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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
Found :
12 |
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Menu
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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 |
|
VTI |
Vanguard Total Stock Market... |
23 |
- |
$266.69 |
$1,105,000 |
4,251 |
0.35% |
97,000 |
0 |
0 |
Closed - End Fund - E... |
|
|
DFAT |
Dimensional U S Targeted Va... |
32 |
- |
$51.02 |
$650,000 |
11,936 |
0.2% |
25,000 |
0 |
0.001 |
N/A |
|
|
VGT |
Vanguard I T VIPERS |
38 |
- |
$579.41 |
$557,000 |
1,062 |
0.18% |
43,000 |
0 |
0 |
Closed - End Fund - E... |
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VOO |
Vanguard S&P 500 Etf |
42 |
- |
$498.98 |
$466,000 |
969 |
0.15% |
43,000 |
0 |
0 |
Closed - End Fund - E... |
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ESGV |
Vanguard Esg Us Stock Etf |
43 |
- |
$0.00 |
$455,000 |
4,878 |
0.14% |
40,000 |
0 |
0.013 |
N/A |
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VO |
Vanguard Mid Cap VIPERS |
45 |
- |
$241.69 |
$447,000 |
1,787 |
0.14% |
31,000 |
0 |
0.001 |
Closed - End Fund - E... |
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VUG |
Vanguard Growth VIPERS |
46 |
- |
$372.50 |
$447,000 |
1,299 |
0.14% |
43,000 |
0 |
0 |
Closed - End Fund - E... |
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VYM |
Vanguard High Dividend Yiel... |
56 |
- |
$118.42 |
$333,000 |
2,753 |
0.1% |
26,000 |
0 |
0.001 |
Closed - End Fund - Debt |
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ROUS |
Lattice Us Equity Strategy ... |
64 |
- |
$47.73 |
$277,000 |
5,750 |
0.09% |
24,000 |
0 |
0.059 |
N/A |
|
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VHT |
Vanguard Health Care Vipers |
69 |
- |
$265.99 |
$270,000 |
999 |
0.08% |
20,000 |
0 |
0.002 |
Closed - End Fund - E... |
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RSP |
Guggenheim ETF Trust - Gugg... |
72 |
- |
$163.68 |
$248,000 |
1,465 |
0.08% |
17,000 |
0 |
0.001 |
Closed - End Fund - E... |
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DFSV |
Dfa Dimensional Us Small Ca... |
79 |
- |
$0.00 |
$218,000 |
7,236 |
0.07% |
7,000 |
0 |
0.008 |
N/A |
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