Chief Compliance Officer

0001989672-23-000003.txt : 20230814 0001989672-23-000003.hdr.sgml : 20230814 20230814131439 ACCESSION NUMBER: 0001989672-23-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 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: 231168191 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 06-30-2023 06-30-2023 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 51 239153964 false INFORMATION TABLE 2 avier13f06302023.xml ABBOTT LABS COM 002824100 411878 3778 SH SOLE 0 0 0 3778 ABBVIE INC COM 00287Y109 676345 5020 SH SOLE 0 0 0 5020 ADOBE SYSTEMS INCORPORATED COM 00724F101 201464 412 SH SOLE 0 0 0 412 ALPHABET INC CAP STK CL C 02079K107 2474925 20459 SH SOLE 0 0 0 20459 ALPHABET INC CAP STK CL A 02079K305 916822 7659 SH SOLE 0 0 0 7659 AMAZON COM INC COM 023135106 2379569 18254 SH SOLE 0 0 0 18254 APPLE INC COM 037833100 2200482 11344 SH SOLE 0 0 0 11344 AT&T INC COM 00206R102 164556 10317 SH SOLE 0 0 0 10317 AUTOMATIC DATA PROCESSING IN COM 053015103 241329 1098 SH SOLE 0 0 0 1098 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 791802 2322 SH SOLE 0 0 0 2322 BERKSHIRE HATHAWAY INC DEL CL A 084670108 517810 1 SH SOLE 0 0 0 1 CHEVRON CORP NEW COM 166764100 200149 1272 SH SOLE 0 0 0 1272 COSTCO WHSL CORP NEW COM 22160K105 2738139 5086 SH SOLE 0 0 0 5086 DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203 32077281 1174132 SH SOLE 0 0 0 1174132 DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 25434V302 16664376 710331 SH SOLE 0 0 0 710331 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 55242551 2034716 SH SOLE 0 0 0 2034716 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 553711 11936 SH SOLE 0 0 0 11936 DIMENSIONAL ETF TRUST INTERNATNAL VAL 25434V807 330825 10071 SH SOLE 0 0 0 10071 DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 4517408 193797 SH SOLE 0 0 0 193797 DIMENSIONAL ETF TRUST SHORT DURATION F 25434V864 15693696 338591 SH SOLE 0 0 0 338591 DIMENSIONAL ETF TRUST NATL MUN BD ETF 25434V849 13098774 275011 SH SOLE 0 0 0 275011 DIMENSIONAL ETF TRUST US REAL ESTATE E 25434V823 24533292 1140023 SH SOLE 0 0 0 1140023 DIMENSIONAL ETF TRUST INTL SMALL CAP V 25434V781 304669 12882 SH SOLE 0 0 0 12882 DIMENSIONAL ETF TRUST US MKTWIDE VALUE 25434V724 1480085 42901 SH SOLE 0 0 0 42901 DIMENSIONAL ETF TRUST INTERNATIONAL 25434V690 1363673 44784 SH SOLE 0 0 0 44784 DIMENSIONAL ETF TRUST EMERGING MARKETS 25434V682 658434 21631 SH SOLE 0 0 0 21631 DIMENSIONAL ETF TRUST US SUSTAINABILTY 25434V716 1231914 42916 SH SOLE 0 0 0 42916 ENDAVA PLC ADS 29260V105 10896150 210391 SH SOLE 0 0 0 210391 EXXON MOBIL CORP COM 30231G102 213106 1987 SH SOLE 0 0 0 1987 INTEL CORP COM 458140100 250697 7497 SH SOLE 0 0 0 7497 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 219223 1465 SH SOLE 0 0 0 1465 ISHARES TR CORE S&P500 ETF 464287200 603929 1355 SH SOLE 0 0 0 1355 JOHNSON & JOHNSON COM 478160104 355853 2150 SH SOLE 0 0 0 2150 LAM RESEARCH CORP COM 512807108 853173 1327 SH SOLE 0 0 0 1327 LATTICE STRATEGIES TR HARTFORD US EQTY 518416409 238223 5750 SH SOLE 0 0 0 5750 META PLATFORMS INC CL A 30303M102 460029 1603 SH SOLE 0 0 0 1603 MICROSOFT CORP COM 594918104 21405076 62856 SH SOLE 0 0 0 62856 NVIDIA CORPORATION COM 67066G104 839272 1984 SH SOLE 0 0 0 1984 ORACLE CORP COM 68389X105 529951 4450 SH SOLE 0 0 0 4450 PACCAR INC COM 693718108 785789 9394 SH SOLE 0 0 0 9394 PIMCO ETF TR INV GRD CRP BD 72201R817 12783701 134778 SH SOLE 0 0 0 134778 SALESFORCE INC COM 79466L302 554558 2625 SH SOLE 0 0 0 2625 SMARTSHEET INC COM CL A 83200N103 215825 5641 SH SOLE 0 0 0 5641 SPDR S&P 500 ETF TR TR UNIT 78462F103 617474 1393 SH SOLE 0 0 0 1393 TESLA INC COM 88160R101 1031213 3939 SH SOLE 0 0 0 3939 UNITEDHEALTH GROUP INC COM 91324P102 741518 1543 SH SOLE 0 0 0 1543 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 384895 945 SH SOLE 0 0 0 945 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 206481 5076 SH SOLE 0 0 0 5076 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 2670079 56307 SH SOLE 0 0 0 56307 VANGUARD WORLD FD ESG US STK ETF 921910733 382199 4878 SH SOLE 0 0 0 4878 VISA INC COM CL A 92826C839 249591 1051 SH SOLE 0 0 0 1051