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Portfolio (Quarterly) Guide ↗

Rakuten Investment Management, Inc.

· CIK 0002062680
13F Portfolio $49.2B AUM 509 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 3 New 456 Added 3 Reduced 146 Exited
Page 1 of 24  ·  464 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VTI VANGUARD INDEX FDS 94,959,476.0 $31.06B 63.15% +47.5M +100.0% $327.10 +10.5%
2 VT VANGUARD INTL EQUITY INDEX F 31,010,194.0 $4.26B 8.66% +15.5M +100.0% $137.38 +11.6%
3 SCHD SCHWAB STRATEGIC TR 83,184,068.0 $2.25B 4.58% +41.6M +100.0% $27.10 +17.7%
4 VXUS VANGUARD STAR FDS 30,141,800.0 $2.20B 4.48% +15.1M +100.0% $73.14 +13.8%
5 VOO VANGUARD INDEX FDS 1,734,018.0 $1.06B 2.15% +867K +100.0% $610.13 +11.0%
6 NVDA NVIDIA CORPORATION Technology 4,240,392.0 $700.4M 1.42% +483K +12.9% $165.17 +34.4%
7 MSFT MICROSOFT CORP Technology 1,242,866.0 $446.1M 0.91% +135K +12.2% $358.96 +17.1%
8 VYM VANGUARD WHITEHALL FDS 2,837,108.0 $398.6M 0.81% +1.4M +100.0% $140.51 +11.1%
9 GOOGL ALPHABET INC Communication Services 988,525.0 $270.4M 0.55% +109K +12.4% $273.50 +46.8%
10 AVGO BROADCOM INC Technology 845,898.0 $248.2M 0.51% +111K +15.1% $293.41 +43.0%
11 GOOG ALPHABET INC Communication Services 819,907.0 $223.9M 0.46% +92K +12.7% $273.14 +45.7%
12 META META PLATFORMS INC Communication Services 387,315.0 $207.7M 0.42% +44K +12.7% $536.38 +13.7%
13 TSLA TESLA INC Consumer Cyclical 524,929.0 $186.5M 0.38% +68K +14.9% $355.28 +15.8%
14 SCHE SCHWAB STRATEGIC TR 4,491,206.0 $149.2M 0.30% +2.2M +100.0% $33.23 +6.5%
15 IVV ISHARES TR 208,574.0 $139.1M 0.28% +104K +100.0% $666.76 +11.0%
16 WMT WALMART INC Consumer Defensive 939,304.0 $116.0M 0.24% +362K +62.8% $123.50 +7.0%
17 JPM JPMORGAN CHASE & CO Financial Services 401,444.0 $113.9M 0.23% +42K +11.7% $283.77 +5.6%
18 XOM EXXON MOBIL CORP Energy 622,111.0 $106.7M 0.22% +65K +11.8% $171.47 -6.3%
19 LLY ELI LILLY & CO Healthcare 118,160.0 $104.8M 0.21% +13K +12.6% $886.63 +11.6%
20 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 92,099.0 $91.8M 0.19% +10K +12.0% $996.58 +6.8%
Page 1 of 24  ·  464 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 33.3%
Communication Services 13.8%
Financial Services 10.2%
Healthcare 9.8%
Industrials 7.2%
Consumer Defensive 7.1%
Consumer Cyclical 7.1%
Energy 4.9%
Utilities 3.2%
Real Estate 2.1%