Filed: 10/10/2025ACC: 0002074440-25-000002
📋 What this filing means
RYAN INVESTMENT MANAGEMENT, INC. filed this quarterly 13F‑HR report disclosing 19 equity positions with a total reported market value of $179.93M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
19
Positions
$179.93M
Total AUM (reported)
1.31M
Total Shares
Allocation by class
ETF$179.24M99.6%
STOCK$693.6K0.4%
Portfolio Concentration
Top 3$105.51M58.6%
4–10$66.09M36.7%
11–25$8.33M4.6%
Top 3 weight
58.6%
Top 10 weight
95.4%
Voting Authority Distribution
Total shares with voting rights: 1.31M
Sole
Full voting authority
1.31M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole19
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings19
Rows:
ISHARES MSCI EAFE ETF
SOLEShares478.57K
TypeSH
Market value$44.68M
24.83%
Sole
478.57K
Shared
0.00
None
0.00
ISHARES RUSSELL 1000 GROWTH ETF
SOLEShares66.41K
TypeSH
Market value$31.11M
17.29%
Sole
66.41K
Shared
0.00
None
0.00
ISHARES RUSSELL 1000 VALUE ETF
SOLEShares145.97K
TypeSH
Market value$29.72M
16.52%
Sole
145.97K
Shared
0.00
None
0.00
SPDR S&P 500 ETF TRUST
SOLEShares22.49K
TypeSH
Market value$14.98M
8.33%
Sole
22.49K
Shared
0.00
None
0.00
INVESCO NASDAQ 100 ETF
SOLEShares24.73K
TypeSH
Market value$14.85M
8.25%
Sole
24.73K
Shared
0.00
None
0.00
VANGUARD LONG-TERM BOND ETF
SOLEShares154.37K
TypeSH
Market value$10.94M
6.08%
Sole
154.37K
Shared
0.00
None
0.00
ISHARES MSCI EMERGING MARKETS ETF
SOLEShares158.12K
TypeSH
Market value$8.44M
4.69%
Sole
158.12K
Shared
0.00
None
0.00
VANGUARD TOTAL BOND MARKET ETF
SOLEShares110.17K
TypeSH
Market value$8.19M
4.55%
Sole
110.17K
Shared
0.00
None
0.00
ISHARES RUSSELL 2000 ETF
SOLEShares27.71K
TypeSH
Market value$6.70M
3.73%
Sole
27.71K
Shared
0.00
None
0.00
VANGUARD TOTAL INTERNATIONAL BOND ETF
SOLEShares40.16K
TypeSH
Market value$1.99M
1.10%
Sole
40.16K
Shared
0.00
None
0.00
ISHARES ESG AWARE MSCI USA ETF
SOLEShares11.90K
TypeSH
Market value$1.73M
0.96%
Sole
11.90K
Shared
0.00
None
0.00
ISHARES ESG OPTIMIZED MSCI USA ETF
SOLEShares12.50K
TypeSH
Market value$1.70M
0.94%
Sole
12.50K
Shared
0.00
None
0.00
ISHARES ESG AWARE MSCI EAFE ETF
SOLEShares17.63K
TypeSH
Market value$1.64M
0.91%
Sole
17.63K
Shared
0.00
None
0.00
VANGUARD TOTAL US STOCK MARKET ETF
SOLEShares3.05K
TypeSH
Market value$999.9K
0.56%
Sole
3.05K
Shared
0.00
None
0.00
ELI LILLY & CO COM
SOLEShares909.00
TypeSH
Market value$693.6K
0.39%
Sole
909.00
Shared
0.00
None
0.00
VANGUARD FTSE ALL-WORLD EX US ETF
SOLEShares7.73K
TypeSH
Market value$552.0K
0.31%
Sole
7.73K
Shared
0.00
None
0.00
ISHARES ESG AWARE MSCI EM ETF
SOLEShares9.74K
TypeSH
Market value$423.0K
0.24%
Sole
9.74K
Shared
0.00
None
0.00
ISHARES MSCI USA SMALL-CAP ESG ETF
SOLEShares8.03K
TypeSH
Market value$361.9K
0.20%
Sole
8.03K
Shared
0.00
None
0.00
DIMENSIONAL U.S. CORE EQUITY 2 ETF
SOLEShares6.01K
TypeSH
Market value$231.8K
0.13%
Sole
6.01K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES MSCI EAFE ETFSOLE | ETF | 478.57K | SH | $44.68M 24.83% | 478.57K | 0.00 | 0.00 |
ISHARES RUSSELL 1000 GROWTH ETFSOLE | ETF | 66.41K | SH | $31.11M 17.29% | 66.41K | 0.00 | 0.00 |
ISHARES RUSSELL 1000 VALUE ETFSOLE | ETF | 145.97K | SH | $29.72M 16.52% | 145.97K | 0.00 | 0.00 |
SPDR S&P 500 ETF TRUSTSOLE | ETF | 22.49K | SH | $14.98M 8.33% | 22.49K | 0.00 | 0.00 |
INVESCO NASDAQ 100 ETFSOLE | ETF | 24.73K | SH | $14.85M 8.25% | 24.73K | 0.00 | 0.00 |
VANGUARD LONG-TERM BOND ETFSOLE | ETF | 154.37K | SH | $10.94M 6.08% | 154.37K | 0.00 | 0.00 |
ISHARES MSCI EMERGING MARKETS ETFSOLE | ETF | 158.12K | SH | $8.44M 4.69% | 158.12K | 0.00 | 0.00 |
VANGUARD TOTAL BOND MARKET ETFSOLE | ETF | 110.17K | SH | $8.19M 4.55% | 110.17K | 0.00 | 0.00 |
ISHARES RUSSELL 2000 ETFSOLE | ETF | 27.71K | SH | $6.70M 3.73% | 27.71K | 0.00 | 0.00 |
VANGUARD TOTAL INTERNATIONAL BOND ETFSOLE | ETF | 40.16K | SH | $1.99M 1.10% | 40.16K | 0.00 | 0.00 |
ISHARES ESG AWARE MSCI USA ETFSOLE | ETF | 11.90K | SH | $1.73M 0.96% | 11.90K | 0.00 | 0.00 |
ISHARES ESG OPTIMIZED MSCI USA ETFSOLE | ETF | 12.50K | SH | $1.70M 0.94% | 12.50K | 0.00 | 0.00 |
ISHARES ESG AWARE MSCI EAFE ETFSOLE | ETF | 17.63K | SH | $1.64M 0.91% | 17.63K | 0.00 | 0.00 |
VANGUARD TOTAL US STOCK MARKET ETFSOLE | ETF | 3.05K | SH | $999.9K 0.56% | 3.05K | 0.00 | 0.00 |
ELI LILLY & CO COMSOLE | Stock | 909.00 | SH | $693.6K 0.39% | 909.00 | 0.00 | 0.00 |
VANGUARD FTSE ALL-WORLD EX US ETFSOLE | ETF | 7.73K | SH | $552.0K 0.31% | 7.73K | 0.00 | 0.00 |
ISHARES ESG AWARE MSCI EM ETFSOLE | ETF | 9.74K | SH | $423.0K 0.24% | 9.74K | 0.00 | 0.00 |
ISHARES MSCI USA SMALL-CAP ESG ETFSOLE | ETF | 8.03K | SH | $361.9K 0.20% | 8.03K | 0.00 | 0.00 |
DIMENSIONAL U.S. CORE EQUITY 2 ETFSOLE | ETF | 6.01K | SH | $231.8K 0.13% | 6.01K | 0.00 | 0.00 |