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CIK: 0002062680
Total reported value
$34.6B
$34.6B
533 檔
36.0%
During the Q1 2024 filing period, Rakuten Investment Management, Inc. (CIK: 0002062680) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $34.6B across 533 reported positions.
In Q1 2024, Rakuten Investment Management, Inc. displayed an active expansion posture, initiating 0 new positions and adding to 48 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 533 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 76.44% | -10.46% | +2.29% | |
| 2 | VT | Vanguard Tot World Stk ETF | ETF-Other | 13.02% | -1.80% | +0.21% | |
| 3 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.82% | -0.03% | +2.68% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 0.56% | — | +1117.85% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 0.54% | +1.26% | +1243.07% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.38% | — | +1163.19% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.27% | -0.08% | +12.67% | |
| 8 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.26% | +0.30% | +1217.14% | |
| 9 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.23% | +0.01% | +13.22% | |
| 10 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.20% | -0.01% | -0.72% | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.20% | +0.59% | +1133.96% | |
| 12 | AVGO | Broadcom Inc | Stock-Tech | 0.19% | +0.54% | +1692.29% | |
| 13 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.17% | +0.47% | +1146.04% | |
| 14 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.17% | -0.01% | +1.18% | |
| 15 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.15% | -0.06% | -28.31% | |
| 16 | USRT | Ishares Core US Reit ETF | ETF-Other | 0.14% | -0.02% | +20.53% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.14% | — | +978.19% | |
| 18 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.12% | +0.25% | +969.30% | |
| 19 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.12% | +0.33% | +1249.54% | |
| 20 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.11% | +0.19% | +985.75% | |
| 21 | AMD | Advanced Micro Devices | Stock-Tech | 0.11% | — | +1986.86% | |
| 22 | XOM | Exxon Mobil CORP | Stock-Energy | 0.09% | +0.05% | +980.19% | |
| 23 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.09% | -0.03% | -22.60% | |
| 24 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.09% | +0.11% | +987.06% | |
| 25 | V | Visa Inc-class A Shares | Stock-Financials | 0.09% | +0.12% | +976.96% | |
| 26 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.09% | +0.10% | +1378.26% | |
| 27 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 0.09% | -0.01% | -20.71% | |
| 28 | MA | Mastercard Inc - A | Stock-Financials | 0.08% | +0.08% | +983.71% | |
| 29 | QCOM | Qualcomm Inc | Stock-Tech | 0.08% | +0.10% | +2197.42% | |
| 30 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.08% | +0.06% | +986.26% | |
| 31 | HD | Home Depot Inc | Stock-Consumer Disc | 0.08% | +0.06% | +982.21% | |
| 32 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.08% | +0.11% | +987.40% | |
| 33 | INTC | Intel CORP | Stock-Tech | 0.07% | +0.39% | +2018.05% | |
| 34 | NFLX | Netflix Inc | Stock-Comm Services | 0.07% | +0.05% | +1357.64% | |
| 35 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-Other | 0.07% | — | +3.34% | |
| 36 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.07% | +0.06% | +986.94% | |
| 37 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.06% | +0.04% | +1376.68% | |
| 38 | ADBE | Adobe Inc | Stock-Tech | 0.06% | +0.02% | +1365.99% | |
| 39 | AMAT | Applied Materials Inc | Stock-Tech | 0.06% | — | +1844.08% | |
| 40 | CRM | Salesforce Inc | Stock-Tech | 0.06% | +0.01% | +983.46% | |
| 41 | CVX | Chevron CORP | Stock-Energy | 0.05% | +0.03% | +974.67% | |
| 42 | CSCO | Cisco Systems Inc | Stock-Tech | 0.05% | +0.19% | +1378.60% | |
| 43 | BAC | Bank Of America CORP | Stock-Financials | 0.05% | — | +989.03% | |
| 44 | HYLB | Xtrackers Usd High Yield Cor | ETF-High Yield | 0.05% | -0.01% | -4.06% | |
| 45 | INTU | Intuit Inc | Stock-Tech | 0.05% | — | +1373.59% | |
| 46 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.05% | +0.06% | +989.20% | |
| 47 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.05% | +0.02% | +1354.57% | |
| 48 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.04% | +0.04% | +989.95% | |
| 49 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.04% | +0.03% | +992.55% | |
| 50 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.04% | -0.01% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +0.5% | +1243.07% | Add |
| 2 | AAPL | Apple Inc | +0.5% | +1117.85% | Add |
| 3 | AMZN | Amazon.com Inc | +0.4% | +1163.19% | Add |
| 4 | META | Meta Platforms Inc-class A | +0.2% | +1217.14% | Add |
| 5 | GOOGL | Alphabet Inc-cl A | +0.2% | +1133.96% | Add |
| 6 | AVGO | Broadcom Inc | +0.2% | +1692.29% | Add |
| 7 | GOOG | Alphabet Inc-cl C | +0.2% | +1146.04% | Add |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +978.19% | Add |
| 9 | LLY | Eli Lilly & Co | +0.1% | +969.30% | Add |
| 10 | TSLA | Tesla Inc | +0.1% | +1249.54% | Add |
| 11 | AMD | Advanced Micro Devices | +0.1% | +1986.86% | Add |
| 12 | JPM | Jpmorgan Chase & Co | +0.1% | +985.75% | Add |
| 13 | XOM | Exxon Mobil CORP | +0.1% | +980.19% | Add |
| 14 | COST | Costco Wholesale CORP | +0.1% | +1378.26% | Add |
| 15 | UNH | Unitedhealth Group Inc | +0.1% | +987.06% | Add |
| 16 | V | Visa Inc-class A Shares | +0.1% | +976.96% | Add |
| 17 | QCOM | Qualcomm Inc | +0.1% | +2197.42% | Add |
| 18 | MA | Mastercard Inc - A | +0.1% | +983.71% | Add |
| 19 | PG | Procter & Gamble Co/the | +0.1% | +986.26% | Add |
| 20 | HD | Home Depot Inc | +0.1% | +982.21% | Add |
| 21 | JNJ | Johnson & Johnson | +0.1% | +987.40% | Add |
| 22 | INTC | Intel CORP | +0.1% | +2018.05% | Add |
| 23 | NFLX | Netflix Inc | +0.1% | +1357.64% | Add |
| 24 | MRK | Merck & Co. Inc. | +0.1% | +986.94% | Add |
| 25 | AMAT | Applied Materials Inc | +0.1% | +1844.08% | Add |
| 26 | PEP | Pepsico Inc | +0.1% | +1376.68% | Add |
| 27 | ADBE | Adobe Inc | +0.1% | +1365.99% | Add |
| 28 | CRM | Salesforce Inc | +0.1% | +983.46% | Add |
| 29 | CSCO | Cisco Systems Inc | +0.1% | +1378.60% | Add |
| 30 | INTU | Intuit Inc | +0.1% | +1373.59% | Add |
| 31 | KO | Coca-cola Co/the | +0.1% | +989.20% | Add |
| 32 | CMCSA | Comcast Corp-class A | +0.1% | +1354.57% | Add |
| 33 | CVX | Chevron CORP | 0% | +974.67% | Add |
| 34 | BAC | Bank Of America CORP | 0% | +989.03% | Add |
| 35 | DIS | Walt Disney Co/the | 0% | +992.55% | Add |
| 36 | TMO | Thermo Fisher Scientific Inc | 0% | +989.95% | Add |
| 37 | AMGN | Amgen Inc | 0% | +1374.85% | Add |
| 38 | KLAC | Kla CORP | 0% | +2172.70% | Add |
| 39 | ORCL | Oracle CORP | 0% | +992.46% | Add |
| 40 | MCD | Mcdonald's CORP | 0% | +986.02% | Add |
| 41 | ISRG | Intuitive Surgical Inc | 0% | +1377.13% | Add |
| 42 | ABT | Abbott Laboratories | 0% | +987.67% | Add |
| 43 | GE | General Electric | 0% | +987.15% | Add |
| 44 | HON | Honeywell International Inc | 0% | +1371.77% | Add |
| 45 | IVV | Ishares Core S&p 500 ETF | 0% | +12.67% | Add |
| 46 | VYM | Vanguard High Dvd Yield ETF | -0.1% | +2.68% | Add |
| 47 | VCIT | Vanguard Int-term Corporate | -0.1% | -28.31% | Trim |
| 48 | VT | Vanguard Tot World Stk ETF | -1.5% | +0.21% | Add |
| 49 | VTI | Vanguard Total Stock Mkt ETF | -5.5% | +2.29% | Add |
| 50 | IEF | Ishares 7-10 Year Treasury B | — | EXIT | Sold out |
According to official SEC Form 13F filings, Rakuten Investment Management, Inc. reported a total U.S. public equity portfolio value of $34.6B across 533 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VTI, VT, VYM) accounted for 36.0% of total reported equity market value during Q1 2024.
Top Position Liquidated / Trimmed
IEF
前期市值: $6.6M
During Q1 2024, Rakuten Investment Management, Inc.'s top holdings by market value included VTI (76.4%)、VT (13.0%)、VYM (0.8%). The largest single position, VTI, represented 76.4% of total portfolio value.
In Q1 2024, Rakuten Investment Management, Inc. made 50 total portfolio adjustments, initiating 0 new buys, adding to 48 positions, trimming 1 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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