Lam Group

Lam Group as of March 31, 2026

Portfolio Holdings for Lam Group

Lam Group holds 136 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
SPDR Gold Mini ETF Etf 7.1 $13M 139k 92.69
Vanguard Extended Market Etf (VXF) 4.9 $8.8M 43k 205.80
Vanguard International Eq Etf (VEU) 4.7 $8.6M 114k 75.10
DFA US Small Cap ETF Etf (DFAS) 4.0 $7.2M 101k 71.13
DFA International Small C Etf (DISV) 3.9 $7.0M 178k 39.44
SPDR Barclays Intl Corp B Etf (IBND) 3.7 $6.7M 216k 31.08
DFA US Equity Value ETF Etf (DFUV) 3.4 $6.3M 129k 48.46
SPDR Short International Etf (BWZ) 3.2 $5.9M 220k 26.92
Avantis Global Real Estat Etf (AVRE) 3.2 $5.8M 132k 44.02
DFA International Value E Etf (DFIV) 3.1 $5.6M 107k 52.78
iShares Emerging Markets Etf (LEMB) 3.0 $5.4M 133k 40.80
Vanguard US Small Cap Val Etf (VBR) 2.9 $5.3M 25k 217.25
Vanguard FTSE All-World e Etf (VSS) 2.8 $5.2M 36k 145.79
Vanguard Total Stock Mark Etf (VTI) 2.8 $5.1M 16k 320.80
DFA Global Real Estate ET Etf (DFGR) 2.7 $5.0M 188k 26.58
Powershares Nasdaq 100 In Etf (QQQ) 2.4 $4.3M 7.5k 577.18
DFA International Small C Etf (DFIS) 2.1 $3.8M 114k 33.67
Avantis US Small Cap Valu Etf (AVUV) 2.1 $3.8M 34k 110.47
iShares MSCI Emerging Mar Etf (IEMG) 2.0 $3.7M 53k 69.75
Vanguard Information Tech Etf (VGT) 1.9 $3.5M 5.0k 697.74
DFA US Small Cap Value ET Etf (DFSV) 1.9 $3.4M 98k 35.04
DFA Emerging Markets Valu Etf (DFEV) 1.6 $2.9M 82k 35.78
DFA US Equity ETF Etf (DFUS) 1.5 $2.8M 39k 70.91
Amphastar Pharmaceuticals (AMPH) 1.4 $2.6M 131k 19.59
Avantis International Val Etf (AVIV) 1.3 $2.3M 31k 74.83
DFA World ex US Core 2 ET Etf (DFAX) 1.2 $2.1M 63k 33.97
Avantis International Sma Etf (AVDV) 1.1 $2.1M 21k 99.86
DFA US Targeted Value ETF Etf (DFAT) 1.1 $2.0M 32k 62.45
Avantis International Cor Etf (AVDE) 1.1 $1.9M 23k 84.84
Avantis Emerging Markets Etf (AVEM) 1.0 $1.7M 22k 80.58
Avantis US Large Cap Core Etf (AVUS) 1.0 $1.7M 16k 111.18
Avantis US Micro Cap Equi Etf (AVSC) 0.9 $1.6M 26k 62.30
Vanguard US Small Cap Equ Etf (VB) 0.8 $1.5M 5.8k 261.92
Avantis Internationall Sm Etf (AVDS) 0.8 $1.5M 21k 71.85
S&P 500 SPDR Etf (SPY) 0.7 $1.3M 2.0k 650.34
Avantis US Large Cap Valu Etf (AVLV) 0.7 $1.3M 16k 80.61
DFA International Core ET Etf (DFAI) 0.7 $1.2M 31k 38.96
SPDR Gold Trust Etf (GLD) 0.7 $1.2M 2.8k 430.29
DFA US Core ETF Etf (DFAC) 0.6 $1.2M 30k 38.86
Avantis All Equity Global Etf (AVGE) 0.6 $1.1M 13k 88.02
Vanguard Value Index ETF Etf (VTV) 0.6 $1.1M 5.6k 196.21
Vanguard Global REIT Ex-U Etf (VNQI) 0.6 $1.1M 24k 44.45
DFA Emerging Markets Core Etf (DFAE) 0.6 $1.1M 32k 33.86
Vanguard Emerging Markets Etf (VWOB) 0.6 $1.0M 16k 65.69
Avantis Emerging Markets Etf (AVES) 0.5 $981k 16k 59.98
Vanguard Mid Cap Value Etf (VOE) 0.5 $972k 5.3k 184.28
Vanguard Emerging Markets Etf (VWO) 0.5 $913k 17k 54.05
Vanguard S&P 500 ETF Etf (VOO) 0.5 $881k 1.5k 597.55
Apple (AAPL) 0.5 $878k 3.5k 253.79
S&P Mid Cap SPDR Etf (MDY) 0.5 $864k 1.4k 616.76
Berkshire Hathaway (BRK.B) 0.5 $825k 1.7k 479.20
Ishares Tr Russell 1000 Etf (IWF) 0.5 $821k 1.9k 426.40
GMO US Quality ETF Etf (QLTY) 0.4 $776k 21k 36.18
Vanguard MSCI EAFE ETF Etf (VEA) 0.4 $741k 12k 64.08
iShares MSCI Internationa Etf (SCZ) 0.4 $718k 9.2k 78.41
Google Inc Class C 0.4 $679k 2.4k 286.80
DFA Global Ex Us Corporat Etf (DFGX) 0.4 $664k 13k 52.45
Ishares Tr S&P Midcap Etf (IJH) 0.3 $625k 9.3k 67.53
Avantis Emerging Markets Etf (AVEE) 0.3 $589k 9.3k 63.43
Facebook Inc cl a (META) 0.3 $548k 958.00 572.13
iShares S&P 600 Small Cap Etf (IJR) 0.3 $497k 4.0k 124.31
DFA Emerging Markets ETF Etf (DFEM) 0.3 $494k 14k 34.55
Google 0.3 $460k 1.6k 287.56
Amazon (AMZN) 0.2 $446k 2.1k 208.27
Vanguard Total Internatio Etf (BNDX) 0.2 $420k 8.7k 48.05
Microsoft Corporation (MSFT) 0.2 $398k 1.1k 370.32
Boeing Company (BA) 0.2 $383k 1.9k 199.03
ARK Innovation ETF Etf (ARKK) 0.2 $380k 5.6k 67.59
Vanguard REIT Index ETF Etf (VNQ) 0.2 $361k 4.1k 88.70
iShares Flexible Income A Etf (BINC) 0.2 $353k 6.8k 51.93
ARK Next Generation Etf (ARKW) 0.2 $350k 2.9k 120.61
DFA US Core ETF Etf (DFAU) 0.2 $341k 7.6k 45.12
DFA Core Fixed Income ETF Etf (DFCF) 0.2 $327k 7.7k 42.22
DFA Short Duration Bond E Etf (DFSD) 0.1 $267k 5.6k 47.88
Dimensional World Equity Etf (DFAW) 0.1 $258k 3.5k 73.77
Vanguard US Value Factor Etf (VFVA) 0.1 $195k 1.4k 134.61
Amgen (AMGN) 0.1 $163k 462.00 351.85
NRG Energy (NRG) 0.1 $147k 1.0k 146.12
Netflix (NFLX) 0.1 $147k 1.5k 96.15
DFA Emerging Markets High Etf (DEHP) 0.1 $117k 3.5k 33.79
NetApp (NTAP) 0.1 $102k 1.0k 102.39
Visa (V) 0.0 $91k 300.00 302.24
NVIDIA Corporation (NVDA) 0.0 $77k 440.00 174.40
Vanguard ST Inflation-Pro Etf (VTIP) 0.0 $75k 1.5k 49.95
Wells Fargo & Company (WFC) 0.0 $72k 900.00 79.61
Abbvie (ABBV) 0.0 $64k 293.00 217.22
Dfa Tips Etf Etf (DFIP) 0.0 $58k 1.4k 41.72
DFA International High Pr Etf (DIHP) 0.0 $55k 1.7k 32.22
International Business Machines (IBM) 0.0 $49k 202.00 242.39
Abrdn Platinum Etf TRUST Physcl Platm Shs (PPLT) 0.0 $45k 250.00 178.23
DFA Ultra Short Bond ETF Etf (DUSB) 0.0 $42k 830.00 50.71
Costco Wholesale Corporation (COST) 0.0 $38k 38.00 996.42
Tesla Motors (TSLA) 0.0 $37k 100.00 371.75
Broad 0.0 $34k 110.00 309.51
Taiwan Semiconductor Mfg (TSM) 0.0 $34k 100.00 337.95
Verizon Communications (VZ) 0.0 $28k 553.00 50.20
Caterpillar (CAT) 0.0 $26k 37.00 708.46
Wal-Mart Stores (WMT) 0.0 $23k 183.00 124.28
Vanguard Ultra Short Bond Etf (VUSB) 0.0 $22k 438.00 49.74
Advanced Micro Devices (AMD) 0.0 $20k 100.00 203.43
Rayonier (RYN) 0.0 $16k 780.00 20.62
Pfizer (PFE) 0.0 $14k 483.00 28.08
Avantis Inflation Equity Etf (AVIE) 0.0 $13k 180.00 72.97
Fidelity High Yield Facto Etf (FDHY) 0.0 $12k 255.00 48.54
Walt Disney Company (DIS) 0.0 $9.6k 100.00 96.38
Roku (ROKU) 0.0 $9.5k 100.00 94.62
Square Inc cl a (XYZ) 0.0 $9.4k 157.00 60.18
Etsy (ETSY) 0.0 $9.3k 186.00 49.98
McDonald's Corporation (MCD) 0.0 $8.4k 27.00 310.78
SPDR Doubleline Total Ret Etf (TOTL) 0.0 $6.2k 155.00 39.73
Shopify Inc cl a (SHOP) 0.0 $5.9k 50.00 118.62
Cable One (CABO) 0.0 $4.6k 50.00 91.22
Bank of America Corporation (BAC) 0.0 $4.2k 86.00 48.76
Avantis Short-Term Fixed Etf (AVSF) 0.0 $4.0k 85.00 46.80
Home Depot (HD) 0.0 $3.9k 12.00 328.92
Invesco Commodity Optimum Etf (PDBC) 0.0 $3.7k 215.00 17.32
iShares Commodities Selec Etf (COMT) 0.0 $3.7k 110.00 33.81
Cisco Systems (CSCO) 0.0 $3.3k 42.00 77.60
Hershey Company (HSY) 0.0 $2.7k 13.00 207.92
Vertiv Holdings Llc vertiv holdings (VRT) 0.0 $2.5k 10.00 250.60
Etf Managers Tr purefunds ise mo 0.0 $2.4k 55.00 42.80
SPDR Barclays High-Yield Etf 0.0 $1.9k 20.00 95.70
DFA US Large Cap Value ET Etf (DFLV) 0.0 $1.8k 50.00 35.72
DFA US High Profitability Etf (DUHP) 0.0 $1.5k 40.00 36.75
DFA US Micro Cap RTF Etf 0.0 $1.0k 20.00 50.85
Viatris (VTRS) 0.0 $797.001500 59.00 13.51
Kyndryl Holdings Ord Wi (KD) 0.0 $525.000000 40.00 13.12
Alibaba Group Holding (BABA) 0.0 $502.000000 4.00 125.50
Avantis Core Fixed Income Etf (AVIG) 0.0 $415.000000 10.00 41.50
Avantis U S Quality ETF Etf (AVUQ) 0.0 $284.000000 5.00 56.80
GameStop (GME) 0.0 $276.000000 12.00 23.00
AstraZeneca 0.0 $197.000000 1.00 197.00
American Realty Investors (ARL) 0.0 $155.000000 10.00 15.50
Uber Technologies (UBER) 0.0 $72.000000 1.00 72.00
Gamestop Corp New Wt Exp 103026 (GME.WS) 0.0 $4.000000 1.00 4.00
Link Motion Inc - 0.0 $0 200.00 0.00