Ryan Investment Management, Inc.
CIK 2074440 · Holdings on Jun 30, 2026 · First reported Jul 8, 2026
Top ten holdings
Q2 2026- EFA24.92%
- IWF17.40%
- IWD13.21%
- QQQ9.23%
- SPY5.90%
- BLV5.78%
- SGOV5.12%
- BND4.45%
- EEM3.50%
- IWM3.04%
Share classes counted separately92.55%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- IWFWeight increased · +10.39 pp7.01% → 17.40%Shares +280.41K (+959.55%)
- EFAWeight increased · +4.51 pp20.41% → 24.92%Shares +156.29K (+41.82%)
- IWMWeight increased · +1.35 pp1.69% → 3.04%Shares +10.25K (+84.67%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | EFAISHARES MSCI EAFE ETFETF View history and evidence | $55.06M | 24.92% | 529.99K shares | 20.41% → 24.92%+4.51 pp +156.29K (+41.82%) | Added | ▾ |
| 02 | IWFISHARES RUSSELL 1000 GROWTHETF View history and evidence | $38.45M | 17.40% | 309.63K shares | 7.01% → 17.40%+10.39 pp +280.41K (+959.55%) | Added | ▾ |
| 03 | IWDISHARES RUSSELL 1000 VALUE EETF View history and evidence | $29.18M | 13.21% | 120.38K shares | 13.56% → 13.21%-0.35 pp +7.51K (+6.65%) | Added | ▾ |
| 04 | QQQINVESCO QQQ TRUST SERIES 1ETF View history and evidence | $20.39M | 9.23% | 27.68K shares | Prior unavailable +27.68K | New | ▾ |
| 05 | SPYSS SPDR S&P 500 ETF TRUST-USETF View history and evidence | $13.04M | 5.90% | 17.46K shares | Prior unavailable +17.46K | New | ▾ |
| 06 | BLVVANGUARD LONG-TERM BOND ETFETF View history and evidence | $12.78M | 5.78% | 185.36K shares | Prior unavailable +185.36K | New | ▾ |
| 07 | SGOVISHARES 0-3 MONTH TREASURY BETF View history and evidence | $11.31M | 5.12% | 112.31K shares | Prior unavailable +112.31K | New | ▾ |
| 08 | BNDVANGUARD TOTAL BOND MARKETETF View history and evidence | $9.84M | 4.45% | 134.04K shares | 5.20% → 4.45%-0.75 pp +8.51K (+6.78%) | Added | ▾ |
| 09 | EEMISHARES MSCI EMERGING MARKETETF View history and evidence | $7.74M | 3.50% | 113.12K shares | 3.34% → 3.50%+0.16 pp +8.66K (+8.29%) | Added | ▾ |
| 10 | IWMISHARES RUSSELL 2000 ETFETF View history and evidence | $6.72M | 3.04% | 22.36K shares | 1.69% → 3.04%+1.35 pp +10.25K (+84.67%) | Added | ▾ |
Options overlay 0
No options reported this quarter.
Exited positions 3
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| PSQ PROSHARES SHORT QQQ | Non-derivative | -1,065,625 | -$34.30M | SEC filing ↗ | SEC filing ↗ |
| SH PROSHARES SHORT S&P500 | Non-derivative | -897,285 | -$34.03M | SEC filing ↗ | SEC filing ↗ |
| BIL SS SPDR BB 1-3M T-BILL ETF | Non-derivative | -125,945 | -$11.54M | SEC filing ↗ | SEC filing ↗ |
3 / 3 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 2074440 · Period 2026-06-30
Data loaded 2026-09-23 · First reported 2026-07-08
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 220913430
}Take these holdings further.
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