Rakuten Investment Management, Inc.
CIK 2062680 · Holdings on Dec 31, 2023 · First reported May 15, 2025
Top ten holdings
Q4 2023- VTI81.93%
- VT14.51%
- VYM0.89%
- IVV0.26%
- VCIT0.25%
- SCHE0.24%
- USMV0.23%
- VWO0.19%
- VCSH0.14%
- USRT0.14%
Share classes counted separately98.78%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- VTWeight decreased · -0.93 pp15.44% → 14.51%Shares +73.80K (+0.46%)
- VTIWeight increased · +0.23 pp81.70% → 81.93%Shares +2.16M (+5.83%)
- IVVWeight increased · +0.16 pp0.10% → 0.26%Shares +38.11K (+165.35%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | VTIVG MORNINGSTAR TS MKT ETF-USTOTAL STK MKT View history and evidence | $9.34B | 81.93% | 39.21M shares | 81.70% → 81.93%+0.23 pp +2.16M (+5.83%) | Added | ↗▾ |
| 02 | VTVANGUARD TOT WORLD STK ETFTT WRLD ST ETF View history and evidence | $1.65B | 14.51% | 16.03M shares | 15.44% → 14.51%-0.93 pp +73.80K (+0.46%) | Added | ↗▾ |
| 03 | VYMVANGUARD HIGH DVD YIELD ETFHIGH DIV YLD View history and evidence | $101.13M | 0.89% | 904.30K shares | 0.96% → 0.89%-0.07 pp +10.50K (+1.17%) | Added | ↗▾ |
| 04 | IVVISHARES CORE S&P 500 ETFCORE S&P500 ETF View history and evidence | $29.29M | 0.26% | 61.15K shares | 0.10% → 0.26%+0.16 pp +38.11K (+165.35%) | Added | ↗▾ |
| 05 | VCITVANGUARD INT-TERM CORPORATEINT-TERM CORP View history and evidence | $28.08M | 0.25% | 344.77K shares | 0.29% → 0.25%-0.04 pp -17.90K (-4.94%) | Reduced | ↗▾ |
| 06 | SCHESCHWAB EMRG MRKTS EQTY ETFEMRG MKTEQ ETF View history and evidence | $27.59M | 0.24% | 1.12M shares | 0.22% → 0.24%+0.02 pp +239.10K (+27.23%) | Added | ↗▾ |
| 07 | USMVISHARES MSCI USA MIN VOL FACMSCI USA MIN VOL View history and evidence | $26.10M | 0.23% | 335.10K shares | 0.24% → 0.23%-0.01 pp +11.40K (+3.52%) | Added | ↗▾ |
| 08 | VWOVANGUARD FTSE EMERGING MARKEFTSE EMR MKT ETF View history and evidence | $22.15M | 0.19% | 540.30K shares | 0.21% → 0.19%-0.02 pp +10.40K (+1.96%) | Added | ↗▾ |
| 09 | VCSHVANGUARD S/T CORP BOND ETFSHRT TRM CORP BD View history and evidence | $16.05M | 0.14% | 207.56K shares | 0.16% → 0.14%-0.02 pp -300 (-0.14%) | Reduced | ↗▾ |
| 10 | USRTISHARES CORE US REIT ETFCRE U S REIT ETF View history and evidence | $15.99M | 0.14% | 290.73K shares | 0.12% → 0.14%+0.02 pp +41.70K (+16.75%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2062680 · Period 2023-12-31
Data loaded 2026-09-23 · First reported 2025-05-15
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 11395279545
}Research all 527 reported holdings.
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