RAMIAH INVESTMENT GROUP

Filed: 1/28/2026ACC: 0001566307-26-000002

📋 What this filing means

RAMIAH INVESTMENT GROUP filed this quarterly 13F‑HR report disclosing 36 equity positions with a total reported market value of $102.13M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

Positions

$102.13M

Total AUM (reported)

1.12M

Total Shares

Allocation by class

TR UNIT$22.15M21.7%

TOTAL STK MKT$10.70M10.5%

UNIT SER 1$8.64M8.5%

SMALL CP ETF$7.83M7.7%

500 VAL IDX FD$5.03M4.9%

ALLWRLD EX US$4.49M4.4%

TOTAL BND MRKT$3.54M3.5%

Portfolio Concentration

Top 3$41.49M40.6%

4–10$30.81M30.2%

11–25$24.48M24.0%

Rest$5.35M5.2%

Top 3 weight

40.6%

Top 10 weight

70.8%

Voting Authority Distribution

Total shares with voting rights: 1.12M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

1.12M

% of voting shares100.0%

Investment Discretion (by position count)

Sole36

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings36

Rows:

SPDR S&P 500 ETF TR

SOLE

TR UNIT

Shares32.48K

TypeSH

Market value$22.15M

21.69%

Sole

0.00

Shared

0.00

None

32.48K

VANGUARD INDEX FDS

SOLE

TOTAL STK MKT

Shares31.90K

TypeSH

Market value$10.70M

10.47%

Sole

0.00

Shared

0.00

None

31.90K

INVESCO QQQ TR

SOLE

UNIT SER 1

Shares14.07K

TypeSH

Market value$8.64M

8.46%

Sole

0.00

Shared

0.00

None

14.07K

VANGUARD INDEX FDS

SOLE

SMALL CP ETF

Shares30.36K

TypeSH

Market value$7.83M

7.67%

Sole

0.00

Shared

0.00

None

30.36K

VANGUARD ADMIRAL FDS INC

SOLE

500 VAL IDX FD

Shares24.55K

TypeSH

Market value$5.03M

4.92%

Sole

0.00

Shared

0.00

None

24.55K

VANGUARD INTL EQUITY INDEX F

SOLE

ALLWRLD EX US

Shares61.01K

TypeSH

Market value$4.49M

4.39%

Sole

0.00

Shared

0.00

None

61.01K

VANGUARD BD INDEX FDS

SOLE

TOTAL BND MRKT

Shares47.74K

TypeSH

Market value$3.54M

3.46%

Sole

0.00

Shared

0.00

None

47.74K

ISHARES TR

SOLE

MSCI EAFE ETF

Shares36.40K

TypeSH

Market value$3.50M

3.42%

Sole

0.00

Shared

0.00

None

36.40K

ISHARES TR

SOLE

SP SMCP600VL ETF

Shares28.36K

TypeSH

Market value$3.23M

3.16%

Sole

0.00

Shared

0.00

None

28.36K

ISHARES TR

SOLE

S&P 500 GRWT ETF

Shares25.99K

TypeSH

Market value$3.20M

3.14%

Sole

0.00

Shared

0.00

None

25.99K

ISHARES TR

SOLE

S&P MC 400VL ETF

Shares24.20K

TypeSH

Market value$3.18M

3.12%

Sole

0.00

Shared

0.00

None

24.20K

ISHARES TR

SOLE

MSCI EMG MKT ETF

Shares57.39K

TypeSH

Market value$3.14M

3.07%

Sole

0.00

Shared

0.00

None

57.39K

VANGUARD SCOTTSDALE FDS

SOLE

INT-TERM CORP

Shares25.28K

TypeSH

Market value$2.12M

2.07%

Sole

0.00

Shared

0.00

None

25.28K

ISHARES TR

SOLE

IBOXX HI YD ETF

Shares25.21K

TypeSH

Market value$2.03M

1.99%

Sole

0.00

Shared

0.00

None

25.21K

SCHWAB STRATEGIC TR

SOLE

US REIT ETF

Shares95.49K

TypeSH

Market value$1.99M

1.95%

Sole

0.00

Shared

0.00

None

95.49K

ISHARES TR

SOLE

ESG AWR MSCI USA

Shares12.37K

TypeSH

Market value$1.84M

1.80%

Sole

0.00

Shared

0.00

None

12.37K

VANGUARD SCOTTSDALE FDS

SOLE

SHRT TRM CORP BD

Shares19K

TypeSH

Market value$1.51M

1.48%

Sole

0.00

Shared

0.00

None

19K

ABRDN ETFS

SOLE

BBRG ALL COMD K1

Shares69.09K

TypeSH

Market value$1.35M

1.32%

Sole

0.00

Shared

0.00

None

69.09K

SPDR SERIES TRUST

SOLE

STATE STREET SPD

Shares14.60K

TypeSH

Market value$1.33M

1.31%

Sole

0.00

Shared

0.00

None

14.60K

ISHARES TR

SOLE

0-3 MNTH TREASRY

Shares12.79K

TypeSH

Market value$1.28M

1.26%

Sole

0.00

Shared

0.00

None

12.79K

VANGUARD SCOTTSDALE FDS

SOLE

INTER TERM TREAS

Shares20.57K

TypeSH

Market value$1.23M

1.21%

Sole

0.00

Shared

0.00

None

20.57K

PIMCO ETF TR

SOLE

ACTIVE BD ETF

Shares12.79K

TypeSH

Market value$1.19M

1.17%

Sole

0.00

Shared

0.00

None

12.79K

VANGUARD WORLD FD

SOLE

ESG INTL STK ETF

Shares12.93K

TypeSH

Market value$926.3K

0.91%

Sole

0.00

Shared

0.00

None

12.93K

ISHARES INC

SOLE

MSCI CDA ETF

Shares12.45K

TypeSH

Market value$671.4K

0.66%

Sole

0.00

Shared

0.00

None

12.45K

DOUBLELINE INCOME SOLUTIONS

SOLE

COM

Shares59.34K

TypeSH

Market value$668.8K

0.65%

Sole

0.00

Shared

0.00

None

59.34K

Issuer	Class	Shares	Type	Value / Portfolio %	None
SPDR S&P 500 ETF TRSOLE	TR UNIT	32.48K	SH	$22.15M 21.69%	32.48K
VANGUARD INDEX FDSSOLE	TOTAL STK MKT	31.90K	SH	$10.70M 10.47%	31.90K
INVESCO QQQ TRSOLE	UNIT SER 1	14.07K	SH	$8.64M 8.46%	14.07K
VANGUARD INDEX FDSSOLE	SMALL CP ETF	30.36K	SH	$7.83M 7.67%	30.36K
VANGUARD ADMIRAL FDS INCSOLE	500 VAL IDX FD	24.55K	SH	$5.03M 4.92%	24.55K
VANGUARD INTL EQUITY INDEX FSOLE	ALLWRLD EX US	61.01K	SH	$4.49M 4.39%	61.01K
VANGUARD BD INDEX FDSSOLE	TOTAL BND MRKT	47.74K	SH	$3.54M 3.46%	47.74K
ISHARES TRSOLE	MSCI EAFE ETF	36.40K	SH	$3.50M 3.42%	36.40K
ISHARES TRSOLE	SP SMCP600VL ETF	28.36K	SH	$3.23M 3.16%	28.36K
ISHARES TRSOLE	S&P 500 GRWT ETF	25.99K	SH	$3.20M 3.14%	25.99K
ISHARES TRSOLE	S&P MC 400VL ETF	24.20K	SH	$3.18M 3.12%	24.20K
ISHARES TRSOLE	MSCI EMG MKT ETF	57.39K	SH	$3.14M 3.07%	57.39K
VANGUARD SCOTTSDALE FDSSOLE	INT-TERM CORP	25.28K	SH	$2.12M 2.07%	25.28K
ISHARES TRSOLE	IBOXX HI YD ETF	25.21K	SH	$2.03M 1.99%	25.21K
SCHWAB STRATEGIC TRSOLE	US REIT ETF	95.49K	SH	$1.99M 1.95%	95.49K
ISHARES TRSOLE	ESG AWR MSCI USA	12.37K	SH	$1.84M 1.80%	12.37K
VANGUARD SCOTTSDALE FDSSOLE	SHRT TRM CORP BD	19K	SH	$1.51M 1.48%	19K
ABRDN ETFSSOLE	BBRG ALL COMD K1	69.09K	SH	$1.35M 1.32%	69.09K
SPDR SERIES TRUSTSOLE	STATE STREET SPD	14.60K	SH	$1.33M 1.31%	14.60K
ISHARES TRSOLE	0-3 MNTH TREASRY	12.79K	SH	$1.28M 1.26%	12.79K
VANGUARD SCOTTSDALE FDSSOLE	INTER TERM TREAS	20.57K	SH	$1.23M 1.21%	20.57K
PIMCO ETF TRSOLE	ACTIVE BD ETF	12.79K	SH	$1.19M 1.17%	12.79K
VANGUARD WORLD FDSOLE	ESG INTL STK ETF	12.93K	SH	$926.3K 0.91%	12.93K
ISHARES INCSOLE	MSCI CDA ETF	12.45K	SH	$671.4K 0.66%	12.45K
DOUBLELINE INCOME SOLUTIONSSOLE	COM	59.34K	SH	$668.8K 0.65%	59.34K

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