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


Currently, Ryan Investment Management, Inc. holds 20 types of securities in its portfolio with a total value $180.6M. In the most recent quarter, they have increased their positions in SGOV (+375.3K shares, valued at $37.7M), BND (+13.5K shares, valued at $1.0M), BLV (+11.5K shares, valued at $797.3K); decreased their positions in EFA (-117.5K shares, valued at $11.3M), IWF (-18.2K shares, valued at $8.6M), IWD (-36.0K shares, valued at $7.6M); initiated new positions in SGOV (+375.3K shares, valued at $37.7M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
SGOV ISHARES 0-3 MONTH TREASURY BOND ETF375.3K sharesnew addition2025-12-312026-01-12history
EFA ISHARES MSCI EAFE ETF361.1K shares-24.55%2025-12-312026-01-12history
IWD ISHARES RUSSELL 1000 VALUE ETF110.0K shares-24.64%2025-12-312026-01-12history
IWF ISHARES RUSSELL 1000 GROWTH ETF48.2K shares-27.39%2025-12-312026-01-12history
BLV VANGUARD LONG-TERM BOND ETF165.8K shares7.43%2025-12-312026-01-12history
SPY SPDR S&P 500 ETF TRUST16.3K shares-27.64%2025-12-312026-01-12history
INVESCO NASDAQ 100 ETF INVESCO NASDAQ 100 ETF17.8K shares-27.98%2025-12-312026-01-12history
BND VANGUARD TOTAL BOND MARKET ETF123.7K shares12.26%2025-12-312026-01-12history
Sponsored
EEM ISHARES MSCI EMERGING MARKETS ETF105.3K shares-33.40%2025-12-312026-01-12history
IWM ISHARES RUSSELL 2000 ETF22.0K shares-20.68%2025-12-312026-01-12history
BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF40.9K shares1.89%2025-12-312026-01-12history
SUSA ISHARES ESG OPTIMIZED MSCI USA ETF8.7K shares-30.34%2025-12-312026-01-12history
ESGU ISHARES ESG AWARE MSCI USA ETF8.1K shares-31.85%2025-12-312026-01-12history
ESGD ISHARES ESG AWARE MSCI EAFE ETF11.7K shares-33.88%2025-12-312026-01-12history
LLY ELI LILLY & CO COM909 shares0.00%2025-12-312026-01-12history
VTI VANGUARD TOTAL US STOCK MARKET ETF2.1K shares-29.77%2025-12-312026-01-12history
Sponsored
VEU VANGUARD FTSE ALL-WORLD EX US ETF5.2K shares-33.20%2025-12-312026-01-12history
ESGE ISHARES ESG AWARE MSCI EM ETF6.4K shares-34.28%2025-12-312026-01-12history
ESML ISHARES MSCI USA SMALL-CAP ESG ETF5.9K shares-26.85%2025-12-312026-01-12history
DFAC DIMENSIONAL U.S. CORE EQUITY 2 ETF6.0K shares0.00%2025-12-312026-01-12history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available