Lam Group

Lam Group as of Dec. 31, 2024

Portfolio Holdings for Lam Group

Lam Group holds 134 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Extended Market Etf (VXF) 5.8 $8.1M 43k 189.98
DFA US Small Cap ETF Etf (DFAS) 5.2 $7.3M 112k 65.08
Vanguard International Eq Etf (VEU) 5.0 $7.0M 122k 57.41
DFA Global Real Estate ET Etf (DFGR) 4.0 $5.6M 218k 25.54
DFA US Equity Value ETF Etf (DFUV) 3.8 $5.4M 132k 40.92
DFA International Small C Etf (DISV) 3.8 $5.3M 201k 26.57
Vanguard US Small Cap Val Etf (VBR) 3.6 $5.1M 26k 198.18
Amphastar Pharmaceuticals (AMPH) 3.5 $4.9M 131k 37.13
SPDR Gold Mini ETF Etf 3.5 $4.8M 93k 51.99
Vanguard Total Stock Mark Etf (VTI) 3.4 $4.7M 16k 289.81
Vanguard FTSE All-World e Etf (VSS) 2.9 $4.1M 36k 114.48
DFA International Value E Etf (DFIV) 2.8 $4.0M 113k 35.48
Powershares Nasdaq 100 In Etf (QQQ) 2.7 $3.8M 7.5k 511.23
Vanguard Information Tech Etf (VGT) 2.6 $3.7M 6.0k 621.80
DFA International Small C Etf (DFIS) 2.4 $3.3M 136k 24.55
DFA Global Ex Us Corporat Etf (DFGX) 2.4 $3.3M 64k 52.32
Vanguard Total Internatio Etf (BNDX) 2.3 $3.2M 65k 49.05
Avantis Global Real Estat Etf (AVRE) 2.2 $3.1M 74k 41.92
DFA US Small Cap Value ET Etf (DFSV) 2.0 $2.9M 93k 30.78
iShares MSCI Emerging Mar Etf (IEMG) 2.0 $2.8M 54k 52.22
Avantis US Small Cap Valu Etf (AVUV) 1.8 $2.5M 26k 96.53
DFA US Equity ETF Etf (DFUS) 1.8 $2.5M 39k 63.75
DFA Emerging Markets Valu Etf (DFEV) 1.6 $2.2M 85k 26.21
Vanguard Emerging Markets Etf (VWOB) 1.4 $2.0M 32k 63.15
DFA US Targeted Value ETF Etf (DFAT) 1.3 $1.8M 32k 55.66
DFA World ex US Core 2 ET Etf (DFAX) 1.2 $1.7M 67k 24.86
iShares Emerging Markets Etf (LEMB) 1.1 $1.5M 43k 36.09
Vanguard US Small Cap Equ Etf (VB) 1.0 $1.4M 5.7k 240.28
Avantis International Cor Etf (AVDE) 0.9 $1.3M 22k 61.37
Vanguard Global REIT Ex-U Etf (VNQI) 0.9 $1.3M 32k 39.56
DFA International Core ET Etf (DFAI) 0.9 $1.2M 43k 29.20
S&P 500 SPDR Etf (SPY) 0.8 $1.2M 2.0k 586.08
DFA US Core ETF Etf (DFAC) 0.8 $1.2M 34k 34.59
Avantis US Large Cap Core Etf (AVUS) 0.7 $1.0M 10k 96.93
Vanguard S&P 500 ETF Etf (VOO) 0.7 $1.0M 1.9k 538.81
Vanguard Value Index ETF Etf (VTV) 0.7 $985k 5.8k 169.30
Boeing Company (BA) 0.7 $973k 5.5k 177.00
Avantis International Val Etf (AVIV) 0.7 $969k 19k 51.90
Apple (AAPL) 0.7 $915k 3.5k 264.54
DFA Emerging Markets Core Etf (DFAE) 0.6 $892k 35k 25.37
SPDR Barclays Intl Corp B Etf (IBND) 0.6 $891k 31k 28.36
Vanguard Mid Cap Value Etf (VOE) 0.6 $853k 5.3k 161.77
Berkshire Hathaway (BRK.B) 0.6 $840k 1.9k 453.28
S&P Mid Cap SPDR Etf (MDY) 0.6 $797k 1.4k 569.58
Avantis All Equity Global Etf (AVGE) 0.6 $785k 11k 72.37
Avantis Emerging Markets Etf (AVEM) 0.6 $783k 13k 58.79
Ishares Tr Russell 1000 Etf (IWF) 0.6 $773k 1.9k 401.58
Vanguard Emerging Markets Etf (VWO) 0.5 $676k 15k 44.04
SPDR Gold Trust Etf (GLD) 0.5 $673k 2.8k 242.13
Avantis US Micro Cap Equi Etf (AVSC) 0.5 $657k 12k 54.36
GMO US Quality ETF Etf (QLTY) 0.5 $655k 21k 31.97
Ishares Tr S&P Midcap Etf (IJH) 0.4 $576k 9.3k 62.31
Avantis International Sma Etf (AVDV) 0.4 $565k 8.7k 65.08
iShares MSCI Internationa Etf (SCZ) 0.4 $556k 9.2k 60.75
Avantis Emerging Markets Etf (AVES) 0.4 $555k 12k 46.20
Vanguard REIT Index ETF Etf (VNQ) 0.4 $537k 6.0k 89.08
Facebook Inc cl a (META) 0.4 $527k 900.00 585.51
DFA US Core ETF Etf (DFAU) 0.4 $508k 13k 40.49
Avantis US Large Cap Valu Etf (AVLV) 0.4 $498k 7.5k 66.77
Amazon (AMZN) 0.3 $470k 2.1k 219.39
iShares S&P 600 Small Cap Etf (IJR) 0.3 $461k 4.0k 115.22
Avantis Emerging Markets Etf (AVEE) 0.3 $424k 7.9k 53.30
DFA Emerging Markets ETF Etf (DFEM) 0.3 $393k 15k 26.19
Microsoft Corporation (MSFT) 0.3 $385k 913.00 421.50
Vanguard MSCI EAFE ETF Etf (VEA) 0.3 $376k 7.9k 47.82
DFA Short Duration Bond E Etf (DFSD) 0.3 $369k 7.9k 46.88
ARK Next Generation Etf (ARKW) 0.2 $328k 3.0k 107.98
Google 0.2 $303k 1.6k 189.30
Avantis Internationall Sm Etf (AVDS) 0.2 $301k 5.8k 51.83
Vanguard ST Inflation-Pro Etf (VTIP) 0.2 $267k 5.5k 48.42
DFA Core Fixed Income ETF Etf (DFCF) 0.2 $251k 6.1k 41.27
Dfa Tips Etf Etf (DFIP) 0.2 $250k 6.2k 40.49
Vanguard US Value Factor Etf (VFVA) 0.2 $237k 2.0k 118.38
Dimensional World Equity Etf (DFAW) 0.2 $225k 3.6k 62.46
Avantis Inflation Equity Etf (AVIE) 0.1 $183k 3.0k 60.14
DFA Ultra Short Bond ETF Etf (DUSB) 0.1 $158k 3.1k 50.59
Google Inc Class C 0.1 $152k 800.00 190.44
Netflix (NFLX) 0.1 $134k 150.00 891.32
Amgen (AMGN) 0.1 $120k 462.00 260.64
Visa (V) 0.1 $95k 300.00 316.04
DFA Emerging Markets High Etf (DEHP) 0.1 $95k 3.8k 24.74
Wells Fargo & Company (WFC) 0.0 $63k 900.00 70.24
NVIDIA Corporation (NVDA) 0.0 $59k 440.00 134.29
International Business Machines (IBM) 0.0 $44k 202.00 219.83
Tesla Motors (TSLA) 0.0 $40k 100.00 403.84
DFA US High Profitability Etf (DUHP) 0.0 $40k 1.2k 33.79
DFA International High Pr Etf (DIHP) 0.0 $39k 1.6k 25.23
Costco Wholesale Corporation (COST) 0.0 $35k 38.00 916.26
Broad 0.0 $26k 110.00 231.84
Verizon Communications (VZ) 0.0 $22k 553.00 39.99
Vanguard Ultra Short Bond Etf (VUSB) 0.0 $20k 403.00 49.58
Taiwan Semiconductor Mfg (TSM) 0.0 $20k 100.00 197.49
DFA US Large Cap Value ET Etf (DFLV) 0.0 $18k 610.00 30.03
Cable One (CABO) 0.0 $18k 50.00 362.12
Wal-Mart Stores (WMT) 0.0 $17k 183.00 90.35
Rayonier (RYN) 0.0 $15k 585.00 26.10
Caterpillar (CAT) 0.0 $13k 37.00 362.76
Square Inc cl a (XYZ) 0.0 $13k 157.00 84.99
Pfizer (PFE) 0.0 $13k 483.00 26.53
Fidelity High Yield Facto Etf (FDHY) 0.0 $13k 265.00 48.25
Walt Disney Company (DIS) 0.0 $11k 100.00 111.35
Etsy (ETSY) 0.0 $9.8k 186.00 52.89
McDonald's Corporation (MCD) 0.0 $7.8k 27.00 289.89
Roku (ROKU) 0.0 $7.4k 100.00 74.34
Shopify Inc cl a (SHOP) 0.0 $5.3k 50.00 106.34
SPDR Short International Etf (BWZ) 0.0 $4.8k 190.00 25.34
Home Depot (HD) 0.0 $4.7k 12.00 389.00
United Parcel Service (UPS) 0.0 $4.3k 34.00 126.09
Bank of America Corporation (BAC) 0.0 $3.8k 86.00 43.95
Avantis Short-Term Fixed Etf (AVSF) 0.0 $3.5k 75.00 46.15
Etf Managers Tr purefunds ise mo 0.0 $3.2k 55.00 57.98
iShares Commodities Selec Etf (COMT) 0.0 $2.9k 115.00 25.31
Invesco Commodity Optimum Etf (PDBC) 0.0 $2.9k 220.00 12.99
Intel Corporation (INTC) 0.0 $2.5k 125.00 20.05
Cisco Systems (CSCO) 0.0 $2.5k 42.00 59.19
SPDR Barclays High-Yield Etf 0.0 $2.4k 25.00 95.48
Hershey Company (HSY) 0.0 $2.2k 13.00 169.38
Revelyst 0.0 $1.9k 100.00 19.23
Kyndryl Holdings Ord Wi (KD) 0.0 $1.4k 40.00 34.60
Amplify Etf Tr onlin retl etf (IBUY) 0.0 $1.3k 20.00 64.65
Yeti Hldgs (YETI) 0.0 $963.000000 25.00 38.52
Viatris (VTRS) 0.0 $734.998400 59.00 12.46
Paypal Holdings (PYPL) 0.0 $596.999900 7.00 85.29
Rivian Automotive Inc Class A (RIVN) 0.0 $532.000000 40.00 13.30
GameStop (GME) 0.0 $375.999600 12.00 31.33
Alibaba Group Holding (BABA) 0.0 $339.000000 4.00 84.75
Zoom Video Communications In cl a (ZM) 0.0 $245.000100 3.00 81.67
American Realty Investors (ARL) 0.0 $147.000000 10.00 14.70
AstraZeneca (AZN) 0.0 $131.000000 2.00 65.50
Plug Power (PLUG) 0.0 $85.000000 40.00 2.12
Teladoc (TDOC) 0.0 $81.999900 9.00 9.11
Uber Technologies (UBER) 0.0 $60.000000 1.00 60.00
Moderna (MRNA) 0.0 $42.000000 1.00 42.00
Link Motion Inc - 0.0 $0 200.00 0.00