Rakuten Investment Management, Inc.
Institutional investor · Portfolio as of Q4 2019
Top Holdings13 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
VANGUARD TOTAL STOCK MARKET VIPERS | 4.2M | $682.7M | 63.6% | $149.42 | 0.00% | 1 qtr | New 100 |
VANGUARD TOT WORLD STK ETF | 3.9M | $318.4M | 29.7% | $71.46 | 0.00% | 1 qtr | New 99 |
VANGUARD HIGH DVD YIELD ETF | 253,398 | $23.8M | 2.2% | $77.83 | 0.00% | 1 qtr | New 77 |
VANGUARD FTSE EMERGING MARKETS | 255,400 | $11.4M | 1.1% | $36.94 | 0.00% | 1 qtr | New 67 |
ISHARES 7-10 YEAR TREASURY B | 83,174 | $9.2M | 0.9% | $95.82 | 0.00% | 1 qtr | New 57 |
ISHARES CORE S&P 500 ETF | 25,416 | $8.2M | 0.8% | $294.56 | 0.00% | 1 qtr | New 57 |
DBX ETF TR | 109,722 | $5.5M | 0.5% | $27.64 | 0.00% | 1 qtr | New 56 |
ISHARES MSCI EAFE ETF CL USD INC | 63,993 | $4.5M | 0.4% | $57.78 | 0.00% | 1 qtr | New 47 |
VANGUARD SCOTTSDALE FDS | 29,370 | $3M | 0.3% | $75.78 | 0.00% | 1 qtr | New 47 |
ISHARES S&P GSCI COMMODITY- | 107,731 | $1.8M | 0.2% | $16.33 | 0.00% | 1 qtr | New 46 |
ISHARES MSCI EMERGING MARKETS INDEX FUND | 39,104 | $1.8M | 0.2% | $39.20 | 0.00% | 1 qtr | New 46 |
ISHARES US REAL ESTATE ETF | 18,976 | $1.8M | 0.2% | $78.91 | 0.00% | 1 qtr | New 46 |
SCHWAB EMRG MRKTS EQTY ETF | 56,043 | $1.5M | 0.1% | $22.98 | 0.00% | 1 qtr | New 45 |
Rakuten Investment Management, Inc. manages $1.1B across 13 positions as of Q4 2019. Top holdings: VTI (63.6%), VT (29.7%), VYM (2.2%). Fund DNA: Concentrated Value. HoldingsIntel Rating: 1/5.0.
Active quarter - 13 new positions, 0 exits, 0 increased. Top move: VTI (NEW, conviction 100). Portfolio: $1.1B across 13 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer