Institutional Manager · CIK 0001566307
Ramiah Investment Group
BROOKFIELD, WI · File #028-24835
Latest AUM
$102.1M
Positions
36
Top-10 Concentration
70.8%
Filings
11
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 202536 pos · $102.1M
- 13F HOLDINGS REPORTQ/E Sep 202534 pos · $101.1M
- 13F HOLDINGS REPORTQ/E Mar 202527 pos · $91.7M
- 13F HOLDINGS REPORTQ/E Dec 202436 pos · $80.8M
- 13F HOLDINGS REPORTQ/E Dec 202435 pos · $91.5M
- 13F HOLDINGS REPORTQ/E Dec 202437 pos · $92.0M
- 13F HOLDINGS REPORTQ/E Dec 202440 pos · $88.5M
- 13F HOLDINGS REPORTQ/E Dec 202437 pos · $108.0M
- 13F HOLDINGS REPORTQ/E Dec 202428 pos · $33.4M
- 13F HOLDINGS REPORTQ/E Dec 202447 pos · $126.7M
- 13F HOLDINGS REPORTQ/E Dec 202430 pos · $31.1M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | SPDR S&P 500 ETF TR | SPY | 32,479 | $22.1M | 21.69% |
| 2 | VANGUARD INDEX FDS | 922908769 | 31,903 | $10.7M | 10.47% |
| 3 | INVESCO QQQ TR | IVZ | 14,066 | $8.6M | 8.46% |
| 4 | VANGUARD INDEX FDS | 922908751 | 30,355 | $7.8M | 7.67% |
| 5 | VANGUARD ADMIRAL FDS INC | 921932703 | 24,547 | $5.0M | 4.92% |
| 6 | VANGUARD INTL EQUITY INDEX F | 922042775 | 61,007 | $4.5M | 4.39% |
| 7 | VANGUARD BD INDEX FDS | 921937835 | 47,745 | $3.5M | 3.46% |
| 8 | ISHARES TR | 464287465 | 36,404 | $3.5M | 3.42% |
| 9 | ISHARES TR | 464287879 | 28,363 | $3.2M | 3.16% |
| 10 | ISHARES TR | 464287309 | 25,993 | $3.2M | 3.14% |
| 11 | ISHARES TR | 464287705 | 24,201 | $3.2M | 3.12% |
| 12 | ISHARES TR | 464287234 | 57,392 | $3.1M | 3.07% |
| 13 | VANGUARD SCOTTSDALE FDS | 92206C870 | 25,276 | $2.1M | 2.07% |
| 14 | ISHARES TR | 464288513 | 25,213 | $2.0M | 1.99% |
| 15 | SCHWAB STRATEGIC TR | 808524847 | 95,490 | $2.0M | 1.95% |
| 16 | ISHARES TR | 46435G425 | 12,365 | $1.8M | 1.80% |
| 17 | VANGUARD SCOTTSDALE FDS | 92206C409 | 18,995 | $1.5M | 1.48% |
| 18 | ABRDN ETFS | 003261104 | 69,094 | $1.3M | 1.32% |
| 19 | SPDR SERIES TRUST | 78468R663 | 14,604 | $1.3M | 1.31% |
| 20 | ISHARES TR | 46436E718 | 12,790 | $1.3M | 1.26% |