Lam Group

Lam Group as of March 31, 2025

Portfolio Holdings for Lam Group

Lam Group holds 73 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Extended Market Etf (VXF) 5.5 $7.4M 43k 172.26
Vanguard International Eq Etf (VEU) 5.4 $7.4M 122k 60.66
DFA US Small Cap ETF Etf (DFAS) 4.9 $6.7M 112k 59.75
SPDR Gold Mini ETF Etf 4.9 $6.7M 108k 61.89
DFA International Small C Etf (DISV) 4.1 $5.6M 192k 29.12
DFA US Equity Value ETF Etf (DFUV) 3.9 $5.4M 130k 41.21
DFA Global Real Estate ET Etf (DFGR) 3.5 $4.7M 181k 26.26
Vanguard US Small Cap Val Etf (VBR) 3.5 $4.7M 26k 186.29
Avantis Global Real Estat Etf (AVRE) 3.3 $4.5M 105k 43.01
Vanguard Total Stock Mark Etf (VTI) 3.3 $4.5M 16k 274.84
DFA International Value E Etf (DFIV) 3.2 $4.3M 111k 39.36
Vanguard FTSE All-World e Etf (VSS) 3.0 $4.1M 36k 115.60
SPDR Barclays Intl Corp B Etf (IBND) 2.9 $3.9M 134k 29.49
Amphastar Pharmaceuticals (AMPH) 2.8 $3.8M 131k 28.99
Powershares Nasdaq 100 In Etf (QQQ) 2.6 $3.5M 7.5k 468.92
DFA International Small C Etf (DFIS) 2.4 $3.3M 127k 25.84
Vanguard Information Tech Etf (VGT) 2.2 $3.0M 5.5k 542.38
DFA US Small Cap Value ET Etf (DFSV) 2.1 $2.9M 103k 28.15
iShares MSCI Emerging Mar Etf (IEMG) 2.1 $2.9M 54k 53.97
DFA US Equity ETF Etf (DFUS) 1.7 $2.4M 39k 60.48
DFA Emerging Markets Valu Etf (DFEV) 1.7 $2.3M 84k 27.05
DFA Global Ex Us Corporat Etf (DFGX) 1.6 $2.1M 41k 52.25
iShares Emerging Markets Etf (LEMB) 1.5 $2.0M 55k 37.46
Vanguard Emerging Markets Etf (VWOB) 1.4 $1.9M 30k 64.20
Avantis US Small Cap Valu Etf (AVUV) 1.3 $1.8M 20k 87.17
DFA World ex US Core 2 ET Etf (DFAX) 1.3 $1.7M 67k 26.20
DFA US Targeted Value ETF Etf (DFAT) 1.2 $1.6M 31k 51.49
Avantis International Cor Etf (AVDE) 1.0 $1.4M 21k 66.27
Vanguard Total Internatio Etf (BNDX) 1.0 $1.3M 27k 48.82
DFA International Core ET Etf (DFAI) 0.9 $1.3M 41k 31.23
Vanguard US Small Cap Equ Etf (VB) 0.9 $1.3M 5.7k 221.75
Vanguard Global REIT Ex-U Etf (VNQI) 0.8 $1.1M 28k 40.46
S&P 500 SPDR Etf (SPY) 0.8 $1.1M 2.0k 559.39
DFA US Core ETF Etf (DFAC) 0.8 $1.1M 34k 32.99
Avantis International Val Etf (AVIV) 0.8 $1.1M 19k 56.68
Berkshire Hathaway (BRK.B) 0.7 $989k 1.9k 532.58
Avantis US Large Cap Core Etf (AVUS) 0.7 $968k 11k 92.38
Boeing Company (BA) 0.7 $938k 5.5k 170.55
DFA Emerging Markets Core Etf (DFAE) 0.7 $917k 35k 25.89
Vanguard Value Index ETF Etf (VTV) 0.6 $865k 5.0k 172.74
Vanguard Mid Cap Value Etf (VOE) 0.6 $847k 5.3k 160.54
SPDR Gold Trust Etf (GLD) 0.6 $801k 2.8k 288.14
Avantis All Equity Global Etf (AVGE) 0.6 $787k 11k 71.19
Apple (AAPL) 0.6 $774k 3.5k 222.13
Vanguard S&P 500 ETF Etf (VOO) 0.6 $758k 1.5k 513.91
S&P Mid Cap SPDR Etf (MDY) 0.5 $747k 1.4k 533.48
Avantis Emerging Markets Etf (AVEM) 0.5 $706k 12k 60.17
Ishares Tr Russell 1000 Etf (IWF) 0.5 $695k 1.9k 361.09
Vanguard Emerging Markets Etf (VWO) 0.5 $679k 15k 45.26
GMO US Quality ETF Etf (QLTY) 0.5 $658k 21k 31.26
Avantis International Sma Etf (AVDV) 0.5 $623k 8.9k 69.74
iShares MSCI Internationa Etf (SCZ) 0.4 $582k 9.2k 63.53
Ishares Tr S&P Midcap Etf (IJH) 0.4 $540k 9.3k 58.35
Avantis US Large Cap Valu Etf (AVLV) 0.4 $487k 7.5k 65.21
Facebook Inc cl a (META) 0.4 $482k 836.00 576.36
DFA US Core ETF Etf (DFAU) 0.3 $466k 12k 38.44
Avantis US Micro Cap Equi Etf (AVSC) 0.3 $464k 9.6k 48.40
iShares S&P 600 Small Cap Etf (IJR) 0.3 $418k 4.0k 104.57
DFA Emerging Markets ETF Etf (DFEM) 0.3 $413k 16k 26.46
Amazon (AMZN) 0.3 $410k 2.2k 190.26
Vanguard MSCI EAFE ETF Etf (VEA) 0.3 $400k 7.9k 50.83
Avantis Emerging Markets Etf (AVEE) 0.3 $396k 7.5k 52.52
Vanguard REIT Index ETF Etf (VNQ) 0.3 $389k 4.3k 90.54
DFA Short Duration Bond E Etf (DFSD) 0.3 $374k 7.9k 47.52
DFA Core Fixed Income ETF Etf (DFCF) 0.3 $353k 8.4k 42.06
Microsoft Corporation (MSFT) 0.3 $347k 925.00 375.39
Avantis Emerging Markets Etf (AVES) 0.2 $328k 7.0k 47.16
Avantis Internationall Sm Etf (AVDS) 0.2 $291k 5.4k 54.30
ARK Next Generation Etf (ARKW) 0.2 $255k 2.7k 94.67
Google 0.2 $249k 1.6k 154.64
Vanguard ST Inflation-Pro Etf (VTIP) 0.2 $231k 4.6k 49.90
Vanguard US Value Factor Etf (VFVA) 0.2 $228k 2.0k 114.00
Dimensional World Equity Etf (DFAW) 0.2 $214k 3.5k 61.28