Lam Group

Lam Group as of June 30, 2025

Portfolio Holdings for Lam Group

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

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Extended Market Etf (VXF) 5.7 $8.6M 44k 192.71
SPDR Gold Mini ETF Etf 5.7 $8.5M 130k 65.52
Vanguard International Eq Etf (VEU) 5.4 $8.1M 121k 67.22
SPDR Barclays Intl Corp B Etf (IBND) 5.0 $7.4M 228k 32.59
DFA US Small Cap ETF Etf (DFAS) 4.6 $6.9M 108k 63.71
DFA International Small C Etf (DISV) 4.1 $6.2M 188k 32.91
DFA US Equity Value ETF Etf (DFUV) 3.7 $5.5M 130k 42.28
Vanguard US Small Cap Val Etf (VBR) 3.3 $4.9M 25k 195.01
Vanguard Total Stock Mark Etf (VTI) 3.2 $4.8M 16k 303.93
Vanguard FTSE All-World e Etf (VSS) 3.2 $4.8M 36k 134.39
DFA International Value E Etf (DFIV) 3.1 $4.6M 108k 42.83
Powershares Nasdaq 100 In Etf (QQQ) 2.8 $4.1M 7.5k 551.64
Avantis Global Real Estat Etf (AVRE) 2.6 $3.9M 89k 44.16
DFA Global Real Estate ET Etf (DFGR) 2.6 $3.9M 146k 26.83
DFA International Small C Etf (DFIS) 2.5 $3.8M 127k 29.84
Vanguard Information Tech Etf (VGT) 2.3 $3.5M 5.2k 663.29
iShares Emerging Markets Etf (LEMB) 2.3 $3.4M 85k 40.39
iShares MSCI Emerging Mar Etf (IEMG) 2.1 $3.2M 54k 60.03
DFA US Small Cap Value ET Etf (DFSV) 2.1 $3.1M 105k 29.43
Amphastar Pharmaceuticals (AMPH) 2.0 $3.0M 131k 22.96
DFA US Equity ETF Etf (DFUS) 1.7 $2.6M 39k 67.02
DFA Emerging Markets Valu Etf (DFEV) 1.7 $2.5M 85k 29.99
Avantis US Small Cap Valu Etf (AVUV) 1.6 $2.4M 27k 91.10
DFA World ex US Core 2 ET Etf (DFAX) 1.3 $2.0M 67k 29.37
DFA US Targeted Value ETF Etf (DFAT) 1.1 $1.7M 31k 53.96
Avantis International Cor Etf (AVDE) 1.1 $1.6M 21k 74.01
DFA International Core ET Etf (DFAI) 0.9 $1.4M 40k 34.57
Vanguard US Small Cap Equ Etf (VB) 0.9 $1.4M 5.7k 236.98
Avantis International Val Etf (AVIV) 0.8 $1.3M 20k 62.23
S&P 500 SPDR Etf (SPY) 0.8 $1.2M 2.0k 617.85
DFA US Core ETF Etf (DFAC) 0.8 $1.2M 34k 35.84
Boeing Company (BA) 0.8 $1.2M 5.5k 209.53
Vanguard Emerging Markets Etf (VWOB) 0.8 $1.1M 18k 65.35
Vanguard Global REIT Ex-U Etf (VNQI) 0.8 $1.1M 25k 46.15
Avantis US Large Cap Core Etf (AVUS) 0.8 $1.1M 11k 100.82
DFA Emerging Markets Core Etf (DFAE) 0.7 $1.0M 35k 28.95
Avantis Emerging Markets Etf (AVEM) 0.7 $1.0M 15k 68.54
DFA Global Ex Us Corporat Etf (DFGX) 0.7 $1.0M 19k 53.36
Vanguard Total Internatio Etf (BNDX) 0.6 $936k 19k 49.51
Avantis All Equity Global Etf (AVGE) 0.6 $911k 12k 77.48
Berkshire Hathaway (BRK.B) 0.6 $900k 1.9k 485.77
Vanguard Value Index ETF Etf (VTV) 0.6 $885k 5.0k 176.74
SPDR Gold Trust Etf (GLD) 0.6 $881k 2.9k 304.83
Vanguard Mid Cap Value Etf (VOE) 0.6 $868k 5.3k 164.46
Vanguard S&P 500 ETF Etf (VOO) 0.6 $838k 1.5k 568.03
Ishares Tr Russell 1000 Etf (IWF) 0.5 $817k 1.9k 424.58
Avantis International Sma Etf (AVDV) 0.5 $813k 10k 79.28
S&P Mid Cap SPDR Etf (MDY) 0.5 $793k 1.4k 566.48
Vanguard Emerging Markets Etf (VWO) 0.5 $742k 15k 49.46
Apple (AAPL) 0.5 $710k 3.5k 205.17
Facebook Inc cl a (META) 0.5 $707k 958.00 738.09
GMO US Quality ETF Etf (QLTY) 0.5 $706k 21k 34.26
iShares MSCI Internationa Etf (SCZ) 0.4 $665k 9.2k 72.68
Avantis US Large Cap Valu Etf (AVLV) 0.4 $656k 9.6k 68.21
Ishares Tr S&P Midcap Etf (IJH) 0.4 $574k 9.3k 62.02
DFA US Core ETF Etf (DFAU) 0.4 $546k 13k 42.36
Avantis Emerging Markets Etf (AVES) 0.4 $538k 10k 53.55
Avantis US Micro Cap Equi Etf (AVSC) 0.3 $521k 10k 51.57
Amazon (AMZN) 0.3 $470k 2.1k 219.39
Microsoft Corporation (MSFT) 0.3 $454k 912.00 497.41
Vanguard MSCI EAFE ETF Etf (VEA) 0.3 $449k 7.9k 57.01
Avantis Emerging Markets Etf (AVEE) 0.3 $449k 7.4k 60.25
DFA Emerging Markets ETF Etf (DFEM) 0.3 $446k 15k 29.68
iShares S&P 600 Small Cap Etf (IJR) 0.3 $437k 4.0k 109.29
ARK Next Generation Etf (ARKW) 0.3 $397k 2.7k 147.62
Vanguard REIT Index ETF Etf (VNQ) 0.3 $379k 4.3k 89.06
DFA Short Duration Bond E Etf (DFSD) 0.3 $377k 7.9k 48.01
Avantis Internationall Sm Etf (AVDS) 0.2 $351k 5.6k 62.21
DFA Core Fixed Income ETF Etf (DFCF) 0.2 $316k 7.5k 42.26
Google 0.2 $282k 1.6k 176.23
Vanguard US Value Factor Etf (VFVA) 0.2 $237k 2.0k 118.30
Dimensional World Equity Etf (DFAW) 0.2 $234k 3.5k 67.09
Netflix (NFLX) 0.1 $201k 150.00 1339.13