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| Name: |
RAM Investment Partners LLC |
| City: |
BELLEVUE |
| State: |
WA |
| Zip: |
98004 |
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data |
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| Holdings
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22 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
MUB |
iShares S&P National Munici... |
37 |
New |
$107.11 |
$574,000 |
5,330 |
0.18% |
574,000 |
5,330 |
0 |
Closed - End Fund - E... |
|
|
MA |
MasterCard Inc A |
40 |
New |
$444.63 |
$526,000 |
1,092 |
0.17% |
526,000 |
1,092 |
0 |
Business Services |
|
|
VEA |
Vanguard Europe Pacific ETF |
47 |
New |
$49.56 |
$440,000 |
8,765 |
0.14% |
440,000 |
8,765 |
0 |
Closed - End Fund - F... |
|
|
LLY |
Eli Lilly & Co |
50 |
New |
$878.45 |
$410,000 |
527 |
0.13% |
410,000 |
527 |
0 |
Drug Manufacturers - ... |
|
|
ACN |
Accenture Plc |
51 |
New |
$286.71 |
$380,000 |
1,097 |
0.12% |
380,000 |
1,097 |
0 |
Management Services |
|
|
SCHW |
Charles Schwab Corp |
52 |
New |
$73.25 |
$357,000 |
4,940 |
0.11% |
357,000 |
4,940 |
0 |
Investment Brokerage ... |
|
|
BND |
Vanguard Total Bond Market ETF |
55 |
New |
$72.66 |
$345,000 |
4,745 |
0.11% |
345,000 |
4,745 |
0 |
Closed - End Fund - E... |
|
|
GEHC |
Ge Healthcare Holding Llc |
54 |
New |
$76.49 |
$345,000 |
3,795 |
0.11% |
345,000 |
3,795 |
0.001 |
N/A |
|
|
DIS |
Walt Disney Co |
57 |
New |
$99.97 |
$320,000 |
2,618 |
0.1% |
320,000 |
2,618 |
0 |
Entertainment - Diver... |
|
|
MKL |
Markel Corp |
58 |
New |
$1,544.07 |
$316,000 |
208 |
0.1% |
316,000 |
208 |
0.002 |
Property & Casualty I... |
|
|
QQQ |
Invesco QQQ Trust Series I |
65 |
New |
$479.19 |
$277,000 |
624 |
0.09% |
277,000 |
624 |
0 |
Closed - End Fund - Debt |
|
|
MAR |
Marriott International Inc |
68 |
New |
$239.45 |
$275,000 |
1,088 |
0.09% |
275,000 |
1,088 |
0 |
Lodging |
|
|
TSM |
Taiwan Semiconductor Mfg. C... |
70 |
New |
$172.51 |
$266,000 |
1,954 |
0.08% |
266,000 |
1,954 |
0 |
Semiconductor - Integ... |
|
|
WM |
Waste Management Inc |
71 |
New |
$203.64 |
$257,000 |
1,205 |
0.08% |
257,000 |
1,205 |
0 |
Waste Management |
|
|
AXP |
American Express Co |
73 |
New |
$224.82 |
$248,000 |
1,089 |
0.08% |
248,000 |
1,089 |
0 |
Credit Services |
|
|
ZTS |
Zoetis Inc. |
74 |
New |
$170.55 |
$244,000 |
1,439 |
0.08% |
244,000 |
1,439 |
0 |
Drugs - Generic |
|
|
CTAS |
Cintas Corp |
76 |
New |
$695.69 |
$240,000 |
350 |
0.08% |
240,000 |
350 |
0 |
Business Services |
|
|
MELI |
Mercadolibre Inc |
78 |
New |
$1,582.14 |
$219,000 |
145 |
0.07% |
219,000 |
145 |
0 |
Business Services |
|
|
SCHX |
Schwab Strategic Trust |
81 |
New |
$64.10 |
$210,000 |
3,383 |
0.07% |
210,000 |
3,383 |
0 |
Closed - End Fund - Debt |
|
|
JD |
JD.com |
82 |
New |
$28.77 |
$209,000 |
7,630 |
0.07% |
209,000 |
7,630 |
0.001 |
Internet Service Prov... |
|
|
DON |
Wisdom Tree Trust MidCap Di... |
83 |
New |
$46.58 |
$207,000 |
4,245 |
0.07% |
207,000 |
4,245 |
0.005 |
Closed - End Fund - E... |
|
|
UNH |
Unitedhealth Group Inc |
86 |
New |
$497.12 |
$200,000 |
405 |
0.06% |
200,000 |
405 |
0 |
Health Care Plans |
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