13F COMBINATION REPORT
RAM Investment Partners, LLC
Quarter ended Q1 2025 · Filed April 23, 2025 · Accession 0001989672-25-000003
Total Value
$405.1M
Positions
152
Other Managers
2
Confidential Omitted
No
Holdings (152)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 25434V708 | 2,597,909 | $85.7M | 21.16% |
| 2 | DIMENSIONAL ETF TRUST | 25434V203 | 1,635,154 | $51.1M | 12.61% |
| 3 | PIMCO ETF TR | 72201R817 | 351,247 | $34.0M | 8.39% |
| 4 | DIMENSIONAL ETF TRUST | 25434V864 | 691,752 | $32.9M | 8.12% |
| 5 | MICROSOFT CORP | MSFT | 85,987 | $32.3M | 7.97% |
| 6 | DIMENSIONAL ETF TRUST | 25434V823 | 1,219,650 | $29.0M | 7.16% |
| 7 | DIMENSIONAL ETF TRUST | 25434V302 | 1,079,634 | $28.0M | 6.90% |
| 8 | DIMENSIONAL ETF TRUST | 25434V849 | 426,342 | $20.3M | 5.01% |
| 9 | AMAZON COM INC | AMZN | 49,902 | $9.5M | 2.34% |
| 10 | COSTCO WHSL CORP NEW | 22160K105 | 7,682 | $7.3M | 1.79% |
| 11 | NVIDIA CORPORATION | NVDA | 42,742 | $4.6M | 1.14% |
| 12 | DIMENSIONAL ETF TRUST | 25434V880 | 166,867 | $4.4M | 1.08% |
| 13 | VANGUARD MALVERN FDS | 922020805 | 71,678 | $3.6M | 0.88% |
| 14 | DIMENSIONAL ETF TRUST | 25434V690 | 101,655 | $3.5M | 0.88% |
| 15 | DIMENSIONAL ETF TRUST | 25434V716 | 95,704 | $3.4M | 0.85% |
| 16 | APPLE INC | AAPL | 10,941 | $2.4M | 0.60% |
| 17 | DIMENSIONAL ETF TRUST | 25434V674 | 40,428 | $2.1M | 0.51% |
| 18 | ALPHABET INC | GOOG | 13,017 | $2.0M | 0.50% |
| 19 | DIMENSIONAL ETF TRUST | 25434V682 | 56,623 | $1.9M | 0.47% |
| 20 | AMERICAN CENTY ETF TR | 025072703 | 25,094 | $1.7M | 0.41% |
| 21 | ENDAVA PLC | DAVA | 78,626 | $1.5M | 0.38% |
| 22 | PACCAR INC | PCAR | 15,724 | $1.5M | 0.38% |
| 23 | UNITEDHEALTH GROUP INC | UNH | 2,800 | $1.5M | 0.36% |
| 24 | DIMENSIONAL ETF TRUST | 25434V724 | 31,834 | $1.3M | 0.32% |
| 25 | VANGUARD INDEX FDS | 922908769 | 4,467 | $1.2M | 0.30% |
| 26 | TESLA INC | TSLA | 4,427 | $1.1M | 0.28% |
| 27 | NIKE INC | NKE | 17,390 | $1.1M | 0.27% |
| 28 | ALPHABET INC | GOOG | 6,840 | $1.1M | 0.26% |
| 29 | ABBVIE INC | ABBV | 5,019 | $1.1M | 0.26% |
| 30 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 1,658 | $883,018 | 0.22% |
| 31 | APPLE INC | AAPL | 3,736 | $829,822 | 0.20% |
| 32 | META PLATFORMS INC | META | 1,421 | $818,957 | 0.20% |
| 33 | SPDR S&P 500 ETF TR | SPY | 1,457 | $814,795 | 0.20% |
| 34 | VANGUARD TAX-MANAGED FDS | 921943858 | 15,823 | $804,274 | 0.20% |
| 35 | LAM RESEARCH CORP | LRCX | 10,805 | $785,552 | 0.19% |
| 36 | ORACLE CORP | ORCL-PD | 5,345 | $747,284 | 0.18% |
| 37 | AMERICAN CENTY ETF TR | 025072885 | 7,865 | $726,569 | 0.18% |
| 38 | VANGUARD WORLD FD | 92204A702 | 1,317 | $714,333 | 0.18% |
| 39 | ISHARES TR | 464287200 | 1,234 | $693,550 | 0.17% |
| 40 | MICROSOFT CORP | MSFT | 1,803 | $676,847 | 0.17% |
| 41 | DIMENSIONAL ETF TRUST | 25434V633 | 13,584 | $673,766 | 0.17% |
| 42 | ISHARES TR | 464288414 | 5,852 | $616,987 | 0.15% |
| 43 | DIMENSIONAL ETF TRUST | 25434V609 | 11,826 | $608,921 | 0.15% |
| 44 | VISA INC | V | 1,673 | $586,320 | 0.14% |
| 45 | NVIDIA CORPORATION | NVDA | 5,391 | $584,305 | 0.14% |
| 46 | INVESCO EXCH TRADED FD TR II | IVZ | 6,147 | $568,797 | 0.14% |
| 47 | PROGRESSIVE CORP | 743315103 | 1,942 | $549,483 | 0.14% |
| 48 | BROADCOM INC | AVGO | 3,260 | $545,738 | 0.13% |
| 49 | INVESCO QQQ TR | IVZ | 1,162 | $544,881 | 0.13% |
| 50 | DIMENSIONAL ETF TRUST | 25434V807 | 13,840 | $544,733 | 0.13% |
| 51 | VANGUARD INDEX FDS | 922908736 | 1,465 | $543,251 | 0.13% |
| 52 | DIMENSIONAL ETF TRUST | 25434V781 | 18,461 | $537,583 | 0.13% |
| 53 | VANGUARD INDEX FDS | 922908363 | 1,041 | $535,233 | 0.13% |
| 54 | SALESFORCE INC | CRM | 1,848 | $495,929 | 0.12% |
| 55 | VANGUARD WORLD FD | 921910733 | 4,878 | $477,815 | 0.12% |
| 56 | NUSHARES ETF TR | NU | 6,062 | $474,572 | 0.12% |
| 57 | APPLE INC | AAPL | 2,133 | $473,803 | 0.12% |
| 58 | ABBOTT LABS | ABLZF | 3,395 | $450,347 | 0.11% |
| 59 | AMAZON COM INC | AMZN | 2,329 | $443,029 | 0.11% |
| 60 | DIMENSIONAL ETF TRUST | 25434V617 | 7,187 | $440,392 | 0.11% |
| 61 | ISHARES TR | 464287432 | 4,718 | $429,480 | 0.11% |
| 62 | SPDR GOLD TR | GLD | 1,356 | $390,691 | 0.10% |
| 63 | META PLATFORMS INC | META | 675 | $389,212 | 0.10% |
| 64 | MICROSOFT CORP | MSFT | 955 | $358,497 | 0.09% |
| 65 | VANGUARD BD INDEX FDS | 921937835 | 4,857 | $356,761 | 0.09% |
| 66 | T-MOBILE US INC | TMUSZ | 1,292 | $344,589 | 0.09% |
| 67 | VANGUARD INTL EQUITY INDEX F | 922042742 | 2,963 | $343,576 | 0.08% |
| 68 | NETFLIX INC | NFLX | 360 | $335,711 | 0.08% |
| 69 | MASTERCARD INCORPORATED | MA | 611 | $334,901 | 0.08% |
| 70 | NVIDIA CORPORATION | NVDA | 3,061 | $331,751 | 0.08% |
| 71 | DIMENSIONAL ETF TRUST | 25434V500 | 5,495 | $328,308 | 0.08% |
| 72 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 1,956 | $324,696 | 0.08% |
| 73 | VANGUARD WHITEHALL FDS | 921946885 | 5,035 | $323,215 | 0.08% |
| 74 | APPLIED MATLS INC | 038222105 | 2,180 | $316,362 | 0.08% |
| 75 | DIMENSIONAL ETF TRUST | 25434V666 | 10,113 | $309,154 | 0.08% |
| 76 | AMERICAN CENTY ETF TR | 025072604 | 5,072 | $305,182 | 0.08% |
| 77 | VANGUARD INTL EQUITY INDEX F | 922042858 | 6,586 | $298,093 | 0.07% |
| 78 | STARBUCKS CORP | SBUX | 2,984 | $292,663 | 0.07% |
| 79 | ISHARES TR | 46432F834 | 3,955 | $276,099 | 0.07% |
| 80 | JPMORGAN CHASE & CO. | VYLD | 1,104 | $270,703 | 0.07% |
| 81 | MARKEL GROUP INC | MKL | 141 | $263,615 | 0.07% |
| 82 | DIMENSIONAL ETF TRUST | 25434V815 | 9,351 | $263,233 | 0.06% |
| 83 | ISHARES TR | 464288513 | 3,322 | $262,068 | 0.06% |
| 84 | ALPHABET INC | GOOG | 1,693 | $261,881 | 0.06% |
| 85 | VANGUARD INDEX FDS | 922908629 | 1,006 | $260,206 | 0.06% |
| 86 | ISHARES TR | 464287622 | 836 | $256,435 | 0.06% |
| 87 | AMAZON COM INC | AMZN | 1,329 | $252,856 | 0.06% |
| 88 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 464 | $246,852 | 0.06% |
| 89 | VANGUARD INDEX FDS | 922908744 | 1,429 | $246,826 | 0.06% |
| 90 | SCHWAB CHARLES CORP | SCHW-PJ | 2,959 | $231,631 | 0.06% |
| 91 | VANGUARD SCOTTSDALE FDS | 92206C409 | 2,925 | $230,900 | 0.06% |
| 92 | COLUMBIA ETF TR II | 19762B202 | 7,600 | $224,466 | 0.06% |
| 93 | SCHWAB STRATEGIC TR | 808524201 | 10,149 | $224,093 | 0.06% |
| 94 | LATTICE STRATEGIES TR | 518416409 | 4,400 | $223,212 | 0.06% |
| 95 | ELI LILLY & CO | LLY | 268 | $221,004 | 0.05% |
| 96 | INVESCO EXCHANGE TRADED FD T | IVZ | 1,265 | $219,136 | 0.05% |
| 97 | BROADCOM INC | AVGO | 1,297 | $217,106 | 0.05% |
| 98 | AT&T INC | T-PC | 7,513 | $212,468 | 0.05% |
| 99 | ALPHABET INC | GOOG | 1,331 | $207,942 | 0.05% |
| 100 | NURIX THERAPEUTICS INC | NRIX | 17,284 | $205,334 | 0.05% |
| 101 | ISHARES TR | 464288307 | 2,865 | $204,647 | 0.05% |
| 102 | VISA INC | V | 499 | $175,036 | 0.04% |
| 103 | EXXON MOBIL CORP | XOM | 1,429 | $169,941 | 0.04% |
| 104 | MASTERCARD INCORPORATED | MA | 299 | $163,729 | 0.04% |
| 105 | META PLATFORMS INC | META | 272 | $156,770 | 0.04% |
| 106 | ABBVIE INC | ABBV | 635 | $133,045 | 0.03% |
| 107 | COSTCO WHSL CORP NEW | 22160K105 | 140 | $132,817 | 0.03% |
| 108 | ELI LILLY & CO | LLY | 148 | $122,235 | 0.03% |
| 109 | JPMORGAN CHASE & CO. | VYLD | 457 | $112,102 | 0.03% |
| 110 | NETFLIX INC | NFLX | 117 | $109,104 | 0.03% |
| 111 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 195 | $103,853 | 0.03% |
| 112 | ALPHABET INC | GOOG | 624 | $96,495 | 0.02% |
| 113 | VISA INC | V | 269 | $94,274 | 0.02% |
| 114 | UNITEDHEALTH GROUP INC | UNH | 180 | $94,228 | 0.02% |
| 115 | BROADCOM INC | AVGO | 534 | $89,408 | 0.02% |
| 116 | TESLA INC | TSLA | 322 | $83,450 | 0.02% |
| 117 | UNITEDHEALTH GROUP INC | UNH | 150 | $78,563 | 0.02% |
| 118 | COSTCO WHSL CORP NEW | 22160K105 | 82 | $77,554 | 0.02% |
| 119 | GOODRX HLDGS INC | GDRX | 17,486 | $77,113 | 0.02% |
| 120 | TESLA INC | TSLA | 294 | $76,165 | 0.02% |
| 121 | ORACLE CORP | ORCL-PD | 530 | $74,099 | 0.02% |
| 122 | ALPHABET INC | GOOG | 437 | $68,273 | 0.02% |
| 123 | MASTERCARD INCORPORATED | MA | 123 | $67,419 | 0.02% |
| 124 | T-MOBILE US INC | TMUSZ | 250 | $66,677 | 0.02% |
| 125 | AT&T INC | T-PC | 2,303 | $65,129 | 0.02% |
| 126 | SALESFORCE INC | CRM | 212 | $56,892 | 0.01% |
| 127 | PROGRESSIVE CORP | 743315103 | 195 | $55,187 | 0.01% |
| 128 | EXXON MOBIL CORP | XOM | 455 | $54,113 | 0.01% |
| 129 | ABBVIE INC | ABBV | 251 | $52,590 | 0.01% |
| 130 | NETFLIX INC | NFLX | 56 | $52,222 | 0.01% |
| 131 | ABBOTT LABS | ABLZF | 370 | $49,080 | 0.01% |
| 132 | SALESFORCE INC | CRM | 159 | $42,599 | 0.01% |
| 133 | LAM RESEARCH CORP | LRCX | 572 | $41,593 | 0.01% |
| 134 | LAM RESEARCH CORP | LRCX | 541 | $39,331 | 0.01% |
| 135 | ORACLE CORP | ORCL-PD | 276 | $38,588 | 0.01% |
| 136 | APPLIED MATLS INC | 038222105 | 235 | $34,103 | 0.01% |
| 137 | ABBOTT LABS | ABLZF | 237 | $31,438 | 0.01% |
| 138 | PACCAR INC | PCAR | 288 | $28,043 | 0.01% |
| 139 | AT&T INC | T-PC | 930 | $26,300 | 0.01% |
| 140 | SCHWAB CHARLES CORP | SCHW-PJ | 267 | $20,901 | 0.01% |
| 141 | MARKEL GROUP INC | MKL | 11 | $20,566 | 0.01% |
| 142 | STARBUCKS CORP | SBUX | 204 | $20,010 | 0.00% |
| 143 | T-MOBILE US INC | TMUSZ | 72 | $19,203 | 0.00% |
| 144 | PROGRESSIVE CORP | 743315103 | 59 | $16,698 | 0.00% |
| 145 | STARBUCKS CORP | SBUX | 170 | $16,675 | 0.00% |
| 146 | NIKE INC | NKE | 256 | $16,251 | 0.00% |
| 147 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 92 | $15,272 | 0.00% |
| 148 | NIKE INC | NKE | 167 | $10,576 | 0.00% |
| 149 | SCHWAB CHARLES CORP | SCHW-PJ | 135 | $10,568 | 0.00% |
| 150 | APPLIED MATLS INC | 038222105 | 66 | $9,578 | 0.00% |
| 151 | PACCAR INC | PCAR | 24 | $2,337 | 0.00% |
| 152 | GOODRX HLDGS INC | GDRX | 5 | $22 | 0.00% |