Filed: 10/23/2025ACC: 0001566307-25-000017
📋 What this filing means
RAMIAH INVESTMENT GROUP filed this quarterly 13F‑HR report disclosing 34 equity positions with a total reported market value of $101.15M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
34
Positions
$101.15M
Total AUM (reported)
1.08M
Total Shares
Allocation by class
TR UNIT$21.92M21.7%
TOTAL STK MKT$9.92M9.8%
UNIT SER 1$8.65M8.6%
SMALL CP ETF$7.19M7.1%
500 VAL IDX FD$4.45M4.4%
ALLWRLD EX US$4.01M4.0%
TOTAL BND MRKT$3.80M3.8%
Portfolio Concentration
Top 3$40.49M40.0%
4–10$30.54M30.2%
11–25$25.99M25.7%
Rest$4.12M4.1%
Top 3 weight
40.0%
Top 10 weight
70.2%
Voting Authority Distribution
Total shares with voting rights: 1.08M
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
1.08M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole34
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings34
Rows:
SPDR S&P 500 ETF TR
SOLEShares32.91K
TypeSH
Market value$21.92M
21.67%
Sole
0.00
Shared
0.00
None
32.91K
VANGUARD INDEX FDS
SOLEShares30.22K
TypeSH
Market value$9.92M
9.80%
Sole
0.00
Shared
0.00
None
30.22K
INVESCO QQQ TR
SOLEShares14.41K
TypeSH
Market value$8.65M
8.55%
Sole
0.00
Shared
0.00
None
14.41K
VANGUARD INDEX FDS
SOLEShares28.27K
TypeSH
Market value$7.19M
7.11%
Sole
0.00
Shared
0.00
None
28.27K
VANGUARD ADMIRAL FDS INC
SOLEShares22.31K
TypeSH
Market value$4.45M
4.40%
Sole
0.00
Shared
0.00
None
22.31K
VANGUARD INTL EQUITY INDEX F
SOLEShares56.25K
TypeSH
Market value$4.01M
3.97%
Sole
0.00
Shared
0.00
None
56.25K
VANGUARD BD INDEX FDS
SOLEShares51.04K
TypeSH
Market value$3.80M
3.75%
Sole
0.00
Shared
0.00
None
51.04K
SPDR SERIES TRUST
SOLEShares41.11K
TypeSH
Market value$3.77M
3.73%
Sole
0.00
Shared
0.00
None
41.11K
ISHARES TR
SOLEShares40.34K
TypeSH
Market value$3.77M
3.72%
Sole
0.00
Shared
0.00
None
40.34K
ISHARES TR
SOLEShares29.45K
TypeSH
Market value$3.55M
3.51%
Sole
0.00
Shared
0.00
None
29.45K
ISHARES TR
SOLEShares66.27K
TypeSH
Market value$3.54M
3.50%
Sole
0.00
Shared
0.00
None
66.27K
ISHARES TR
SOLEShares31.93K
TypeSH
Market value$3.53M
3.49%
Sole
0.00
Shared
0.00
None
31.93K
ISHARES TR
SOLEShares26.80K
TypeSH
Market value$3.48M
3.44%
Sole
0.00
Shared
0.00
None
26.80K
VANGUARD SCOTTSDALE FDS
SOLEShares23.35K
TypeSH
Market value$1.96M
1.94%
Sole
0.00
Shared
0.00
None
23.35K
ISHARES TR
SOLEShares23.10K
TypeSH
Market value$1.88M
1.85%
Sole
0.00
Shared
0.00
None
23.10K
SCHWAB STRATEGIC TR
SOLEShares82.92K
TypeSH
Market value$1.79M
1.77%
Sole
0.00
Shared
0.00
None
82.92K
VANGUARD SCOTTSDALE FDS
SOLEShares18.24K
TypeSH
Market value$1.46M
1.44%
Sole
0.00
Shared
0.00
None
18.24K
ISHARES TR
SOLEShares25.20K
TypeSH
Market value$1.44M
1.43%
Sole
0.00
Shared
0.00
None
25.20K
ABRDN ETFS
SOLEShares64.89K
TypeSH
Market value$1.40M
1.38%
Sole
0.00
Shared
0.00
None
64.89K
ISHARES TR
SOLEShares13.22K
TypeSH
Market value$1.33M
1.32%
Sole
0.00
Shared
0.00
None
13.22K
PIMCO ETF TR
SOLEShares11.41K
TypeSH
Market value$1.07M
1.05%
Sole
0.00
Shared
0.00
None
11.41K
VANGUARD SCOTTSDALE FDS
SOLEShares16.43K
TypeSH
Market value$986.2K
0.97%
Sole
0.00
Shared
0.00
None
16.43K
ISHARES INC
SOLEShares14.39K
TypeSH
Market value$727.6K
0.72%
Sole
0.00
Shared
0.00
None
14.39K
VANGUARD WORLD FD
SOLEShares10.40K
TypeSH
Market value$721.8K
0.71%
Sole
0.00
Shared
0.00
None
10.40K
DOUBLELINE INCOME SOLUTIONS
SOLEShares55.68K
TypeSH
Market value$683.8K
0.68%
Sole
0.00
Shared
0.00
None
55.68K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SPDR S&P 500 ETF TRSOLE | TR UNIT | 32.91K | SH | $21.92M 21.67% | 0.00 | 0.00 | 32.91K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 30.22K | SH | $9.92M 9.80% | 0.00 | 0.00 | 30.22K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 14.41K | SH | $8.65M 8.55% | 0.00 | 0.00 | 14.41K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 28.27K | SH | $7.19M 7.11% | 0.00 | 0.00 | 28.27K |
VANGUARD ADMIRAL FDS INCSOLE | 500 VAL IDX FD | 22.31K | SH | $4.45M 4.40% | 0.00 | 0.00 | 22.31K |
VANGUARD INTL EQUITY INDEX FSOLE | ALLWRLD EX US | 56.25K | SH | $4.01M 3.97% | 0.00 | 0.00 | 56.25K |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 51.04K | SH | $3.80M 3.75% | 0.00 | 0.00 | 51.04K |
SPDR SERIES TRUSTSOLE | BLOOMBERG 1-3 MO | 41.11K | SH | $3.77M 3.73% | 0.00 | 0.00 | 41.11K |
ISHARES TRSOLE | MSCI EAFE ETF | 40.34K | SH | $3.77M 3.72% | 0.00 | 0.00 | 40.34K |
ISHARES TRSOLE | S&P 500 GRWT ETF | 29.45K | SH | $3.55M 3.51% | 0.00 | 0.00 | 29.45K |
ISHARES TRSOLE | MSCI EMG MKT ETF | 66.27K | SH | $3.54M 3.50% | 0.00 | 0.00 | 66.27K |
ISHARES TRSOLE | SP SMCP600VL ETF | 31.93K | SH | $3.53M 3.49% | 0.00 | 0.00 | 31.93K |
ISHARES TRSOLE | S&P MC 400VL ETF | 26.80K | SH | $3.48M 3.44% | 0.00 | 0.00 | 26.80K |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 23.35K | SH | $1.96M 1.94% | 0.00 | 0.00 | 23.35K |
ISHARES TRSOLE | IBOXX HI YD ETF | 23.10K | SH | $1.88M 1.85% | 0.00 | 0.00 | 23.10K |
SCHWAB STRATEGIC TRSOLE | US REIT ETF | 82.92K | SH | $1.79M 1.77% | 0.00 | 0.00 | 82.92K |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 18.24K | SH | $1.46M 1.44% | 0.00 | 0.00 | 18.24K |
ISHARES TRSOLE | ESG MSCI USA ETF | 25.20K | SH | $1.44M 1.43% | 0.00 | 0.00 | 25.20K |
ABRDN ETFSSOLE | BBRG ALL COMD K1 | 64.89K | SH | $1.40M 1.38% | 0.00 | 0.00 | 64.89K |
ISHARES TRSOLE | 0-3 MNTH TREASRY | 13.22K | SH | $1.33M 1.32% | 0.00 | 0.00 | 13.22K |
PIMCO ETF TRSOLE | ACTIVE BD ETF | 11.41K | SH | $1.07M 1.05% | 0.00 | 0.00 | 11.41K |
VANGUARD SCOTTSDALE FDSSOLE | INTER TERM TREAS | 16.43K | SH | $986.2K 0.97% | 0.00 | 0.00 | 16.43K |
ISHARES INCSOLE | MSCI CDA ETF | 14.39K | SH | $727.6K 0.72% | 0.00 | 0.00 | 14.39K |
VANGUARD WORLD FDSOLE | ESG INTL STK ETF | 10.40K | SH | $721.8K 0.71% | 0.00 | 0.00 | 10.40K |
DOUBLELINE INCOME SOLUTIONSSOLE | COM | 55.68K | SH | $683.8K 0.68% | 0.00 | 0.00 | 55.68K |
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