Rakuten Investment Management, Inc.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 15, 2025), Rakuten Investment Management, Inc. reported 694 stock positions worth $21.8 billion. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 56.9% of the portfolio, followed by Vanguard Tot World STK ETF (VT, 8.3%) and Schwab US DVD Equity ETF (SCHD, 4.2%).
- Most Recent 13F
- Q2 2026
- Location
- TOKYO, M0
- CIK
- 0002062680
- Portfolio Value
- $21.8B (Q1 2025)
- SEC Filing
- 0000898432-25-000351 ↗ filed May 15, 2025
Holdings Value
Holdings 694 stocks · $21.8B
| VTI VG Morningstar TS MKT ETF-US | 56.90% | 45,463,779 | $12.4B | — |
| VT Vanguard Tot World STK ETF | 8.30% | 15,663,797 | $1.8B | — |
| SCHD Schwab US DVD Equity ETF | 4.17% | 33,032,234 | $911.0M | — |
| VXUS Vanguard Total Intl Stock | 3.83% | 13,400,600 | $837.7M | — |
| VOO Vanguard S&P 500 ETF | 1.84% | 788,952 | $403.0M | — |
| AAPL Apple Inc. | 1.59% | 1,596,512 | $347.9M | — |
| MSFT Microsoft Corp. | 1.35% | 779,682 | $295.3M | — |
| NVDA Nvidia Corp. | 1.35% | 2,680,821 | $294.0M | — |
| AMZN Amazon.com Inc. | 0.90% | 1,020,436 | $196.7M | — |
| VYM Vanguard High DVD Yield ETF | 0.73% | 1,258,454 | $160.5M | — |
| META Meta Platforms Inc. Class A | 0.61% | 232,405 | $134.0M | — |
| AVGO Broadcom Inc. | 0.45% | 578,894 | $97.9M | — |
| IVV iShares Core S&P 500 ETF | 0.45% | 174,561 | $97.4M | — |
| GOOGL Alphabet Inc. Class A | 0.44% | 620,302 | $95.7M | — |
| TSLA Tesla Inc. | 0.38% | 312,242 | $82.3M | — |
| GOOG Alphabet Inc. Class C | 0.37% | 520,695 | $81.3M | — |
| BRK.B Berkshire Hathaway Inc. Class B | 0.37% | 153,679 | $80.9M | — |
| JPM JPMorgan Chase & Co. | 0.28% | 256,097 | $62.2M | — |
| LLY Eli Lilly & Co. | 0.27% | 72,542 | $59.7M | — |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.25% | 2,013,903 | $55.6M | — |
| V Visa Inc. Class A | 0.25% | 157,683 | $54.1M | — |
| COST Costco Wholesale Corp. | 0.24% | 56,787 | $52.8M | — |
| NFLX Netflix Inc. | 0.23% | 54,715 | $51.1M | — |
| XOM Exxon Mobil Corp. | 0.21% | 399,030 | $47.0M | — |
| UNH Unitedhealth Group Inc. | 0.20% | 84,115 | $43.4M | — |
| MA Mastercard Inc. Class A | 0.18% | 74,583 | $40.3M | — |
| PG The Procter & Gamble Co. | 0.17% | 214,603 | $36.1M | — |
| JNJ Johnson & Johnson | 0.16% | 220,058 | $36.0M | — |
| WMT Walmart Inc. | 0.16% | 398,716 | $34.0M | — |
| ABBV Abbvie Inc. | 0.15% | 161,404 | $33.1M | — |
| USRT iShares Core US REIT ETF | 0.15% | 578,431 | $33.0M | — |
| HD Home Depot Inc. | 0.15% | 90,794 | $32.5M | — |
| VWO Vanguard Ftse Emerging Marke | 0.15% | 713,188 | $32.3M | — |
| CSCO Cisco Systems Inc. | 0.14% | 509,353 | $31.0M | — |
| LIN Linde PLC | 0.13% | 60,796 | $27.9M | — |
| PEP Pepsico Inc. | 0.12% | 175,470 | $26.2M | — |
| VCIT Vanguard Int-Term Corporate | 0.12% | 314,067 | $25.6M | — |
| CVX Chevron Corp. | 0.12% | 153,749 | $25.5M | — |
| KO The Coca-Cola Co. | 0.12% | 359,973 | $25.3M | — |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.12% | 611,506 | $25.2M | — |
| QCOM Qualcomm Inc. | 0.11% | 162,857 | $24.9M | — |
| AMD Advanced Micro Devices | 0.11% | 240,784 | $24.9M | — |
| CRM Salesforce Inc. | 0.11% | 87,556 | $23.6M | — |
| TXN Texas Instruments Inc. | 0.11% | 133,535 | $23.5M | — |
| PLTR Palantir Technologies Inc. Class A | 0.11% | 271,006 | $23.3M | — |
| TMUS T-Mobile US Inc. | 0.11% | 86,715 | $23.0M | — |
| ISRG Intuitive Surgical Inc. | 0.10% | 45,615 | $22.4M | — |
| PM Philip Morris International | 0.10% | 142,115 | $22.1M | — |
| ADBE Adobe Inc. | 0.10% | 55,776 | $21.5M | — |
| INTU Intuit Inc. | 0.10% | 35,797 | $21.4M | — |
| WFC Wells Fargo & Co. | 0.10% | 300,608 | $21.2M | — |
| AMGN Amgen Inc. | 0.10% | 68,832 | $21.1M | — |
| ORCL Oracle Corp. | 0.10% | 149,977 | $21.1M | — |
| ABT Abbott Laboratories | 0.09% | 158,531 | $20.7M | — |
| MRK Merck & Co. Inc. | 0.09% | 231,479 | $20.7M | — |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.09% | 84,513 | $20.6M | — |
| MCD McDonald's Corp. | 0.09% | 65,499 | $20.1M | — |
| GE General Electric filed as GE AEROSPACE | 0.09% | 98,348 | $19.7M | — |
| BKNG Booking Holdings Inc. | 0.09% | 4,224 | $19.6M | — |
| T AT&T Inc. | 0.08% | 656,012 | $18.5M | — |
| AMAT Applied Materials Inc. | 0.08% | 125,257 | $18.2M | — |
| GILD Gilead Sciences Inc. | 0.08% | 159,689 | $17.9M | — |
| CMCSA Comcast Corp. Class A | 0.08% | 483,756 | $17.7M | — |
| TMO Thermo Fisher Scientific Inc. | 0.08% | 35,011 | $17.5M | — |
| HON Honeywell International Inc. | 0.08% | 83,174 | $17.5M | — |
| VZ Verizon Communications Inc. | 0.08% | 384,768 | $17.3M | — |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.07% | 165,793 | $16.3M | — |
| VRTX Vertex Pharmaceuticals Inc. | 0.07% | 32,871 | $16.2M | — |
| RTX RTX Corp. | 0.07% | 121,727 | $16.0M | — |
| INTC Intel Corp. | 0.07% | 694,072 | $15.8M | — |
| MU Micron Technology Inc. | 0.07% | 178,171 | $15.8M | — |
| ADI Analog Devices Inc. | 0.07% | 77,966 | $15.7M | — |
| ADP Automatic Data Processing | 0.07% | 52,068 | $15.7M | — |
| GS Goldman Sachs Group Inc. | 0.07% | 28,573 | $15.5M | — |
| LRCX Lam Research Corp. | 0.07% | 208,096 | $15.1M | — |
| NOW ServiceNow Inc. | 0.07% | 18,829 | $15.0M | — |
| PGR Progressive Corp. | 0.07% | 53,544 | $14.9M | — |
| KLAC KLA Corp. | 0.07% | 21,731 | $14.6M | — |
| PANW Palo Alto Networks Inc. | 0.07% | 84,539 | $14.6M | — |
| SPGI S&P Global Inc. | 0.07% | 28,861 | $14.5M | — |
| CAT Caterpillar Inc. | 0.07% | 43,818 | $14.4M | — |
| SBUX Starbucks Corp. | 0.07% | 145,258 | $14.2M | — |
| AXP American Express Co. | 0.06% | 50,964 | $13.5M | — |
| UBER Uber Technologies Inc. | 0.06% | 185,588 | $13.5M | — |
| BSX Boston Scientific Corp. | 0.06% | 134,709 | $13.4M | — |
| VEA Vanguard Ftse Developed ETF | 0.06% | 260,526 | $13.3M | — |
| NEE Nextera Energy Inc. | 0.06% | 187,957 | $13.2M | — |
| PFE Pfizer Inc. | 0.06% | 519,963 | $13.1M | — |
| MS Morgan Stanley | 0.06% | 112,295 | $13.0M | — |
| UNP Union Pacific Corp. | 0.06% | 55,286 | $12.8M | — |
| VCSH Vanguard S/T Corp. Bond ETF | 0.06% | 161,159 | $12.7M | — |
| SCHW Schwab (charles) Corp. | 0.06% | 156,582 | $12.2M | — |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.06% | 102,749 | $12.1M | — |
| DHR Danaher Corp. | 0.06% | 59,003 | $12.1M | — |
| C Citigroup Inc. | 0.06% | 171,960 | $12.1M | — |
| COP Conocophillips | 0.05% | 117,104 | $12.0M | — |
| BA The Boeing Co. | 0.05% | 68,811 | $11.9M | — |
| LOW Lowe's Cos Inc. | 0.05% | 51,609 | $11.8M | — |
| SYK Stryker Corp. | 0.05% | 31,380 | $11.4M | — |
| MDLZ Mondelez International Inc. Class A | 0.05% | 167,123 | $11.3M | — |
Portfolio Sells Q1 2025
No earlier filing to compare with.
Portfolio Buys Q1 2025
No earlier filing to compare with.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 467 | $34.6B | VTI, VT, VXUS, SCHD, NVDA |
| Q1 2026 | 464 | $49.2B | VTI, VT, SCHD, VXUS, VOO |
| Q4 2025 | 607 | $29.7B | VTI, VT, SCHD, VXUS, NVDA |
| Q3 2025 | 637 | $28.1B | VTI, VT, SCHD, VXUS, ORLY |
| Q1 2025 | 694 | $21.8B | VTI, VT, SCHD, VXUS, VOO |
| Q3 2024 | 533 | $17.1B | VTI, VT, AAPL, NVDA, VYM |
| Q2 2024 | 536 | $15.2B | VTI, VT, NVDA, AAPL, VYM |
| Q1 2024 | 533 | $13.6B | VTI, VT, VYM, AAPL, NVDA |