Rakuten Investment Management, Inc.
Institutional investor · Portfolio as of Q4 2021
Top Holdings19 positions
Vanguard Total Stock Market ET | 17.2M | $4.2B | 71.7% | $178.29 | +26.78% | 9 qtrssince 2019-Q4 | Increased 76 |
VANGUARD INTL EQUITY INDEX F | 13.5M | $1.5B | 25.0% | $80.52 | +21.71% | 9 qtrssince 2019-Q4 | Increased 74 |
VANGUARD WHITEHALL FDS | 537,798 | $60.3M | 1.0% | $78.68 | +24.45% | 9 qtrssince 2019-Q4 | Increased 54 |
ISHARES TR | 543,541 | $22.4M | 0.4% | $28.89 | +4.02% | 5 qtrssince 2020-Q4 | Increased 39 |
VANGUARD INTL EQUITY INDEX F | 378,500 | $18.5M | 0.3% | $38.55 | +11.70% | 9 qtrssince 2019-Q4 | Increased 39 |
VANGUARD SCOTTSDALE FDS | 196,359 | $15.9M | 0.3% | $69.12 | -0.65% | 3 qtrssince 2021-Q2 | Increased 38 |
VANGUARD SCOTTSDALE FDS | 171,367 | $15.9M | 0.3% | $77.06 | -0.50% | 3 qtrssince 2021-Q2 | Increased 38 |
iShares Core S&P 500 ETF | 29,916 | $14.3M | 0.2% | $297.72 | +49.93% | 9 qtrssince 2019-Q4 | Unchanged 0 |
ISHARES TR | 124,474 | $14.3M | 0.2% | $101.04 | +0.60% | 9 qtrssince 2019-Q4 | Decreased 0 |
DBX ETF TR | 177,251 | $7.1M | 0.1% | $27.43 | +8.78% | 9 qtrssince 2019-Q4 | Increased 36 |
Ishares Msci Eafe Etf | 65,693 | $5.2M | 0.1% | $56.67 | +20.92% | 9 qtrssince 2019-Q4 | Unchanged 0 |
VANGUARD SCOTTSDALE FDS | 45,941 | $4.8M | 0.1% | $77.29 | +8.04% | 9 qtrssince 2019-Q4 | Increased 30 |
SCHWAB STRATEGIC TR | 156,318 | $4.6M | 0.1% | $24.52 | +6.50% | 9 qtrssince 2019-Q4 | Increased 43 |
ISHARES S&P GSCI COMMODITY- | 158,540 | $2.7M | 0.0% | $13.82 | +23.81% | 9 qtrssince 2019-Q4 | Unchanged 0 |
ISHARES TR | 22,276 | $2.6M | 0.0% | $76.43 | +34.51% | 9 qtrssince 2019-Q4 | Unchanged 0 |
Ishares Msci Emerg Mkt Etf | 40,904 | $2M | 0.0% | $39.22 | +12.40% | 9 qtrssince 2019-Q4 | Increased 32 |
VANGUARD INDEX FDS | 10,046 | $1.2M | 0.0% | $55.46 | +75.31% | 8 qtrssince 2020-Q1 | Unchanged 0 |
ISHARES TR | 11,239 | $1.1M | 0.0% | $11.55 | +48.12% | 8 qtrssince 2020-Q1 | Unchanged 0 |
ISHARES TR | 12,660 | $851,258 | 0.0% | $58.65 | 0.00% | 1 qtr | New 37 |
Rakuten Investment Management, Inc. manages $5.8B across 19 positions as of Q4 2021. Top holdings: VTI (71.7%), VT (25.0%), VYM (1.0%). Fund DNA: Concentrated Value. HoldingsIntel Score: 3.5/5.0.
Added 1 new position, increased 11, trimmed 1. Top move: VTI (INCREASED, conviction 76). Portfolio: $5.8B across 19 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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Top Losers
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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