Rakuten Investment Management, Inc.
Annual return '25
+16.8%
SPY '25
+17.7%
Alpha
-0.9ptsvs SPY
Invested
$28.2B
Holdings
478
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VTI
VANGUARD INDEX FDS
Q3 2025: New position (47.48M shares)
55.2%
02
$VT
VANGUARD INTL EQUITY INDEX F
Q3 2025: New position (15.51M shares)
7.6%
03
$SCHD
SCHWAB STRATEGIC TR
Q3 2025: New position (41.59M shares)
4.0%
04
$VXUS
VANGUARD STAR FDS
Q3 2025: New position (15.07M shares)
3.9%
05
$NVDA
NVIDIA CORPORATION
Q3 2025: New position (55.6k shares)
2.5%
06
$VOO
VANGUARD INDEX FDS
Q3 2025: New position (867.0k shares)
1.9%
07
$AMZN
AMAZON COM INC
Q3 2025: New position (198.5k shares)
1.7%
08
$MSFT
MICROSOFT CORP
Q3 2025: New position (14.7k shares)
1.6%
09
$AAPL
APPLE INC
Q3 2025: New position (28.9k shares)
1.2%
10
$GOOGL
ALPHABET INC
Q3 2025: New position (4.9k shares)
1.0%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:14 UTC.