The Analysis of RAM Investment Partners, LLC's Holdings
Currently, RAM Investment Partners, LLC holds 117 types of securities in its portfolio with a total value $553.0M. In the most recent quarter, they have increased their positions in DFNM (+94.6K shares, valued at $4.6M), CORP (+43.5K shares, valued at $4.3M), DFAI (+91.9K shares, valued at $3.5M); decreased their positions in NVDA (-11.6K shares, valued at $2.2M), N/A (-4.2K shares, valued at $1.3M), AAPL (-4.4K shares, valued at $1.2M); initiated new positions in PRCH (+95.5K shares, valued at $871.8K), FDVV (+5.2K shares, valued at $296.6K), MAR (+942 shares, valued at $292.2K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
DFAC DIMENSIONAL ETF TRUST2.7M shares0.30%2025-12-312026-02-12
DFAI DIMENSIONAL ETF TRUST1.9M shares5.20%2025-12-312026-02-12 MSFT MICROSOFT CORP106.8K shares-1.41%2025-12-312026-02-12 CORP PIMCO ETF TR470.4K shares10.20%2025-12-312026-02-12 DFSD DIMENSIONAL ETF TRUST952.0K shares5.39%2025-12-312026-02-12 DFAE DIMENSIONAL ETF TRUST1.3M shares8.73%2025-12-312026-02-12 DFAR DIMENSIONAL ETF TRUST1.4M shares3.08%2025-12-312026-02-12 DFNM DIMENSIONAL ETF TRUST509.2K shares22.81%2025-12-312026-02-12 AMZN AMAZON COM INC48.5K shares-5.27%2025-12-312026-02-12 NVDA NVIDIA CORPORATION37.1K shares-23.74%2025-12-312026-02-12 COST COSTCO WHSL CORP NEW8.0K shares7.06%2025-12-312026-02-12 ALPHABET INC ALPHABET INC20.7K shares-16.78%2025-12-312026-02-12 DFSU DIMENSIONAL ETF TRUST121.1K shares2.99%2025-12-312026-02-12 DFSI DIMENSIONAL ETF TRUST121.9K shares3.24%2025-12-312026-02-12 DFAX DIMENSIONAL ETF TRUST157.3K shares-1.02%2025-12-312026-02-12 AAPL APPLE INC18.5K shares-19.24%2025-12-312026-02-12 ORCL ORACLE CORP22.4K shares220.17%2025-12-312026-02-12 RBLX ROBLOX CORP51.2K shares-17.98%2025-12-312026-02-12 VTIP VANGUARD MALVERN FDS75.4K shares1.50%2025-12-312026-02-12 BROADCOM INC BROADCOM INC8.9K shares-12.12%2025-12-312026-02-12 DFSB DIMENSIONAL ETF TRUST59.1K shares14.58%2025-12-312026-02-12 AVUS AMERICAN CENTY ETF TR26.7K shares-0.24%2025-12-312026-02-12 DFSE DIMENSIONAL ETF TRUST67.8K shares3.08%2025-12-312026-02-12 ALPHABET INC ALPHABET INC7.6K shares-24.36%2025-12-312026-02-12 META META PLATFORMS INC3.3K shares-19.86%2025-12-312026-02-12 AVDE AMERICAN CENTY ETF TR26.5K shares0.00%2025-12-312026-02-12 TSLA TESLA INC4.5K shares3.00%2025-12-312026-02-12 DISV DIMENSIONAL ETF TRUST49.8K shares39.16%2025-12-312026-02-12 PCAR PACCAR INC15.4K shares-4.00%2025-12-312026-02-12 DFUS DIMENSIONAL ETF TRUST21.8K shares96.67%2025-12-312026-02-12 DFSV DIMENSIONAL ETF TRUST45.7K shares75.35%2025-12-312026-02-12 VTI VANGUARD INDEX FDS4.3K shares-4.28%2025-12-312026-02-12 DFUV DIMENSIONAL ETF TRUST29.0K shares-5.07%2025-12-312026-02-12 ABBV ABBVIE INC5.6K shares-13.44%2025-12-312026-02-12 DIHP DIMENSIONAL ETF TRUST35.6K shares80.76%2025-12-312026-02-12 AVEM AMERICAN CENTY ETF TR14.2K shares-0.60%2025-12-312026-02-12 VGT VANGUARD WORLD FD1.4K shares0.00%2025-12-312026-02-12 SPY SPDR S&P 500 ETF TR1.5K shares-0.52%2025-12-312026-02-12 DUHP DIMENSIONAL ETF TRUST26.4K shares149.06%2025-12-312026-02-12 VEA VANGUARD TAX-MANAGED FDS15.1K shares-11.40%2025-12-312026-02-12 PRCH PORCH GROUP INC95.5K sharesnew addition2025-12-312026-02-12 IVV ISHARES TR1.2K shares0.00%2025-12-312026-02-12 NKE NIKE INC12.8K shares-3.70%2025-12-312026-02-12 DFCA DIMENSIONAL ETF TRUST15.8K shares69.85%2025-12-312026-02-12 SPMO INVESCO EXCH TRADED FD TR II6.1K shares0.00%2025-12-312026-02-12 VUG VANGUARD INDEX FDS1.5K shares0.83%2025-12-312026-02-12 ABT ABBOTT LABS5.6K shares-12.10%2025-12-312026-02-12 V VISA INC2.0K shares-26.51%2025-12-312026-02-12 DFIV DIMENSIONAL ETF TRUST13.7K shares0.00%2025-12-312026-02-12 DFAT DIMENSIONAL ETF TRUST11.2K shares-5.07%2025-12-312026-02-12 VXUS VANGUARD STAR FDS8.8K shares0.00%2025-12-312026-02-12 MUB ISHARES TR5.7K shares7.14%2025-12-312026-02-12 NULG NUSHARES ETF TR6.1K shares0.00%2025-12-312026-02-12 ESGV VANGUARD WORLD FD4.9K shares0.00%2025-12-312026-02-12 DFAW DIMENSIONAL ETF TRUST7.6K shares6.44%2025-12-312026-02-12 CRM SALESFORCE INC2.0K shares-10.98%2025-12-312026-02-12 AMAT APPLIED MATLS INC2.1K shares-12.21%2025-12-312026-02-12 JPM JPMORGAN CHASE & CO.1.5K shares-43.03%2025-12-312026-02-12 JNJ JOHNSON & JOHNSON2.3K shares-26.35%2025-12-312026-02-12 NFLX NETFLIX INC4.7K shares711.76%2025-12-312026-02-12 GLD SPDR GOLD TR1.1K shares1.37%2025-12-312026-02-12 MA MASTERCARD INCORPORATED752 shares-35.84%2025-12-312026-02-12 VT VANGUARD INTL EQUITY INDEX F3.0K shares0.24%2025-12-312026-02-12 VO VANGUARD INDEX FDS1.4K shares-0.14%2025-12-312026-02-12 TLT ISHARES TR4.7K shares-2.03%2025-12-312026-02-12 VWOB VANGUARD WHITEHALL FDS6.0K shares-1.58%2025-12-312026-02-12 ROUS LATTICE STRATEGIES TR6.7K shares0.00%2025-12-312026-02-12 VCSH VANGUARD SCOTTSDALE FDS4.7K shares0.32%2025-12-312026-02-12 BND VANGUARD BD INDEX FDS5.0K shares13.98%2025-12-312026-02-12 SBUX STARBUCKS CORP4.3K shares28.12%2025-12-312026-02-12 VWO VANGUARD INTL EQUITY INDEX F6.6K shares-2.91%2025-12-312026-02-12 PLTR PALANTIR TECHNOLOGIES INC1.9K shares-23.56%2025-12-312026-02-12 IXUS ISHARES TR4.0K shares0.00%2025-12-312026-02-12 NRIX NURIX THERAPEUTICS INC17.3K shares0.00%2025-12-312026-02-12 SCHW SCHWAB CHARLES CORP3.2K shares-12.93%2025-12-312026-02-12 DFLV DIMENSIONAL ETF TRUST9.1K shares4.17%2025-12-312026-02-12 IWB ISHARES TR836 shares0.00%2025-12-312026-02-12 HYG ISHARES TR3.9K shares6.95%2025-12-312026-02-12 FDVV FIDELITY COVINGTON TRUST5.2K sharesnew addition2025-12-312026-02-12 MAR MARRIOTT INTL INC NEW942 sharesnew addition2025-12-312026-02-12 VTV VANGUARD INDEX FDS1.4K shares0.21%2025-12-312026-02-12 SCHX SCHWAB STRATEGIC TR10.1K shares0.00%2025-12-312026-02-12 IEMG ISHARES INC4.0K shares-0.75%2025-12-312026-02-12 WM WASTE MGMT INC DEL1.2K shares-12.92%2025-12-312026-02-12 LLY ELI LILLY & CO234 shares-47.65%2025-12-312026-02-12 EFA ISHARES TR2.6K shares19.89%2025-12-312026-02-12 DFAS DIMENSIONAL ETF TRUST3.5K shares0.00%2025-12-312026-02-12 DFIS DIMENSIONAL ETF TRUST7.2K shares0.00%2025-12-312026-02-12 CL COLGATE PALMOLIVE CO3.0K shares-7.24%2025-12-312026-02-12 IMCG ISHARES TR2.9K shares0.00%2025-12-312026-02-12 FMDE FIDELITY COVINGTON TRUST5.9K shares0.00%2025-12-312026-02-12 VBR VANGUARD INDEX FDS1.0K shares-8.56%2025-12-312026-02-12 IJR ISHARES TR1.7K sharesnew addition2025-12-312026-02-12 EXPD EXPEDITORS INTL WASH INC1.3K sharesnew addition2025-12-312026-02-12 WMT WALMART INC1.7K shares-21.28%2025-12-312026-02-12 T AT&T INC7.3K shares-38.74%2025-12-312026-02-12 DAVA ENDAVA PLC26.6K shares-9.44%2025-12-312026-02-12 XOM EXXON MOBIL CORP1.4K shares-35.24%2025-12-312026-02-12 TMUS T-MOBILE US INC773 shares-53.38%2025-12-312026-02-12 CTAS CINTAS CORP830 sharesnew addition2025-12-312026-02-12 TMO THERMO FISHER SCIENTIFIC INC265 sharesnew addition2025-12-312026-02-12 ADP AUTOMATIC DATA PROCESSING IN585 sharesnew addition2025-12-312026-02-12 AXP AMERICAN EXPRESS CO369 sharesnew addition2025-12-312026-02-12 AMD ADVANCED MICRO DEVICES INC636 sharesnew addition2025-12-312026-02-12 CSX CSX CORP3.7K sharesnew addition2025-12-312026-02-12 MU MICRON TECHNOLOGY INC450 sharesnew addition2025-12-312026-02-12 CAT CATERPILLAR INC211 sharesnew addition2025-12-312026-02-12 BAC BANK AMERICA CORP2.1K sharesnew addition2025-12-312026-02-12 CSCO CISCO SYS INC1.4K sharesnew addition2025-12-312026-02-12 RTX RTX CORPORATION513 sharesnew addition2025-12-312026-02-12 GE AEROSPACE GE AEROSPACE214 sharesnew addition2025-12-312026-02-12 IBM INTERNATIONAL BUSINESS MACHS179 sharesnew addition2025-12-312026-02-12 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available