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

As of Q3 2023, Rakuten Investment Management, Inc. holds 21 positions in their 13F portfolio.

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

VTI at 81.7% of portfolio, worth $7.9B.

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

$9.7B as of Q3 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 Q3 2023?

View Rakuten Investment Management, Inc.'s latest portfolio changes, new positions, and exits for Q3 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 Q3 2023

SEC EDGAR SourceSEC Filings

Top Holdings21 positions

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Activity:

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
VTI ETF VANGUARD TOTAL STOCK MARKET VIPERS	37M	$7.9B	81.7%	—	$187.17	+10.16%	16 qtrssince 2019-Q4	Increased 68
VT ETF VANGUARD TOT WORLD STK ETF	16M	$1.5B	15.4%	—	$82.66	+7.52%	16 qtrssince 2019-Q4	Increased 63
VYM ETF VANGUARD HIGH DVD YIELD ETF	893,798	$92.8M	1.0%	—	$86.64	+11.84%	16 qtrssince 2019-Q4	Increased 43
VCIT ETF VANGUARD INT-TERM CORPORATE	362,667	$27.6M	0.3%	—	$71.83	-7.37%	10 qtrssince 2021-Q2	Decreased 0
USMV ETF ISHARES EDGE MSCI MIN VOL US	323,703	$23.6M	0.2%	—	$65.43	+6.55%	6 qtrssince 2022-Q2	Decreased 0
SCHE ETF SCHWAB EMRG MRKTS EQTY ETF	877,940	$21M	0.2%	—	$22.45	-2.72%	16 qtrssince 2019-Q4	Increased 40
VWO ETF VANGUARD FTSE EMERGING MARKETS	529,900	$20.8M	0.2%	—	$38.12	-5.19%	16 qtrssince 2019-Q4	Increased 36
VCSH ETF VANGUARD S/T CORP BOND ETF	207,859	$15.6M	0.2%	—	$68.13	-2.26%	10 qtrssince 2021-Q2	Decreased 0
USHY ETF ISHARES BROAD USD HIGH YIELD	440,541	$15.3M	0.2%	—	$28.99	-1.92%	12 qtrssince 2020-Q4	Decreased 0
USRT ETF ISHARES CORE US REIT ETF	249,027	$11.7M	0.1%	—	$46.74	-5.75%	8 qtrssince 2021-Q4	Increased 43
IVV ETF ISHARES CORE S&P 500 ETF	23,046	$9.9M	0.1%	—	$302.50	+37.71%	16 qtrssince 2019-Q4	Decreased 0
EFAV ETF ISHARES MSCI EAFE MIN VOL FA	120,205	$7.9M	0.1%	—	$54.83	+10.18%	6 qtrssince 2022-Q2	Increased 29
HYLB ETF DBX ETF TR	200,751	$6.8M	0.1%	—	$27.60	+2.10%	16 qtrssince 2019-Q4	Decreased 0
IEF ETF ISHARES 7-10 YEAR TREASURY B	66,274	$6.1M	0.1%	—	$99.84	-15.96%	16 qtrssince 2019-Q4	Decreased 0
EFA ETF ISHARES MSCI EAFE ETF CL USD INC	74,893	$5.2M	0.1%	—	$57.40	+11.01%	16 qtrssince 2019-Q4	Unchanged 0
VCLT ETF VANGUARD SCOTTSDALE FDS	63,741	$4.6M	0.0%	—	$74.54	-17.72%	16 qtrssince 2019-Q4	Increased 28
GSG Unit ISHARES S&P GSCI COMMODITY-	99,631	$2.3M	0.0%	—	$14.07	+59.99%	16 qtrssince 2019-Q4	Unchanged 0
EEM ETF ISHARES MSCI EMERGING MARKETS INDEX FUND	50,504	$1.9M	0.0%	—	$39.04	-9.01%	16 qtrssince 2019-Q4	Unchanged 0
IYR ETF ISHARES US REAL ESTATE ETF	24,176	$1.9M	0.0%	—	$77.22	-4.52%	16 qtrssince 2019-Q4	Unchanged 0
HDV ETF ISHARES CORE HIGH DIVIDEND E	11,139	$1.1M	0.0%	—	$16.17	+11.31%	5 qtrssince 2022-Q3	Decreased 0