Rakuten Investment Management, Inc.
Institutional investor · Portfolio as of Q3 2020
Top Holdings15 positions
VANGUARD TOTAL STOCK MARKET ETF | 7.7M | $1.3B | 68.7% | $143.43 | +9.28% | 4 qtrssince 2019-Q4 | Increased 75 |
Vanguard Total World Stock ETF | 6.5M | $520.3M | 27.4% | $68.17 | +5.26% | 4 qtrssince 2019-Q4 | Increased 72 |
Vanguard High Dividend Yield ETF | 339,598 | $27.3M | 1.4% | $73.24 | -7.15% | 4 qtrssince 2019-Q4 | Increased 52 |
VANGUARD EMERGING MARKETS ETF | 271,500 | $11.6M | 0.6% | $36.44 | +0.07% | 4 qtrssince 2019-Q4 | Decreased 0 |
iShares Core S&P 500 ETF | 26,916 | $9M | 0.5% | $287.49 | +7.48% | 4 qtrssince 2019-Q4 | Decreased 0 |
Xtrackers USD High Yield Corpo | 138,122 | $6.6M | 0.3% | $26.85 | +0.90% | 4 qtrssince 2019-Q4 | Increased 37 |
iShares MSCI EAFE ETF | 69,593 | $4.5M | 0.2% | $56.76 | -4.46% | 4 qtrssince 2019-Q4 | Unchanged 0 |
VANGUARD SCOTTSDALE FDS | 32,570 | $3.5M | 0.2% | $76.40 | +5.94% | 4 qtrssince 2019-Q4 | Decreased 0 |
iShares 7-10 Year Treasury Bond ETF | 25,074 | $3.1M | 0.2% | $96.33 | +10.75% | 4 qtrssince 2019-Q4 | Increased 35 |
SCHWAB STRATEGIC TR | 68,743 | $1.8M | 0.1% | $22.13 | +1.88% | 4 qtrssince 2019-Q4 | Increased 29 |
iShares MSCI Emerging Markets ETF | 41,604 | $1.8M | 0.1% | $38.52 | +0.27% | 4 qtrssince 2019-Q4 | Unchanged 0 |
ISHARES S&P GSCI COMMODITY- | 169,540 | $1.8M | 0.1% | $13.91 | -23.96% | 4 qtrssince 2019-Q4 | Increased 29 |
iShares U.S. Real Estate ETF | 21,676 | $1.7M | 0.1% | $76.49 | -10.35% | 4 qtrssince 2019-Q4 | Increased 30 |
Vanguard Real Estate ETF | 12,646 | $995,493 | 0.1% | $55.09 | +14.91% | 3 qtrssince 2020-Q1 | Increased 28 |
ISHARES TR | 12,239 | $976,917 | 0.1% | $11.44 | +13.78% | 3 qtrssince 2020-Q1 | Increased 30 |
Rakuten Investment Management, Inc. manages $1.9B across 15 positions as of Q3 2020. Top holdings: VTI (68.7%), VT (27.4%), VYM (1.4%). Fund DNA: Concentrated Value. HoldingsIntel Score: 3.5/5.0.
Increased 10, trimmed 3. Top move: VTI (INCREASED, conviction 75). Portfolio: $1.9B across 15 positions.
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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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