RAM Investment Partners, LLC - Portfolio overview

RAM Investment Partners, LLC has 127 reported holdings in this dataset, with the latest filing dated 2026-05-04.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

1. DFAC - DIMENSIONAL ETF TRUST, 18.64%
2. DFAI - DIMENSIONAL ETF TRUST, 13.02%
3. CORP - PIMCO ETF TR, 8.99%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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