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

As of Q4 2022, Rakuten Investment Management, Inc. holds 21 positions in their 13F portfolio.

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

VTI at 77.5% of portfolio, worth $5.7B.

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

$7.3B as of Q4 2022, 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 Q4 2022?

View Rakuten Investment Management, Inc.'s latest portfolio changes, new positions, and exits for Q4 2022 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 2022

Q4 2022

SEC 13F snapshot

Top Holdings21 positions

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Activity:

				Price Trend
VTI ETF VANGUARD INDEX FDS	29.6M	$5.7B	77.5%	—	$181.06	+0.47%	13 qtrssince 2019-Q4	Increased 72
VT ETF VANGUARD INTL EQUITY INDEX F	15.9M	$1.4B	18.8%	—	$81.69	-1.63%	13 qtrssince 2019-Q4	Increased 64
VYM ETF VANGUARD WHITEHALL FDS	829,698	$90M	1.2%	—	$83.95	+16.13%	13 qtrssince 2019-Q4	Increased 55
USMV ETF ISHARES TR	322,103	$23.4M	0.3%	—	$64.15	+5.67%	3 qtrssince 2022-Q2	Increased 38
USHY ETF ISHARES TR	658,141	$22.7M	0.3%	—	$28.65	-6.82%	9 qtrssince 2020-Q4	Increased 36
VCIT ETF VANGUARD SCOTTSDALE FDS	275,367	$21.4M	0.3%	—	$73.14	-9.83%	7 qtrssince 2021-Q2	Increased 40
VCSH ETF VANGUARD SCOTTSDALE FDS	281,559	$21.2M	0.3%	—	$67.61	-4.13%	7 qtrssince 2021-Q2	Increased 39
VWO ETF VANGUARD FTSE EMERGING MARKE	482,300	$19M	0.3%	—	$38.14	-7.42%	13 qtrssince 2019-Q4	Increased 38
SCHE ETF SCHWAB STRATEGIC TR	464,840	$11.1M	0.2%	—	$22.60	-5.05%	13 qtrssince 2019-Q4	Increased 44
IEF ETF ISHARES 7-10 YEAR TREASURY B	111,774	$10.8M	0.1%	—	$99.84	-13.71%	13 qtrssince 2019-Q4	Increased 37
IVV ETF ISHARES TR	27,316	$10.5M	0.1%	—	$300.20	+21.69%	13 qtrssince 2019-Q4	Increased 35
USRT ETF ISHARES TR	167,922	$8.3M	0.1%	—	$47.39	-6.47%	5 qtrssince 2021-Q4	Increased 47
EFAV ETF ISHARES TR	121,805	$7.8M	0.1%	—	$53.50	+6.00%	3 qtrssince 2022-Q2	Increased 36
HYLB ETF DBX ETF TR	195,951	$6.6M	0.1%	—	$27.27	-2.37%	13 qtrssince 2019-Q4	Increased 30
EFA ETF ISHARES MSCI EAFE ETF	77,993	$5.2M	0.1%	—	$57.06	+4.46%	13 qtrssince 2019-Q4	Unchanged 0
VCLT ETF VANGUARD SCOTTSDALE FDS	60,441	$4.6M	0.1%	—	$74.30	-16.28%	13 qtrssince 2019-Q4	Increased 30
GSG Unit ISHARES S&P GSCI COMMODITY-	96,431	$2M	0.0%	—	$13.90	+52.78%	13 qtrssince 2019-Q4	Unchanged 0
IYR ETF ISHARES US REAL ESTATE ETF	22,776	$1.9M	0.0%	—	$76.43	+0.18%	13 qtrssince 2019-Q4	Increased 27
EEM ETF ISHARES MSCI EMERGING MARKET	49,604	$1.9M	0.0%	—	$38.87	-9.92%	13 qtrssince 2019-Q4	Increased 29
HDV ETF ISHARES TR	10,439	$1.1M	0.0%	—	$15.87	+15.43%	2 qtrssince 2022-Q3	Unchanged 0