Lam Group

Lam Group as of Sept. 30, 2025

Portfolio Holdings for Lam Group

Lam Group holds 72 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
SPDR Gold Mini ETF Etf 6.4 $10M 134k 76.45
SPDR Barclays Intl Corp B Etf (IBND) 5.6 $9.1M 281k 32.29
Vanguard Extended Market Etf (VXF) 5.6 $9.0M 43k 209.34
Vanguard International Eq Etf (VEU) 5.1 $8.2M 115k 71.37
DFA US Small Cap ETF Etf (DFAS) 4.5 $7.2M 105k 68.46
DFA International Small C Etf (DISV) 4.1 $6.6M 185k 35.69
DFA US Equity Value ETF Etf (DFUV) 3.6 $5.8M 130k 44.69
Vanguard US Small Cap Val Etf (VBR) 3.2 $5.1M 25k 208.71
Vanguard FTSE All-World e Etf (VSS) 3.1 $5.1M 36k 142.55
Vanguard Total Stock Mark Etf (VTI) 3.1 $5.0M 15k 328.17
DFA International Value E Etf (DFIV) 3.1 $5.0M 108k 46.12
Powershares Nasdaq 100 In Etf (QQQ) 2.8 $4.5M 7.5k 600.37
Avantis Global Real Estat Etf (AVRE) 2.8 $4.5M 101k 44.48
iShares Emerging Markets Etf (LEMB) 2.6 $4.2M 102k 41.21
DFA Global Real Estate ET Etf (DFGR) 2.4 $3.9M 145k 27.31
DFA International Small C Etf (DFIS) 2.3 $3.8M 119k 31.63
Vanguard Information Tech Etf (VGT) 2.3 $3.7M 5.0k 746.65
iShares MSCI Emerging Mar Etf (IEMG) 2.2 $3.5M 54k 65.92
Amphastar Pharmaceuticals (AMPH) 2.2 $3.5M 131k 26.65
DFA US Small Cap Value ET Etf (DFSV) 2.0 $3.2M 101k 31.84
DFA US Equity ETF Etf (DFUS) 1.8 $2.8M 39k 72.44
Avantis US Small Cap Valu Etf (AVUV) 1.7 $2.7M 27k 99.53
DFA Emerging Markets Valu Etf (DFEV) 1.6 $2.7M 83k 31.89
DFA World ex US Core 2 ET Etf (DFAX) 1.3 $2.0M 65k 31.38
DFA US Targeted Value ETF Etf (DFAT) 1.1 $1.8M 31k 58.21
Avantis International Cor Etf (AVDE) 1.1 $1.7M 22k 78.90
Vanguard US Small Cap Equ Etf (VB) 0.9 $1.5M 5.7k 254.28
DFA US Core ETF Etf (DFAC) 0.9 $1.4M 37k 38.57
Avantis International Val Etf (AVIV) 0.9 $1.4M 21k 67.44
DFA International Core ET Etf (DFAI) 0.8 $1.3M 37k 36.35
S&P 500 SPDR Etf (SPY) 0.8 $1.3M 2.0k 666.18
Avantis US Large Cap Core Etf (AVUS) 0.8 $1.2M 11k 108.70
Boeing Company (BA) 0.7 $1.2M 5.5k 215.83
Vanguard Global REIT Ex-U Etf (VNQI) 0.7 $1.2M 24k 47.74
DFA Emerging Markets Core Etf (DFAE) 0.7 $1.1M 34k 31.53
Avantis Emerging Markets Etf (AVEM) 0.7 $1.0M 14k 75.11
Avantis All Equity Global Etf (AVGE) 0.6 $1.0M 12k 83.41
Vanguard Emerging Markets Etf (VWOB) 0.6 $1.0M 15k 66.90
SPDR Gold Trust Etf (GLD) 0.6 $1.0M 2.8k 355.47
DFA Global Ex Us Corporat Etf (DFGX) 0.6 $967k 18k 53.96
Vanguard Mid Cap Value Etf (VOE) 0.6 $921k 5.3k 174.58
Berkshire Hathaway (BRK.B) 0.6 $916k 1.8k 502.74
Vanguard S&P 500 ETF Etf (VOO) 0.6 $903k 1.5k 612.38
Ishares Tr Russell 1000 Etf (IWF) 0.6 $902k 1.9k 468.41
Avantis International Sma Etf (AVDV) 0.6 $899k 10k 89.03
Apple (AAPL) 0.5 $881k 3.5k 254.63
Vanguard Value Index ETF Etf (VTV) 0.5 $840k 4.5k 186.49
S&P Mid Cap SPDR Etf (MDY) 0.5 $834k 1.4k 596.03
Vanguard Emerging Markets Etf (VWO) 0.5 $813k 15k 54.18
Vanguard Total Internatio Etf (BNDX) 0.5 $806k 16k 49.46
GMO US Quality ETF Etf (QLTY) 0.4 $710k 20k 36.19
Facebook Inc cl a (META) 0.4 $704k 958.00 734.38
iShares MSCI Internationa Etf (SCZ) 0.4 $702k 9.2k 76.72
Avantis US Large Cap Valu Etf (AVLV) 0.4 $677k 9.4k 72.26
Ishares Tr S&P Midcap Etf (IJH) 0.4 $604k 9.3k 65.26
Avantis Emerging Markets Etf (AVES) 0.4 $594k 10k 57.37
DFA US Core ETF Etf (DFAU) 0.4 $586k 13k 45.76
Avantis US Micro Cap Equi Etf (AVSC) 0.4 $581k 10k 57.25
DFA Core Fixed Income ETF Etf (DFCF) 0.3 $558k 13k 42.76
Avantis Emerging Markets Etf (AVEE) 0.3 $539k 8.4k 64.12
ARK Next Generation Etf (ARKW) 0.3 $478k 2.7k 174.61
iShares S&P 600 Small Cap Etf (IJR) 0.3 $475k 4.0k 118.83
Microsoft Corporation (MSFT) 0.3 $472k 912.00 517.95
Amazon (AMZN) 0.3 $470k 2.1k 219.57
Vanguard MSCI EAFE ETF Etf (VEA) 0.3 $461k 7.7k 59.92
DFA Emerging Markets ETF Etf (DFEM) 0.3 $458k 14k 32.07
Vanguard REIT Index ETF Etf (VNQ) 0.2 $392k 4.3k 91.42
Google 0.2 $389k 1.6k 243.10
Avantis Internationall Sm Etf (AVDS) 0.2 $380k 5.6k 67.55
DFA Short Duration Bond E Etf (DFSD) 0.2 $377k 7.8k 48.19
Vanguard US Value Factor Etf (VFVA) 0.2 $253k 2.0k 127.54
Dimensional World Equity Etf (DFAW) 0.2 $251k 3.5k 71.86