Rakuten Investment Management, Inc.

Rakuten Investment Management, Inc. manages $7.3B across 21 positions as of Q4 2022. Top holdings: VTI (77.5%), VT (18.8%), VYM (1.2%). Fund DNA: Concentrated Value. HoldingsIntel Rating: 3/5.0.

Holdings21 positions

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Activity:AllNewIncreasedDecreasedExitedUnchanged

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
VTI ETF VANGUARD INDEX FDS	29.6M	$5.7B	77.5%	—	—	—	—	Increased 72
VT ETF VANGUARD INTL EQUITY INDEX F	15.9M	$1.4B	18.8%	—	—	—	—	Increased 64
VYM ETF VANGUARD WHITEHALL FDS	829,698	$90M	1.2%	—	—	—	—	Increased 55
USMV ETF ISHARES TR	322,103	$23.4M	0.3%	—	—	—	—	Increased 38
USHY ETF ISHARES TR	658,141	$22.7M	0.3%	—	—	—	—	Increased 36
VCIT ETF VANGUARD SCOTTSDALE FDS	275,367	$21.4M	0.3%	—	—	—	—	Increased 40
VCSH ETF VANGUARD SCOTTSDALE FDS	281,559	$21.2M	0.3%	—	—	—	—	Increased 39
VWO ETF VANGUARD INTL EQUITY INDEX F	482,300	$19M	0.3%	—	—	—	—	Increased 38
SCHE ETF SCHWAB STRATEGIC TR	464,840	$11.1M	0.2%	—	—	—	—	Increased 44
IEF ETF ISHARES TR	111,774	$10.8M	0.1%	—	—	—	—	Increased 37
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer