RAM Investment Partners

RAM Investment Partners as of Dec. 31, 2022

Portfolio Holdings for RAM Investment Partners

RAM Investment Partners holds 49 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC) 25.6 $42M 1.7M 24.28
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 14.8 $24M 963k 25.04
Microsoft Corporation (MSFT) 9.9 $16M 67k 239.82
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 7.6 $12M 564k 21.95
Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 6.3 $10M 213k 47.81
Dimensional Etf Trust Short Duration F (DFSD) 6.2 $10M 220k 46.09
Pimco Etf Tr Inv Grd Crp Bd (CORP) 5.0 $8.1M 87k 93.00
Dimensional Etf Trust Us Real Estate E (DFAR) 3.4 $5.5M 259k 21.15
Dimensional Etf Trust World Ex Us Core (DFAX) 2.7 $4.4M 205k 21.60
Vanguard Malvern Fds Strm Infproidx (VTIP) 2.4 $3.9M 84k 46.71
Endava Ads (DAVA) 2.4 $3.9M 51k 76.50
Costco Wholesale Corporation (COST) 1.3 $2.2M 4.7k 456.53
Amazon (AMZN) 1.0 $1.6M 19k 84.00
Apple (AAPL) 0.9 $1.5M 12k 129.94
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.9 $1.5M 45k 33.48
LHC 0.9 $1.4M 9.0k 161.69
Dimensional Etf Trust International (DFSI) 0.6 $900k 32k 27.79
Abbvie (ABBV) 0.5 $860k 5.3k 161.61
Dimensional Etf Trust Emerging Markets (DFSE) 0.4 $724k 26k 28.18
Alphabet Cap Stk Cl A (GOOGL) 0.4 $674k 7.6k 88.23
Paccar (PCAR) 0.4 $626k 6.3k 98.96
Dimensional Etf Trust Us Sustainabilty (DFSU) 0.4 $624k 25k 24.93
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $613k 2.0k 308.90
Lam Research Corporation (LRCX) 0.3 $555k 1.3k 420.42
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.3 $525k 12k 43.95
Ishares Tr Core S&p500 Etf (IVV) 0.3 $516k 1.3k 384.16
NVIDIA Corporation (NVDA) 0.3 $485k 3.3k 146.14
Johnson & Johnson (JNJ) 0.3 $442k 2.5k 176.66
Smartsheet Com Cl A (SMAR) 0.3 $438k 11k 39.36
Abbott Laboratories (ABT) 0.3 $429k 3.9k 109.79
Alphabet Cap Stk Cl C (GOOG) 0.3 $423k 4.8k 88.73
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $416k 1.1k 382.45
Vanguard World Esg Us Stk Etf (ESGV) 0.3 $409k 6.2k 65.86
Tesla Motors (TSLA) 0.2 $389k 3.2k 123.18
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.2 $375k 3.8k 99.56
Oracle Corporation (ORCL) 0.2 $346k 4.2k 81.74
salesforce (CRM) 0.2 $318k 2.4k 132.59
Dimensional Etf Trust Internatnal Val (DFIV) 0.2 $306k 10k 30.40
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $296k 842.00 351.35
Dimensional Etf Trust Intl Small Cap V (DISV) 0.2 $286k 13k 22.21
Automatic Data Processing (ADP) 0.2 $272k 1.1k 238.86
Starbucks Corporation (SBUX) 0.2 $246k 2.5k 99.21
Chevron Corporation (CVX) 0.2 $245k 1.4k 179.53
Exxon Mobil Corporation (XOM) 0.1 $238k 2.2k 110.28
UnitedHealth (UNH) 0.1 $230k 434.00 530.18
Lattice Strategies Tr Hartford Us Eqty (ROUS) 0.1 $224k 5.8k 39.03
Visa Com Cl A (V) 0.1 $217k 1.0k 207.76
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $207k 1.5k 141.25
Intel Corporation (INTC) 0.1 $201k 7.6k 26.43