RAM Investment Partners

RAM Investment Partners as of March 31, 2025

Portfolio Holdings for RAM Investment Partners

RAM Investment Partners holds 90 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC) 21.2 $86M 2.6M 32.99
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 12.6 $51M 1.6M 31.23
Pimco Etf Tr Inv Grd Crp Bd (CORP) 8.4 $34M 351k 96.77
Microsoft Corporation (MSFT) 8.2 $33M 89k 375.40
Dimensional Etf Trust Short Duration F (DFSD) 8.1 $33M 692k 47.52
Dimensional Etf Trust Us Real Estate E (DFAR) 7.2 $29M 1.2M 23.77
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 6.9 $28M 1.1M 25.89
Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 5.0 $20M 426k 47.57
Amazon (AMZN) 2.5 $10M 54k 190.22
Costco Wholesale Corporation (COST) 1.9 $7.5M 7.9k 948.69
NVIDIA Corporation (NVDA) 1.4 $5.5M 51k 108.39
Dimensional Etf Trust World Ex Us Core (DFAX) 1.1 $4.4M 167k 26.20
Apple (AAPL) 0.9 $3.7M 17k 222.12
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.9 $3.6M 72k 49.90
Dimensional Etf Trust International (DFSI) 0.9 $3.5M 102k 34.89
Dimensional Etf Trust Us Sustainabilty (DFSU) 0.8 $3.4M 96k 35.81
Alphabet Cap Stk Cl C (GOOG) 0.6 $2.3M 15k 156.23
Dimensional Etf Trust Global Sustaina (DFSB) 0.5 $2.1M 40k 51.50
Dimensional Etf Trust Emerging Markets (DFSE) 0.5 $1.9M 57k 33.68
American Centy Etf Tr Intl Eqt Etf (AVDE) 0.4 $1.7M 25k 66.27
UnitedHealth (UNH) 0.4 $1.6M 3.1k 523.49
Paccar (PCAR) 0.4 $1.6M 16k 97.37
Endava Ads (DAVA) 0.4 $1.5M 79k 19.51
Alphabet Cap Stk Cl A (GOOGL) 0.3 $1.4M 9.2k 154.68
Meta Platforms Cl A (META) 0.3 $1.4M 2.4k 576.61
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.3 $1.3M 32k 41.21
Tesla Motors (TSLA) 0.3 $1.3M 5.0k 259.06
Abbvie (ABBV) 0.3 $1.2M 5.9k 209.52
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $1.2M 2.3k 532.01
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $1.2M 4.5k 274.84
Nike CL B (NKE) 0.3 $1.1M 18k 63.33
Lam Research Corp Com New (LRCX) 0.2 $867k 12k 72.72
Oracle Corporation (ORCL) 0.2 $860k 6.2k 139.81
Visa Com Cl A (V) 0.2 $856k 2.4k 350.77
Broadcom (AVGO) 0.2 $852k 5.1k 167.39
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $815k 1.5k 559.23
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $804k 16k 50.83
American Centy Etf Tr Us Eqt Etf (AVUS) 0.2 $727k 7.9k 92.38
Vanguard World Inf Tech Etf (VGT) 0.2 $714k 1.3k 542.39
Ishares Tr Core S&p500 Etf (IVV) 0.2 $694k 1.2k 562.03
Dimensional Etf Trust Calif Mun Bd Etf (DFCA) 0.2 $674k 14k 49.60
Progressive Corporation (PGR) 0.2 $622k 2.2k 283.01
Ishares Tr National Mun Etf (MUB) 0.2 $617k 5.9k 105.43
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.2 $609k 12k 51.49
salesforce (CRM) 0.1 $595k 2.2k 267.92
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 0.1 $569k 6.1k 92.53
Mastercard Incorporated Cl A (MA) 0.1 $566k 1.0k 547.59
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $545k 1.2k 468.92
Dimensional Etf Trust Internatnal Val (DFIV) 0.1 $545k 14k 39.36
Vanguard Index Fds Growth Etf (VUG) 0.1 $543k 1.5k 370.82
Dimensional Etf Trust Intl Small Cap V (DISV) 0.1 $538k 19k 29.12
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $535k 1.0k 514.15
Abbott Laboratories (ABT) 0.1 $531k 4.0k 132.65
Netflix (NFLX) 0.1 $497k 533.00 932.51
Vanguard World Esg Us Stk Etf (ESGV) 0.1 $478k 4.9k 97.95
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.1 $475k 6.1k 78.29
Dimensional Etf Trust World Equity Etf (DFAW) 0.1 $440k 7.2k 61.28
Metropcs Communications (TMUS) 0.1 $431k 1.6k 266.71
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.1 $430k 4.7k 91.03
Spdr Gold Tr Gold Shs (GLD) 0.1 $391k 1.4k 288.12
JPMorgan Chase & Co. (JPM) 0.1 $383k 1.6k 245.20
Applied Materials (AMAT) 0.1 $360k 2.5k 145.12
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $357k 4.9k 73.45
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $344k 3.0k 115.96
Eli Lilly & Co. (LLY) 0.1 $343k 416.00 824.64
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $340k 2.0k 166.00
Starbucks Corporation (SBUX) 0.1 $329k 3.4k 98.09
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.1 $328k 5.5k 59.75
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 0.1 $323k 5.0k 64.19
Dimensional Etf Trust Us Large Cap Val (DFLV) 0.1 $309k 10k 30.57
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.1 $305k 5.1k 60.17
At&t (T) 0.1 $304k 11k 28.28
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $298k 6.6k 45.26
Markel Corporation (MKL) 0.1 $284k 152.00 1869.64
Ishares Tr Core Msci Total (IXUS) 0.1 $276k 4.0k 69.81
Dimensional Etf Trust Us Small Cap Val (DFSV) 0.1 $263k 9.4k 28.15
Charles Schwab Corporation (SCHW) 0.1 $263k 3.4k 78.28
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.1 $262k 3.3k 78.89
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $260k 1.0k 258.65
Ishares Tr Rus 1000 Etf (IWB) 0.1 $256k 836.00 306.74
Vanguard Index Fds Value Etf (VTV) 0.1 $247k 1.4k 172.73
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $231k 2.9k 78.94
Columbia Etf Tr Ii Em Core Ex Etf (XCEM) 0.1 $225k 7.6k 29.54
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $224k 10k 22.08
Exxon Mobil Corporation (XOM) 0.1 $224k 1.9k 118.92
Lattice Strategies Tr Hartford Us Eqty (ROUS) 0.1 $223k 4.4k 50.73
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $219k 1.3k 173.23
Nurix Therapeutics (NRIX) 0.1 $205k 17k 11.88
Ishares Tr MRGSTR MD CP GRW (IMCG) 0.1 $205k 2.9k 71.43
Goodrx Hldgs Com Cl A (GDRX) 0.0 $77k 18k 4.40