RAMIAH INVESTMENT GROUP

PrivateCIK: 1566307

Location

BROOKFIELD, WI

Positions

$129.68M

Total AUM (reported)

1.25M

Total Shares

Allocation by class

TR UNIT$20.92M16.1%

MRNGSTR TTL STK$14.00M10.8%

ST STR BLO 1 ETF$12.31M9.5%

COM$10.67M8.2%

UNIT SER 1$9.70M7.5%

MRNGSTR SML CAP$9.29M7.2%

500 VAL IDX FD$6.12M4.7%

Portfolio Concentration

Top 3$47.22M36.4%

4–10$39.66M30.6%

11–25$24.02M18.5%

Rest$18.78M14.5%

Top 3 weight

36.4%

Top 10 weight

67.0%

Voting Authority Distribution

Total shares with voting rights: 1.25M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

1.25M

% of voting shares100.0%

Investment Discretion (by position count)

Sole76

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings76

Rows:

STATE STR SPDR S&P 500 ETF T

SOLE

TR UNIT

Shares27.43K

TypeSH

Market value$20.92M

16.13%

Sole

0.00

Shared

0.00

None

27.43K

VANGUARD INDEX FDS

SOLE

MRNGSTR TTL STK

Shares37.40K

TypeSH

Market value$14.00M

10.79%

Sole

0.00

Shared

0.00

None

37.40K

SPDR SERIES TRUST

SOLE

ST STR BLO 1 ETF

Shares134.28K

TypeSH

Market value$12.31M

9.49%

Sole

0.00

Shared

0.00

None

134.28K

INVESCO QQQ TR

SOLE

UNIT SER 1

Shares13.11K

TypeSH

Market value$9.70M

7.48%

Sole

0.00

Shared

0.00

None

13.11K

VANGUARD INDEX FDS

SOLE

MRNGSTR SML CAP

Shares32.64K

TypeSH

Market value$9.29M

7.16%

Sole

0.00

Shared

0.00

None

32.64K

VANGUARD ADMIRAL FDS INC

SOLE

500 VAL IDX FD

Shares27.75K

TypeSH

Market value$6.12M

4.72%

Sole

0.00

Shared

0.00

None

27.75K

VANGUARD INTL EQUITY INDEX F

SOLE

ALLWRLD EX US

Shares69.29K

TypeSH

Market value$5.75M

4.43%

Sole

0.00

Shared

0.00

None

69.29K

VANGUARD BD INDEX FDS

SOLE

TOTAL BND MRKT

Shares59.42K

TypeSH

Market value$4.17M

3.21%

Sole

0.00

Shared

0.00

None

59.42K

ISHARES TR

SOLE

SP SMCP600VL ETF

Shares18.16K

TypeSH

Market value$2.33M

1.79%

Sole

0.00

Shared

0.00

None

18.16K

SCHWAB STRATEGIC TR

SOLE

US REIT ETF

Shares105.14K

TypeSH

Market value$2.32M

1.79%

Sole

0.00

Shared

0.00

None

105.14K

ISHARES TR

SOLE

MSCI EMG MKT ETF

Shares33.43K

TypeSH

Market value$2.23M

1.72%

Sole

0.00

Shared

0.00

None

33.43K

ISHARES TR

SOLE

MSCI EAFE ETF

Shares20.88K

TypeSH

Market value$2.17M

1.67%

Sole

0.00

Shared

0.00

None

20.88K

ISHARES TR

SOLE

ESG AWR MSCI USA

Shares12.84K

TypeSH

Market value$2.14M

1.65%

Sole

0.00

Shared

0.00

None

12.84K

ISHARES TR

SOLE

IBOXX HI YD ETF

Shares27.63K

TypeSH

Market value$2.13M

1.65%

Sole

0.00

Shared

0.00

None

27.63K

ABRDN ETFS

SOLE

BBRG ALL COMD K1

Shares73.57K

TypeSH

Market value$1.90M

1.47%

Sole

0.00

Shared

0.00

None

73.57K

SELECT SECTOR SPDR TR

SOLE

ST STR CARE ETF

Shares11.28K

TypeSH

Market value$1.90M

1.47%

Sole

0.00

Shared

0.00

None

11.28K

VANGUARD SCOTTSDALE FDS

SOLE

INT-TERM CORP

Shares22.17K

TypeSH

Market value$1.74M

1.34%

Sole

0.00

Shared

0.00

None

22.17K

VANGUARD SCOTTSDALE FDS

SOLE

SHRT TRM CORP BD

Shares22.18K

TypeSH

Market value$1.71M

1.32%

Sole

0.00

Shared

0.00

None

22.18K

ISHARES TR

SOLE

S&P 500 GRWT ETF

Shares10.07K

TypeSH

Market value$1.43M

1.10%

Sole

0.00

Shared

0.00

None

10.07K

AMPLIFY ETF TR

SOLE

AMPLIFY CYBERSEC

Shares11.80K

TypeSH

Market value$1.43M

1.10%

Sole

0.00

Shared

0.00

None

11.80K

PIMCO ETF TR

SOLE

ACTIVE BD ETF

Shares13.45K

TypeSH

Market value$1.17M

0.90%

Sole

0.00

Shared

0.00

None

13.45K

ISHARES TR

SOLE

S&P MC 400VL ETF

Shares7.67K

TypeSH

Market value$1.06M

0.81%

Sole

0.00

Shared

0.00

None

7.67K

ISHARES TR

SOLE

0-3 MTH TREASURY

Shares10.33K

TypeSH

Market value$1.04M

0.80%

Sole

0.00

Shared

0.00

None

10.33K

VANGUARD WORLD FD

SOLE

ESG INTL STK ETF

Shares12.80K

TypeSH

Market value$1.04M

0.80%

Sole

0.00

Shared

0.00

None

12.80K

ISHARES TR

SOLE

FLTG RATE NT ETF

Shares18.09K

TypeSH

Market value$923.4K

0.71%

Sole

0.00

Shared

0.00

None

18.09K

Issuer	Class	Shares	Type	Value / Portfolio %	None
STATE STR SPDR S&P 500 ETF TSOLE	TR UNIT	27.43K	SH	$20.92M 16.13%	27.43K
VANGUARD INDEX FDSSOLE	MRNGSTR TTL STK	37.40K	SH	$14.00M 10.79%	37.40K
SPDR SERIES TRUSTSOLE	ST STR BLO 1 ETF	134.28K	SH	$12.31M 9.49%	134.28K
INVESCO QQQ TRSOLE	UNIT SER 1	13.11K	SH	$9.70M 7.48%	13.11K
VANGUARD INDEX FDSSOLE	MRNGSTR SML CAP	32.64K	SH	$9.29M 7.16%	32.64K
VANGUARD ADMIRAL FDS INCSOLE	500 VAL IDX FD	27.75K	SH	$6.12M 4.72%	27.75K
VANGUARD INTL EQUITY INDEX FSOLE	ALLWRLD EX US	69.29K	SH	$5.75M 4.43%	69.29K
VANGUARD BD INDEX FDSSOLE	TOTAL BND MRKT	59.42K	SH	$4.17M 3.21%	59.42K
ISHARES TRSOLE	SP SMCP600VL ETF	18.16K	SH	$2.33M 1.79%	18.16K
SCHWAB STRATEGIC TRSOLE	US REIT ETF	105.14K	SH	$2.32M 1.79%	105.14K
ISHARES TRSOLE	MSCI EMG MKT ETF	33.43K	SH	$2.23M 1.72%	33.43K
ISHARES TRSOLE	MSCI EAFE ETF	20.88K	SH	$2.17M 1.67%	20.88K
ISHARES TRSOLE	ESG AWR MSCI USA	12.84K	SH	$2.14M 1.65%	12.84K
ISHARES TRSOLE	IBOXX HI YD ETF	27.63K	SH	$2.13M 1.65%	27.63K
ABRDN ETFSSOLE	BBRG ALL COMD K1	73.57K	SH	$1.90M 1.47%	73.57K
SELECT SECTOR SPDR TRSOLE	ST STR CARE ETF	11.28K	SH	$1.90M 1.47%	11.28K
VANGUARD SCOTTSDALE FDSSOLE	INT-TERM CORP	22.17K	SH	$1.74M 1.34%	22.17K
VANGUARD SCOTTSDALE FDSSOLE	SHRT TRM CORP BD	22.18K	SH	$1.71M 1.32%	22.18K
ISHARES TRSOLE	S&P 500 GRWT ETF	10.07K	SH	$1.43M 1.10%	10.07K
AMPLIFY ETF TRSOLE	AMPLIFY CYBERSEC	11.80K	SH	$1.43M 1.10%	11.80K
PIMCO ETF TRSOLE	ACTIVE BD ETF	13.45K	SH	$1.17M 0.90%	13.45K
ISHARES TRSOLE	S&P MC 400VL ETF	7.67K	SH	$1.06M 0.81%	7.67K
ISHARES TRSOLE	0-3 MTH TREASURY	10.33K	SH	$1.04M 0.80%	10.33K
VANGUARD WORLD FDSOLE	ESG INTL STK ETF	12.80K	SH	$1.04M 0.80%	12.80K
ISHARES TRSOLE	FLTG RATE NT ETF	18.09K	SH	$923.4K 0.71%	18.09K

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