RAM Investment Partners

RAM Investment Partners as of March 31, 2026

Portfolio Holdings for RAM Investment Partners

RAM Investment Partners holds 121 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC) 18.7 $107M 2.7M 38.86
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 13.1 $74M 1.9M 38.96
Pimco Etf Tr Inv Grd Crp Bd (CORP) 9.0 $51M 530k 96.80
Dimensional Etf Trust Short Duration F (DFSD) 8.4 $48M 999k 47.88
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 7.9 $45M 1.3M 33.86
Microsoft Corporation (MSFT) 7.5 $42M 115k 370.17
Dimensional Etf Trust Us Real Estate E (DFAR) 5.9 $34M 1.4M 23.65
Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 4.3 $25M 516k 47.93
Amazon (AMZN) 1.8 $10M 49k 208.27
NVIDIA Corporation (NVDA) 1.5 $8.3M 48k 174.40
Costco Wholesale Corporation (COST) 1.3 $7.6M 7.6k 996.37
Alphabet Cap Stk Cl C (GOOG) 1.1 $6.4M 22k 286.85
Dimensional Etf Trust International (DFSI) 0.9 $5.3M 125k 42.40
Dimensional Etf Trust Us Sustainabilty (DFSU) 0.9 $5.3M 129k 41.09
Dimensional Etf Trust World Ex Us Core (DFAX) 0.9 $5.2M 152k 33.97
Apple (AAPL) 0.8 $4.4M 18k 253.79
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.7 $3.9M 78k 49.95
Ishares Tr Core S&p500 Etf (IVV) 0.6 $3.4M 5.2k 653.25
Oracle Corporation (ORCL) 0.6 $3.4M 23k 147.11
Dimensional Etf Trust Global Sustaina (DFSB) 0.6 $3.2M 63k 51.74
Dimensional Etf Trust Emerging Markets (DFSE) 0.5 $3.0M 71k 42.37
American Centy Etf Tr Us Eqt Etf (AVUS) 0.5 $3.0M 27k 111.18
Dimensional Etf Trust Us Small Cap Val (DFSV) 0.5 $2.8M 81k 35.04
Roblox Corp Cl A (RBLX) 0.5 $2.7M 48k 56.56
Dimensional Etf Trust Intl Small Cap V (DISV) 0.5 $2.6M 67k 39.44
Dimensional Etf Trust Us Equity Market (DFUS) 0.4 $2.6M 36k 70.91
Broadcom (AVGO) 0.4 $2.5M 8.2k 309.51
Lam Research Corp Com New (LRCX) 0.4 $2.4M 11k 213.67
American Centy Etf Tr Intl Eqt Etf (AVDE) 0.4 $2.2M 27k 84.84
Dimensional Etf Trust Us High Profitab (DUHP) 0.4 $2.1M 57k 36.76
Meta Platforms Cl A (META) 0.4 $2.0M 3.6k 572.11
Paccar (PCAR) 0.3 $1.8M 16k 115.50
Alphabet Cap Stk Cl A (GOOGL) 0.3 $1.8M 6.3k 287.52
Dimensional Etf Trust Intl High Profit (DIHP) 0.3 $1.8M 56k 32.22
Tesla Motors (TSLA) 0.3 $1.8M 4.7k 371.72
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $1.4M 4.3k 320.85
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.2 $1.3M 28k 48.46
Abbvie (ABBV) 0.2 $1.3M 6.0k 217.49
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.2 $1.2M 1.8k 650.23
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.2 $1.1M 14k 80.58
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $1.1M 1.9k 597.65
Danaher Corporation (DHR) 0.2 $1.0M 5.5k 189.60
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $966k 15k 64.08
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $934k 2.0k 479.20
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $884k 1.5k 577.05
Dimensional Etf Trust Calif Mun Bd Etf (DFCA) 0.2 $863k 17k 49.85
Vanguard World Inf Tech Etf (VGT) 0.1 $853k 1.2k 697.74
Applied Materials (AMAT) 0.1 $821k 2.4k 341.79
Visa Com Cl A (V) 0.1 $742k 2.5k 302.29
Dimensional Etf Trust Internatnal Val (DFIV) 0.1 $741k 14k 52.78
Johnson & Johnson (JNJ) 0.1 $728k 3.0k 244.46
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 0.1 $689k 6.1k 112.11
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $676k 8.8k 77.11
UnitedHealth (UNH) 0.1 $646k 2.4k 270.57
Dimensional Etf Trust World Equity Etf (DFAW) 0.1 $641k 8.7k 73.78
Vanguard Index Fds Growth Etf (VUG) 0.1 $636k 1.5k 436.79
Porch Group (PRCH) 0.1 $616k 86k 7.17
Ishares Tr National Mun Etf (MUB) 0.1 $609k 5.7k 106.15
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.1 $608k 9.7k 62.45
Abbott Laboratories (ABT) 0.1 $602k 5.9k 102.67
Netflix (NFLX) 0.1 $583k 6.1k 96.15
Nike CL B (NKE) 0.1 $582k 11k 52.82
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.1 $551k 6.1k 90.95
Vanguard World Esg Us Stk Etf (ESGV) 0.1 $548k 4.9k 112.27
Mastercard Incorporated Cl A (MA) 0.1 $536k 1.1k 499.53
Wells Fargo & Company (WFC) 0.1 $508k 6.4k 79.61
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.1 $502k 4.9k 103.43
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.1 $473k 4.7k 100.66
JPMorgan Chase & Co. (JPM) 0.1 $465k 1.6k 294.16
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 0.1 $452k 6.9k 65.69
Advanced Micro Devices (AMD) 0.1 $417k 2.1k 203.46
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $414k 1.4k 287.14
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $413k 3.0k 138.33
Goldman Sachs (GS) 0.1 $407k 481.00 845.99
Starbucks Corporation (SBUX) 0.1 $398k 4.4k 89.58
salesforce (CRM) 0.1 $396k 2.1k 186.65
Lattice Strategies Tr Hartford Us Eqty (ROUS) 0.1 $394k 6.7k 59.04
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $375k 4.7k 79.26
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.1 $372k 4.7k 79.57
Wal-Mart Stores (WMT) 0.1 $370k 3.0k 124.28
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $365k 5.0k 73.64
Micron Technology (MU) 0.1 $363k 1.1k 337.87
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $357k 6.6k 54.05
Proshares Tr S&p Mdcp 400 Div (REGL) 0.1 $354k 4.1k 86.41
Ishares Tr Core Msci Total (IXUS) 0.1 $343k 4.0k 86.64
Marriott Intl Cl A (MAR) 0.1 $342k 1.0k 327.07
Palantir Technologies Cl A (PLTR) 0.1 $336k 2.3k 146.28
Charles Schwab Corporation (SCHW) 0.1 $335k 3.6k 93.98
Caterpillar (CAT) 0.1 $325k 459.00 708.46
Waste Management (WM) 0.1 $312k 1.4k 229.79
At&t (T) 0.1 $301k 10k 28.99
Ishares Tr Rus 1000 Etf (IWB) 0.1 $298k 836.00 356.56
Vanguard Index Fds Value Etf (VTV) 0.0 $283k 1.4k 196.22
Ishares Tr Msci Eafe Etf (EFA) 0.0 $280k 2.9k 97.14
Ishares Core Msci Emkt (IEMG) 0.0 $279k 4.0k 69.75
Colgate-Palmolive Company (CL) 0.0 $278k 3.3k 85.24
Nurix Therapeutics (NRIX) 0.0 $268k 17k 15.50
Ishares Tr Hdg Msci Eafe (HEFA) 0.0 $266k 6.3k 42.50
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.0 $266k 10k 25.64
Cisco Systems (CSCO) 0.0 $257k 3.3k 77.58
Chevron Corporation (CVX) 0.0 $248k 1.2k 206.83
Raytheon Technologies Corp (RTX) 0.0 $243k 1.3k 192.90
Exxon Mobil Corporation (XOM) 0.0 $242k 1.4k 169.66
Dell Technologies CL C (DELL) 0.0 $241k 1.5k 164.13
Metropcs Communications (TMUS) 0.0 $239k 1.1k 210.03
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.0 $237k 3.3k 71.12
Bank of America Corporation (BAC) 0.0 $229k 4.7k 48.75
Ishares Tr U.s. Bas Mtl Etf (IYM) 0.0 $228k 1.3k 175.98
CSX Corporation (CSX) 0.0 $228k 5.6k 41.05
Ishares Tr MRGSTR MD CP GRW (IMCG) 0.0 $226k 2.9k 78.77
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.0 $222k 1.2k 191.92
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.0 $220k 1.0k 217.34
Dimensional Etf Trust Us Large Cap Val (DFLV) 0.0 $216k 6.1k 35.71
American Express Company (AXP) 0.0 $216k 714.00 302.64
Fidelity Covington Trust Enhanced Mid (FMDE) 0.0 $213k 5.9k 35.96
Ishares Tr Core S&p Scp Etf (IJR) 0.0 $212k 1.7k 124.31
Expeditors International of Washington (EXPD) 0.0 $211k 1.5k 143.23
Eli Lilly & Co. (LLY) 0.0 $211k 229.00 919.77
Thermo Fisher Scientific (TMO) 0.0 $204k 415.00 491.59
Wisdomtree Tr Us Midcap Divid (DON) 0.0 $202k 3.9k 52.54
Endava Ads (DAVA) 0.0 $118k 27k 4.42