The Analysis of Ryan Investment Management, Inc.'s Holdings

Currently, Ryan Investment Management, Inc. holds 19 types of securities in its portfolio with a total value $179.9M. In the most recent quarter, they have increased their positions in BLV (+154.4K shares, valued at $10.9M), EFA (+82.1K shares, valued at $7.7M), IWD (+9.4K shares, valued at $1.9M); decreased their positions in IWM (-1.8K shares, valued at $430.4K), BND (-1.2K shares, valued at $88.9K), ESGE (-1.3K shares, valued at $57.3K); initiated new positions in BLV (+154.4K shares, valued at $10.9M).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

EFA ISHARES MSCI EAFE ETF478.6K shares20.71%2025-09-302025-10-10

IWF ISHARES RUSSELL 1000 GROWTH ETF66.4K shares5.24%2025-09-302025-10-10

IWD ISHARES RUSSELL 1000 VALUE ETF146.0K shares6.89%2025-09-302025-10-10

SPY SPDR S&P 500 ETF TRUST22.5K shares7.19%2025-09-302025-10-10

QQQ INVESCO NASDAQ 100 ETF24.7K shares9.15%2025-09-302025-10-10

BLV VANGUARD LONG-TERM BOND ETF154.4K sharesnew addition2025-09-302025-10-10

EEM ISHARES MSCI EMERGING MARKETS ETF158.1K shares9.35%2025-09-302025-10-10

BND VANGUARD TOTAL BOND MARKET ETF110.2K shares-1.07%2025-09-302025-10-10

Sponsored

IWM ISHARES RUSSELL 2000 ETF27.7K shares-6.03%2025-09-302025-10-10

BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF40.2K shares-0.80%2025-09-302025-10-10

ESGU ISHARES ESG AWARE MSCI USA ETF11.9K shares-0.46%2025-09-302025-10-10

SUSA ISHARES ESG OPTIMIZED MSCI USA ETF12.5K shares-0.32%2025-09-302025-10-10

ESGD ISHARES ESG AWARE MSCI EAFE ETF17.6K shares-2.84%2025-09-302025-10-10

VTI VANGUARD TOTAL US STOCK MARKET ETF3.0K shares-1.23%2025-09-302025-10-10

LLY ELI LILLY & CO COM909 shares0.00%2025-09-302025-10-10

VEU VANGUARD FTSE ALL-WORLD EX US ETF7.7K shares-2.74%2025-09-302025-10-10