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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
+1.5%
1 Year Est. Return
+20.75%
3 Year Est. Return
+46.29%
5 Year Est. Return
+51.32%
10 Year Est. Return
–
AUM
$115M
AUM Growth
+$2.36M
Cap. Flow
+$991K
Cap. Flow %
0.86%
Top 10 Hldgs %
62.71%
Holding
73
New
13
Increased
27
Reduced
28
Closed
4

Top Buys

Rank Stock Value
1
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$1.83M
2
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$567K
3
VTI icon
Vanguard Morningstar Total Stock Market ETF
VTI
+$560K
4
VB icon
Vanguard Morningstar Small-Cap ETF
VB
+$533K
5
BKT icon
BlackRock Income Trust
BKT
+$460K

Top Sells

Rank Stock Value
1
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$2.43M
2
USXF icon
iShares ESG Advanced MSCI USA ETF
USXF
+$1.44M
3
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$483K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$423K
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$400K

Sector Composition

Rank Sector Weight
1 Technology 4.07%
2 Healthcare 2.9%
3 Communication Services 1.06%
4 Consumer Discretionary 0.8%
5 Real Estate 0.67%
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
$22.1M 19.21%
32,479
-429
-1% -$290K
VTI icon
2
Vanguard Morningstar Total Stock Market ETF
VTI
$646B
$10.7M 9.28%
31,903
+1,683
+6% +$560K
QQQ icon
3
Invesco QQQ Trust
QQQ
$436B
$8.64M 7.5%
14,066
-341
-2% -$209K
VB icon
4
Vanguard Morningstar Small-Cap ETF
VB
$78.9B
$7.83M 6.79%
30,355
+2,081
+7% +$533K
VOOV icon
5
Vanguard S&P 500 Value ETF
VOOV
$6.61B
$5.03M 4.36%
24,547
+2,236
+10% +$453K
VEU icon
6
Vanguard FTSE All-World ex-US ETF
VEU
$64.8B
$4.49M 3.89%
61,007
+4,756
+8% +$346K
BND icon
7
Vanguard Total Bond Market
BND
$158B
$3.54M 3.07%
47,745
-3,297
-6% -$245K
EFA icon
8
iShares MSCI EAFE ETF
EFA
$76.4B
$3.5M 3.03%
36,404
-3,936
-10% -$373K
IJS icon
9
iShares S&P Small-Cap 600 Value ETF
IJS
$8.12B
$3.23M 2.8%
28,363
-3,571
-11% -$400K
IVW icon
10
iShares S&P 500 Growth ETF
IVW
$70.5B
$3.2M 2.78%
25,993
-3,455
-12% -$423K
IJJ icon
11
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.83B
$3.18M 2.76%
24,201
-2,597
-10% -$338K
EEM icon
12
iShares MSCI Emerging Markets ETF
EEM
$27.5B
$3.14M 2.72%
57,392
-8,882
-13% -$483K
VCIT icon
13
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$66.2B
$2.12M 1.84%
25,276
+1,922
+8% +$162K
HYG icon
14
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$15.9B
$2.03M 1.76%
25,213
+2,116
+9% +$171K
SCHH icon
15
Schwab US REIT ETF
SCHH
$11.7B
$1.99M 1.73%
95,490
+12,566
+15% +$266K
ESGU icon
16
iShares ESG Aware MSCI USA ETF
ESGU
$17.5B
$1.84M 1.6%
+12,365
New +$1.83M
VCSH icon
17
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.7B
$1.51M 1.31%
18,995
+755
+4% +$60.2K
BCI icon
18
abrdn Bloomberg All Commodity Strategy K-1 Free ETF
BCI
$2.96B
$1.35M 1.17%
69,094
+4,199
+6% +$93.4K
BIL icon
19
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$47.1B
$1.33M 1.16%
14,604
-26,508
-64% -$2.43M
SGOV icon
20
iShares 0-3 Month Treasury Bond ETF
SGOV
$99.4B
$1.28M 1.11%
12,790
-426
-3% -$42.8K
VGIT icon
21
Vanguard Intermediate-Term Treasury ETF
VGIT
$41.7B
$1.23M 1.07%
20,572
+4,144
+25% +$249K
BOND icon
22
PIMCO Active Bond Exchange-Traded Fund
BOND
$8.4B
$1.19M 1.03%
12,792
+1,377
+12% +$129K
VSGX icon
23
Vanguard ESG International Stock ETF
VSGX
$6.34B
$926K 0.8%
12,934
+2,529
+24% +$178K
BIV icon
24
Vanguard Intermediate-Term Bond ETF
BIV
$28.9B
$701K 0.61%
9,005
-362
-4% -$28.3K
MSFT icon
25
Microsoft
MSFT
$2.9T
$684K 0.59%
1,414
+92
+7% +$46.1K
1
2 3

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Ramiah Investment Group's Q4 2025 Portfolio in Review

As of Q4 2025, Ramiah Investment Group held 73 positions worth $115M, up 2.1% from $113M the previous quarter. Its ten largest holdings account for 63% of the portfolio.

Ramiah Investment Group's Q4 2025 filing shows 13 new, 27 increased, 28 reduced and 4 closed positions. Its largest new stake was iShares ESG Aware MSCI USA ETF: 12,365 shares worth $1.84M. The largest sale was State Street SPDR Bloomberg 1-3 Month T-Bill ETF, an estimated $2.43M.

By sector, the portfolio is most concentrated in Technology at 4.1% of assets, up from 3.4% a quarter earlier, followed by Healthcare and Communication Services.

  • Ramiah Investment Group's largest Q4 2025 buy was iShares ESG Aware MSCI USA ETF: 12,365 shares worth $1.84M.
  • Ramiah Investment Group added most to Vanguard Morningstar Total Stock Market ETF in Q4 2025, an estimated $560K increase.
  • Ramiah Investment Group's biggest Q4 2025 reduction was State Street SPDR Bloomberg 1-3 Month T-Bill ETF, cutting an estimated $2.43M.
  • Ramiah Investment Group fully exited iShares ESG Advanced MSCI USA ETF in Q4 2025, selling an estimated $1.44M.
  • Ramiah Investment Group's ten largest holdings make up 63% of its $115M portfolio in Q4 2025.
  • Ramiah Investment Group opened 13 new positions and closed 4 in Q4 2025.
  • Ramiah Investment Group's portfolio value rose 2.1% quarter-over-quarter to $115M.

Based on Ramiah Investment Group's 13F filing for Q4 2025, filed 28 Jan 2026.