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Disclosery

13F-HR filed by Ramiah Investment Group

Ramiah Investment Group filed this 13F-HR for the quarter ended 2023-09-30, filed 2025-02-11, with 36 holding rows worth $80,757,278.

Accession
0001566307-25-000008
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 Q3 2023

A holdings report, 36 entries on the cover page, a total value of $80,757,278 stated on the cover page (in dollars after the unit check, H1), rows summing to $80,757,278 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
SPY78462F103SHS31,139$13,311,300dollars as filed
VANGUARD ADMIRAL FDS INC921932703500 VAL IDX FD61,281$9,111,872dollars as filed
INVESCO EXCH TRADED FD TR II46138G649COM51,125$7,536,336dollars as filed
iShares Core MSCI EAFE ETF46432F842SHS110,258$7,095,102dollars as filed
iShares S&P 500 Growth ETF464287309SHS103,208$7,061,491dollars as filed
ISHARES TR464287606S&P MC 400GR ETF97,159$7,018,766dollars as filed
VTI922908769COM23,133$4,913,681dollars as filed
Vanguard Small-Cap ETF922908751SHS18,883$3,570,209dollars as filed
Vanguard Total Bond Market ETF921937835SHS23,122$1,613,472dollars as filed
ISHARES TR464288513IBOXX HI YD ETF21,048$1,551,681dollars as filed
Vanguard Intermediate-Term Corporate Bond ETF92206C870SHS20,121$1,528,817dollars as filed
Vanguard FTSE All-World ex-US ETF922042775SHS27,736$1,438,666dollars as filed
ISHARES TR46436E767COM32,926$1,141,215dollars as filed
VANGUARD SCOTTSDALE FDS92206C409COM14,552$1,093,583dollars as filed
Schwab US REIT ETF808524847SHS45,533$808,211dollars as filed
Wells Fargo & Company949746101COM18,890$771,845dollars as filed
ABRDN ETFS003261104BBRG ALL COMD K135,061$740,138dollars as filed
Bank of America Corp060505104COM26,709$731,292dollars as filed
STATE STR CORP COM857477103Stock10,876$728,257dollars as filed
FIFTH THIRD BANCORP COM316773100Stock27,647$700,299dollars as filed
BLACKROCK MULTI-SECTOR INCOME09258A107COM48,386$700,138dollars as filed
CITIZENS FINL GROUP INC COM174610105Stock25,541$684,499dollars as filed
HUNTINGTON BANCSHARES INC COM446150104Stock65,809$684,414dollars as filed
REGIONS FINANCIAL CORP NEW COM7591EP100Stock38,979$670,439dollars as filed
Vanguard Intermediate-Term Treasury ETF92206C706SHS11,704$668,901dollars as filed
DOUBLELINE INCOME SOLUTIONS258622109COM56,534$662,573dollars as filed
FORTINET INC COM34959E109Stock10,237$600,707dollars as filed
INCYTE CORP COM45337C102Stock10,274$593,529dollars as filed
FIRST TRUST HIGH YIELD LONG/SH33738D408FIRST TR TA HIYL14,138$554,628dollars as filed
BLACKROCK CORPORATE HIGH YIELD09255P107COM51,673$445,940dollars as filed
BLACKROCK INCOME TR09247F209Equity38,916$442,864dollars as filed
PIMCO DYNAMIC INCOME FD72201Y101SHS24,880$429,926dollars as filed
iShares ESG Aware MSCI USA Small-Cap ETF46435U663SHS12,574$423,115dollars as filed
INVESCO46138J825EXCHANGE TRADED12,369$248,741dollars as filed
INVESCO BULLETSHARES 2027 CORPORATE BOND ETF46138J783ETF13,120$245,803dollars as filed
BLACKROCK CORE BD TR09249E101SHS BEN INT23,625$234,828dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001566307-25-000008this filing2025-02-11acceptance time not in the bulk data set
13F-HR/A 0001566307-26-000059 added2026-05-29acceptance time not in the bulk data set