RAM Investment Partners, LLC
Q4 2024 13F Holdings
- Locationbellevue, WA
- Num holdings
89
- Value ($000)
$406,872
- Date Filed01/28/2025
- Form type13F-HR
- CIK0001989672
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DFAC DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $91.39M | 23 % | 2,642,184 | ||
DFAI DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 | $45.82M | 11 % | 1,569,033 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $37.50M | 9 % | 88,971 | ||
DFSD DIMENSIONAL ETF TRUST | SHORT DURATION F | 25434V864 | $30.24M | 7 % | 644,994 | ||
CORP PIMCO ETF TR | INV GRD CRP BD | 72201R817 | $30.19M | 7 % | 317,422 | ||
DFAR DIMENSIONAL ETF TRUST | US REAL ESTATE E | 25434V823 | $28.01M | 7 % | 1,203,550 | ||
DFAE DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | 25434V302 | $26.01M | 6 % | 1,025,293 | ||
DFNM DIMENSIONAL ETF TRUST | NATL MUN BD ETF | 25434V849 | $19.31M | 5 % | 404,211 | ||
AMZN AMAZON COM INC | COM | 023135106 | $12.16M | 3 % | 55,407 | ||
COST COSTCO WHSL CORP NEW | COM | 22160K105 | $7.76M | 2 % | 8,470 |
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