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Rakuten Investment Management, Inc.

Q3 2023 · 13F-HR

Rakuten Investment Management, Inc.holdings as filed

Filed 2025-05-15 · accession 0000898432-25-000375

$9.66B
Reported value
21
Positions
2023-09-30
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
922908769VTIVANGUARD INDEX FDS$7.89B81.7%37,048,127CommonSOLE
922042742VTVANGUARD INTL EQUITY INDEX F$1.49B15.4%15,960,197CommonSOLE
921946406VYMVANGUARD WHITEHALL FDS$92.8M0.96%893,798CommonSOLE
92206C870VCITVANGUARD SCOTTSDALE FDS$27.6M0.29%362,667CommonSOLE
46429B697USMVISHARES TR$23.6M0.24%323,703CommonSOLE
808524706SCHESCHWAB STRATEGIC TR$21.0M0.22%877,940CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$20.8M0.21%529,900CommonSOLE
92206C409VCSHVANGUARD SCOTTSDALE FDS$15.6M0.16%207,859CommonSOLE
46435U853USHYISHARES TR$15.3M0.16%440,541CommonSOLE
464288521USRTISHARES TR$11.7M0.12%249,027CommonSOLE
464287200IVVISHARES TR$9.9M0.10%23,046CommonSOLE
46429B689EFAVISHARES TR$7.9M0.08%120,205CommonSOLE
233051432HYLBDBX ETF TR$6.8M0.07%200,751CommonSOLE
464287440IEFISHARES TR$6.1M0.06%66,274CommonSOLE
464287465EFAISHARES TR$5.2M0.05%74,893CommonSOLE
92206C813VCLTVANGUARD SCOTTSDALE FDS$4.6M0.05%63,741CommonSOLE
46428R107GSGISHARES S&P GSCI COMMODITY-$2.3M0.02%99,631CommonSOLE
464287234EEMISHARES TR$1.9M0.02%50,504CommonSOLE
464287739IYRISHARES TR$1.9M0.02%24,176CommonSOLE
46429B663HDVISHARES TR$1.1M0.01%11,139CommonSOLE
922908553VNQVANGUARD INDEX FDS$1.1M0.01%14,046CommonSOLE

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.