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Ramiah Investment Group
Period ended Sep 30, 2026 · Latest filing Oct 20, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $129,677,166
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- STATE STR SPDR S&P 500 ETF T · TR UNIT · 78462F103 · shares: $20,918,941
- VANGUARD INDEX FDS · MRNGSTR TTL STK · 922908769 · shares: $13,995,079
- SPDR SERIES TRUST · ST STR BLO 1 ETF · 78468R663 · shares: $12,305,602
- INVESCO QQQ TR · UNIT SER 1 · 46090E103 · shares: $9,696,165
- VANGUARD INDEX FDS · MRNGSTR SML CAP · 922908751 · shares: $9,286,607
- VANGUARD ADMIRAL FDS INC · 500 VAL IDX FD · 921932703 · shares: $6,115,537
- VANGUARD INTL EQUITY INDEX F · ALLWRLD EX US · 922042775 · shares: $5,749,323
- VANGUARD BD INDEX FDS · TOTAL BND MRKT · 921937835 · shares: $4,168,402
- ISHARES TR · SP SMCP600VL ETF · 464287879 · shares: $2,326,296
- SCHWAB STRATEGIC TR · US REIT ETF · 808524847 · shares: $2,317,396
Reported holdings
76 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| STATE STR SPDR S&P 500 ETF T | TR UNIT | 78462F103 | — | 27,430 shares | $20,918,941 |
| VANGUARD INDEX FDS | MRNGSTR TTL STK | 922908769 | — | 37,396 shares | $13,995,079 |
| SPDR SERIES TRUST | ST STR BLO 1 ETF | 78468R663 | — | 134,282 shares | $12,305,602 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 | — | 13,107 shares | $9,696,165 |
| VANGUARD INDEX FDS | MRNGSTR SML CAP | 922908751 | — | 32,643 shares | $9,286,607 |
| VANGUARD ADMIRAL FDS INC | 500 VAL IDX FD | 921932703 | — | 27,755 shares | $6,115,537 |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 | — | 69,294 shares | $5,749,323 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | — | 59,421 shares | $4,168,402 |
| ISHARES TR | SP SMCP600VL ETF | 464287879 | — | 18,160 shares | $2,326,296 |
| SCHWAB STRATEGIC TR | US REIT ETF | 808524847 | — | 105,145 shares | $2,317,396 |
| ISHARES TR | MSCI EMG MKT ETF | 464287234 | — | 33,428 shares | $2,232,656 |
| ISHARES TR | MSCI EAFE ETF | 464287465 | — | 20,877 shares | $2,168,912 |
| ISHARES TR | ESG AWR MSCI USA | 46435G425 | — | 12,840 shares | $2,141,712 |
| ISHARES TR | IBOXX HI YD ETF | 464288513 | — | 27,632 shares | $2,133,490 |
| ABRDN ETFS | BBRG ALL COMD K1 | 003261104 | — | 73,570 shares | $1,903,256 |
| SELECT SECTOR SPDR TR | ST STR CARE ETF | 81369Y209 | — | 11,282 shares | $1,900,114 |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 | — | 22,166 shares | $1,735,819 |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | — | 22,183 shares | $1,713,637 |
| ISHARES TR | S&P 500 GRWT ETF | 464287309 | — | 10,066 shares | $1,431,989 |
| AMPLIFY ETF TR | AMPLIFY CYBERSEC | 032108664 | — | 11,797 shares | $1,430,268 |
| PIMCO ETF TR | ACTIVE BD ETF | 72201R775 | — | 13,452 shares | $1,170,212 |
| ISHARES TR | S&P MC 400VL ETF | 464287705 | — | 7,671 shares | $1,056,373 |
| ISHARES TR | 0-3 MTH TREASURY | 46436E718 | — | 10,330 shares | $1,040,024 |
| VANGUARD WORLD FD | ESG INTL STK ETF | 921910725 | — | 12,801 shares | $1,037,777 |
| ISHARES TR | FLTG RATE NT ETF | 46429B655 | — | 18,088 shares | $923,392 |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 92206C706 | — | 12,952 shares | $733,879 |
| SLB LIMITED | COM STK | 806857108 | — | 13,594 shares | $662,300 |
| APPLE INC | COM | 037833100 | — | 1,790 shares | $596,106 |
| MERCK & CO INC | COM | 58933Y105 | — | 4,094 shares | $594,899 |
| VANGUARD BD INDEX FDS | INTERMED TERM | 921937819 | — | 8,140 shares | $593,099 |
| AMGEN INC | COM | 031162100 | — | 1,402 shares | $590,957 |
| FIRST TR EXCHANGE-TRADED FD | FIRST TR TA HIYL | 33738D408 | — | 14,013 shares | $550,425 |
| DOUBLELINE INCOME SOLUTIONS | COM | 258622109 | — | 54,400 shares | $543,995 |
| NVIDIA CORPORATION | COM | 67066G104 | — | 2,352 shares | $537,150 |
| JPMORGAN CHASE & CO | COM | 46625H100 | — | 1,609 shares | $532,305 |
| META PLATFORMS INC | CL A | 30303M102 | — | 732 shares | $530,832 |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2027 CB | 46138J783 | — | 26,084 shares | $509,812 |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 | — | 10,395 shares | $487,214 |
| ABBVIE INC | COM | 00287Y109 | — | 1,784 shares | $466,677 |
| BIOGEN INC | COM | 09062X103 | — | 1,994 shares | $450,405 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 | — | 500 shares | $450,180 |
| PIMCO DYNAMIC INCOME FD | SHS | 72201Y101 | — | 31,854 shares | $446,912 |
| ISHARES INC | MSCI CDA ETF | 464286509 | — | 7,353 shares | $429,268 |
| GILEAD SCIENCES INC | COM | 375558103 | — | 2,873 shares | $428,221 |
| GLOBAL PMTS INC | COM | 37940X102 | — | 5,213 shares | $425,746 |
| REGENERON PHARMACEUTICALS | COM | 75886F107 | — | 534 shares | $404,916 |
| INTERACTIVE BROKERS GROUP IN | COM CL A | 45841N107 | — | 4,657 shares | $397,801 |
| EDWARDS LIFESCIENCES CORP | COM | 28176E108 | — | 4,504 shares | $388,785 |
| BLACKROCK CORPOR HI YLD FD I | COM | 09255P107 | — | 47,981 shares | $376,172 |
| BLACKROCK MULTI SECTOR INC T | COM | 09258A107 | — | 32,681 shares | $367,334 |
| ISHARES TR | ESG AWARE MSCI | 46435U663 | — | 6,854 shares | $356,408 |
| REGIONS FINANCIAL CORP NEW | COM | 7591EP100 | — | 13,204 shares | $354,924 |
| MARVELL TECHNOLOGY INC | COM | 573874104 | — | 1,215 shares | $321,015 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 | — | 847 shares | $310,917 |
| MICRON TECHNOLOGY INC | COM | 595112103 | — | 284 shares | $302,491 |
| VICI PPTYS INC | COM | 925652109 | — | 13,032 shares | $299,345 |
| SHOPIFY INC | CL A SUB VTG SHS | 82509L107 | — | 1,968 shares | $291,854 |
| VANGUARD SCOTTSDALE FDS | LONG TERM TREAS | 92206C847 | — | 5,667 shares | $284,143 |
| PALO ALTO NETWORKS INC | COM | 697435105 | — | 683 shares | $271,363 |
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 | — | 1,024 shares | $271,104 |
| ARISTA NETWORKS INC | COM SHS | 040413205 | — | 1,274 shares | $259,374 |
| FORTINET INC | COM | 34959E109 | — | 1,428 shares | $255,269 |
| EXELIXIS INC | COM | 30161Q104 | — | 4,290 shares | $250,579 |
| MICROSOFT CORP | COM | 594918104 | — | 464 shares | $237,986 |
| ALPHABET INC | CAP STK CL A | 02079K305 | — | 689 shares | $237,071 |
| DELL TECHNOLOGIES INC | CL C | 24703L202 | — | 437 shares | $235,084 |
| KROGER CO | COM | 501044101 | — | 3,991 shares | $233,952 |
| ALTRIA GROUP INC | COM | 02209S103 | — | 3,400 shares | $228,956 |
| NUSHARES ETF TR | NUVEEN ESG LRGCP | 67092P201 | — | 1,936 shares | $220,104 |
| NUSHARES ETF TR | NUVEEN ESG LRGVL | 67092P300 | — | 3,892 shares | $204,914 |
| UNITED PARCEL SVCS INC | CL B | 911312106 | — | 2,183 shares | $203,980 |
| VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | — | 2,356 shares | $200,166 |
| NUVEEN MUN VALUE FD INC | COM | 670928100 | — | 14,009 shares | $116,135 |
| BLACKROCK MUNIASSETS FD INC | COM | 09254J102 | — | 12,041 shares | $114,992 |
| NUVEEN MUN HIGH INCOME OPPOR | COM | 670682103 | — | 12,419 shares | $111,274 |
| NUVEEN QUALITY MUNCP INCOME | COM | 67066V101 | — | 10,810 shares | $109,397 |