0001989672-23-000001.txt : 20230814 0001989672-23-000001.hdr.sgml : 20230814 20230814130937 ACCESSION NUMBER: 0001989672-23-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230814 DATE AS OF CHANGE: 20230814 EFFECTIVENESS DATE: 20230814 FILER: COMPANY DATA: COMPANY CONFORMED NAME: RAM Investment Partners, LLC CENTRAL INDEX KEY: 0001989672 IRS NUMBER: 454556263 STATE OF INCORPORATION: WA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-23354 FILM NUMBER: 231168157 BUSINESS ADDRESS: STREET 1: 10655 NE 4TH STREET STREET 2: SUITE 500 CITY: BELLEVUE STATE: WA ZIP: 98004 BUSINESS PHONE: 425 467-1011 MAIL ADDRESS: STREET 1: 10655 NE 4TH STREET STREET 2: SUITE 500 CITY: BELLEVUE STATE: WA ZIP: 98004 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001989672 XXXXXXXX 12-31-2022 12-31-2022 RAM Investment Partners, LLC

10655 NE 4TH STREET SUITE 500 BELLEVUE WA 98004

13F HOLDINGS REPORT 028-23354 000161077 801-73301 N John Preston "JP" Osseward 425-467-1011 JP Osseward Bellevue WA 08-14-2023 0 49 162516687 false INFORMATION TABLE 2 avier13F123122.xml ABBOTT LABS COM 002824100 429279 3910 SH SOLE 0 0 3910 ABBVIE INC COM 00287Y109 859927 5321 SH SOLE 0 0 5321 ALPHABET INC CAP STK CL C 02079K107 422621 4763 SH SOLE 0 0 4763 ALPHABET INC CAP STK CL A 02079K305 673813 7637 SH SOLE 0 0 7637 AMAZON COM INC COM 023135106 1583619 18853 SH SOLE 0 0 18853 APPLE INC COM 037833100 1496721 11519 SH SOLE 0 0 11519 AUTOMATIC DATA PROCESSING IN COM 053015103 271584 1137 SH SOLE 0 0 1137 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 612858 1984 SH SOLE 0 0 1984 CHEVRON CORP NEW COM 166764100 245065 1365 SH SOLE 0 0 1365 COSTCO WHSL CORP NEW COM 22160K105 2154361 4719 SH SOLE 0 0 4719 DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203 24108043 962781 SH SOLE 0 0 962781 DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 25434V302 12370896 563594 SH SOLE 0 0 563594 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 41565672 1711930 SH SOLE 0 0 1711930 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 524587 11936 SH SOLE 0 0 11936 DIMENSIONAL ETF TRUST INTERNATNAL VAL 25434V807 306151 10071 SH SOLE 0 0 10071 DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 4424442 204835 SH SOLE 0 0 204835 DIMENSIONAL ETF TRUST SHORT DURATION F 25434V864 10130760 219804 SH SOLE 0 0 219804 DIMENSIONAL ETF TRUST NATL MUN BD ETF 25434V849 10196726 213276 SH SOLE 0 0 213276 DIMENSIONAL ETF TRUST US REAL ESTATE E 25434V823 5484070 259294 SH SOLE 0 0 259294 DIMENSIONAL ETF TRUST INTL SMALL CAP V 25434V781 286118 12882 SH SOLE 0 0 12882 DIMENSIONAL ETF TRUST US MKTWIDE VALUE 25434V724 1494346 44634 SH SOLE 0 0 44634 DIMENSIONAL ETF TRUST INTERNATIONAL 25434V690 899863 32385 SH SOLE 0 0 32385 DIMENSIONAL ETF TRUST EMERGING MARKETS 25434V682 723617 25681 SH SOLE 0 0 25681 DIMENSIONAL ETF TRUST US SUSTAINABILTY 25434V716 624134 25036 SH SOLE 0 0 25036 ENDAVA PLC ADS 29260V105 3865775 50533 SH SOLE 0 0 50533 EXXON MOBIL CORP COM 30231G102 237871 2157 SH SOLE 0 0 2157 INTEL CORP COM 458140100 200840 7599 SH SOLE 0 0 7599 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 206931 1465 SH SOLE 0 0 1465 ISHARES TR CORE S&P500 ETF 464287200 515541 1342 SH SOLE 0 0 1342 ISHARES TR 20 YR TR BD ETF 464287432 375439 3771 SH SOLE 0 0 3771 JOHNSON & JOHNSON COM 478160104 441471 2499 SH SOLE 0 0 2499 LAM RESEARCH CORP COM 512807108 555376 1321 SH SOLE 0 0 1321 LATTICE STRATEGIES TR HARTFORD US EQTY 518416409 224409 5750 SH SOLE 0 0 5750 LHC GROUP INC COM 50187A107 1447449 8952 SH SOLE 0 0 8952 MICROSOFT CORP COM 594918104 16102376 67144 SH SOLE 0 0 67144 NVIDIA CORPORATION COM 67066G104 484746 3317 SH SOLE 0 0 3317 ORACLE CORP COM 68389X105 345597 4228 SH SOLE 0 0 4228 PACCAR INC COM 693718108 625745 6323 SH SOLE 0 0 6323 PIMCO ETF TR INV GRD CRP BD 72201R817 8118210 87293 SH SOLE 0 0 87293 SALESFORCE INC COM 79466L302 317553 2395 SH SOLE 0 0 2395 SMARTSHEET INC COM CL A 83200N103 438274 11135 SH SOLE 0 0 11135 SPDR S&P 500 ETF TR TR UNIT 78462F103 416102 1088 SH SOLE 0 0 1088 STARBUCKS CORP COM 855244109 246426 2484 SH SOLE 0 0 2484 TESLA INC COM 88160R101 388510 3154 SH SOLE 0 0 3154 UNITEDHEALTH GROUP INC COM 91324P102 230098 434 SH SOLE 0 0 434 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 295840 842 SH SOLE 0 0 842 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 3920167 83926 SH SOLE 0 0 83926 VANGUARD WORLD FD ESG US STK ETF 921910733 409351 6215 SH SOLE 0 0 6215 VISA INC COM CL A 92826C839 217317 1046 SH SOLE 0 0 1046