Titelia

Holdings of RAM Investment Partners, LLC

106 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 81.6 % of the equity sleeve

Sector breakdown

  • Technology 15.0 %
  • Communication 3.2 %
  • Consumer discretionary 3.0 %
  • Consumer staples 1.9 %
  • Funds 1.5 %
  • Health care 1.1 %
  • Financials 1.0 %
  • Industrials 0.7 %
  • Energy 0.1 %
  • Unattributed 72.5 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 100.0 %
  • GB 0.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US105440.2M $99.97 %
2GB1117.6K $0.03 %

Positions

RankCompanySharesValueWeight
1Dimensional ETF Trust 2,739,860106.5M $
2Dimensional ETF Trust 1,909,72874.4M $
3Dimensional ETF Trust 1,325,46244.9M $
4Microsoft Corp 114,61742.4M $
5Dimensional ETF Trust 1,427,78133.8M $
6DFA Dimensional National Municipal Bond ETF 516,43224.8M $
7Amazon.com Inc 49,07910.2M $
8NVIDIA Corp 47,5308.3M $
9Costco Wholesale Corp 7,6497.6M $
10Alphabet Inc 22,2336.4M $
11Apple Inc 17,4974.4M $
12Vanguard Malvern Funds 77,6033.9M $
13iShares Core S&P 500 ETF 5,2283.4M $
14Oracle Corp 22,9483.4M $
15Avantis US Equity ETF 26,7103M $
16ROBLOX Corp 47,5472.7M $
17Dimensional International Smal 66,8292.6M $
18Dimensional ETF Trust 36,1122.6M $
19Broadcom Inc 8,1982.5M $
20Lam Research Corp 11,0252.4M $
21Avantis International Equity ETF 26,4522.2M $
22Dimensional ETF Trust 57,0312.1M $
23Meta Platforms Inc 3,5792M $
24PACCAR Inc 15,7261.8M $
25Alphabet Inc 6,2741.8M $
26Tesla Inc 4,7341.8M $
27Vanguard Total Stock Market ETF 4,2581.4M $
28DFA Dimensional US Marketwide Value ETF 27,7141.3M $
29AbbVie Inc 5,9961.3M $
30State Street SPDR S&P 500 ETF Trust 1,8211.2M $
31Avantis Emerging Markets Equity ETF 14,0881.1M $
32Vanguard S&P 500 ETF 1,8661.1M $
33Danaher Corp 5,5051M $
34Vanguard FTSE Developed Markets ETF 15,072965.8K $
35Berkshire Hathaway Inc 1,950934.4K $
36Invesco QQQ Trust Series 1 1,531883.5K $
37Vanguard Information Technology ETF 1,222852.6K $
38Applied Materials Inc 2,401820.6K $
39Visa Inc 2,455742.1K $
40Dimensional International Value ETF 14,037740.9K $
41Johnson & Johnson 2,978728K $
42Invesco S&P 500 Momentum ETF 6,147689.2K $
43Vanguard Total International S 8,767676K $
44UnitedHealth Group Inc 2,386645.6K $
45Vanguard Growth ETF 1,457636.4K $
46Porch Group Inc 85,940616.2K $
47iShares National Muni Bond ETF 5,734608.7K $
48Dimensional U S Targeted Value ETF 9,732607.8K $
49Abbott Laboratories 5,862601.9K $
50Netflix Inc 6,062582.9K $
51NIKE Inc 11,011581.6K $
52Mastercard Inc 1,072535.5K $
53Wells Fargo & Co 6,380507.9K $
54iShares 0-5 Year TIPS Bond ETF 4,857502.4K $
55iShares Trust 4,700473.1K $
56JPMorgan Chase & Co 1,579464.5K $
57Vanguard Emerging Markets Government Bond ETF 6,887452.4K $
58Advanced Micro Devices Inc 2,050417.1K $
59Vanguard Mid-Cap ETF 1,441413.8K $
60Vanguard Total World Stock ETF 2,982412.5K $
61Goldman Sachs Group Inc/The 481406.9K $
62Starbucks Corp 4,441397.8K $
63Salesforce Inc 2,122396.1K $
64Lattice Strategies Trust 6,681394.4K $
65VANGUARD SHORT-TERM CORPORATE VANGUARD S/T CORP BOND ETF 4,733375.2K $
66iShares Trust 4,679372.3K $
67Walmart Inc 2,974369.6K $
68Vanguard Total Bond Market ETF 4,959365.2K $
69Micron Technology Inc 1,075363.2K $
70Vanguard International Equity Index Funds 6,604357K $
71iShares Core MSCI Total International Stock ETF 3,955342.7K $
72Marriott International Inc/MD 1,044341.5K $
73Palantir Technologies Inc 2,298336.2K $
74Charles Schwab Corp/The 3,565335K $
75Caterpillar Inc 459325.2K $
76Waste Management Inc 1,357311.8K $
77AT&T Inc 10,393301.3K $
78iShares Trust 836298.1K $
79Vanguard Value ETF 1,442283K $
80iShares MSCI EAFE ETF 2,879279.7K $
81iShares Core MSCI Emerging Markets ETF 4,002279.1K $
82Colgate-Palmolive Co 3,260277.9K $
83Nurix Therapeutics Inc 17,284267.9K $
84iShares Trust 6,270266.4K $
85Schwab U.S. Large-Cap ETF 10,380266.1K $
86Cisco Systems, Inc. 3,313257K $
87Chevron Corp 1,198247.8K $
88RTX Corp 1,257242.5K $
89Exxon Mobil Corp 1,427242.1K $
90Dell Technologies Inc 1,469241.1K $
91T-Mobile US Inc 1,136238.6K $
92Dimensional U S Small Cap ETF 3,330236.8K $
93Bank of America Corp 4,694228.8K $
94ISHARES TRUST 1,298228.4K $
95CSX Corp 5,555228K $
96Invesco S&P 500 Equal Weight ETF 1,159222.4K $
97Vanguard Index Funds 1,011219.7K $
98Dimensional ETF Trust 6,052216.1K $
99American Express Co 714216.1K $
100Fidelity Covington Trust 5,927213.1K $