0001989672-24-000001.txt : 20240108 0001989672-24-000001.hdr.sgml : 20240108 20240108153034 ACCESSION NUMBER: 0001989672-24-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240108 DATE AS OF CHANGE: 20240108 EFFECTIVENESS DATE: 20240108 FILER: COMPANY DATA: COMPANY CONFORMED NAME: RAM Investment Partners, LLC CENTRAL INDEX KEY: 0001989672 ORGANIZATION NAME: 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: 24519896 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 12-31-2023 12-31-2023 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 425-467-1011 JP Osseward Bellevue WA 01-08-2024 0 65 286799520 false INFORMATION TABLE 2 avier13f12312023.xml ABBOTT LABS COM 002824100 411111 3735 SH SOLE NONE 0 0 3735 AMAZON COM INC COM 023135106 3539950 23298 SH SOLE NONE 0 0 23298 APPLE INC COM 037833100 2294524 11918 SH SOLE NONE 0 0 11918 APPLIED MATLS INC COM 038222105 395451 2440 SH SOLE NONE 0 0 2440 AUTOMATIC DATA PROCESSING IN COM 053015103 226675 973 SH SOLE NONE 0 0 973 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 809441 2270 SH SOLE NONE 0 0 2270 INTEL CORP COM 458140100 394057 7842 SH SOLE NONE 0 0 7842 ISHARES TR CORE S&P500 ETF 464287200 550696 1153 SH SOLE NONE 0 0 1153 ISHARES TR 20 YR TR BD ETF 464287432 212888 2153 SH SOLE NONE 0 0 2153 JOHNSON & JOHNSON COM 478160104 264554 1688 SH SOLE NONE 0 0 1688 LAM RESEARCH CORP COM 512807108 1056200 1348 SH SOLE NONE 0 0 1348 LATTICE STRATEGIES TR HARTFORD US EQTY 518416409 252943 5750 SH SOLE NONE 0 0 5750 MICROSOFT CORP COM 594918104 28094110 74710 SH SOLE NONE 0 0 74710 PACCAR INC COM 693718108 1373359 14064 SH SOLE NONE 0 0 14064 PROGRESSIVE CORP COM 743315103 329100 2066 SH SOLE NONE 0 0 2066 STARBUCKS CORP COM 855244109 228083 2376 SH SOLE NONE 0 0 2376 T-MOBILE US INC COM 872590104 243221 1517 SH SOLE NONE 0 0 1517 VANGUARD WORLD FD ESG US STK ETF 921910733 414933 4878 SH SOLE NONE 0 0 4878 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 307317 2753 SH SOLE NONE 0 0 2753 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 3600031 75806 SH SOLE NONE 0 0 75806 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 204503 4976 SH SOLE NONE 0 0 4976 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 423281 969 SH SOLE NONE 0 0 969 VANGUARD INDEX FDS MID CAP ETF 922908629 415728 1787 SH SOLE NONE 0 0 1787 VANGUARD INDEX FDS GROWTH ETF 922908736 403833 1299 SH SOLE NONE 0 0 1299 VANGUARD INDEX FDS TOTAL STK MKT 922908769 1008422 4251 SH SOLE NONE 0 0 4251 ABBVIE INC COM 00287Y109 789107 5092 SH SOLE NONE 0 0 5092 ADOBE INC COM 00724F101 259522 435 SH SOLE NONE 0 0 435 ALPHABET INC CAP STK CL C 02079K107 2412498 17115 SH SOLE NONE 0 0 17115 ALPHABET INC CAP STK CL A 02079K305 1054612 7550 SH SOLE NONE 0 0 7550 BROADCOM INC COM 11135F101 220984 198 SH SOLE NONE 0 0 198 COSTCO WHSL CORP NEW COM 22160K105 5503571 8337 SH SOLE NONE 0 0 8337 DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203 35868159 1252380 SH SOLE NONE 0 0 1252380 DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 25434V302 18260203 757371 SH SOLE NONE 0 0 757371 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 624611 11936 SH SOLE NONE 0 0 11936 DIMENSIONAL ETF TRUST CALIF MUN BD ETF 25434V633 271713 5355 SH SOLE NONE 0 0 5355 DIMENSIONAL ETF TRUST GLOBAL SUSTAINA 25434V674 491887 9477 SH SOLE NONE 0 0 9477 DIMENSIONAL ETF TRUST EMERGING MARKETS 25434V682 737250 23312 SH SOLE NONE 0 0 23312 DIMENSIONAL ETF TRUST INTERNATIONAL 25434V690 1548464 48341 SH SOLE NONE 0 0 48341 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 64232910 2197499 SH SOLE NONE 0 0 2197499 DIMENSIONAL ETF TRUST US SUSTAINABILTY 25434V716 1906723 61250 SH SOLE NONE 0 0 61250 DIMENSIONAL ETF TRUST US MKTWIDE VALUE 25434V724 1351682 36316 SH SOLE NONE 0 0 36316 DIMENSIONAL ETF TRUST INTL SMALL CAP V 25434V781 445554 17280 SH SOLE NONE 0 0 17280 DIMENSIONAL ETF TRUST INTERNATNAL VAL 25434V807 431038 12545 SH SOLE NONE 0 0 12545 DIMENSIONAL ETF TRUST US SMALL CAP VAL 25434V815 210708 7236 SH SOLE NONE 0 0 7236 DIMENSIONAL ETF TRUST US REAL ESTATE E 25434V823 24778607 1089648 SH SOLE NONE 0 0 1089648 DIMENSIONAL ETF TRUST NATL MUN BD ETF 25434V849 15326637 315948 SH SOLE NONE 0 0 315948 DIMENSIONAL ETF TRUST SHORT DURATION F 25434V864 22839170 485836 SH SOLE NONE 0 0 485836 DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 4444733 182012 SH SOLE NONE 0 0 182012 ENDAVA PLC ADS 29260V105 9493418 121945 SH SOLE NONE 0 0 121945 META PLATFORMS INC CL A 30303M102 607870 1717 SH SOLE NONE 0 0 1717 GOODRX HLDGS INC COM CL A 38246G108 117183 17490 SH SOLE NONE 0 0 17490 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 231177 1465 SH SOLE NONE 0 0 1465 JPMORGAN CHASE & CO COM 46625H100 228988 1346 SH SOLE NONE 0 0 1346 NETFLIX INC COM 64110L106 247821 509 SH SOLE NONE 0 0 509 NVIDIA CORPORATION COM 67066G104 1006738 2033 SH SOLE NONE 0 0 2033 ORACLE CORP COM 68389X105 602005 5710 SH SOLE NONE 0 0 5710 PIMCO ETF TR INV GRD CRP BD 72201R817 18693702 192203 SH SOLE NONE 0 0 192203 SPDR S&P 500 ETF TR TR UNIT 78462F103 468996 987 SH SOLE NONE 0 0 987 SPDR GOLD TR GOLD SHS 78463V107 213155 1115 SH SOLE NONE 0 0 1115 SALESFORCE INC COM 79466L302 679359 2582 SH SOLE NONE 0 0 2582 SMARTSHEET INC COM CL A 83200N103 591868 12377 SH SOLE NONE 0 0 12377 TESLA INC COM 88160R101 1093963 4403 SH SOLE NONE 0 0 4403 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 250449 999 SH SOLE NONE 0 0 999 VANGUARD WORLD FDS INF TECH ETF 92204A702 514022 1062 SH SOLE NONE 0 0 1062 VISA INC COM CL A 92826C839 294052 1129 SH SOLE NONE 0 0 1129