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The Analysis of RAM Investment Partners, LLC's Holdings & P&L

Currently, RAM Investment Partners, LLC holds 121 types of securities in its portfolio with a total value $569.3M. In the most recent quarter, they have increased their positions in CORP (+60.0K shares, valued at $5.8M), MSFT (+7.9K shares, valued at $2.9M), IVV (+4.0K shares, valued at $2.6M); decreased their positions in COST (-375 shares, valued at $373.6K), N/A (-1.3K shares, valued at $370.0K), AAPL (-960 shares, valued at $243.6K); initiated new positions in DHR (+5.5K shares, valued at $1.0M), UNH (+2.4K shares, valued at $645.6K), WFC (+6.4K shares, valued at $507.9K).

1M P&L

+14.3M+2.43%

3M P&L

+7.2M+1.22%

HY P&L

+30.9M+5.40%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A451.5M

81.6%

2Software - Infrastructure46.3M

8.4%

3Internet Retail10.2M

1.8%

Top Industries by Stock Count

1N/A63 stocks

55.8%

2Software - Infrastructure4 stocks

3.5%

3Drug Manufacturers - General3 stocks

2.7%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DFAC DIMENSIONAL ETF TRUST2.7M shares0.30%2026-03-312026-05-04

DFAI DIMENSIONAL ETF TRUST1.9M shares2.81%2026-03-312026-05-04

CORP PIMCO ETF TR530.4K shares12.74%2026-03-312026-05-04

DFSD DIMENSIONAL ETF TRUST998.5K shares4.88%2026-03-312026-05-04

DFAE DIMENSIONAL ETF TRUST1.3M shares2.85%2026-03-312026-05-04

MSFT MICROSOFT CORP114.6K shares7.36%2026-03-312026-05-04

DFAR DIMENSIONAL ETF TRUST1.4M shares5.34%2026-03-312026-05-04

DFNM DIMENSIONAL ETF TRUST516.4K shares1.41%2026-03-312026-05-04

Sponsored

AMZN AMAZON COM INC49.1K shares1.30%2026-03-312026-05-04

NVDA NVIDIA CORPORATION47.5K shares28.06%2026-03-312026-05-04

COST COSTCO WHOLESALE CORPORATION7.6K shares-4.67%2026-03-312026-05-04

ALPHABET INC ALPHABET INC22.2K shares7.27%2026-03-312026-05-04

DFSI DIMENSIONAL ETF TRUST125.1K shares2.62%2026-03-312026-05-04

DFSU DIMENSIONAL ETF TRUST128.6K shares6.20%2026-03-312026-05-04

DFAX DIMENSIONAL ETF TRUST152.0K shares-3.37%2026-03-312026-05-04

AAPL APPLE INC17.5K shares-5.20%2026-03-312026-05-04

Sponsored

VTIP VANGUARD MALVERN FDS77.6K shares2.86%2026-03-312026-05-04

IVV ISHARES TR5.2K shares323.66%2026-03-312026-05-04

ORCL ORACLE CORP22.9K shares2.58%2026-03-312026-05-04

DFSB DIMENSIONAL ETF TRUST62.8K shares6.28%2026-03-312026-05-04

DFSE DIMENSIONAL ETF TRUST71.0K shares4.72%2026-03-312026-05-04

AVUS AMERICAN CENTY ETF TR26.7K shares0.00%2026-03-312026-05-04

DFSV DIMENSIONAL ETF TRUST80.8K shares76.62%2026-03-312026-05-04

RBLX ROBLOX CORP47.5K shares-7.22%2026-03-312026-05-04

Sponsored

DISV DIMENSIONAL ETF TRUST66.8K shares34.08%2026-03-312026-05-04

DFUS DIMENSIONAL ETF TRUST36.1K shares65.42%2026-03-312026-05-04

BROADCOM INC BROADCOM INC8.2K shares-8.15%2026-03-312026-05-04

LAM RESEARCH CORP LAM RESEARCH CORP11.0K shares6.73%2026-03-312026-05-04

AVDE AMERICAN CENTY ETF TR26.5K shares-0.09%2026-03-312026-05-04

DUHP DIMENSIONAL ETF TRUST57.0K shares116.03%2026-03-312026-05-04

META META PLATFORMS INC3.6K shares7.87%2026-03-312026-05-04

PCAR PACCAR INC15.7K shares2.24%2026-03-312026-05-04

Sponsored

ALPHABET INC ALPHABET INC6.3K shares-17.02%2026-03-312026-05-04

DIHP DIMENSIONAL ETF TRUST55.7K shares56.36%2026-03-312026-05-04

TSLA TESLA INC4.7K shares4.53%2026-03-312026-05-04

VTI VANGUARD INDEX FDS4.3K shares-0.37%2026-03-312026-05-04

DFUV DIMENSIONAL ETF TRUST27.7K shares-4.48%2026-03-312026-05-04

ABBV ABBVIE INC6.0K shares6.75%2026-03-312026-05-04

SPY STATE STR SPDR S&P 500 ETF T1.8K shares18.79%2026-03-312026-05-04

AVEM AMERICAN CENTY ETF TR14.1K shares-0.52%2026-03-312026-05-04

Sponsored

VANGUARD INDEX FDS VANGUARD INDEX FDS1.9K shares-0.74%2026-03-312026-05-04

DHR DANAHER CORP DEL5.5K sharesnew addition2026-03-312026-05-04

VEA VANGUARD TAX-MANAGED FDS15.1K shares-0.28%2026-03-312026-05-04

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.9K shares-0.10%2026-03-312026-05-04

INVESCO QQQ TR INVESCO QQQ TR1.5K shares8.27%2026-03-312026-05-04

DFCA DIMENSIONAL ETF TRUST17.3K shares9.30%2026-03-312026-05-04

VGT VANGUARD WORLD FD1.2K shares-14.06%2026-03-312026-05-04

AMAT APPLIED MATLS INC2.4K shares15.99%2026-03-312026-05-04

Sponsored

V VISA INC2.5K shares25.06%2026-03-312026-05-04

DFIV DIMENSIONAL ETF TRUST14.0K shares2.18%2026-03-312026-05-04

JNJ JOHNSON & JOHNSON3.0K shares30.10%2026-03-312026-05-04

SPMO INVESCO EXCH TRADED FD TR II6.1K shares0.00%2026-03-312026-05-04

VXUS VANGUARD STAR FDS8.8K shares0.00%2026-03-312026-05-04

UNH UNITEDHEALTH GROUP INC2.4K sharesnew addition2026-03-312026-05-04

DFAW DIMENSIONAL ETF TRUST8.7K shares13.98%2026-03-312026-05-04

VUG VANGUARD INDEX FDS1.5K shares0.00%2026-03-312026-05-04

Sponsored

PRCH PORCH GROUP INC85.9K shares-10.00%2026-03-312026-05-04

MUB ISHARES TR5.7K shares0.03%2026-03-312026-05-04

DFAT DIMENSIONAL ETF TRUST9.7K shares-13.31%2026-03-312026-05-04

ABT ABBOTT LABORATORIES5.9K shares3.90%2026-03-312026-05-04

NFLX NETFLIX INC.6.1K shares29.20%2026-03-312026-05-04

NKE NIKE INC11.0K shares-14.28%2026-03-312026-05-04

NULG NUSHARES ETF TR6.1K shares0.00%2026-03-312026-05-04

ESGV VANGUARD WORLD FD4.9K shares0.00%2026-03-312026-05-04

Sponsored

MA MASTERCARD INCORPORATED1.1K shares42.55%2026-03-312026-05-04

WFC WELLS FARGO & CO6.4K sharesnew addition2026-03-312026-05-04

STIP ISHARES TR4.9K sharesnew addition2026-03-312026-05-04

SGOV ISHARES TR4.7K sharesnew addition2026-03-312026-05-04

JPM JPMORGAN CHASE & CO1.6K shares3.61%2026-03-312026-05-04

VWOB VANGUARD WHITEHALL FDS6.9K shares14.80%2026-03-312026-05-04

AMD ADVANCED MICRO DEVICES INC2.0K shares222.33%2026-03-312026-05-04

VO VANGUARD INDEX FDS1.4K shares0.28%2026-03-312026-05-04

Sponsored

VT VANGUARD INTL EQUITY INDEX F3.0K shares0.47%2026-03-312026-05-04

GS GOLDMAN SACHS GROUP INC481 sharesnew addition2026-03-312026-05-04

SBUX STARBUCKS CORP4.4K shares2.71%2026-03-312026-05-04

CRM SALESFORCE INC2.1K shares3.87%2026-03-312026-05-04

ROUS LATTICE STRATEGIES TR6.7K shares0.00%2026-03-312026-05-04

VCSH VANGUARD SCOTTSDALE FDS4.7K shares0.28%2026-03-312026-05-04

HYG ISHARES TR4.7K shares21.06%2026-03-312026-05-04

WMT WALMART INC3.0K shares75.15%2026-03-312026-05-04

Sponsored

BND VANGUARD BD INDEX FDS5.0K shares0.06%2026-03-312026-05-04

MU MICRON TECHNOLOGY INC1.1K shares138.89%2026-03-312026-05-04

VWO VANGUARD INTL EQUITY INDEX F6.6K shares-0.11%2026-03-312026-05-04

REGL PROSHARES TR4.1K sharesnew addition2026-03-312026-05-04

IXUS ISHARES TR4.0K shares0.00%2026-03-312026-05-04

MAR MARRIOTT INTL INC NEW1.0K shares10.83%2026-03-312026-05-04

PLTR PALANTIR TECHNOLOGIES INC2.3K shares19.25%2026-03-312026-05-04

SCHW SCHWAB CHARLES CORP3.6K shares12.67%2026-03-312026-05-04

Sponsored

CAT CATERPILLAR INC459 shares117.54%2026-03-312026-05-04

WM WASTE MGMT INC DEL1.4K shares17.69%2026-03-312026-05-04

T AT&T INC10.4K shares42.10%2026-03-312026-05-04

IWB ISHARES TR836 shares0.00%2026-03-312026-05-04

VTV VANGUARD INDEX FDS1.4K shares0.21%2026-03-312026-05-04

EFA ISHARES TR2.9K shares10.56%2026-03-312026-05-04

IEMG ISHARES INC4.0K shares1.27%2026-03-312026-05-04

CL COLGATE PALMOLIVE CO3.3K shares9.65%2026-03-312026-05-04

Sponsored

NRIX NURIX THERAPEUTICS INC17.3K shares0.00%2026-03-312026-05-04

HEFA ISHARES TR6.3K sharesnew addition2026-03-312026-05-04

SCHX SCHWAB STRATEGIC TR10.4K shares2.28%2026-03-312026-05-04

CSCO CISCO SYS INC3.3K shares145.23%2026-03-312026-05-04

CVX CHEVRON CORPORATION1.2K sharesnew addition2026-03-312026-05-04

RTX RTX CORPORATION1.3K shares145.03%2026-03-312026-05-04

XOM EXXON MOBIL CORP1.4K shares2.59%2026-03-312026-05-04

DELL DELL TECHNOLOGIES INC1.5K sharesnew addition2026-03-312026-05-04

Sponsored

TMUS T-MOBILE US INC1.1K shares46.96%2026-03-312026-05-04

DFAS DIMENSIONAL ETF TRUST3.3K shares-4.03%2026-03-312026-05-04

BAC BANK AMERICA CORP4.7K shares127.86%2026-03-312026-05-04

IYM ISHARES TR1.3K sharesnew addition2026-03-312026-05-04

CSX CSX CORP5.6K shares50.05%2026-03-312026-05-04

IMCG ISHARES TR2.9K shares0.00%2026-03-312026-05-04

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T1.2K shares0.00%2026-03-312026-05-04

VBR VANGUARD INDEX FDS1.0K shares0.70%2026-03-312026-05-04

Sponsored

DFLV DIMENSIONAL ETF TRUST6.1K shares-33.85%2026-03-312026-05-04

AXP AMERICAN EXPRESS CO714 shares93.50%2026-03-312026-05-04

FMDE FIDELITY COVINGTON TRUST5.9K shares0.00%2026-03-312026-05-04

IJR ISHARES TR1.7K shares0.00%2026-03-312026-05-04

EXPD EXPEDITORS INTL WASH INC1.5K shares13.11%2026-03-312026-05-04

LLY ELI LILLY & CO229 shares-2.14%2026-03-312026-05-04

TMO THERMO FISHER SCIENTIFIC INC415 shares56.60%2026-03-312026-05-04

DON WISDOMTREE TR3.9K sharesnew addition2026-03-312026-05-04

Sponsored

DAVA ENDAVA PLC26.6K shares0.00%2026-03-312026-05-04

DFAC

DIMENSIONAL ETF TRUST

0.30%

Shares2.7M

Event2026-03-31

Filed2026-05-04

DFAI

DIMENSIONAL ETF TRUST

2.81%

Shares1.9M

Event2026-03-31

Filed2026-05-04

CORP

PIMCO ETF TR

12.74%

Shares530.4K

Event2026-03-31

Filed2026-05-04

DFSD

DIMENSIONAL ETF TRUST

4.88%

Shares998.5K

Event2026-03-31

Filed2026-05-04

DFAE

DIMENSIONAL ETF TRUST

2.85%

Shares1.3M

Event2026-03-31

Filed2026-05-04

MSFT

MICROSOFT CORP

7.36%

Shares114.6K

Event2026-03-31

Filed2026-05-04

DFAR

DIMENSIONAL ETF TRUST

5.34%

Shares1.4M

Event2026-03-31

Filed2026-05-04

DFNM

DIMENSIONAL ETF TRUST

1.41%

Shares516.4K

Event2026-03-31

Filed2026-05-04

AMZN

AMAZON COM INC

1.30%

Shares49.1K

Event2026-03-31

Filed2026-05-04

NVDA

NVIDIA CORPORATION

28.06%

Shares47.5K

Event2026-03-31

Filed2026-05-04

COST

COSTCO WHOLESALE CORPORATION

-4.67%

Shares7.6K

Event2026-03-31

Filed2026-05-04

ALPHABET INC

7.27%

Shares22.2K

Event2026-03-31

Filed2026-05-04

DFSI

DIMENSIONAL ETF TRUST

2.62%

Shares125.1K

Event2026-03-31

Filed2026-05-04

DFSU

DIMENSIONAL ETF TRUST

6.20%

Shares128.6K

Event2026-03-31

Filed2026-05-04

DFAX

DIMENSIONAL ETF TRUST

-3.37%

Shares152.0K

Event2026-03-31

Filed2026-05-04

AAPL

APPLE INC

-5.20%

Shares17.5K

Event2026-03-31

Filed2026-05-04

VTIP

VANGUARD MALVERN FDS

2.86%

Shares77.6K

Event2026-03-31

Filed2026-05-04

IVV

ISHARES TR

323.66%

Shares5.2K

Event2026-03-31

Filed2026-05-04

ORCL

ORACLE CORP

2.58%

Shares22.9K

Event2026-03-31

Filed2026-05-04

DFSB

DIMENSIONAL ETF TRUST

6.28%

Shares62.8K

Event2026-03-31

Filed2026-05-04

DFSE

DIMENSIONAL ETF TRUST

4.72%

Shares71.0K

Event2026-03-31

Filed2026-05-04

AVUS

AMERICAN CENTY ETF TR

0.00%

Shares26.7K

Event2026-03-31

Filed2026-05-04

DFSV

DIMENSIONAL ETF TRUST

76.62%

Shares80.8K

Event2026-03-31

Filed2026-05-04

RBLX

ROBLOX CORP

-7.22%

Shares47.5K

Event2026-03-31

Filed2026-05-04

DISV

DIMENSIONAL ETF TRUST

34.08%

Shares66.8K

Event2026-03-31

Filed2026-05-04

DFUS

DIMENSIONAL ETF TRUST

65.42%

Shares36.1K

Event2026-03-31

Filed2026-05-04

BROADCOM INC

-8.15%

Shares8.2K

Event2026-03-31

Filed2026-05-04

LAM RESEARCH CORP

6.73%

Shares11.0K

Event2026-03-31

Filed2026-05-04

AVDE

AMERICAN CENTY ETF TR

-0.09%

Shares26.5K

Event2026-03-31

Filed2026-05-04

DUHP

DIMENSIONAL ETF TRUST

116.03%

Shares57.0K

Event2026-03-31

Filed2026-05-04