13F COMBINATION REPORT
RAM Investment Partners, LLC
Quarter ended Q2 2025 · Filed August 8, 2025 · Accession 0001989672-25-000005
Total Value
$476.4M
Positions
162
Other Managers
2
Confidential Omitted
No
Holdings (162)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 25434V708 | 2,699,138 | $96.7M | 20.31% |
| 2 | DIMENSIONAL ETF TRUST | 25434V203 | 1,694,354 | $58.6M | 12.30% |
| 3 | MICROSOFT CORP | MSFT | 108,887 | $54.2M | 11.37% |
| 4 | DIMENSIONAL ETF TRUST | 25434V864 | 891,335 | $42.8M | 8.98% |
| 5 | PIMCO ETF TR | 72201R817 | 380,738 | $37.0M | 7.78% |
| 6 | DIMENSIONAL ETF TRUST | 25434V302 | 1,114,524 | $32.3M | 6.77% |
| 7 | DIMENSIONAL ETF TRUST | 25434V823 | 1,266,475 | $29.7M | 6.24% |
| 8 | DIMENSIONAL ETF TRUST | 25434V849 | 335,907 | $15.9M | 3.34% |
| 9 | AMAZON COM INC | AMZN | 46,847 | $10.3M | 2.16% |
| 10 | COSTCO WHSL CORP NEW | 22160K105 | 7,686 | $7.6M | 1.60% |
| 11 | NVIDIA CORPORATION | NVDA | 40,572 | $6.4M | 1.35% |
| 12 | DIMENSIONAL ETF TRUST | 25434V716 | 121,006 | $4.7M | 1.00% |
| 13 | DIMENSIONAL ETF TRUST | 25434V880 | 160,619 | $4.7M | 0.99% |
| 14 | DIMENSIONAL ETF TRUST | 25434V690 | 114,575 | $4.5M | 0.95% |
| 15 | VANGUARD MALVERN FDS | 922020805 | 74,973 | $3.8M | 0.79% |
| 16 | APPLE INC | AAPL | 15,357 | $3.2M | 0.66% |
| 17 | AMERICAN CENTY ETF TR | 025072885 | 27,100 | $2.7M | 0.57% |
| 18 | DIMENSIONAL ETF TRUST | 25434V674 | 48,932 | $2.6M | 0.54% |
| 19 | DIMENSIONAL ETF TRUST | 25434V682 | 66,500 | $2.5M | 0.53% |
| 20 | ALPHABET INC | GOOG | 13,738 | $2.4M | 0.51% |
| 21 | AMERICAN CENTY ETF TR | 025072703 | 27,227 | $2.0M | 0.42% |
| 22 | PACCAR INC | PCAR | 15,629 | $1.5M | 0.31% |
| 23 | VANGUARD INDEX FDS | 922908769 | 4,465 | $1.4M | 0.28% |
| 24 | DIMENSIONAL ETF TRUST | 25434V724 | 31,834 | $1.3M | 0.28% |
| 25 | TESLA INC | TSLA | 3,929 | $1.2M | 0.26% |
| 26 | ALPHABET INC | GOOG | 7,056 | $1.2M | 0.26% |
| 27 | META PLATFORMS INC | META | 1,650 | $1.2M | 0.26% |
| 28 | ORACLE CORP | ORCL-PD | 5,523 | $1.2M | 0.25% |
| 29 | NVIDIA CORPORATION | NVDA | 7,002 | $1.1M | 0.23% |
| 30 | ABBVIE INC | ABBV | 5,452 | $1.0M | 0.21% |
| 31 | AMERICAN CENTY ETF TR | 025072604 | 14,596 | $1.0M | 0.21% |
| 32 | VANGUARD INDEX FDS | 922908363 | 1,738 | $987,185 | 0.21% |
| 33 | LAM RESEARCH CORP | LRCX | 10,046 | $977,912 | 0.21% |
| 34 | BROADCOM INC | AVGO | 3,525 | $971,528 | 0.20% |
| 35 | VANGUARD TAX-MANAGED FDS | 921943858 | 17,033 | $971,072 | 0.20% |
| 36 | MICROSOFT CORP | MSFT | 1,886 | $938,140 | 0.20% |
| 37 | DIMENSIONAL ETF TRUST | 25434V781 | 27,130 | $892,861 | 0.19% |
| 38 | SPDR S&P 500 ETF TR | SPY | 1,424 | $879,558 | 0.18% |
| 39 | VANGUARD WORLD FD | 92204A702 | 1,317 | $873,564 | 0.18% |
| 40 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 1,767 | $858,356 | 0.18% |
| 41 | APPLE INC | AAPL | 4,008 | $822,270 | 0.17% |
| 42 | NIKE INC | NKE | 11,512 | $817,779 | 0.17% |
| 43 | INVESCO QQQ TR | IVZ | 1,413 | $779,613 | 0.16% |
| 44 | ABBOTT LABS | ABLZF | 5,660 | $769,817 | 0.16% |
| 45 | ISHARES TR | 464287200 | 1,234 | $766,374 | 0.16% |
| 46 | INVESCO EXCH TRADED FD TR II | IVZ | 6,147 | $691,371 | 0.15% |
| 47 | DIMENSIONAL ETF TRUST | 25434V609 | 11,826 | $638,131 | 0.13% |
| 48 | VANGUARD INDEX FDS | 922908736 | 1,445 | $633,488 | 0.13% |
| 49 | VISA INC | V | 1,760 | $624,888 | 0.13% |
| 50 | ISHARES TR | 464288414 | 5,850 | $611,208 | 0.13% |
| 51 | DIMENSIONAL ETF TRUST | 25434V807 | 13,737 | $588,346 | 0.12% |
| 52 | NUSHARES ETF TR | NU | 6,062 | $569,572 | 0.12% |
| 53 | DIMENSIONAL ETF TRUST | 25434V815 | 18,368 | $540,565 | 0.11% |
| 54 | VANGUARD WORLD FD | 921910733 | 4,878 | $534,843 | 0.11% |
| 55 | AMAZON COM INC | AMZN | 2,415 | $529,727 | 0.11% |
| 56 | META PLATFORMS INC | META | 717 | $529,427 | 0.11% |
| 57 | SALESFORCE INC | CRM | 1,874 | $511,021 | 0.11% |
| 58 | NVIDIA CORPORATION | NVDA | 3,189 | $503,830 | 0.11% |
| 59 | NETFLIX INC | NFLX | 376 | $503,513 | 0.11% |
| 60 | MICROSOFT CORP | MSFT | 1,005 | $499,897 | 0.10% |
| 61 | DIMENSIONAL ETF TRUST | 25434V617 | 6,824 | $457,785 | 0.10% |
| 62 | ENDAVA PLC | DAVA | 29,373 | $449,994 | 0.09% |
| 63 | APPLE INC | AAPL | 2,177 | $446,655 | 0.09% |
| 64 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 1,956 | $443,014 | 0.09% |
| 65 | DIMENSIONAL ETF TRUST | 25434V401 | 6,500 | $435,630 | 0.09% |
| 66 | VANGUARD INDEX FDS | 922908629 | 1,521 | $425,698 | 0.09% |
| 67 | ISHARES TR | 464287432 | 4,718 | $416,364 | 0.09% |
| 68 | SPDR GOLD TR | GLD | 1,356 | $413,321 | 0.09% |
| 69 | DIMENSIONAL ETF TRUST | 25434V633 | 8,326 | $410,305 | 0.09% |
| 70 | VANGUARD WHITEHALL FDS | 921946885 | 6,262 | $409,247 | 0.09% |
| 71 | APPLIED MATLS INC | 038222105 | 2,197 | $402,205 | 0.08% |
| 72 | VANGUARD INTL EQUITY INDEX F | 922042742 | 2,964 | $380,982 | 0.08% |
| 73 | MASTERCARD INCORPORATED | MA | 666 | $374,252 | 0.08% |
| 74 | BROADCOM INC | AVGO | 1,309 | $360,743 | 0.08% |
| 75 | LATTICE STRATEGIES TR | 518416409 | 6,681 | $358,703 | 0.08% |
| 76 | JPMORGAN CHASE & CO. | VYLD | 1,229 | $356,171 | 0.07% |
| 77 | ALPHABET INC | GOOG | 1,884 | $332,103 | 0.07% |
| 78 | VANGUARD INTL EQUITY INDEX F | 922042858 | 6,615 | $327,161 | 0.07% |
| 79 | VANGUARD BD INDEX FDS | 921937835 | 4,335 | $319,200 | 0.07% |
| 80 | JOHNSON & JOHNSON | JNJ | 2,082 | $318,078 | 0.07% |
| 81 | ISHARES TR | 46432F834 | 3,955 | $305,761 | 0.06% |
| 82 | T-MOBILE US INC | TMUSZ | 1,272 | $303,067 | 0.06% |
| 83 | AMAZON COM INC | AMZN | 1,381 | $302,978 | 0.06% |
| 84 | STARBUCKS CORP | SBUX | 3,204 | $293,547 | 0.06% |
| 85 | DIMENSIONAL ETF TRUST | 25434V666 | 9,351 | $290,068 | 0.06% |
| 86 | ISHARES TR | 464287622 | 836 | $283,881 | 0.06% |
| 87 | SCHWAB CHARLES CORP | SCHW-PJ | 3,016 | $275,180 | 0.06% |
| 88 | DIMENSIONAL ETF TRUST | 25434V765 | 9,300 | $274,257 | 0.06% |
| 89 | ISHARES TR | 464288513 | 3,353 | $270,404 | 0.06% |
| 90 | COLGATE PALMOLIVE CO | CL | 2,944 | $267,610 | 0.06% |
| 91 | ALPHABET INC | GOOG | 1,461 | $259,167 | 0.05% |
| 92 | WASTE MGMT INC DEL | 94106L109 | 1,130 | $258,567 | 0.05% |
| 93 | VANGUARD INDEX FDS | 922908744 | 1,432 | $253,160 | 0.05% |
| 94 | JPMORGAN CHASE & CO. | VYLD | 860 | $249,323 | 0.05% |
| 95 | SCHWAB STRATEGIC TR | 808524201 | 10,149 | $248,045 | 0.05% |
| 96 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 509 | $247,016 | 0.05% |
| 97 | PALANTIR TECHNOLOGIES INC | PLTR | 1,771 | $241,423 | 0.05% |
| 98 | ISHARES INC | 46434G103 | 3,952 | $237,239 | 0.05% |
| 99 | VANGUARD SCOTTSDALE FDS | 92206C409 | 2,925 | $232,538 | 0.05% |
| 100 | ISHARES TR | 464288307 | 2,865 | $229,859 | 0.05% |
| 101 | AT&T INC | T-PC | 7,906 | $228,800 | 0.05% |
| 102 | DIMENSIONAL ETF TRUST | 25434V500 | 3,470 | $221,055 | 0.05% |
| 103 | DIMENSIONAL ETF TRUST | 25434V773 | 7,176 | $214,132 | 0.04% |
| 104 | ELI LILLY & CO | LLY | 274 | $213,270 | 0.04% |
| 105 | ISHARES INC | 46434G764 | 3,360 | $212,125 | 0.04% |
| 106 | META PLATFORMS INC | META | 283 | $208,879 | 0.04% |
| 107 | FIDELITY COVINGTON TRUST | 31609A503 | 5,888 | $202,637 | 0.04% |
| 108 | VISA INC | V | 569 | $202,182 | 0.04% |
| 109 | NURIX THERAPEUTICS INC | NRIX | 17,284 | $196,865 | 0.04% |
| 110 | MASTERCARD INCORPORATED | MA | 332 | $186,402 | 0.04% |
| 111 | BROADCOM INC | AVGO | 634 | $174,762 | 0.04% |
| 112 | NETFLIX INC | NFLX | 128 | $171,406 | 0.04% |
| 113 | EXXON MOBIL CORP | XOM | 1,470 | $158,457 | 0.03% |
| 114 | COSTCO WHSL CORP NEW | 22160K105 | 155 | $153,867 | 0.03% |
| 115 | WALMART INC | WMT | 1,514 | $148,034 | 0.03% |
| 116 | JPMORGAN CHASE & CO. | VYLD | 466 | $135,098 | 0.03% |
| 117 | ORACLE CORP | ORCL-PD | 613 | $134,020 | 0.03% |
| 118 | ABBVIE INC | ABBV | 642 | $119,168 | 0.03% |
| 119 | ELI LILLY & CO | LLY | 152 | $118,489 | 0.02% |
| 120 | ALPHABET INC | GOOG | 650 | $114,550 | 0.02% |
| 121 | VISA INC | V | 284 | $100,834 | 0.02% |
| 122 | TESLA INC | TSLA | 316 | $100,346 | 0.02% |
| 123 | JOHNSON & JOHNSON | JNJ | 650 | $99,280 | 0.02% |
| 124 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 203 | $98,611 | 0.02% |
| 125 | TESLA INC | TSLA | 293 | $93,074 | 0.02% |
| 126 | COSTCO WHSL CORP NEW | 22160K105 | 84 | $83,155 | 0.02% |
| 127 | ALPHABET INC | GOOG | 454 | $80,535 | 0.02% |
| 128 | NETFLIX INC | NFLX | 59 | $79,009 | 0.02% |
| 129 | AT&T INC | T-PC | 2,692 | $77,906 | 0.02% |
| 130 | MASTERCARD INCORPORATED | MA | 129 | $72,490 | 0.02% |
| 131 | GOODRX HLDGS INC | GDRX | 13,115 | $65,313 | 0.01% |
| 132 | ORACLE CORP | ORCL-PD | 284 | $62,091 | 0.01% |
| 133 | T-MOBILE US INC | TMUSZ | 258 | $61,471 | 0.01% |
| 134 | ABBOTT LABS | ABLZF | 436 | $59,300 | 0.01% |
| 135 | SALESFORCE INC | CRM | 213 | $58,083 | 0.01% |
| 136 | LAM RESEARCH CORP | LRCX | 576 | $56,080 | 0.01% |
| 137 | WALMART INC | WMT | 569 | $55,637 | 0.01% |
| 138 | EXXON MOBIL CORP | XOM | 477 | $51,421 | 0.01% |
| 139 | LAM RESEARCH CORP | LRCX | 519 | $50,519 | 0.01% |
| 140 | SALESFORCE INC | CRM | 185 | $50,377 | 0.01% |
| 141 | ABBVIE INC | ABBV | 264 | $49,004 | 0.01% |
| 142 | JOHNSON & JOHNSON | JNJ | 317 | $48,422 | 0.01% |
| 143 | PALANTIR TECHNOLOGIES INC | PLTR | 336 | $45,804 | 0.01% |
| 144 | APPLIED MATLS INC | 038222105 | 245 | $44,852 | 0.01% |
| 145 | PALANTIR TECHNOLOGIES INC | PLTR | 290 | $39,533 | 0.01% |
| 146 | ABBOTT LABS | ABLZF | 249 | $33,866 | 0.01% |
| 147 | WASTE MGMT INC DEL | 94106L109 | 142 | $32,492 | 0.01% |
| 148 | SCHWAB CHARLES CORP | SCHW-PJ | 321 | $29,288 | 0.01% |
| 149 | AT&T INC | T-PC | 970 | $28,072 | 0.01% |
| 150 | PACCAR INC | PCAR | 285 | $27,092 | 0.01% |
| 151 | COLGATE PALMOLIVE CO | CL | 220 | $20,030 | 0.00% |
| 152 | APPLIED MATLS INC | 038222105 | 104 | $19,039 | 0.00% |
| 153 | SCHWAB CHARLES CORP | SCHW-PJ | 197 | $17,974 | 0.00% |
| 154 | STARBUCKS CORP | SBUX | 191 | $17,501 | 0.00% |
| 155 | T-MOBILE US INC | TMUSZ | 70 | $16,678 | 0.00% |
| 156 | STARBUCKS CORP | SBUX | 169 | $15,485 | 0.00% |
| 157 | WASTE MGMT INC DEL | 94106L109 | 54 | $12,356 | 0.00% |
| 158 | NIKE INC | NKE | 161 | $11,437 | 0.00% |
| 159 | NIKE INC | NKE | 161 | $11,410 | 0.00% |
| 160 | COLGATE PALMOLIVE CO | CL | 77 | $6,999 | 0.00% |
| 161 | PACCAR INC | PCAR | 29 | $2,757 | 0.00% |
| 162 | GOODRX HLDGS INC | GDRX | 2 | $10 | 0.00% |