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| Name: |
RAM Investment Partners LLC |
| City: |
BELLEVUE |
| State: |
WA |
| Zip: |
98004 |
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data |
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| Holdings
Found :
7 |
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Unchanged Positions |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
ESGV |
Vanguard Esg Us Stock Etf |
46 |
- |
$0.00 |
$471,000 |
4,878 |
0.14% |
16,000 |
0 |
0.013 |
N/A |
|
|
DFIV |
Dimensional International V... |
48 |
- |
$38.38 |
$440,000 |
12,240 |
0.13% |
-10,000 |
0 |
0.001 |
N/A |
|
|
VO |
Vanguard Mid Cap VIPERS |
50 |
- |
$262.37 |
$433,000 |
1,787 |
0.13% |
-14,000 |
0 |
0.001 |
Closed - End Fund - E... |
|
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VYM |
Vanguard High Dividend Yiel... |
61 |
- |
$127.40 |
$327,000 |
2,753 |
0.09% |
-6,000 |
0 |
0.001 |
Closed - End Fund - Debt |
|
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ROUS |
Lattice Us Equity Strategy ... |
65 |
- |
$51.68 |
$277,000 |
5,750 |
0.08% |
0 |
0 |
0.059 |
N/A |
|
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SCHX |
Schwab Strategic Trust |
77 |
- |
$67.69 |
$217,000 |
3,383 |
0.06% |
7,000 |
0 |
0 |
Closed - End Fund - Debt |
|
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GLD |
streetTRACKS Gold Trust |
78 |
- |
$246.98 |
$215,000 |
1,000 |
0.06% |
9,000 |
0 |
0 |
Closed - End Fund - E... |
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