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Daena Ramiah

Ramiah Investment Group

Assets Managed
$130.996M
Holdings
79
Last Quarter
2026 - Q2
Filed Date
11d ago
Growth Rate
14.47%(2Q avg: 6.87%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Ramiah Investment Group's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 79 positions.

Assets under management

The assets under management (AUM) of Ramiah Investment Group over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 130.996M in assets, with a quarterly growth rate of 14.47% and a 2-quarter average growth rate of 6.87%. The portfolio is managed by Daena Ramiah, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Increased 2460.83%
16.73%
$21.915M
29,347 shares@ $746.77 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Increased 5.55%
10.23%
$13.39M
36,185 shares@ $370.04 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Increased 1388.47%
7.91%
$10.358M
14,066 shares@ $736.4 avg price
VB
Vanguard Small-cap Etf
Recent Activity
Increased 2.48%
7.5%
$9.815M
32,379 shares@ $303.12 avg price
VOOV
Vanguard S&p 500 Value Etf
Recent Activity
Increased 7.17%
4.65%
$6.083M
27,751 shares@ $219.22 avg price
VEU
Vanguard Ftse All-world Ex-u
Recent Activity
Increased 6.15%
4.34%
$5.678M
67,798 shares@ $83.76 avg price
BND
Vanguard Total Bond Market
Recent Activity
Increased 21.21%
3.2%
$4.19M
57,070 shares@ $73.42 avg price
IJS
Ishares S&p Small-cap 600 Va
Recent Activity
Increased 194.81%
2.63%
$3.433M
25,120 shares@ $136.69 avg price
EEM
Ishares Msci Emerging Market
Recent Activity
Increased 305.11%
2.29%
$2.994M
43,763 shares@ $68.42 avg price
EFA
Ishares Msci Eafe Etf
Recent Activity
Increased 158.86%
2.23%
$2.919M
28,099 shares@ $103.88 avg price

1-10 of 79