RAM Investment Partners, LLC Q2 2025 Filing

Filed August 8, 2025

Portfolio Value

$476.4B

Holdings

96

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (96 positions)

#StockSharesValue% PortfolioType
1
DFACDIMENSIONAL ETF TRUST
2,699,138$96.7B20.31%
2
DFAIDIMENSIONAL ETF TRUST
1,694,354$58.6B12.30%
3
MSFTMICROSOFT CORP
111,778$55.6B11.67%
4
DFSDDIMENSIONAL ETF TRUST
891,335$42.8B8.98%
5
PMBSPIMCO ETF TR
380,738$37.0B7.78%
6
DFAEDIMENSIONAL ETF TRUST
1,114,524$32.3B6.77%
7
DFARDIMENSIONAL ETF TRUST
1,266,475$29.7B6.24%
8
DFNMDIMENSIONAL ETF TRUST
335,907$15.9B3.34%
9
AMZNAMAZON COM INC
50,643$11.1B2.33%
10
NVDANVIDIA CORPORATION
50,763$8.0B1.68%
11
COSTCOSTCO WHSL CORP NEW
7,925$7.8B1.65%
12
DFSUDIMENSIONAL ETF TRUST
121,006$4.7B1.00%
13
DFAXDIMENSIONAL ETF TRUST
160,619$4.7B0.99%
14
DFSIDIMENSIONAL ETF TRUST
114,575$4.5B0.95%
15
AAPLAPPLE INC
21,542$4.4B0.93%
16
VTIPVANGUARD MALVERN FDS
74,973$3.8B0.79%
17
GOOGALPHABET INC
15,653$2.8B0.58%
18
AVUSAMERICAN CENTY ETF TR
27,100$2.7B0.57%
19
DFSBDIMENSIONAL ETF TRUST
48,932$2.6B0.54%
20
DFSEDIMENSIONAL ETF TRUST
66,500$2.5B0.53%
21
AVDEAMERICAN CENTY ETF TR
27,227$2.0B0.42%
22
METAMETA PLATFORMS INC
2,650$2.0B0.41%
23
GOOGLALPHABET INC
9,590$1.7B0.35%
24
PCARPACCAR INC
15,943$1.5B0.32%
25
AVGOBROADCOM INC
5,468$1.5B0.32%
26
TSLATESLA INC
4,538$1.4B0.30%
27
ORCLORACLE CORP
6,420$1.4B0.29%
28
VTIVANGUARD INDEX FDS
4,465$1.4B0.28%
29
DFUVDIMENSIONAL ETF TRUST
31,834$1.3B0.28%
30
BRK/BBERKSHIRE HATHAWAY INC DEL
2,479$1.2B0.25%
31
ABBVABBVIE INC
6,358$1.2B0.25%
32
LRCXLAM RESEARCH CORP
11,141$1.1B0.23%
33
AVEMAMERICAN CENTY ETF TR
14,596$1.0B0.21%
34
VOOVANGUARD INDEX FDS
1,738$987.2M0.21%
35
VEAVANGUARD TAX-MANAGED FDS
17,033$971.1M0.20%
36
VVISA INC
2,613$927.9M0.19%
37
DISVDIMENSIONAL ETF TRUST
27,130$892.9M0.19%
38
SPYSPDR S&P 500 ETF TR
1,424$879.6M0.18%
39
VGTVANGUARD WORLD FD
1,317$873.6M0.18%
40
ABTABBOTT LABS
6,345$863.0M0.18%
41
NKENIKE INC
11,834$840.6M0.18%
42
NDQINVESCO QQQ TR
1,413$779.6M0.16%
43
IVVISHARES TR
1,234$766.4M0.16%
44
NFLXNETFLIX INC
563$753.9M0.16%
45
JPMJPMORGAN CHASE & CO.
2,555$740.6M0.16%
46
KLMNINVESCO EXCH TRADED FD TR II
6,147$691.4M0.15%
47
DFATDIMENSIONAL ETF TRUST
11,826$638.1M0.13%
48
VUGVANGUARD INDEX FDS
1,445$633.5M0.13%
49
MAMASTERCARD INCORPORATED
1,127$633.1M0.13%
50
CRMSALESFORCE INC
2,272$619.5M0.13%
51
MUBISHARES TR
5,850$611.2M0.13%
52
DFIVDIMENSIONAL ETF TRUST
13,737$588.3M0.12%
53
NULGNUSHARES ETF TR
6,062$569.6M0.12%
54
DFSVDIMENSIONAL ETF TRUST
18,368$540.6M0.11%
55
ESGVVANGUARD WORLD FD
4,878$534.8M0.11%
56
AMATAPPLIED MATLS INC
2,546$466.1M0.10%
57
JNJJOHNSON & JOHNSON
3,049$465.8M0.10%
58
DFAWDIMENSIONAL ETF TRUST
6,824$457.8M0.10%
59
DAVAENDAVA PLC
29,373$450.0M0.09%
60
TSMTAIWAN SEMICONDUCTOR MFG LTD
1,956$443.0M0.09%
61
DFUSDIMENSIONAL ETF TRUST
6,500$435.6M0.09%
62
VOVANGUARD INDEX FDS
1,521$425.7M0.09%
63
TLTISHARES TR
4,718$416.4M0.09%
64
GQ9SPDR GOLD TR
1,356$413.3M0.09%
65
DFCADIMENSIONAL ETF TRUST
8,326$410.3M0.09%
66
VWOBVANGUARD WHITEHALL FDS
6,262$409.2M0.09%
67
TMUST-MOBILE US INC
1,600$381.2M0.08%
68
VTVANGUARD INTL EQUITY INDEX F
2,964$381.0M0.08%
69
ROUSLATTICE STRATEGIES TR
6,681$358.7M0.08%
70
TAT&T INC
11,568$334.8M0.07%
71
LLYELI LILLY & CO
426$331.8M0.07%
72
VWOVANGUARD INTL EQUITY INDEX F
6,615$327.2M0.07%
73
PLTRPALANTIR TECHNOLOGIES INC
2,397$326.8M0.07%
74
SBUXSTARBUCKS CORP
3,564$326.5M0.07%
75
SCHWSCHWAB CHARLES CORP
3,534$322.4M0.07%
76
BNDVANGUARD BD INDEX FDS
4,335$319.2M0.07%
77
IXUSISHARES TR
3,955$305.8M0.06%
78
WMWASTE MGMT INC DEL
1,326$303.4M0.06%
79
CLCOLGATE PALMOLIVE CO
3,241$294.6M0.06%
80
DFLVDIMENSIONAL ETF TRUST
9,351$290.1M0.06%
81
IWBISHARES TR
836$283.9M0.06%
82
DIHPDIMENSIONAL ETF TRUST
9,300$274.3M0.06%
83
HYGISHARES TR
3,353$270.4M0.06%
84
VTVVANGUARD INDEX FDS
1,432$253.2M0.05%
85
SCHXSCHWAB STRATEGIC TR
10,149$248.0M0.05%
86
IEMGISHARES INC
3,952$237.2M0.05%
87
VCSHVANGUARD SCOTTSDALE FDS
2,925$232.5M0.05%
88
IMCGISHARES TR
2,865$229.9M0.05%
89
DFASDIMENSIONAL ETF TRUST
3,470$221.1M0.05%
90
DFISDIMENSIONAL ETF TRUST
7,176$214.1M0.04%
91
EMXCISHARES INC
3,360$212.1M0.04%
92
XOMEXXON MOBIL CORP
1,947$209.9M0.04%
93
WMTWALMART INC
2,083$203.7M0.04%
94
FMDEFIDELITY COVINGTON TRUST
5,888$202.6M0.04%
95
NRIXNURIX THERAPEUTICS INC
17,284$196.9M0.04%
96
GDRXGOODRX HLDGS INC
13,117$65.3M0.01%