Ryan Investment Management, Inc.
20 holdingsFiling period: 2026-03-31Current AUM: $178.5Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | EFA | ISHARES MSCI EAFE ETF | 373.7K | $36.3M | $39.5M | 22.10% | +12.6K | 2026-03-31 |
| 2 | PSQ | PROSHARES SHORT QQQ | 1.07M | $34.3M | $28.6M | 16.01% | -- | 2026-03-31 |
| 3 | SH | PROSHARES SHORT S&P500 | 897.3K | $34.0M | $29.8M | 16.67% | -- | 2026-03-31 |
| 4 | IWD | ISHARES RUSSELL 1000 VALUE ETF | 112.9K | $24.1M | $28.4M | 15.92% | +2.9K | 2026-03-31 |
| 5 | IWF | ISHARES RUSSELL 1000 GROWTH ETF | 29.2K | $12.5M | $13.8M | 7.75% | -18,993 | 2026-03-31 |
| 6 | BIL | STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | 125.9K | $11.5M | $11.5M | 6.47% | -- | 2026-03-31 |
| 7 | BND | VANGUARD TOTAL BOND MARKET ETF | 125.5K | $9.2M | $9.1M | 5.08% | +1.9K | 2026-03-31 |
| 8 | EEM | ISHARES MSCI EMERGING MARKETS ETF | 104.5K | $5.9M | $6.7M | 3.75% | -848 | 2026-03-31 |
| 9 | IWM | ISHARES RUSSELL 2000 ETF | 12.1K | $3.0M | $3.5M | 1.97% | -9,872 | 2026-03-31 |
| 10 | BNDX | VANGUARD TOTAL INTERNATIONAL BOND ETF | 41.8K | $2.0M | $2.0M | 1.12% | +879 | 2026-03-31 |
| 11 | LLY | ELI LILLY & CO COM | 909 | $836K | $1.0M | 0.58% | -- | 2026-03-31 |
| 12 | ESGU | ISHARES ESG AWARE MSCI USA ETF | 4.6K | $656K | $759K | 0.43% | -3,470 | 2026-03-31 |
| 13 | SUSA | ISHARES ESG OPTIMIZED MSCI USA ETF | 5.0K | $655K | $759K | 0.43% | -3,751 | 2026-03-31 |
| 14 | ESGD | ISHARES ESG AWARE MSCI EAFE ETF | 6.8K | $648K | $710K | 0.40% | -4,873 | 2026-03-31 |
| 15 | IVV | ISHARES CORE S&P 500 ETF | 777 | $507K | $582K | 0.33% | -- | 2026-03-31 |
| 16 | VTI | VANGUARD TOTAL US STOCK MARKET ETF | 1.2K | $395K | $453K | 0.25% | -908 | 2026-03-31 |
| 17 | VEU | VANGUARD FTSE ALL-WORLD EX US ETF | 5.2K | $390K | $430K | 0.24% | +29 | 2026-03-31 |
| 18 | ESGE | ISHARES ESG AWARE MSCI EM ETF | 6.4K | $291K | $330K | 0.18% | -- | 2026-03-31 |
| 19 | ESML | ISHARES MSCI USA SMALL-CAP ESG ETF | 5.9K | $276K | $315K | 0.18% | -- | 2026-03-31 |
| 20 | DFAC | DIMENSIONAL U.S. CORE EQUITY 2 ETF | 6.0K | $233K | $267K | 0.15% | -- | 2026-03-31 |
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