Lam Group

Lam Group as of Dec. 31, 2025

Portfolio Holdings for Lam Group

Lam Group holds 75 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
SPDR Gold Mini ETF Etf 6.8 $12M 139k 85.37
SPDR Barclays Intl Corp B Etf (IBND) 6.0 $11M 326k 32.11
Vanguard Extended Market Etf (VXF) 5.2 $9.1M 43k 209.12
Vanguard International Eq Etf (VEU) 4.8 $8.4M 114k 73.56
DFA US Small Cap ETF Etf (DFAS) 4.1 $7.1M 102k 69.67
DFA International Small C Etf (DISV) 4.0 $6.9M 182k 38.00
DFA US Equity Value ETF Etf (DFUV) 3.5 $6.1M 130k 46.59
DFA Global Real Estate ET Etf (DFGR) 3.1 $5.3M 203k 26.42
DFA International Value E Etf (DFIV) 3.0 $5.3M 106k 49.90
Vanguard US Small Cap Val Etf (VBR) 3.0 $5.2M 25k 211.79
Vanguard Total Stock Mark Etf (VTI) 2.9 $5.1M 15k 335.27
Vanguard FTSE All-World e Etf (VSS) 2.9 $5.1M 36k 143.33
iShares Emerging Markets Etf (LEMB) 2.9 $5.1M 122k 41.57
Powershares Nasdaq 100 In Etf (QQQ) 2.6 $4.6M 7.5k 614.31
Avantis Global Real Estat Etf (AVRE) 2.6 $4.5M 103k 43.53
DFA International Small C Etf (DFIS) 2.2 $3.9M 119k 32.94
Vanguard Information Tech Etf (VGT) 2.2 $3.8M 5.0k 753.80
iShares MSCI Emerging Mar Etf (IEMG) 2.1 $3.6M 54k 67.22
Amphastar Pharmaceuticals (AMPH) 2.0 $3.5M 131k 26.78
Avantis US Small Cap Valu Etf (AVUV) 1.9 $3.3M 33k 101.98
DFA US Small Cap Value ET Etf (DFSV) 1.9 $3.3M 99k 32.89
DFA US Equity ETF Etf (DFUS) 1.7 $2.9M 39k 74.17
DFA Emerging Markets Valu Etf (DFEV) 1.6 $2.8M 82k 33.74
Avantis International Val Etf (AVIV) 1.3 $2.2M 31k 71.23
DFA World ex US Core 2 ET Etf (DFAX) 1.2 $2.1M 63k 32.73
Avantis International Cor Etf (AVDE) 1.1 $2.0M 24k 82.32
DFA US Targeted Value ETF Etf (DFAT) 1.0 $1.8M 30k 59.54
Avantis Emerging Markets Etf (AVEM) 1.0 $1.7M 22k 77.02
Avantis International Sma Etf (AVDV) 0.9 $1.6M 17k 93.97
Vanguard US Small Cap Equ Etf (VB) 0.8 $1.5M 5.8k 257.95
Avantis US Large Cap Core Etf (AVUS) 0.8 $1.5M 13k 111.78
S&P 500 SPDR Etf (SPY) 0.8 $1.4M 2.0k 681.92
SPDR Short International Etf (BWZ) 0.8 $1.3M 48k 27.41
DFA International Core ET Etf (DFAI) 0.7 $1.3M 33k 38.11
Boeing Company (BA) 0.7 $1.2M 5.5k 217.12
DFA US Core ETF Etf (DFAC) 0.7 $1.2M 30k 39.59
Avantis US Micro Cap Equi Etf (AVSC) 0.6 $1.1M 19k 58.74
Vanguard Emerging Markets Etf (VWOB) 0.6 $1.1M 17k 67.43
SPDR Gold Trust Etf (GLD) 0.6 $1.1M 2.8k 396.31
Vanguard Global REIT Ex-U Etf (VNQI) 0.6 $1.1M 24k 45.84
Avantis All Equity Global Etf (AVGE) 0.6 $1.1M 13k 85.91
Avantis Internationall Sm Etf (AVDS) 0.6 $1.0M 15k 69.81
DFA Emerging Markets Core Etf (DFAE) 0.6 $1.0M 32k 32.57
Apple (AAPL) 0.5 $940k 3.5k 271.86
Vanguard Mid Cap Value Etf (VOE) 0.5 $936k 5.3k 177.37
Avantis US Large Cap Valu Etf (AVLV) 0.5 $932k 12k 75.77
Vanguard S&P 500 ETF Etf (VOO) 0.5 $925k 1.5k 627.13
Ishares Tr Russell 1000 Etf (IWF) 0.5 $911k 1.9k 473.30
Berkshire Hathaway (BRK.B) 0.5 $890k 1.8k 502.65
GMO US Quality ETF Etf (QLTY) 0.5 $882k 23k 38.46
S&P Mid Cap SPDR Etf (MDY) 0.5 $845k 1.4k 603.28
Vanguard Value Index ETF Etf (VTV) 0.5 $817k 4.3k 190.99
Vanguard Emerging Markets Etf (VWO) 0.5 $807k 15k 53.76
Avantis Emerging Markets Etf (AVES) 0.5 $791k 14k 58.31
DFA Global Ex Us Corporat Etf (DFGX) 0.4 $744k 14k 52.63
iShares MSCI Internationa Etf (SCZ) 0.4 $710k 9.2k 77.53
Facebook Inc cl a (META) 0.4 $632k 958.00 660.09
Ishares Tr S&P Midcap Etf (IJH) 0.3 $611k 9.3k 66.00
Avantis Emerging Markets Etf (AVEE) 0.3 $552k 8.8k 62.41
Vanguard Total Internatio Etf (BNDX) 0.3 $514k 11k 48.32
Google 0.3 $501k 1.6k 313.00
Amazon (AMZN) 0.3 $494k 2.1k 230.82
Vanguard ST Inflation-Pro Etf (VTIP) 0.3 $485k 9.8k 49.46
Vanguard MSCI EAFE ETF Etf (VEA) 0.3 $482k 7.7k 62.47
iShares S&P 600 Small Cap Etf (IJR) 0.3 $481k 4.0k 120.18
DFA Emerging Markets ETF Etf (DFEM) 0.3 $473k 14k 33.08
ARK Next Generation Etf (ARKW) 0.3 $458k 3.1k 147.73
Microsoft Corporation (MSFT) 0.3 $441k 912.00 483.62
Vanguard REIT Index ETF Etf (VNQ) 0.2 $379k 4.3k 88.49
DFA Core Fixed Income ETF Etf (DFCF) 0.2 $364k 8.6k 42.56
DFA US Core ETF Etf (DFAU) 0.2 $354k 7.6k 46.80
iShares Flexible Income A Etf (BINC) 0.2 $276k 5.2k 52.77
DFA Short Duration Bond E Etf (DFSD) 0.2 $267k 5.6k 47.95
Dimensional World Equity Etf (DFAW) 0.1 $259k 3.5k 73.97
Google Inc Class C 0.1 $251k 800.00 313.80