Filer Name: RAM INVESTMENT PARTNERS, LLC
CIK: 1989672
Period: 2024-12-31
Filed At: 2025-01-28
Number of Holdings: 89
Portfolio Value: $0.41B

Ram Investment Partners, Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
DFAC US DIMENSIONAL US CORE EQUITY 2 2,642,184 $91M 22.46% 2.7% -
DFAI US DIMENSIONAL INTERNATIONAL CO 1,569,033 $46M 11.26% 6.3% -
MSFT US MICROSOFT CORP 88,971 $38M 9.22% 5.9% -
DFSD US DIMENSIONAL SHORT DURATION 644,994 $30M 7.43% 10.3% -
CORP US PIMCO INV GRADE CORP BD ETF 317,422 $30M 7.42% 13.7% -
DFAR US DIMENSIONAL US REAL EST ETF 1,203,550 $28M 6.88% 0.5% -
DFAE US DIMENSIONAL EMERGING CORE EQ 1,025,293 $26M 6.39% 9.6% -
DFNM US DIMENSIONAL NATIONAL MUNI BD 404,211 $19M 4.75% 9.2% -
AMZN US AMAZON.COM INC 55,407 $12M 2.99% 89.2% -
COST US COSTCO WHOLESALE CORP 8,470 $8M 1.91% 6.3% -
NVDA US NVIDIA CORP 52,609 $7M 1.74% -2.0% -
DFAX US DIMENSIONAL WORLD EX US CORE 167,917 $4M 1.03% -0.2% -
AAPL US APPLE INC 16,430 $4M 1.01% 6.0% -
DFSU US DIMENSIONAL US SUS CORE1 ETF 102,883 $4M 0.96% 3.9% -
GOOG US ALPHABET INC-CL C 18,292 $3M 0.86% 1.7% -
VTIP US VANGUARD SHORT-TERM TIPS 69,446 $3M 0.83% 1.4% -
DFSI US DIMENSIONAL INT SUS COR1 ETF 97,005 $3M 0.78% 8.9% -
DAVA US ENDAVA PLC- SPON ADR 92,778 $3M 0.70% 0.1% -
TSLA US TESLA INC 5,062 $2M 0.50% 23.2% -
DFSB US DIM GLB SUSTAIN FIX INC ETF 38,913 $2M 0.49% 13.2% -
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