Filed: 2/10/2025ACC: 0001566307-25-000004
📋 What this filing means
RAMIAH INVESTMENT GROUP filed this quarterly 13F‑HR report disclosing 30 equity positions with a total reported market value of $31.13M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
30
Positions
$31.13M
Total AUM (reported)
676.90K
Total Shares
Allocation by class
COM$7.04M22.6%
TR UNIT$4.73M15.2%
TOTAL STK MKT$3.71M11.9%
SMALL CP ETF$2.78M8.9%
IBOXX HI YD ETF$1.41M4.5%
INT-TERM CORP$1.34M4.3%
TOTAL BND MRKT$1.32M4.2%
Portfolio Concentration
Top 3$11.22M36.0%
4–10$8.29M26.6%
11–25$10.02M32.2%
Rest$1.60M5.2%
Top 3 weight
36.0%
Top 10 weight
62.7%
Voting Authority Distribution
Total shares with voting rights: 676.90K
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
676.90K
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole30
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings30
Rows:
SPDR S&P 500 ETF TR
SOLEShares13.25K
TypeSH
Market value$4.73M
15.20%
Sole
0.00
Shared
0.00
None
13.25K
VANGUARD INDEX FDS
SOLEShares20.65K
TypeSH
Market value$3.71M
11.90%
Sole
0.00
Shared
0.00
None
20.65K
VANGUARD INDEX FDS
SOLEShares16.27K
TypeSH
Market value$2.78M
8.93%
Sole
0.00
Shared
0.00
None
16.27K
ISHARES TR
SOLEShares19.68K
TypeSH
Market value$1.41M
4.51%
Sole
0.00
Shared
0.00
None
19.68K
VANGUARD SCOTTSDALE FDS
SOLEShares17.66K
TypeSH
Market value$1.34M
4.29%
Sole
0.00
Shared
0.00
None
17.66K
VANGUARD BD INDEX FDS
SOLEShares18.44K
TypeSH
Market value$1.32M
4.23%
Sole
0.00
Shared
0.00
None
18.44K
VANGUARD ADMIRAL FDS INC
SOLEShares10.17K
TypeSH
Market value$1.26M
4.05%
Sole
0.00
Shared
0.00
None
10.17K
VANGUARD INTL EQUITY INDEX F
SOLEShares24.31K
TypeSH
Market value$1.08M
3.46%
Sole
0.00
Shared
0.00
None
24.31K
PIMCO ETF TR
SOLEShares11.11K
TypeSH
Market value$996.9K
3.20%
Sole
0.00
Shared
0.00
None
11.11K
VANGUARD SCOTTSDALE FDS
SOLEShares12.08K
TypeSH
Market value$897.2K
2.88%
Sole
0.00
Shared
0.00
None
12.08K
REGIONS FINANCIAL CORP NEW
SOLEShares44.47K
TypeSH
Market value$892.4K
2.87%
Sole
0.00
Shared
0.00
None
44.47K
FIFTH THIRD BANCORP
SOLEShares25.48K
TypeSH
Market value$814.5K
2.62%
Sole
0.00
Shared
0.00
None
25.48K
STATE STR CORP
SOLEShares13.29K
TypeSH
Market value$808.5K
2.60%
Sole
0.00
Shared
0.00
None
13.29K
CITIZENS FINL GROUP INC
SOLEShares23.45K
TypeSH
Market value$805.6K
2.59%
Sole
0.00
Shared
0.00
None
23.45K
TRUIST FINL CORP
SOLEShares18.10K
TypeSH
Market value$788.0K
2.53%
Sole
0.00
Shared
0.00
None
18.10K
US BANCORP DEL
SOLEShares19.13K
TypeSH
Market value$771.2K
2.48%
Sole
0.00
Shared
0.00
None
19.13K
INCYTE CORP
SOLEShares10.39K
TypeSH
Market value$692.7K
2.22%
Sole
0.00
Shared
0.00
None
10.39K
EBAY INC.
SOLEShares18.39K
TypeSH
Market value$677.1K
2.17%
Sole
0.00
Shared
0.00
None
18.39K
SCHWAB STRATEGIC TR
SOLEShares32.92K
TypeSH
Market value$615.2K
1.98%
Sole
0.00
Shared
0.00
None
32.92K
ABRDN ETFS
SOLEShares23.34K
TypeSH
Market value$602.9K
1.94%
Sole
0.00
Shared
0.00
None
23.34K
VANGUARD CHARLOTTE FDS
SOLEShares12.63K
TypeSH
Market value$602.8K
1.94%
Sole
0.00
Shared
0.00
None
12.63K
VANGUARD SCOTTSDALE FDS
SOLEShares10.11K
TypeSH
Market value$589.7K
1.89%
Sole
0.00
Shared
0.00
None
10.11K
FIRST TR EXCHANGE-TRADED FD
SOLEShares14.47K
TypeSH
Market value$554.6K
1.78%
Sole
0.00
Shared
0.00
None
14.47K
BLACKROCK MULTI SECTOR INC T
SOLEShares28.45K
TypeSH
Market value$405.2K
1.30%
Sole
0.00
Shared
0.00
None
28.45K
PIMCO DYNAMIC INCOME FD
SOLEShares20.56K
TypeSH
Market value$398.5K
1.28%
Sole
0.00
Shared
0.00
None
20.56K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SPDR S&P 500 ETF TRSOLE | TR UNIT | 13.25K | SH | $4.73M 15.20% | 0.00 | 0.00 | 13.25K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 20.65K | SH | $3.71M 11.90% | 0.00 | 0.00 | 20.65K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 16.27K | SH | $2.78M 8.93% | 0.00 | 0.00 | 16.27K |
ISHARES TRSOLE | IBOXX HI YD ETF | 19.68K | SH | $1.41M 4.51% | 0.00 | 0.00 | 19.68K |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 17.66K | SH | $1.34M 4.29% | 0.00 | 0.00 | 17.66K |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 18.44K | SH | $1.32M 4.23% | 0.00 | 0.00 | 18.44K |
VANGUARD ADMIRAL FDS INCSOLE | 500 VAL IDX FD | 10.17K | SH | $1.26M 4.05% | 0.00 | 0.00 | 10.17K |
VANGUARD INTL EQUITY INDEX FSOLE | ALLWRLD EX US | 24.31K | SH | $1.08M 3.46% | 0.00 | 0.00 | 24.31K |
PIMCO ETF TRSOLE | ACTIVE BD ETF | 11.11K | SH | $996.9K 3.20% | 0.00 | 0.00 | 11.11K |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 12.08K | SH | $897.2K 2.88% | 0.00 | 0.00 | 12.08K |
REGIONS FINANCIAL CORP NEWSOLE | COM | 44.47K | SH | $892.4K 2.87% | 0.00 | 0.00 | 44.47K |
FIFTH THIRD BANCORPSOLE | COM | 25.48K | SH | $814.5K 2.62% | 0.00 | 0.00 | 25.48K |
STATE STR CORPSOLE | COM | 13.29K | SH | $808.5K 2.60% | 0.00 | 0.00 | 13.29K |
CITIZENS FINL GROUP INCSOLE | COM | 23.45K | SH | $805.6K 2.59% | 0.00 | 0.00 | 23.45K |
TRUIST FINL CORPSOLE | COM | 18.10K | SH | $788.0K 2.53% | 0.00 | 0.00 | 18.10K |
US BANCORP DELSOLE | COM NEW | 19.13K | SH | $771.2K 2.48% | 0.00 | 0.00 | 19.13K |
INCYTE CORPSOLE | COM | 10.39K | SH | $692.7K 2.22% | 0.00 | 0.00 | 10.39K |
EBAY INC.SOLE | COM | 18.39K | SH | $677.1K 2.17% | 0.00 | 0.00 | 18.39K |
SCHWAB STRATEGIC TRSOLE | US REIT ETF | 32.92K | SH | $615.2K 1.98% | 0.00 | 0.00 | 32.92K |
ABRDN ETFSSOLE | BBRG ALL COMD K1 | 23.34K | SH | $602.9K 1.94% | 0.00 | 0.00 | 23.34K |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 12.63K | SH | $602.8K 1.94% | 0.00 | 0.00 | 12.63K |
VANGUARD SCOTTSDALE FDSSOLE | INTER TERM TREAS | 10.11K | SH | $589.7K 1.89% | 0.00 | 0.00 | 10.11K |
FIRST TR EXCHANGE-TRADED FDSOLE | FIRST TR TA HIYL | 14.47K | SH | $554.6K 1.78% | 0.00 | 0.00 | 14.47K |
BLACKROCK MULTI SECTOR INC TSOLE | COM | 28.45K | SH | $405.2K 1.30% | 0.00 | 0.00 | 28.45K |
PIMCO DYNAMIC INCOME FDSOLE | SHS | 20.56K | SH | $398.5K 1.28% | 0.00 | 0.00 | 20.56K |
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