAL ESTATE ETF	24,176	$2.1M	0.0%	—	$76.50	+3.96%	15 qtrssince 2019-Q4	Unchanged 0
EEM ETF ISHARES TR	50,504	$2M	0.0%	—	$38.83	-5.15%	15 qtrssince 2019-Q4	Increased 27
GSG Unit ISHARES S&P GSCI COMMODITY INDEXED TRUST	99,631	$1.9M	0.0%	—	$14.07	+37.31%	15 qtrssince 2019-Q4	Increased 28
VNQ ETF VANGUARD REAL ESTATE ETF	14,046	$1.2M	0.0%	—	$75.91	-2.26%	5 qtrssince 2022-Q2	Increased 28