Filed: 5/15/2025ACC: 0000898432-25-000379
📋 What this filing means
RAKUTEN INVESTMENT MANAGEMENT, INC. filed this quarterly 13F‑HR report disclosing 533 equity positions with a total reported market value of $17.12B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
533
Positions
$17.12B
Total AUM (reported)
84.20M
Total Shares
Allocation by class
TOTAL STK MKT$12.16B71.0%
COM$2.09B12.2%
TT WRLD ST ETF$1.95B11.4%
CL A$165.13M1.0%
HIGH DIV YLD$135.28M0.8%
COM NEW$73.33M0.4%
CAP STK CL A$62.95M0.4%
Portfolio Concentration
Top 3$14.33B83.7%
4–10$736.16M4.3%
11–25$527.87M3.1%
Rest$1.53B8.9%
Top 3 weight
83.7%
Top 10 weight
88.0%
Voting Authority Distribution
Total shares with voting rights: 84.20M
Sole
Full voting authority
84.20M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole533
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings533
Rows:
VANGUARD INDEX FDS
SOLEShares43.10M
TypeSH
Market value$12.16B
70.99%
Sole
43.10M
Shared
0.00
None
0.00
VANGUARD INTL EQUITY INDEX F
SOLEShares16.27M
TypeSH
Market value$1.95B
11.37%
Sole
16.27M
Shared
0.00
None
0.00
APPLE INC
SOLEShares983.75K
TypeSH
Market value$224.09M
1.31%
Sole
983.75K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares1.70M
TypeSH
Market value$206.28M
1.20%
Sole
1.70M
Shared
0.00
None
0.00
VANGUARD WHITEHALL FDS
SOLEShares1.06M
TypeSH
Market value$135.28M
0.79%
Sole
1.06M
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares622.25K
TypeSH
Market value$116.97M
0.68%
Sole
622.25K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares154.52K
TypeSH
Market value$87.67M
0.51%
Sole
154.52K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares419.45K
TypeSH
Market value$72.44M
0.42%
Sole
419.45K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares383.95K
TypeSH
Market value$62.95M
0.37%
Sole
383.95K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares95.07K
TypeSH
Market value$54.58M
0.32%
Sole
95.07K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares325.95K
TypeSH
Market value$53.88M
0.31%
Sole
325.95K
Shared
0.00
None
0.00
TESLA INC
SOLEShares201.55K
TypeSH
Market value$52.50M
0.31%
Sole
201.55K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares1.67M
TypeSH
Market value$49.19M
0.29%
Sole
1.67M
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares94.51K
TypeSH
Market value$43.24M
0.25%
Sole
94.51K
Shared
0.00
None
0.00
ELI LILLY & CO
SOLEShares45.07K
TypeSH
Market value$39.56M
0.23%
Sole
45.07K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares161.70K
TypeSH
Market value$34.04M
0.20%
Sole
161.70K
Shared
0.00
None
0.00
COSTCO WHSL CORP NEW
SOLEShares35.20K
TypeSH
Market value$31.18M
0.18%
Sole
35.20K
Shared
0.00
None
0.00
VANGUARD INTL EQUITY INDEX F
SOLEShares639.95K
TypeSH
Market value$30.88M
0.18%
Sole
639.95K
Shared
0.00
None
0.00
UNITEDHEALTH GROUP INC
SOLEShares52.27K
TypeSH
Market value$30.41M
0.18%
Sole
52.27K
Shared
0.00
None
0.00
EXXON MOBIL CORP
SOLEShares252.53K
TypeSH
Market value$29.25M
0.17%
Sole
252.53K
Shared
0.00
None
0.00
ADVANCED MICRO DEVICES INC
SOLEShares176.30K
TypeSH
Market value$28.98M
0.17%
Sole
176.30K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares434.73K
TypeSH
Market value$26.58M
0.16%
Sole
434.73K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares291.70K
TypeSH
Market value$26.57M
0.16%
Sole
291.70K
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS
SOLEShares310.57K
TypeSH
Market value$26.07M
0.15%
Sole
310.57K
Shared
0.00
None
0.00
VISA INC
SOLEShares92.89K
TypeSH
Market value$25.56M
0.15%
Sole
92.89K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 43.10M | SH | $12.16B 70.99% | 43.10M | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | TT WRLD ST ETF | 16.27M | SH | $1.95B 11.37% | 16.27M | 0.00 | 0.00 |
APPLE INCSOLE | COM | 983.75K | SH | $224.09M 1.31% | 983.75K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 1.70M | SH | $206.28M 1.20% | 1.70M | 0.00 | 0.00 |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 1.06M | SH | $135.28M 0.79% | 1.06M | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 622.25K | SH | $116.97M 0.68% | 622.25K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 154.52K | SH | $87.67M 0.51% | 154.52K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 419.45K | SH | $72.44M 0.42% | 419.45K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 383.95K | SH | $62.95M 0.37% | 383.95K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 95.07K | SH | $54.58M 0.32% | 95.07K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 325.95K | SH | $53.88M 0.31% | 325.95K | 0.00 | 0.00 |
TESLA INCSOLE | COM | 201.55K | SH | $52.50M 0.31% | 201.55K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | EMRG MKTEQ ETF | 1.67M | SH | $49.19M 0.29% | 1.67M | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 94.51K | SH | $43.24M 0.25% | 94.51K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 45.07K | SH | $39.56M 0.23% | 45.07K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 161.70K | SH | $34.04M 0.20% | 161.70K | 0.00 | 0.00 |
COSTCO WHSL CORP NEWSOLE | COM | 35.20K | SH | $31.18M 0.18% | 35.20K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 639.95K | SH | $30.88M 0.18% | 639.95K | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCSOLE | COM | 52.27K | SH | $30.41M 0.18% | 52.27K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 252.53K | SH | $29.25M 0.17% | 252.53K | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCSOLE | COM | 176.30K | SH | $28.98M 0.17% | 176.30K | 0.00 | 0.00 |
ISHARES TRSOLE | CRE U S REIT ETF | 434.73K | SH | $26.58M 0.16% | 434.73K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI USA MIN VOL | 291.70K | SH | $26.57M 0.16% | 291.70K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 310.57K | SH | $26.07M 0.15% | 310.57K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 92.89K | SH | $25.56M 0.15% | 92.89K | 0.00 | 0.00 |
Page 1 of 22
…