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Rakuten Investment Management, Inc.

Q2 2023 · 13F-HR

Rakuten Investment Management, Inc.holdings as filed

Filed 2025-05-15 · accession 0000898432-25-000374

$9.34B
Reported value
21
Positions
2023-06-30
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
922908769VTIVANGUARD INDEX FDS$7.54B80.6%34,565,527CommonSOLE
922042742VTVANGUARD INTL EQUITY INDEX F$1.52B16.3%15,877,597CommonSOLE
921946406VYMVANGUARD WHITEHALL FDS$93.0M1.00%883,798CommonSOLE
92206C870VCITVANGUARD SCOTTSDALE FDS$33.4M0.36%423,767CommonSOLE
46429B697USMVISHARES TR$23.9M0.26%325,303CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$21.0M0.22%520,100CommonSOLE
808524706SCHESCHWAB STRATEGIC TR$18.5M0.20%757,340CommonSOLE
46435U853USHYISHARES TR$17.9M0.19%508,741CommonSOLE
92206C409VCSHVANGUARD SCOTTSDALE FDS$17.8M0.19%235,559CommonSOLE
464287200IVVISHARES TR$10.8M0.12%24,516CommonSOLE
464288521USRTISHARES TR$9.7M0.10%189,922CommonSOLE
46429B689EFAVISHARES TR$7.8M0.08%116,705CommonSOLE
233051432HYLBDBX ETF TR$7.1M0.08%206,151CommonSOLE
464287440IEFISHARES TR$6.5M0.07%67,774CommonSOLE
464287465EFAISHARES TR$5.4M0.06%74,893CommonSOLE
92206C813VCLTVANGUARD SCOTTSDALE FDS$4.9M0.05%63,641CommonSOLE
464287739IYRISHARES TR$2.1M0.02%24,176CommonSOLE
464287234EEMISHARES TR$2.0M0.02%50,504CommonSOLE
46428R107GSGISHARES S&P GSCI COMMODITY-$1.9M0.02%99,631CommonSOLE
922908553VNQVANGUARD INDEX FDS$1.2M0.01%14,046CommonSOLE
46429B663HDVISHARES TR$1.2M0.01%11,539CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.