Ram Investment Partners, LLC Top Holdings and 13F Report (2025) About Ram Investment Partners, LLCInvestment ActivityRam Investment Partners, LLC has $405.05 million in total holdings as of March 31, 2025.Ram Investment Partners, LLC owns shares of 90 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 3.68% of the portfolio was purchased this quarter.About 1.82% of the portfolio was sold this quarter.This quarter, Ram Investment Partners, LLC has purchased 89 new stocks and bought additional shares in 36 stocks.Ram Investment Partners, LLC sold shares of 29 stocks and completely divested from 3 stocks this quarter.Largest Holdings Dimensional U.S. Core Equity 2 ETF $85,705,032Dimensional International Core Equity Market ETF $51,065,852PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund $33,990,137Microsoft $33,313,825Dimensional Short-Duration Fixed Income ETF $32,872,061 Largest New Holdings this Quarter 91324P102 - UnitedHealth Group $1,639,301 Holding25434V500 - Dimensional U.S. Small Cap ETF $328,308 Holding00206R102 - AT&T $303,897 Holding30231G102 - Exxon Mobil $224,054 Holding Largest Purchases this Quarter PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund 33,825 shares (about $3.27M)Dimensional Short-Duration Fixed Income ETF 46,758 shares (about $2.22M)Dimensional International Core Equity Market ETF 66,121 shares (about $2.06M)UnitedHealth Group 3,130 shares (about $1.64M)Dimensional Emerging Core Equity Market ETF 54,341 shares (about $1.41M) Largest Sales this Quarter Dimensional U.S. Core Equity 2 ETF 44,275 shares (about $1.46M)Vanguard S&P 500 ETF 1,187 shares (about $610.30K)Alphabet 3,507 shares (about $547.91K)Costco Wholesale 566 shares (about $535.32K)Amazon.com 1,847 shares (about $351.40K) Sector Allocation Over TimeMap of 500 Largest Holdings ofRam Investment Partners, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDFACDimensional U.S. Core Equity 2 ETF$85,705,032$1,460,632 ▼-1.7%2,597,90921.2%ETFDFAIDimensional International Core Equity Market ETF$51,065,852$2,064,959 ▲4.2%1,635,15412.6%ETFCORPPIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund$33,990,137$3,273,242 ▲10.7%351,2478.4%ETFMSFTMicrosoft$33,313,825$84,838 ▼-0.3%88,7458.2%Computer and TechnologyDFSDDimensional Short-Duration Fixed Income ETF$32,872,061$2,221,941 ▲7.2%691,7528.1%ETFDFARDimensional US Real Estate ETF$28,991,074$382,697 ▲1.3%1,219,6507.2%ETFDFAEDimensional Emerging Core Equity Market ETF$27,951,736$1,406,889 ▲5.3%1,079,6346.9%ETFDFNMDimensional National Municipal Bond ETF$20,281,089$1,052,772 ▲5.5%426,3425.0%ETFAMZNAmazon.com$10,190,164$351,405 ▼-3.3%53,5602.5%Retail/WholesaleCOSTCostco Wholesale$7,475,520$535,317 ▼-6.7%7,9041.8%Retail/WholesaleNVDANVIDIA$5,548,456$153,359 ▼-2.7%51,1941.4%Computer and TechnologyDFAXDimensional World ex U.S. Core Equity 2 ETF$4,371,917$27,510 ▼-0.6%166,8671.1%ETFAAPLApple$3,733,956$84,408 ▲2.3%16,8100.9%Computer and TechnologyVTIPVanguard Short-Term Inflation-Protected Securities ETF$3,576,726$111,377 ▲3.2%71,6780.9%ManufacturingDFSIDimensional International Sustainability Core 1 ETF$3,546,743$162,239 ▲4.8%101,6550.9%ETFDFSUDimensional US Sustainability Core 1 ETF$3,427,156$257,080 ▼-7.0%95,7040.8%ETFGOOGAlphabet$2,309,906$547,909 ▼-19.2%14,7850.6%Computer and TechnologyDFSBDimensional Global Sustainability Fixed Income ETF$2,082,042$78,023 ▲3.9%40,4280.5%ETFDFSEDimensional Emerging Markets Sustainability Core 1 ETF$1,907,064$116,937 ▲6.5%56,6230.5%ETFAVDEAvantis International Equity ETF$1,662,979$177,272 ▲11.9%25,0940.4%ETFUNHUnitedHealth Group$1,639,301$1,639,301 ▲New Holding3,1300.4%MedicalPCARPACCAR$1,561,435$35,832 ▲2.3%16,0360.4%Auto/Tires/TrucksDAVAEndava$1,533,993$276,105 ▼-15.3%78,6260.4%Computer and TechnologyGOOGLAlphabet$1,416,139$99,441 ▲7.6%9,1570.3%Computer and TechnologyMETAMeta Platforms$1,364,939$76,663 ▼-5.3%2,3680.3%Computer and TechnologyDFUVDimensional US Marketwide Value ETF$1,311,879$26,786 ▼-2.0%31,8340.3%ETFTSLATesla$1,306,839$4,924 ▼-0.4%5,0430.3%Auto/Tires/TrucksABBVAbbVie$1,237,216$132,207 ▲12.0%5,9050.3%MedicalBRK.BBerkshire Hathaway$1,233,723$115,545 ▼-8.6%2,3170.3%FinanceVTIVanguard Total Stock Market ETF$1,227,7100.0%4,4670.3%ETFNKENIKE$1,130,773$113,757 ▲11.2%17,8130.3%Consumer DiscretionaryLAM RESEARCH CORP$866,476$162,055 ▼-15.8%11,9180.2%COM NEWORCLOracle$859,971$8,668 ▲1.0%6,1510.2%Computer and TechnologyVVisa$855,630$138,457 ▲19.3%2,4410.2%Business ServicesAVGOBroadcom$852,252$33,816 ▼-3.8%5,0910.2%Computer and TechnologySPYSPDR S&P 500 ETF Trust$814,795$8,388 ▼-1.0%1,4570.2%FinanceVEAVanguard FTSE Developed Markets ETF$804,274$138,459 ▼-14.7%15,8230.2%ETFAVUSAvantis U.S. Equity ETF$726,569$139,956 ▲23.9%7,8650.2%ETFVGTVanguard Information Technology ETF$714,333$8,136 ▼-1.1%1,3170.2%ETFIVViShares Core S&P 500 ETF$693,550$13,489 ▲2.0%1,2340.2%ETFDFCADimensional California Municipal Bond ETF$673,766$269,824 ▲66.8%13,5840.2%ETFPGRProgressive$621,368$20,373 ▲3.4%2,1960.2%FinanceMUBiShares National Muni Bond ETF$616,987$1,160 ▼-0.2%5,8520.2%ETFDFATDimensional U.S. Targeted Value ETF$608,9210.0%11,8260.2%ETFCRMSalesforce$595,420$22,271 ▼-3.6%2,2190.1%Computer and TechnologySPMOInvesco S&P 500 Momentum ETF$568,7970.0%6,1470.1%ETFMAMastercard$566,049$27,398 ▲5.1%1,0330.1%Business ServicesQQQInvesco QQQ$544,881$2,345 ▼-0.4%1,1620.1%FinanceDFIVDimensional International Value ETF$544,7330.0%13,8400.1%ETFVUGVanguard Growth ETF$543,2510.0%1,4650.1%ETFDISVDimensional International Small Cap Value ETF$537,5830.0%18,4610.1%ETFVOOVanguard S&P 500 ETF$535,233$610,299 ▼-53.3%1,0410.1%ETFABTAbbott Laboratories$530,865$14,326 ▲2.8%4,0020.1%MedicalNFLXNetflix$497,037$8,393 ▲1.7%5330.1%Consumer DiscretionaryESGVVanguard ESG US Stock ETF$477,8150.0%4,8780.1%ETFNULGNuveen ESG Large-Cap Growth ETF$474,5720.0%6,0620.1%ETFDIMENSIONAL ETF TRUST$440,392$146,021 ▲49.6%7,1870.1%WORLD EQUITY ETFTMUST-Mobile US$430,469$21,070 ▼-4.7%1,6140.1%Computer and TechnologyTLTiShares 20+ Year Treasury Bond ETF$429,4800.0%4,7180.1%ETFGLDSPDR Gold Shares$390,6910.0%1,3560.1%FinanceJPMJPMorgan Chase & Co.$382,805$23,052 ▲6.4%1,5610.1%FinanceAMATApplied Materials$360,043$43,536 ▼-10.8%2,4810.1%Computer and TechnologyBNDVanguard Total Bond Market ETF$356,761$10,651 ▼-2.9%4,8570.1%ETFVTVanguard Total World Stock ETF$343,5760.0%2,9630.1%ETFLLYEli Lilly and Company$343,239$20,627 ▲6.4%4160.1%MedicalTSMTaiwan Semiconductor Manufacturing$339,968$6,972 ▼-2.0%2,0480.1%Computer and TechnologySBUXStarbucks$329,348$3,825 ▲1.2%3,3580.1%Retail/WholesaleDFASDimensional U.S. Small Cap ETF$328,308$328,308 ▲New Holding5,4950.1%ETFVWOBVanguard Emerging Markets Government Bond ETF$323,215$1,733 ▲0.5%5,0350.1%ETFDFLVDimensional US Large Cap Value ETF$309,154$39,282 ▲14.6%10,1130.1%ETFAVEMAvantis Emerging Markets Equity ETF$305,182$167,694 ▼-35.5%5,0720.1%ETFTAT&T$303,897$303,897 ▲New Holding10,7460.1%Computer and TechnologyVWOVanguard FTSE Emerging Markets ETF$298,093$99,078 ▼-24.9%6,5860.1%ETFMKLMarkel Group$284,181$1,870 ▲0.7%1520.1%Multi-Sector ConglomeratesIXUSiShares Core MSCI Total International Stock ETF$276,0990.0%3,9550.1%ManufacturingDFSVDimensional US Small Cap Value ETF$263,2330.0%9,3510.1%ETFSCHWCharles Schwab$263,100$5,323 ▲2.1%3,3610.1%FinanceHYGiShares iBoxx $ High Yield Corporate Bond ETF$262,068$4,891 ▲1.9%3,3220.1%ETFVOVanguard Mid-Cap ETF$260,206$207,182 ▼-44.3%1,0060.1%ETFIWBiShares Russell 1000 ETF$256,4350.0%8360.1%ETFVTVVanguard Value ETF$246,826$864 ▲0.4%1,4290.1%ETFVCSHVanguard Short-Term Corporate Bond ETF$230,9000.0%2,9250.1%ETFXCEMColumbia EM Core ex-China ETF$224,4660.0%7,6000.1%ETFSCHXSchwab US Large-Cap ETF$224,0930.0%10,1490.1%ETFXOMExxon Mobil$224,054$224,054 ▲New Holding1,8840.1%EnergyROUSHartford Multifactor US Equity ETF$223,2120.0%4,4000.1%ETFRSPInvesco S&P 500 Equal Weight ETF$219,1360.0%1,2650.1%ETFNRIXNurix Therapeutics$205,3340.0%17,2840.1%MedicalIMCGiShares Morningstar Mid-Cap Growth ETF$204,6470.0%2,8650.1%ETFGDRXGoodRx$77,135$18 ▲0.0%17,4910.0%MedicalSMARSmartsheet$0$1,423,946 ▼-100.0%00.0%Computer and TechnologyMARMarriott International$0$272,524 ▼-100.0%00.0%Consumer DiscretionaryDONWisdomTree U.S. MidCap Dividend Fund$0$219,222 ▼-100.0%00.0%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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