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Lam Group

Latest statistics and disclosures from Lam Group's latest quarterly 13F-HR filing:

Top 5 stock holdings are VXF, VEU, DFAS, QQQ, AMPH, and represent 27.01% of Lam Group's stock portfolio.
Added to shares of these 10 stocks: DFGR, GLDM, DFGX, AVUV, IJH, DFCF, DFIS, VNQI, DISV, IBND.
Started 4 new stock positions in QLTY, BLK, GLDM, IJH.
Reduced shares in these 10 stocks: AVRE, VTIP, AVIE, VFVA, META, VTV, DFUV, VBR, COMT, TIPZ.
Lam Group was a net buyer of stock by $10M.
Lam Group has $123M in assets under management (AUM), dropping by 11.65%.
Central Index Key (CIK): 0001961944

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Positions held by Lam Group consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Lam Group

Lam Group holds 127 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Extend Mkt Etf (VXF)	6.1	$7.5M		43k	175.27	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	5.8	$7.2M		122k	58.65	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	5.6	$6.9M		110k	62.34	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	4.8	$5.9M		13k	444.01	View chart
Amphastar Pharmaceuticals (AMPH)	4.7	$5.7M		131k	43.91	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	4.4	$5.4M		132k	40.90	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	4.0	$5.0M		26k	191.88	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	3.9	$4.7M	+9%	175k	27.19	View chart
Dimensional Etf Trust Global Real Est (DFGR)	3.5	$4.3M	+290%	168k	25.53	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	3.4	$4.2M		36k	116.84	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	3.4	$4.2M	+4%	16k	259.90	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	2.9	$3.6M		98k	36.75	View chart
Ishares Core Msci Emkt (IEMG)	2.3	$2.8M		55k	51.60	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	2.3	$2.8M		93k	30.10	View chart
Vanguard World Fds Inf Tech Etf (VGT)	2.3	$2.8M	+9%	5.3k	524.33	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	2.1	$2.6M	+20%	102k	25.06	View chart
Dimensional Etf Trust Us Equity Etf (DFUS)	1.8	$2.2M		39k	56.98	View chart
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)	1.7	$2.1M	+23%	50k	42.14	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	1.6	$1.9M		75k	25.96	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	1.5	$1.8M	+52%	19k	93.71	View chart
American Centy Etf Tr Real Estate Etf (AVRE)	1.5	$1.8M	-54%	42k	42.28	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	1.4	$1.7M		32k	54.43	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	1.4	$1.7M		67k	25.44	View chart
Spdr Ser Tr Etf (IBND)	1.2	$1.5M	+33%	50k	29.11	View chart
World Gold Tr Spdr Gld Minis (GLDM)	1.2	$1.4M	NEW	32k	44.05	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.1	$1.3M		5.8k	228.59	View chart
Ishares Jp Morgan Em Etf (LEMB)	1.0	$1.3M	+32%	35k	36.08	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	1.0	$1.2M	+2%	20k	63.74	View chart
Dimensional Etf Trust Global Ex Us Cor (DFGX)	1.0	$1.2M	+2968%	23k	53.01	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.9	$1.1M		2.2k	523.07	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.9	$1.1M		34k	31.95	View chart
Boeing Company (BA)	0.9	$1.1M		5.5k	192.99	View chart
American Centy Etf Tr International Lr (AVIV)	0.8	$1.0M	+29%	19k	54.08	View chart
Vanguard Index Fds Value Etf (VTV)	0.8	$956k		5.9k	162.86	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.8	$927k	+19%	19k	49.19	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.7	$899k	+26%	1.9k	480.70	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.7	$855k	+53%	15k	57.96	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.7	$822k		5.3k	155.91	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.6	$788k		1.9k	420.52	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.6	$779k		1.4k	556.40	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.6	$718k		8.0k	89.50	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.6	$695k		28k	24.72	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.5	$662k		16k	41.77	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.5	$649k		1.9k	337.05	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.5	$647k	+65%	9.8k	65.86	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.5	$642k	+19%	21k	30.22	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	0.5	$634k	+25%	9.9k	63.85	View chart
Apple (AAPL)	0.5	$617k		3.6k	171.48	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.5	$615k	-28%	13k	47.89	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.5	$592k		9.4k	63.33	View chart
American Centy Etf Tr Emerging Mkt Val (AVES)	0.5	$581k	+153%	12k	47.39	View chart
Spdr Gold Tr Gold Shs (GLD)	0.5	$564k		2.7k	205.72	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.5	$562k	NEW	9.3k	60.74	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.4	$503k	+1650%	12k	41.95	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.4	$455k		12k	36.54	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.4	$448k		9.5k	47.04	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.4	$442k		4.0k	110.52	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.4	$435k	+60%	5.0k	86.48	View chart
Dimensional Etf Trust Inflation Prote (DFIP)	0.3	$418k		10k	41.25	View chart
American Centy Etf Tr Avantis Itl Sml (AVDS)	0.3	$397k	+205%	7.5k	53.16	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.3	$394k		7.9k	50.17	View chart
Amazon (AMZN)	0.3	$379k		2.1k	180.38	View chart
Microsoft Corporation (MSFT)	0.3	$378k		899.00	420.72	View chart
Meta Platforms Cl A (META)	0.3	$373k	-4%	768.00	485.58	View chart
American Centy Etf Tr Avantis Emerging (AVEE)	0.3	$337k	+55%	6.4k	52.95	View chart
American Centy Etf Tr Avantis All Eqt (AVGE)	0.3	$327k	+23%	4.7k	69.81	View chart
Vanguard Wellington Us Value Factr (VFVA)	0.2	$267k	-18%	2.2k	119.34	View chart
Google	0.2	$242k		1.6k	150.93	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.1	$147k	+120%	2.3k	64.26	View chart
Dimensional Etf Trust World Equity Etf (DFAW)	0.1	$123k	+498%	2.1k	59.14	View chart
Dimensional Etf Trust Ultrashort Fixe (DUSB)	0.1	$122k		2.4k	50.57	View chart
Google Inc Class C	0.1	$122k		800.00	152.26	View chart
Amgen (AMGN)	0.1	$121k		425.00	284.32	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.1	$102k	+256%	3.8k	26.94	View chart
Netflix (NFLX)	0.1	$91k		150.00	607.33	View chart
Via Com Cl A (V)	0.1	$84k		300.00	279.08	View chart
2023 Etf Series Trust Ii Gmo Us Quality E (QLTY)	0.1	$83k	NEW	2.8k	29.70	View chart
Dimensional Etf Trust Emerging Mkts Hi (DEHP)	0.1	$66k	+368%	2.6k	24.82	View chart
Wells Fargo & Company (WFC)	0.0	$52k		900.00	57.96	View chart
American Centy Etf Tr Avantis Inflatin (AVIE)	0.0	$49k	-72%	775.00	63.24	View chart
International Business Machines (IBM)	0.0	$39k		202.00	190.96	View chart
BlackRock (BLK)	0.0	$33k	NEW	40.00	833.70	View chart
NVIDIA Corporation (NVDA)	0.0	$29k		32.00	903.56	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.0	$28k		890.00	31.61	View chart
Ark Eft Tr Next Gnrtn Inter (ARKW)	0.0	$27k		325.00	83.30	View chart
Verizon Communications (VZ)	0.0	$22k		525.00	41.96	View chart
Costco Wholesale Corporation (COST)	0.0	$22k		30.00	732.63	View chart
Cable One (CABO)	0.0	$21k		50.00	423.14	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.0	$20k		405.00	49.57	View chart
Rayonier (RYN)	0.0	$19k		585.00	33.24	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	0.0	$19k	+1277%	620.00	29.99	View chart
Tesla Motors (TSLA)	0.0	$18k		100.00	175.79	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.0	$14k		100.00	136.05	View chart
Pfizer (PFE)	0.0	$13k		483.00	27.75	View chart
Walt Disney Company (DIS)	0.0	$12k		100.00	122.36	View chart
Caterpillar (CAT)	0.0	$11k		30.00	366.43	View chart
Broad	0.0	$11k		8.00	1325.38	View chart
Etsy (ETSY)	0.0	$10k		150.00	68.72	View chart
Block Cl A (SQ)	0.0	$9.8k		116.00	84.58	View chart
Wal-Mart Stores (WMT)	0.0	$9.0k	+200%	150.00	60.17	View chart
Roku Com Cl A (ROKU)	0.0	$6.5k		100.00	65.17	View chart
McDonald's Corporation (MCD)	0.0	$5.6k		20.00	281.95	View chart
Spdr Ser Tr Bloomberg Short (BWZ)	0.0	$5.5k	-10%	210.00	26.36	View chart
United Parcel Service CL B (UPS)	0.0	$5.1k		34.00	148.62	View chart
Intel Corporation (INTC)	0.0	$4.4k		100.00	44.17	View chart
Fidelity Covington Trust High Yild Etf (FDHY)	0.0	$3.8k	+33%	80.00	48.00	View chart
American Centy Etf Tr Avantis Us Small (AVSC)	0.0	$3.4k		65.00	52.35	View chart
Vistaoutdoor (VSTO)	0.0	$3.3k		100.00	32.78	View chart
Bank of America Corporation (BAC)	0.0	$3.3k		86.00	37.92	View chart
Etf Managers Tr Prime Mobile Pay	0.0	$2.9k		55.00	52.64	View chart
Invesco Actvely Mngd Etc Optimum Yield (PDBC)	0.0	$2.7k		195.00	13.87	View chart
Ishares U S Etf Tr Gsci Cmdty Stgy (COMT)	0.0	$2.7k	-35%	100.00	27.00	View chart
Hershey Company (HSY)	0.0	$2.5k		13.00	194.54	View chart
Pimco Etf Tr Broad Us Tips (TIPZ)	0.0	$2.4k	-25%	45.00	53.33	View chart
Shopify Cl A (SHOP)	0.0	$2.3k		30.00	77.17	View chart
Cisco Systems (CSCO)	0.0	$2.1k		42.00	49.90	View chart
American Centy Etf Tr Avantis Shfxdinc (AVSF)	0.0	$2.1k	-10%	45.00	46.29	View chart
Home Depot (HD)	0.0	$1.9k		5.00	383.60	View chart
Tapestry (TPR)	0.0	$950.000000		20.00	47.50	View chart
Kyndryl Hldgs Common Stock (KD)	0.0	$870.000000		40.00	21.75	View chart
Viatris (VTRS)	0.0	$703.999800		59.00	11.93	View chart
Apemy (APEMY)	0.0	$251.000000		8.00	31.38	View chart
American Realty Investors (ARL)	0.0	$179.000000		10.00	17.90	View chart
Gamestop Corp Cl A (GME)	0.0	$150.000000		12.00	12.50	View chart
Astrazeneca Sponsored Adr (AZN)	0.0	$136.000000		2.00	68.00	View chart
Moderna (MRNA)	0.0	$107.000000		1.00	107.00	View chart
Uber Technologies (UBER)	0.0	$77.000000		1.00	77.00	View chart

Past Filings by Lam Group

SEC 13F filings are viewable for Lam Group going back to 2022

Lam Group 2024 Q1 filed April 5, 2024
Lam Group 2023 Q4 filed Jan. 30, 2024
Lam Group 2023 Q3 filed Oct. 18, 2023
Lam Group 2023 Q2 filed July 14, 2023
Lam Group 2023 Q1 filed April 11, 2023
Lam Group 2022 Q4 filed Jan. 13, 2023

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