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Disclosery

13F-HR filed by Ramiah Investment Group

Ramiah Investment Group filed this 13F-HR for the quarter ended 2023-06-30, filed 2025-02-11, with 40 holding rows worth $88,517,321.

Accession
0001566307-25-000007
Filer
CIK 1566307
Filed
2025-02-11
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q2 2023

A holdings report, 40 entries on the cover page, a total value of $88,517,321 stated on the cover page (in dollars after the unit check, H1), rows summing to $88,517,321 with VALUE read as dollars as filed, 13F file number 028-24835. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
SPY78462F103SHS26,484$11,739,828dollars as filed
VANGUARD ADMIRAL FDS INC921932703500 VAL IDX FD49,637$7,728,481dollars as filed
INVESCO EXCH TRADED FD TR II46138G649COM40,403$6,140,448dollars as filed
ISHARES TR464287838U.S. BAS MTL ETF42,139$5,606,594dollars as filed
iShares Core MSCI EAFE ETF46432F842SHS82,569$5,573,408dollars as filed
ISHARES TR464287606S&P MC 400GR ETF74,255$5,569,125dollars as filed
iShares S&P 500 Growth ETF464287309SHS78,960$5,565,101dollars as filed
iShares Core MSCI Emerging Markets ETF46434G103SHS108,624$5,354,077dollars as filed
VTI922908769COM22,097$4,867,527dollars as filed
INVESCO QQQ TR46090E103COM10,177$3,759,587dollars as filed
Vanguard Small-Cap ETF922908751SHS17,459$3,472,421dollars as filed
ISHARES TR464288513IBOXX HI YD ETF20,132$1,511,332dollars as filed
Vanguard Intermediate-Term Corporate Bond ETF92206C870SHS18,482$1,460,657dollars as filed
Vanguard Total Bond Market ETF921937835SHS19,541$1,420,455dollars as filed
Vanguard FTSE All-World ex-US ETF922042775SHS25,767$1,401,982dollars as filed
ISHARES TR46436E767COM30,705$1,103,845dollars as filed
FORTINET INC COM34959E109Stock13,897$1,050,474dollars as filed
Wells Fargo & Company949746101COM24,156$1,030,978dollars as filed
VANGUARD SCOTTSDALE FDS92206C409COM12,801$968,524dollars as filed
EDWARDS LIFESCIENCES CORP COM28176E108Stock10,267$968,486dollars as filed
Bank of America Corp060505104COM32,919$944,446dollars as filed
FIFTH THIRD BANCORP COM316773100Stock34,810$912,370dollars as filed
HUNTINGTON BANCSHARES INC COM446150104Stock81,994$883,895dollars as filed
REGIONS FINANCIAL CORP NEW COM7591EP100Stock49,561$883,177dollars as filed
STATE STR CORP COM857477103Stock11,923$872,525dollars as filed
CITIZENS FINL GROUP INC COM174610105Stock31,102$811,140dollars as filed
INCYTE CORP COM45337C102Stock12,431$773,830dollars as filed
Schwab US REIT ETF808524847SHS37,801$738,254dollars as filed
ABRDN ETFS003261104BBRG ALL COMD K131,785$640,786dollars as filed
BLACKROCK MULTI-SECTOR INCOME09258A107COM44,144$634,342dollars as filed
DOUBLELINE INCOME SOLUTIONS258622109COM52,049$619,898dollars as filed
Vanguard Intermediate-Term Treasury ETF92206C706SHS10,552$618,986dollars as filed
FIRST TRUST HIGH YIELD LONG/SH33738D408FIRST TR TA HIYL13,819$547,641dollars as filed
PIMCO DYNAMIC INCOME FD72201Y101SHS22,973$430,744dollars as filed
BLACKROCK CORPORATE HIGH YIELD09255P107COM47,661$425,138dollars as filed
iShares ESG Aware MSCI USA Small-Cap ETF46435U663SHS11,593$411,783dollars as filed
BLACKROCK INCOME TR09247F209Equity33,585$408,729dollars as filed
INVESCO46138J825EXCHANGE TRADED11,093$223,302dollars as filed
INVESCO BULLETSHARES 2027 CORPORATE BOND ETF46138J783ETF11,670$222,028dollars as filed
BLACKROCK CORE BD TR09249E101SHS BEN INT20,769$220,977dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001566307-25-000007this filing2025-02-11acceptance time not in the bulk data set
13F-HR/A 0001566307-26-000057 added2026-05-29acceptance time not in the bulk data set