Ramiah Investment Group

Latest statistics and disclosures from Ramiah Investment Group's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are SPY, VTI, QQQ, VB, VOOV, and represent 53.21% of Ramiah Investment Group's stock portfolio.
  • Added to shares of these 10 stocks: ESGU, VTI, BNDX, VB, VOOV, BKT, VEU, SCHH, BSCR, VGIT.
  • Started 3 new stock positions in ESGU, BNDX, BKT.
  • Reduced shares in these 10 stocks: BIL, USXF, EEM, IVW, IJS, EFA, IJJ, SPY, BND, QQQ.
  • Sold out of its position in USXF.
  • Ramiah Investment Group was a net seller of stock by $-312k.
  • Ramiah Investment Group has $102M in assets under management (AUM), dropping by 0.97%.
  • Central Index Key (CIK): 0001566307

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Portfolio Holdings for Ramiah Investment Group

Ramiah Investment Group holds 36 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr S&p 500 Etf Tr Tr Unit (SPY) 21.7 $22M 33k 681.92
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Vanguard Index Fds Total Stk Mkt (VTI) 10.5 $11M +5% 32k 335.27
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Invesco Qqq Tr Unit Ser 1 (QQQ) 8.5 $8.6M -2% 14k 614.31
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Vanguard Index Fds Small Cp Etf (VB) 7.7 $7.8M +7% 30k 257.95
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Vanguard Admiral Fds 500 Val Idx Fd (VOOV) 4.9 $5.0M +10% 25k 204.85
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 4.4 $4.5M +8% 61k 73.56
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 3.5 $3.5M -6% 48k 74.07
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Ishares Tr Msci Eafe Etf (EFA) 3.4 $3.5M -9% 36k 96.03
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Ishares Tr Sp Smcp600vl Etf (IJS) 3.2 $3.2M -11% 28k 113.72
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Ishares Tr S&p 500 Grwt Etf (IVW) 3.1 $3.2M -11% 26k 123.26
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Ishares Tr S&p Mc 400vl Etf (IJJ) 3.1 $3.2M -9% 24k 131.59
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Ishares Tr Msci Emg Mkt Etf (EEM) 3.1 $3.1M -13% 57k 54.71
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Vanguard Scottsdale Fds Int-term Corp (VCIT) 2.1 $2.1M +8% 25k 83.75
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Ishares Tr Iboxx Hi Yd Etf (HYG) 2.0 $2.0M +9% 25k 80.63
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Schwab Strategic Tr Us Reit Etf (SCHH) 2.0 $2.0M +15% 96k 20.89
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Ishares Tr Esg Awr Msci Usa (ESGU) 1.8 $1.8M NEW 12k 148.98
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 1.5 $1.5M +4% 19k 79.73
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Abrdn Etfs Bbrg All Comd K1 (BCI) 1.3 $1.3M +6% 69k 19.53
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Spdr Series Trust State Street Spd (BIL) 1.3 $1.3M -64% 15k 91.38
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Ishares Tr 0-3 Mnth Treasry (SGOV) 1.3 $1.3M -3% 13k 100.38
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Vanguard Scottsdale Fds Inter Term Treas (VGIT) 1.2 $1.2M +25% 21k 59.93
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Pimco Etf Tr Active Bd Etf (BOND) 1.2 $1.2M +12% 13k 93.08
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Vanguard World Esg Intl Stk Etf (VSGX) 0.9 $926k +24% 13k 71.62
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Ishares Msci Cda Etf (EWC) 0.7 $671k -13% 12k 53.93
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Doubleline Income Solutions (DSL) 0.7 $669k +6% 59k 11.27
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First Tr Exchange-traded First Tr Ta Hiyl (HYLS) 0.6 $645k +6% 15k 41.86
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Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) 0.6 $582k +76% 30k 19.74
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Pimco Dynamic Income SHS (PDI) 0.6 $574k +23% 32k 17.71
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Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.5 $555k NEW 12k 48.32
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Regions Financial Corporation (RF) 0.5 $539k 20k 27.10
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Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.5 $467k 42k 11.24
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Blackrock Income Tr Com New (BKT) 0.4 $457k NEW 41k 11.04
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Blackrock Multi-sector Incom other (BIT) 0.4 $453k 35k 13.06
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BlackRock Corporate High Yield Fund VI (HYT) 0.4 $432k -3% 49k 8.90
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Vici Pptys (VICI) 0.4 $402k +3% 14k 28.12
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Blackrock Core Bd Tr Shs Ben Int (BHK) 0.2 $249k 26k 9.59
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Past Filings by Ramiah Investment Group

SEC 13F filings are viewable for Ramiah Investment Group going back to 2022