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RIG

Ramiah Investment Group Portfolio holdings

AUM $131M
1-Year Est. Return 20.75%
This Fund
S&P 500
This Quarter Est. Return
+6.01%
1 Year Est. Return
+20.75%
3 Year Est. Return
+46.29%
5 Year Est. Return
+51.32%
10 Year Est. Return
–
AUM
$113M
AUM Growth
+$20M
Cap. Flow
+$14.8M
Cap. Flow %
13.14%
Top 10 Hldgs %
62.91%
Holding
61
New
3
Increased
37
Reduced
20
Closed
1

Top Buys

Rank Stock Value
1
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$7.48M
2
QQQ icon
Invesco QQQ Trust
QQQ
+$2.79M
3
EFA icon
iShares MSCI EAFE ETF
EFA
+$2.47M
4
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$2.32M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$2.3M

Top Sells

Rank Stock Value
1
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$7.68M
2
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$7.37M
3
MHI
Pioneer Municipal High Income Fund
MHI
+$112K
4
META icon
Meta Platforms (Facebook)
META
+$106K
5
INTU icon
Intuit
INTU
+$79.3K

Sector Composition

Rank Sector Weight
1 Technology 3.42%
2 Healthcare 2.67%
3 Communication Services 1.07%
4 Consumer Discretionary 0.89%
5 Real Estate 0.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SPY icon
1
State Street SPDR S&P 500 ETF Trust
SPY
$771B
$21.9M 19.41%
32,908
+11,670
+55% +$7.48M
VTI icon
2
Vanguard Morningstar Total Stock Market ETF
VTI
$646B
$9.92M 8.78%
30,220
+2,944
+11% +$930K
QQQ icon
3
Invesco QQQ Trust
QQQ
$436B
$8.65M 7.66%
14,407
+4,869
+51% +$2.79M
VB icon
4
Vanguard Morningstar Small-Cap ETF
VB
$78.9B
$7.19M 6.37%
28,274
+648
+2% +$161K
VOOV icon
5
Vanguard S&P 500 Value ETF
VOOV
$6.61B
$4.45M 3.94%
22,311
+3,809
+21% +$739K
VEU icon
6
Vanguard FTSE All-World ex-US ETF
VEU
$64.8B
$4.01M 3.56%
56,251
+21,661
+63% +$1.49M
BND icon
7
Vanguard Total Bond Market
BND
$158B
$3.8M 3.36%
51,042
+25,211
+98% +$1.86M
BIL icon
8
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$47.1B
$3.77M 3.34%
41,112
-83,848
-67% -$7.68M
EFA icon
9
iShares MSCI EAFE ETF
EFA
$76.4B
$3.77M 3.34%
40,340
+27,154
+206% +$2.47M
IVW icon
10
iShares S&P 500 Growth ETF
IVW
$70.5B
$3.55M 3.15%
29,448
+19,607
+199% +$2.26M
EEM icon
11
iShares MSCI Emerging Markets ETF
EEM
$27.5B
$3.54M 3.13%
66,274
+45,895
+225% +$2.3M
IJS icon
12
iShares S&P Small-Cap 600 Value ETF
IJS
$8.12B
$3.53M 3.13%
31,934
+21,175
+197% +$2.25M
IJJ icon
13
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.83B
$3.48M 3.08%
26,798
+18,127
+209% +$2.32M
VCIT icon
14
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$66.2B
$1.96M 1.74%
23,354
+1,176
+5% +$97.8K
HYG icon
15
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$15.9B
$1.88M 1.66%
23,097
+2,756
+14% +$222K
SCHH icon
16
Schwab US REIT ETF
SCHH
$11.7B
$1.79M 1.58%
82,924
+17,897
+28% +$382K
VCSH icon
17
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.7B
$1.46M 1.29%
18,240
+1,787
+11% +$142K
USXF icon
18
iShares ESG Advanced MSCI USA ETF
USXF
$1.37B
$1.44M 1.28%
25,205
+9,677
+62% +$540K
BCI icon
19
abrdn Bloomberg All Commodity Strategy K-1 Free ETF
BCI
$2.96B
$1.4M 1.24%
64,895
+11,251
+21% +$236K
SGOV icon
20
iShares 0-3 Month Treasury Bond ETF
SGOV
$99.4B
$1.33M 1.18%
13,216
-73,265
-85% -$7.37M
BOND icon
21
PIMCO Active Bond Exchange-Traded Fund
BOND
$8.4B
$1.07M 0.94%
11,415
+448
+4% +$41.3K
VGIT icon
22
Vanguard Intermediate-Term Treasury ETF
VGIT
$41.7B
$986K 0.87%
16,428
+1,104
+7% +$65.9K
BIV icon
23
Vanguard Intermediate-Term Bond ETF
BIV
$28.9B
$731K 0.65%
9,367
-202
-2% -$15.6K
EWC icon
24
iShares MSCI Canada ETF
EWC
$6.12B
$728K 0.64%
14,393
+8,019
+126% +$384K
VSGX icon
25
Vanguard ESG International Stock ETF
VSGX
$6.34B
$722K 0.64%
+10,405
New +$699K
1
2 3

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Ramiah Investment Group's Q3 2025 Portfolio in Review

As of Q3 2025, Ramiah Investment Group held 61 positions worth $113M, up 22% from $92.9M the previous quarter. Its ten largest holdings account for 63% of the portfolio.

Ramiah Investment Group deployed $14.8M of net new capital in Q3 2025, opening 3 new positions and adding to 37 existing holdings. Its largest new stake was Vanguard ESG International Stock ETF: 10,405 shares worth $722K.

By sector, the portfolio is most concentrated in Technology at 3.4% of assets, down from 4.4% a quarter earlier, followed by Healthcare and Communication Services.

On the sell side, the largest reduction was State Street SPDR Bloomberg 1-3 Month T-Bill ETF, an estimated $7.68M trimmed.

  • Ramiah Investment Group's largest Q3 2025 buy was Vanguard ESG International Stock ETF: 10,405 shares worth $722K.
  • Ramiah Investment Group added most to State Street SPDR S&P 500 ETF Trust in Q3 2025, an estimated $7.48M increase.
  • Ramiah Investment Group's biggest Q3 2025 reduction was State Street SPDR Bloomberg 1-3 Month T-Bill ETF, cutting an estimated $7.68M.
  • Ramiah Investment Group fully exited Pioneer Municipal High Income Fund in Q3 2025, selling an estimated $112K.
  • Ramiah Investment Group's ten largest holdings make up 63% of its $113M portfolio in Q3 2025.
  • Ramiah Investment Group opened 3 new positions and closed 1 in Q3 2025.
  • Ramiah Investment Group's portfolio value rose 22% quarter-over-quarter to $113M.

Based on Ramiah Investment Group's 13F filing for Q3 2025, filed 23 Oct 2025.