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

As of Q4 2019, Rakuten Investment Management, Inc. holds 13 positions in their 13F portfolio.

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

VTI at 63.6% of portfolio, worth $682.7M.

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

$1.1B as of Q4 2019, tracked across 13 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 Q4 2019?

View Rakuten Investment Management, Inc.'s latest portfolio changes, new positions, and exits for Q4 2019 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 Q4 2019

Q4 2019

SEC 13F snapshot

Top Holdings13 positions

Checking export access…

Activity:

				Price Trend
VTI ETF VANGUARD INDEX FDS	4.2M	$682.7M	63.6%	—	$148.54	0.00%	1 qtr	First report 0
VT ETF VANGUARD INTL EQUITY INDEX F	3.9M	$318.4M	29.7%	—	$71.08	0.00%	1 qtr	First report 0
VYM ETF VANGUARD WHITEHALL FDS	253,398	$23.8M	2.2%	—	$76.71	0.00%	1 qtr	First report 0
VWO ETF VANGUARD INTL EQUITY INDEX F	255,400	$11.4M	1.1%	—	$36.92	0.00%	1 qtr	First report 0
IEF ETF ISHARES TR	83,174	$9.2M	0.9%	—	$95.82	0.00%	1 qtr	First report 0
IVV ETF ISHARES TR	25,416	$8.2M	0.8%	—	$292.81	0.00%	1 qtr	First report 0
HYLB ETF DBX ETF TR	109,722	$5.5M	0.5%	—	$27.33	0.00%	1 qtr	First report 0
EFA ETF ISHARES TR	63,993	$4.5M	0.4%	—	$57.78	0.00%	1 qtr	First report 0
VCLT ETF VANGUARD SCOTTSDALE FDS	29,370	$3M	0.3%	—	$75.02	0.00%	1 qtr	First report 0
GSG Unit ISHARES S&P GSCI COMMODITY-	107,731	$1.8M	0.2%	—	$16.21	0.00%	1 qtr	First report 0
EEM ETF ISHARES TR	39,104	$1.8M	0.2%	—	$39.09	0.00%	1 qtr	First report 0
IYR ETF ISHARES TR	18,976	$1.8M	0.2%	—	$78.18	0.00%	1 qtr	First report 0
SCHE ETF SCHWAB STRATEGIC TR	56,043	$1.5M	0.1%	—	$22.96	0.00%	1 qtr	First report 0

$1.1B

AUM

Positions

Q4 2019

Filing

HI score · 3.5/5

Quarterly 13F Value Change

Not enough history yet

Activity profile

Q4'19

First report: nothing earlier to compare

Composition

Equity vs derivatives

Equity100%Puts0%Calls0%

Holding period

<1Q100%1-4Q0%1-2Y0%2Y+0%

Q4 2019 Summary

First quarter we have for this fund: 13 positions, nothing earlier to compare. No standout high-conviction moves this quarter. Portfolio: $1.1B across 13 positions.

Portfolio Allocation

Top holdings by portfolio weight

VTI63.59%

VT29.66%

VYM2.22%

VWO1.06%

IEF0.86%

IVV0.77%

HYLB0.51%

EFA0.42%

VCLT0.28%

GSG0.16%