Rakuten Investment Management, Inc.
CIK: 2062680SEC EDGAR →
Portfolio Value
$4.8T
Holdings
467
As of
Q2 2026
New Positions
467
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD STAR FDS | 18,045,200 | $1.5T | 32.05% |
| 2 | SCHWAB STRATEGIC TR | 47,138,834 | $1.5T | 31.48% |
| 3 | SCHWAB STRATEGIC TR | 2,945,288 | $105.9B | 2.21% |
| 4 | NETFLIX INC. | 1,014,525 | $74.9B | 1.57% |
| 5 | ISHARES TR | 841,781 | $56.9B | 1.19% |
| 6 | VANGUARD INTL EQUITY INDEX F | 911,706 | $54.0B | 1.13% |
| 7 | COCA COLA CO | 633,433 | $52.4B | 1.09% |
| 8 | VANGUARD TAX-MANAGED FDS | 694,424 | $49.2B | 1.03% |
| 9 | WELLS FARGO & CO | 500,764 | $41.8B | 0.87% |
| 10 | NEXTERA ENERGY INC | 341,078 | $30.2B | 0.63% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 89 | $3.7T | 77.2% |
| Communication Services | 21 | $176.5B | 3.7% |
| Consumer Defensive | 27 | $172.8B | 3.6% |
| Technology | 81 | $140.0B | 2.9% |
| Utilities | 25 | $128.3B | 2.7% |
| Industrials | 54 | $88.8B | 1.9% |
| Energy | 21 | $87.6B | 1.8% |
| Healthcare | 41 | $84.9B | 1.8% |
| Consumer Cyclical | 35 | $80.7B | 1.7% |
| Basic Materials | 18 | $55.4B | 1.2% |
| Real Estate | 27 | $38.3B | 0.8% |
| Unknown | 28 | $36.9B | 0.8% |