13F-HR filed by Ramiah Investment Group
Ramiah Investment Group filed this 13F-HR for the quarter ended 2023-03-31, filed 2025-02-11, with 35 holding rows worth $91,522,219.
- Accession
- 0001566307-25-000010
- Filer
- CIK 1566307
- Filed
- 2025-02-11
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2023
A holdings report, 35 entries on the cover page, a total value of $91,522,219 stated on the cover page (in dollars after the unit check, H1), rows summing to $91,522,219 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 filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| INVESCO QQQ TR | 46090E103 | COM | 36,461 | $11,701,429 | dollars as filed | |
| ISHARES TR | 464287465 | MSCI EAFE ETF | 130,415 | $9,327,281 | dollars as filed | |
| iShares S&P 500 Value ETF | 464287408 | SHS | 60,682 | $9,209,100 | dollars as filed | |
| ISHARES TR | 464287523 | COM | 20,373 | $9,059,262 | dollars as filed | |
| FIDELITY COMWLTH TR | 315912808 | COM | 184,512 | $8,847,350 | dollars as filed | |
| ARK ETF TR | 00214Q104 | INNOVATION ETF | 210,831 | $8,504,923 | dollars as filed | |
| SPY | 78462F103 | SHS | 12,941 | $5,297,916 | dollars as filed | |
| VTI | 922908769 | COM | 20,725 | $4,229,973 | dollars as filed | |
| Vanguard Small-Cap ETF | 922908751 | SHS | 15,885 | $3,011,161 | dollars as filed | |
| Vanguard Total Bond Market ETF | 921937835 | SHS | 35,816 | $2,644,315 | dollars as filed | |
| BLACKROCK MULTI-SECTOR INCOME | 09258A107 | COM | 122,594 | $1,788,639 | dollars as filed | |
| DOUBLELINE INCOME SOLUTIONS | 258622109 | COM | 148,763 | $1,691,430 | dollars as filed | |
| ISHARES TR | 464288513 | IBOXX HI YD ETF | 20,736 | $1,566,628 | dollars as filed | |
| Vanguard Intermediate-Term Corporate Bond ETF | 92206C870 | SHS | 18,828 | $1,510,407 | dollars as filed | |
| FORTINET INC COM | 34959E109 | Stock | 20,088 | $1,335,048 | dollars as filed | |
| Vanguard FTSE All-World ex-US ETF | 922042775 | SHS | 23,864 | $1,276,008 | dollars as filed | |
| ISHARES TR | 46435G425 | COM | 11,430 | $1,033,844 | dollars as filed | |
| VANGUARD SCOTTSDALE FDS | 92206C409 | COM | 12,894 | $982,910 | dollars as filed | |
| INCYTE CORP COM | 45337C102 | Stock | 12,448 | $899,617 | dollars as filed | |
| REGIONS FINANCIAL CORP NEW COM | 7591EP100 | Stock | 45,104 | $837,130 | dollars as filed | |
| Vanguard Intermediate-Term Treasury ETF | 92206C706 | SHS | 11,651 | $698,588 | dollars as filed | |
| Schwab US REIT ETF | 808524847 | SHS | 32,340 | $630,630 | dollars as filed | |
| ABRDN ETFS | 003261104 | BBRG ALL COMD K1 | 28,837 | $598,944 | dollars as filed | |
| FIRST TRUST HIGH YIELD LONG/SH | 33738D408 | FIRST TR TA HIYL | 14,439 | $574,089 | dollars as filed | |
| HF SINCLAIR CORP COM | 403949100 | Stock | 10,950 | $529,761 | dollars as filed | |
| APA CORPORATION COM | 03743Q108 | Stock | 14,076 | $507,581 | dollars as filed | |
| BLACKROCK INCOME TR | 09247F209 | Equity | 37,553 | $472,792 | dollars as filed | |
| UNITED STATES STL CORP NEW | 912909108 | COM | 18,106 | $472,567 | dollars as filed | |
| COREBRIDGE FINL INC COM | 21871X109 | Stock | 27,179 | $435,408 | dollars as filed | |
| BLACKROCK CORPORATE HIGH YIELD | 09255P107 | COM | 47,782 | $416,661 | dollars as filed | |
| PIMCO DYNAMIC INCOME FD | 72201Y101 | SHS | 21,278 | $383,430 | dollars as filed | |
| iShares ESG Aware MSCI USA Small-Cap ETF | 46435U663 | SHS | 10,301 | $350,131 | dollars as filed | |
| INVESCO BULLETSHARES 2027 CORPORATE BOND ETF | 46138J783 | ETF | 12,246 | $236,409 | dollars as filed | |
| INVESCO | 46138J825 | EXCHANGE TRADED | 11,646 | $236,181 | dollars as filed | |
| BLACKROCK CORE BD TR | 09249E101 | SHS BEN INT | 20,727 | $224,676 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001566307-25-000010 | this filing | 2025-02-11 | acceptance time not in the bulk data set | |
| 13F-HR/A 0001566307-26-000055 | added | 2026-05-29 | acceptance time not in the bulk data set |