Chief Compliance Officer

0001989672-23-000002.txt : 20230814 0001989672-23-000002.hdr.sgml : 20230814 20230814131231 ACCESSION NUMBER: 0001989672-23-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 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: 231168173 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 03-31-2023 03-31-2023 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 Chief Compliance Officer 425-467-1011 JP Osseward Bellevue WA 08-14-2023 0 47 185739887 false INFORMATION TABLE 2 avier13f03312023.xml ABBOTT LABS COM 002824100 391572 3867 SH SOLE 0 0 0 3867 ABBVIE INC COM 00287Y109 814062 5108 SH SOLE 0 0 0 5108 ALPHABET INC CAP STK CL C 02079K107 506272 4868 SH SOLE 0 0 0 4868 ALPHABET INC CAP STK CL A 02079K305 753806 7267 SH SOLE 0 0 0 7267 AMAZON COM INC COM 023135106 1820136 17622 SH SOLE 0 0 0 17622 APPLE INC COM 037833100 1837059 11140 SH SOLE 0 0 0 11140 AT&T INC COM 00206R102 208940 10854 SH SOLE 0 0 0 10854 AUTOMATIC DATA PROCESSING IN COM 053015103 247119 1110 SH SOLE 0 0 0 1110 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 584810 1894 SH SOLE 0 0 0 1894 COSTCO WHSL CORP NEW COM 22160K105 2536462 5105 SH SOLE 0 0 0 5105 DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203 28356362 1052184 SH SOLE 0 0 0 1052184 DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 25434V302 14243061 618726 SH SOLE 0 0 0 618726 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 49183622 1930283 SH SOLE 0 0 0 1930283 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 531152 11936 SH SOLE 0 0 0 11936 DIMENSIONAL ETF TRUST INTERNATNAL VAL 25434V807 324581 10071 SH SOLE 0 0 0 10071 DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 4624535 200544 SH SOLE 0 0 0 200544 DIMENSIONAL ETF TRUST SHORT DURATION F 25434V864 12428325 266359 SH SOLE 0 0 0 266359 DIMENSIONAL ETF TRUST NATL MUN BD ETF 25434V849 10966162 226972 SH SOLE 0 0 0 226972 DIMENSIONAL ETF TRUST US REAL ESTATE E 25434V823 6593551 306819 SH SOLE 0 0 0 306819 DIMENSIONAL ETF TRUST INTL SMALL CAP V 25434V781 306666 12882 SH SOLE 0 0 0 12882 DIMENSIONAL ETF TRUST US MKTWIDE VALUE 25434V724 1492672 44584 SH SOLE 0 0 0 44584 DIMENSIONAL ETF TRUST INTERNATIONAL 25434V690 1314838 43755 SH SOLE 0 0 0 43755 DIMENSIONAL ETF TRUST EMERGING MARKETS 25434V682 932219 31188 SH SOLE 0 0 0 31188 DIMENSIONAL ETF TRUST US SUSTAINABILTY 25434V716 930591 34958 SH SOLE 0 0 0 34958 ENDAVA PLC ADS 29260V105 3394807 50533 SH SOLE 0 0 0 50533 EXXON MOBIL CORP COM 30231G102 214824 1959 SH SOLE 0 0 0 1959 INTEL CORP COM 458140100 240612 7365 SH SOLE 0 0 0 7365 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 211868 1465 SH SOLE 0 0 0 1465 ISHARES TR CORE S&P500 ETF 464287200 533016 1297 SH SOLE 0 0 0 1297 JOHNSON & JOHNSON COM 478160104 326804 2108 SH SOLE 0 0 0 2108 LAM RESEARCH CORP COM 512807108 701016 1322 SH SOLE 0 0 0 1322 LATTICE STRATEGIES TR HARTFORD US EQTY 518416409 229292 5750 SH SOLE 0 0 0 5750 META PLATFORMS INC CL A 30303M102 340588 1607 SH SOLE 0 0 0 1607 MICROSOFT CORP COM 594918104 19128754 66350 SH SOLE 0 0 0 66350 NVIDIA CORPORATION COM 67066G104 548040 1973 SH SOLE 0 0 0 1973 ORACLE CORP COM 68389X105 395932 4261 SH SOLE 0 0 0 4261 PACCAR INC COM 693718108 686380 9377 SH SOLE 0 0 0 9377 PIMCO ETF TR INV GRD CRP BD 72201R817 9915307 103070 SH SOLE 0 0 0 103070 SALESFORCE INC COM 79466L302 496653 2486 SH SOLE 0 0 0 2486 SMARTSHEET INC COM CL A 83200N103 269353 5635 SH SOLE 0 0 0 5635 SPDR GOLD TR GOLD SHS 78463V107 203374 1110 SH SOLE 0 0 0 1110 SPDR S&P 500 ETF TR TR UNIT 78462F103 572753 1399 SH SOLE 0 0 0 1399 TESLA INC COM 88160R101 791284 3814 SH SOLE 0 0 0 3814 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 356904 949 SH SOLE 0 0 0 949 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 3668788 76721 SH SOLE 0 0 0 76721 VANGUARD WORLD FD ESG US STK ETF 921910733 349808 4878 SH SOLE 0 0 0 4878 VISA INC COM CL A 92826C839 235155 1043 SH SOLE 0 0 0 1043