RAM Investment Partners

RAM Investment Partners as of March 31, 2023

Portfolio Holdings for RAM Investment Partners

RAM Investment Partners holds 47 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC) 26.5 $49M 1.9M 25.48
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 15.3 $28M 1.1M 26.95
Microsoft Corporation (MSFT) 10.3 $19M 66k 288.30
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 7.7 $14M 619k 23.02
Dimensional Etf Trust Short Duration F (DFSD) 6.7 $12M 266k 46.66
Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 5.9 $11M 227k 48.31
Pimco Etf Tr Inv Grd Crp Bd (CORP) 5.3 $9.9M 103k 96.20
Dimensional Etf Trust Us Real Estate E (DFAR) 3.5 $6.6M 307k 21.49
Dimensional Etf Trust World Ex Us Core (DFAX) 2.5 $4.6M 201k 23.06
Vanguard Malvern Fds Strm Infproidx (VTIP) 2.0 $3.7M 77k 47.82
Endava Ads (DAVA) 1.8 $3.4M 51k 67.18
Costco Wholesale Corporation (COST) 1.4 $2.5M 5.1k 496.86
Apple (AAPL) 1.0 $1.8M 11k 164.91
Amazon (AMZN) 1.0 $1.8M 18k 103.29
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.8 $1.5M 45k 33.48
Dimensional Etf Trust International (DFSI) 0.7 $1.3M 44k 30.05
Dimensional Etf Trust Emerging Markets (DFSE) 0.5 $932k 31k 29.89
Dimensional Etf Trust Us Sustainabilty (DFSU) 0.5 $931k 35k 26.62
Abbvie (ABBV) 0.4 $814k 5.1k 159.37
Tesla Motors (TSLA) 0.4 $791k 3.8k 207.47
Alphabet Cap Stk Cl A (GOOGL) 0.4 $754k 7.3k 103.73
Lam Research Corporation (LRCX) 0.4 $701k 1.3k 530.27
Paccar (PCAR) 0.4 $686k 9.4k 73.20
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $585k 1.9k 308.77
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $573k 1.4k 409.40
NVIDIA Corporation (NVDA) 0.3 $548k 2.0k 277.77
Ishares Tr Core S&p500 Etf (IVV) 0.3 $533k 1.3k 410.96
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.3 $531k 12k 44.50
Alphabet Cap Stk Cl C (GOOG) 0.3 $506k 4.9k 104.00
salesforce (CRM) 0.3 $497k 2.5k 199.78
Oracle Corporation (ORCL) 0.2 $396k 4.3k 92.92
Abbott Laboratories (ABT) 0.2 $392k 3.9k 101.26
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $357k 949.00 376.08
Vanguard World Esg Us Stk Etf (ESGV) 0.2 $350k 4.9k 71.71
Meta Platforms Cl A (META) 0.2 $341k 1.6k 211.94
Johnson & Johnson (JNJ) 0.2 $327k 2.1k 155.03
Dimensional Etf Trust Internatnal Val (DFIV) 0.2 $325k 10k 32.23
Dimensional Etf Trust Intl Small Cap V (DISV) 0.2 $307k 13k 23.81
Smartsheet Com Cl A (SMAR) 0.1 $269k 5.6k 47.80
Automatic Data Processing (ADP) 0.1 $247k 1.1k 222.63
Intel Corporation (INTC) 0.1 $241k 7.4k 32.67
Visa Com Cl A (V) 0.1 $235k 1.0k 225.46
Lattice Strategies Tr Hartford Us Eqty (ROUS) 0.1 $229k 5.8k 39.88
Exxon Mobil Corporation (XOM) 0.1 $215k 2.0k 109.66
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $212k 1.5k 144.62
At&t (T) 0.1 $209k 11k 19.25
Spdr Gold Tr Gold Shs (GLD) 0.1 $203k 1.1k 183.22