RAM Investment Partners, LLC

Q1 2025 13F Holdings

  • Location
    bellevue, WA
  • Num holdings

    90

  • Value ($000)

    $405,052

  • Date Filed
    04/23/2025
  • Form type
    13F-HR
  • CIK
    0001989672
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
DFAC
DFAC

DIMENSIONAL ETF TRUST

US CORE EQUITY 2
$85.71M
21 %

2,597,909

DFAI
DFAI

DIMENSIONAL ETF TRUST

INTL CORE EQT MK
$51.07M
13 %

1,635,154

CORP
CORP

PIMCO ETF TR

INV GRD CRP BD
$33.99M
8 %

351,247

MSFT
MSFT

MICROSOFT CORP

COM
$33.31M
8 %

88,745

DFSD
DFSD

DIMENSIONAL ETF TRUST

SHORT DURATION F
$32.87M
8 %

691,752

DFAR
DFAR

DIMENSIONAL ETF TRUST

US REAL ESTATE E
$28.99M
7 %

1,219,650

DFAE
DFAE

DIMENSIONAL ETF TRUST

EMGR CRE EQT MNG
$27.95M
7 %

1,079,634

DFNM
DFNM

DIMENSIONAL ETF TRUST

NATL MUN BD ETF
$20.28M
5 %

426,342

AMZN
AMZN

AMAZON COM INC

COM
$10.19M
3 %

53,560

COST
COST

COSTCO WHSL CORP NEW

COM
$7.48M
2 %

7,904

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