☆Ramiah Investment Group
Quality Q
0.000
AUM ($M)
131
Positions
79
Turnover
0.82
Top-10 wt
62%
Herfindahl
0.061
History (qtrs)
27
Excess Return
not eligible
AI Eval Run AI Eval
Holdings · 81 positions · portfolio value $131M
| Ticker | Name | Activity | Security Type | Weight | Δ Weight | Value ($M) | Shares | Δ Shares | Qtrs Held | Excess Return |
|---|---|---|---|---|---|---|---|---|---|---|
| ☆SPY funds › | STATE STR SPDR S&P 500 ETF T | NEW | — | 16.7% | +16.7% | 21.9 | 29,347 | +29,347 | 1 | — |
| ☆VTI funds › | VANGUARD INDEX FDS | ADD | — | 10.2% | -0.8% | 13.4 | 36,185 | +1,902 | 7 | — |
| ☆QQQ funds › | INVESCO QQQ TR | NEW | — | 7.9% | +7.9% | 10.4 | 14,066 | +14,066 | 1 | — |
| ☆VB funds › | VANGUARD INDEX FDS | ADD | — | 7.5% | -0.8% | 9.8 | 32,379 | +781 | 7 | — |
| ☆VOOV funds › | VANGUARD ADMIRAL FDS INC | ADD | — | 4.6% | -0.7% | 6.1 | 27,751 | +1,856 | 7 | — |
| ☆VEU funds › | VANGUARD INTL EQUITY INDEX F | ADD | — | 4.3% | -0.5% | 5.7 | 67,798 | +3,925 | 7 | — |
| ☆BND funds › | VANGUARD BD INDEX FDS | ADD | — | 3.2% | -0.3% | 4.2 | 57,070 | +9,986 | 7 | — |
| ☆IJS funds › | ISHARES TR | NEW | — | 2.6% | +2.6% | 3.4 | 25,120 | +25,120 | 1 | — |
| ☆EEM funds › | ISHARES TR | ADD | — | 2.3% | +1.7% | 3.0 | 43,763 | +32,960 | 5 | — |
| ☆EFA funds › | ISHARES TR | ADD | — | 2.2% | +1.2% | 2.9 | 28,099 | +17,244 | 5 | — |
| ☆SCHH funds › | SCHWAB STRATEGIC TR | ADD | — | 1.9% | -0.4% | 2.5 | 104,328 | +817 | 7 | — |
| ☆PSI funds › | INVESCO EXCHANGE TRADED FD T | NEW | — | 1.8% | +1.8% | 2.4 | 12,639 | +12,639 | 1 | — |
| ☆SOXX funds › | ISHARES TR | NEW | — | 1.8% | +1.8% | 2.3 | 3,640 | +3,640 | 1 | — |
| ☆VCIT funds › | VANGUARD SCOTTSDALE FDS | ADD | — | 1.7% | -0.4% | 2.3 | 27,502 | +2,112 | 7 | — |
| ☆HYG funds › | ISHARES TR | ADD | — | 1.6% | -0.4% | 2.2 | 27,000 | +1,763 | 7 | — |
| ☆SPHB funds › | INVESCO EXCH TRADED FD TR II | NEW | — | 1.6% | +1.6% | 2.1 | 13,747 | +13,747 | 1 | — |
| ☆ESGU funds › | ISHARES TR | ADD | — | 1.6% | -0.1% | 2.1 | 12,607 | +1,081 | 3 | — |
| ☆DRAM funds › | ROUNDHILL ETF TRUST | NEW | — | 1.5% | +1.5% | 1.9 | 26,321 | +26,321 | 1 | — |
| ☆BIL funds › | SPDR SERIES TRUST | TRIM | — | 1.4% | -21.6% | 1.9 | 20,328 | -229,332 | 7 | — |
| ☆VCSH funds › | VANGUARD SCOTTSDALE FDS | ADD | — | 1.3% | -0.3% | 1.7 | 21,140 | +1,896 | 7 | — |
| ☆BCI funds › | ABRDN ETFS | TRIM | — | 1.2% | -0.6% | 1.6 | 72,946 | -2,808 | 7 | — |
| ☆IJJ funds › | ISHARES TR | NEW | — | 1.2% | +1.2% | 1.5 | 10,374 | +10,374 | 1 | — |
| ☆IVW funds › | ISHARES TR | NEW | — | 1.1% | +1.1% | 1.5 | 10,626 | +10,626 | 1 | — |
| ☆VGIT funds › | VANGUARD SCOTTSDALE FDS | ADD | — | 1.0% | -0.2% | 1.3 | 21,623 | +1,301 | 7 | — |
| ☆BOND funds › | PIMCO ETF TR | ADD | — | 0.9% | -0.2% | 1.2 | 13,386 | +753 | 7 | — |
| ☆SGOV funds › | ISHARES TR | ADD | — | 0.9% | -0.3% | 1.1 | 11,142 | +53 | 5 | — |
| ☆VSGX funds › | VANGUARD WORLD FD | ADD | — | 0.8% | -0.0% | 1.0 | 12,615 | +1,115 | 4 | — |
| ☆BIV funds › | VANGUARD BD INDEX FDS | NEW | — | 0.5% | +0.5% | 0.7 | 8,711 | +8,711 | 1 | — |
| ☆DSL funds › | DOUBLELINE INCOME SOLUTIONS | ADD | — | 0.5% | -0.1% | 0.6 | 57,562 | +10 | 7 | — |
| ☆HYLS funds › | FIRST TR EXCHANGE-TRADED FD | TRIM | — | 0.5% | -0.2% | 0.6 | 14,910 | -214 | 7 | — |
| ☆EWC funds › | ISHARES INC | NEW | — | 0.5% | +0.5% | 0.6 | 10,334 | +10,334 | 1 | — |
| ☆PDI funds › | PIMCO DYNAMIC INCOME FD | ADD | — | 0.4% | -0.1% | 0.6 | 33,320 | +2,300 | 7 | — |
| ☆BSCR funds › | INVESCO EXCH TRD SLF IDX FD | TRIM | — | 0.4% | -0.1% | 0.5 | 28,015 | -169 | 7 | — |
| ☆MRK funds › | MERCK & CO INC | NEW | — | 0.4% | +0.4% | 0.5 | 4,246 | +4,246 | 1 | — |
| ☆BNDX funds › | VANGUARD CHARLOTTE FDS | TRIM | — | 0.4% | -0.1% | 0.5 | 11,126 | -81 | 3 | — |
| ☆AMGN funds › | AMGEN INC | NEW | — | 0.4% | +0.4% | 0.5 | 1,454 | +1,454 | 1 | — |
| ☆GS funds › | GOLDMAN SACHS GROUP INC | NEW | — | 0.4% | +0.4% | 0.5 | 515 | +515 | 1 | — |
| ☆AAPL funds › | APPLE INC | NEW | — | 0.4% | +0.4% | 0.5 | 1,798 | +1,798 | 1 | — |
| ☆ABBV funds › | ABBVIE INC | NEW | — | 0.4% | +0.4% | 0.5 | 1,865 | +1,865 | 1 | — |
| ☆NVDA funds › | NVIDIA CORPORATION | NEW | — | 0.4% | +0.4% | 0.5 | 2,342 | +2,342 | 1 | — |
| ☆VCLT funds › | VANGUARD SCOTTSDALE FDS | NEW | — | 0.4% | +0.4% | 0.5 | 6,189 | +6,189 | 1 | — |
| ☆JPM funds › | JPMORGAN CHASE & CO | NEW | — | 0.4% | +0.4% | 0.5 | 1,411 | +1,411 | 1 | — |
| ☆BIIB funds › | BIOGEN INC | NEW | — | 0.3% | +0.3% | 0.5 | 2,085 | +2,085 | 1 | — |
| ☆BKT funds › | BLACKROCK INCOME TR INC | ADD | — | 0.3% | -0.1% | 0.4 | 41,602 | +1,281 | 3 | — |
| ☆PGX funds › | INVESCO EXCH TRADED FD TR II | ADD | — | 0.3% | -0.1% | 0.4 | 40,668 | +666 | 7 | — |
| ☆HYT funds › | BLACKROCK CORPOR HI YLD FD I | ADD | — | 0.3% | -0.1% | 0.4 | 50,911 | +416 | 7 | — |
| ☆BIT funds › | BLACKROCK MULTI SECTOR INC T | ADD | — | 0.3% | -0.1% | 0.4 | 34,588 | +622 | 7 | — |
| ☆META funds › | META PLATFORMS INC | NEW | — | 0.3% | +0.3% | 0.4 | 760 | +760 | 1 | — |
| ☆EW funds › | EDWARDS LIFESCIENCES CORP | NEW | — | 0.3% | +0.3% | 0.4 | 4,709 | +4,709 | 1 | — |
| ☆IBKR funds › | INTERACTIVE BROKERS GROUP IN | NEW | — | 0.3% | +0.3% | 0.4 | 4,870 | +4,870 | 1 | — |
| ☆MU funds › | MICRON TECHNOLOGY INC | NEW | — | 0.3% | +0.3% | 0.4 | 364 | +364 | 1 | — |
| ☆RF funds › | REGIONS FINANCIAL CORP NEW | TRIM | — | 0.3% | -0.1% | 0.4 | 13,803 | -1,012 | 7 | — |
| ☆SNDK funds › | SANDISK CORP | NEW | — | 0.3% | +0.3% | 0.4 | 179 | +179 | 1 | — |
| ☆GPN funds › | GLOBAL PMTS INC | NEW | — | 0.3% | +0.3% | 0.4 | 5,449 | +5,449 | 1 | — |
| ☆ESML funds › | ISHARES TR | NEW | — | 0.3% | +0.3% | 0.4 | 6,800 | +6,800 | 1 | — |
| ☆GILD funds › | GILEAD SCIENCES INC | NEW | — | 0.3% | +0.3% | 0.4 | 3,004 | +3,004 | 1 | — |
| ☆UNH funds › | UNITEDHEALTH GROUP INC | NEW | — | 0.3% | +0.3% | 0.4 | 884 | +884 | 1 | — |
| ☆MRVL funds › | MARVELL TECHNOLOGY INC | NEW | — | 0.3% | +0.3% | 0.4 | 1,226 | +1,226 | 1 | — |
| ☆VICI funds › | VICI PPTYS INC | TRIM | — | 0.3% | -0.1% | 0.4 | 13,615 | -1,401 | 7 | — |
| ☆REGN funds › | REGENERON PHARMACEUTICALS | NEW | — | 0.3% | +0.3% | 0.3 | 558 | +558 | 1 | — |
| ☆VGLT funds › | VANGUARD SCOTTSDALE FDS | NEW | — | 0.3% | +0.3% | 0.3 | 6,042 | +6,042 | 1 | — |
| ☆WDC funds › | WESTERN DIGITAL CORP | NEW | — | 0.2% | +0.2% | 0.3 | 486 | +486 | 1 | — |
| ☆INTC funds › | INTEL CORP | NEW | — | 0.2% | +0.2% | 0.3 | 2,134 | +2,134 | 1 | — |
| ☆MSFT funds › | MICROSOFT CORP | NEW | — | 0.2% | +0.2% | 0.3 | 694 | +694 | 1 | — |
| ☆SLB funds › | SLB LIMITED | NEW | — | 0.2% | +0.2% | 0.2 | 5,304 | +5,304 | 1 | — |
| ☆GOOGL funds › | ALPHABET INC | NEW | — | 0.2% | +0.2% | 0.2 | 689 | +689 | 1 | — |
| ☆LAMR funds › | LAMAR ADVERTISING CO | NEW | — | 0.2% | +0.2% | 0.2 | 1,574 | +1,574 | 1 | — |
| ☆BHK funds › | BLACKROCK CORE BD TR | ADD | — | 0.2% | -0.1% | 0.2 | 25,963 | +683 | 7 | — |
| ☆NULG funds › | NUSHARES ETF TR | NEW | — | 0.2% | +0.2% | 0.2 | 1,941 | +1,941 | 1 | — |
| ☆ANET funds › | ARISTA NETWORKS INC | NEW | — | 0.2% | +0.2% | 0.2 | 1,335 | +1,335 | 1 | — |
| ☆BMY funds › | BRISTOL-MYERS SQUIBB CO | NEW | — | 0.2% | +0.2% | 0.2 | 3,867 | +3,867 | 1 | — |
| ☆MO funds › | ALTRIA GROUP INC | NEW | — | 0.2% | +0.2% | 0.2 | 3,091 | +3,091 | 1 | — |
| ☆SHOP funds › | SHOPIFY INC | NEW | — | 0.2% | +0.2% | 0.2 | 1,875 | +1,875 | 1 | — |
| ☆FTI funds › | TECHNIPFMC PLC | NEW | — | 0.2% | +0.2% | 0.2 | 3,087 | +3,087 | 1 | — |
| ☆VOD funds › | VODAFONE GROUP PLC | NEW | — | 0.1% | +0.1% | 0.2 | 14,383 | +14,383 | 1 | — |
| ☆MUA funds › | BLACKROCK MUNIASSETS FD INC | NEW | — | 0.1% | +0.1% | 0.1 | 11,435 | +11,435 | 1 | — |
| ☆NMZ funds › | NUVEEN MUN HIGH INCOME OPPOR | NEW | — | 0.1% | +0.1% | 0.1 | 11,782 | +11,782 | 1 | — |
| ☆NAD funds › | NUVEEN QUALITY MUNCP INCOME | NEW | — | 0.1% | +0.1% | 0.1 | 10,223 | +10,223 | 1 | — |
| ☆NUV funds › | NUVEEN MUN VALUE FD INC | NEW | — | 0.1% | +0.1% | 0.1 | 13,383 | +13,383 | 1 | — |
| ☆QQQE funds › | DIREXION SHARES ETF TRUST | EXIT | — | 0.0% | -6.4% | 0.0 | 0 | -65,072 | 0 | — |
| ☆RSP funds › | INVESCO EXCHANGE TRADED FD T | EXIT | — | 0.0% | -14.5% | 0.0 | 0 | -75,293 | 0 | — |
Point-in-time history
| Period | AUM ($M) | Positions | Turnover | Top-10 wt | Herfindahl | Quality Q | Skill | Universe |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 131 | 79 | 0.50 | 62% | 0.061 | 0.021 | — | in |
| 2026Q1 | 99 | 32 | 0.46 | 81% | 0.107 | 0.061 | — | in |
| 2025Q4 | 102 | 36 | 0.06 | 71% | 0.085 | 0.475 | — | in |
| 2025Q3 | 101 | 34 | 0.29 | 70% | 0.084 | 0.114 | — | in |
| 2025Q2 | 93 | 58 | 0.49 | 68% | 0.066 | 0.024 | — | in |
| 2025Q1 | 92 | 27 | 0.51 | 87% | 0.261 | 0.037 | — | in |
| 2024Q4 | 110 | 60 | 0.12 | 62% | 0.047 | 0.302 | — | in |
| 2024Q3 | 106 | 64 | 0.07 | 64% | 0.048 | 0.385 | — | in |
| 2024Q2 | 102 | 62 | 0.16 | 62% | 0.047 | 0.181 | — | entered |
| 2024Q1 | 106 | 61 | 0.87 | 64% | 0.050 | 0.000 | — | out |
| 2023Q4 | 14 | 24 | 0.43 | 59% | 0.050 | 0.000 | — | out |
| 2023Q3 | 16 | 28 | 0.31 | 70% | 0.084 | 0.000 | — | out |
| 2023Q2 | 14 | 27 | 0.45 | 70% | 0.058 | 0.000 | — | out |
| 2023Q1 | 19 | 30 | 0.29 | 61% | 0.050 | 0.000 | — | out |
| 2022Q4 | 19 | 32 | 0.43 | 59% | 0.054 | 0.000 | — | out |
| 2022Q3 | 17 | 37 | 0.22 | 60% | 0.057 | 0.000 | — | out |
| 2022Q2 | 15 | 36 | 0.21 | 57% | 0.045 | 0.000 | — | out |
| 2022Q1 | 18 | 25 | 0.69 | 70% | 0.079 | 0.000 | — | left |
| 2021Q4 | 148 | 72 | 0.55 | 74% | 0.125 | 0.005 | — | in |
| 2021Q3 | 139 | 84 | 0.24 | 53% | 0.036 | 0.052 | — | in |
| 2021Q2 | 140 | 83 | 0.10 | 58% | 0.049 | 0.256 | — | entered |
| 2021Q1 | 133 | 86 | 0.60 | 60% | 0.052 | 0.000 | — | left |
| 2020Q4 | 120 | 79 | 0.19 | 62% | 0.059 | 0.063 | — | in |
| 2020Q3 | 103 | 75 | 0.21 | 63% | 0.070 | 0.112 | — | in |
| 2020Q2 | 95 | 78 | 0.29 | 58% | 0.059 | 0.026 | — | in |
| 2020Q1 | 56 | 73 | 0.26 | 54% | 0.039 | 0.050 | — | entered |
| 2019Q4 | 101 | 72 | 0.00 | 65% | 0.060 | 0.000 | — | out |
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short.
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