The Analysis of LAM GROUP, INC.'s Holdings


Currently, LAM GROUP, INC. holds 75 types of securities in its portfolio with a total value $174.7M. In the most recent quarter, they have increased their positions in DFGR (+57.9K shares, valued at $1.5M), IBND (+45.5K shares, valued at $1.5M), BWZ (+48.0K shares, valued at $1.3M); decreased their positions in BNDX (-5.6K shares, valued at $272.8K), DFAC (-6.8K shares, valued at $268.4K), DFAU (-5.3K shares, valued at $245.7K); initiated new positions in BWZ (+48.0K shares, valued at $1.3M), VTIP (+9.8K shares, valued at $485.4K), BINC (+5.2K shares, valued at $276.0K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
SPDR Gold Mini ETF SPDR Gold Mini ETF138.9K shares3.65%2025-12-312026-01-23history
IBND SPDR Barclays Intl Corp B326.4K shares16.20%2025-12-312026-01-23history
VXF Vanguard Extended Market43.4K shares1.46%2025-12-312026-01-23history
VEU Vanguard International Eq114.2K shares-0.70%2025-12-312026-01-23history
DFAS DFA US Small Cap ETF101.9K shares-3.18%2025-12-312026-01-23history
DISV DFA International Small C181.7K shares-1.83%2025-12-312026-01-23history
DFUV DFA US Equity Value ETF130.4K shares0.09%2025-12-312026-01-23history
DFGR DFA Global Real Estate ET202.5K shares40.07%2025-12-312026-01-23history
Sponsored
DFIV DFA International Value E106.4K shares-1.87%2025-12-312026-01-23history
VBR Vanguard US Small Cap Val24.5K shares0.00%2025-12-312026-01-23history
VTI Vanguard Total Stock Mark15.3K shares-0.33%2025-12-312026-01-23history
VSS Vanguard FTSE All-World e35.5K shares0.05%2025-12-312026-01-23history
LEMB iShares Emerging Markets122.2K shares20.11%2025-12-312026-01-23history
Powershares Nasdaq 100 In Powershares Nasdaq 100 In7.5K shares0.00%2025-12-312026-01-23history
AVRE Avantis Global Real Estat103.4K shares2.54%2025-12-312026-01-23history
DFIS DFA International Small C118.8K shares-0.18%2025-12-312026-01-23history
Sponsored
VGT Vanguard Information Tech5.0K shares0.00%2025-12-312026-01-23history
IEMG iShares MSCI Emerging Mar53.6K shares0.00%2025-12-312026-01-23history
AMPH Amphastar Pharma Inc130.8K shares0.00%2025-12-312026-01-23history
AVUV Avantis US Small Cap Valu32.6K shares19.34%2025-12-312026-01-23history
DFSV DFA US Small Cap Value ET99.0K shares-1.98%2025-12-312026-01-23history
DFUS DFA US Equity ETF39.0K shares0.00%2025-12-312026-01-23history
DFEV DFA Emerging Markets Valu82.2K shares-1.23%2025-12-312026-01-23history
AVIV Avantis International Val31.1K shares50.91%2025-12-312026-01-23history
Sponsored
DFAX DFA World ex US Core 2 ET63.1K shares-2.28%2025-12-312026-01-23history
AVDE Avantis International Cor23.7K shares10.38%2025-12-312026-01-23history
DFAT DFA US Targeted Value ETF29.7K shares-3.46%2025-12-312026-01-23history
AVEM Avantis Emerging Markets22.0K shares57.50%2025-12-312026-01-23history
AVDV Avantis International Sma16.6K shares64.41%2025-12-312026-01-23history
VB Vanguard US Small Cap Equ5.8K shares0.79%2025-12-312026-01-23history
AVUS Avantis US Large Cap Core13.3K shares18.77%2025-12-312026-01-23history
SPY S&P 500 SPDR2.0K shares0.00%2025-12-312026-01-23history
Sponsored
BWZ SPDR Short International48.0K sharesnew addition2025-12-312026-01-23history
DFAI DFA International Core ET32.9K shares-10.49%2025-12-312026-01-23history
BA Boeing Co5.5K shares0.00%2025-12-312026-01-23history
DFAC DFA US Core ETF29.8K shares-18.53%2025-12-312026-01-23history
AVSC Avantis US Micro Cap Equi19.3K shares90.40%2025-12-312026-01-23history
VWOB Vanguard Emerging Markets16.7K shares9.46%2025-12-312026-01-23history
GLD SPDR Gold Trust2.8K shares0.18%2025-12-312026-01-23history
VNQI Vanguard Global REIT Ex-U24.3K shares-0.76%2025-12-312026-01-23history
Sponsored
AVGE Avantis All Equity Global12.5K shares0.78%2025-12-312026-01-23history
AVDS Avantis Internationall Sm15.0K shares166.46%2025-12-312026-01-23history
DFAE DFA Emerging Markets Core31.5K shares-7.49%2025-12-312026-01-23history
AAPL Apple Computer Inc3.5K shares0.00%2025-12-312026-01-23history
VOE Vanguard Mid Cap Value5.3K shares0.00%2025-12-312026-01-23history
AVLV Avantis US Large Cap Valu12.3K shares31.29%2025-12-312026-01-23history
Vanguard S&P 500 ETF Vanguard S&P 500 ETF1.5K shares0.00%2025-12-312026-01-23history
IWF Ishares Tr Russell 10001.9K shares0.00%2025-12-312026-01-23history
Sponsored
Berkshire Hathaway Cl B Berkshire Hathaway Cl B1.8K shares-2.75%2025-12-312026-01-23history
QLTY GMO US Quality ETF22.9K shares16.81%2025-12-312026-01-23history
MDY S&P Mid Cap SPDR1.4K shares0.00%2025-12-312026-01-23history
VTV Vanguard Value Index ETF4.3K shares-5.11%2025-12-312026-01-23history
VWO Vanguard Emerging Markets15.0K shares0.00%2025-12-312026-01-23history
AVES Avantis Emerging Markets13.6K shares31.08%2025-12-312026-01-23history
DFGX DFA Global Ex Us Corporat14.1K shares-21.15%2025-12-312026-01-23history
SCZ iShares MSCI Internationa9.2K shares0.00%2025-12-312026-01-23history
Sponsored
META Meta Platforms Inc Class958 shares0.00%2025-12-312026-01-23history
IJH Ishares Tr S&P Midcap9.3K shares0.00%2025-12-312026-01-23history
AVEE Avantis Emerging Markets8.8K shares5.11%2025-12-312026-01-23history
BNDX Vanguard Total Internatio10.6K shares-34.65%2025-12-312026-01-23history
GOOGL Google Inc Class A1.6K shares0.00%2025-12-312026-01-23history
AMZN Amazon Com Inc2.1K shares0.00%2025-12-312026-01-23history
VTIP Vanguard ST Inflation-Pro9.8K sharesnew addition2025-12-312026-01-23history
VEA Vanguard MSCI EAFE ETF7.7K shares0.17%2025-12-312026-01-23history
Sponsored
IJR iShares S&P 600 Small Cap4.0K shares0.00%2025-12-312026-01-23history
DFEM DFA Emerging Markets ETF14.3K shares0.11%2025-12-312026-01-23history
ARKW ARK Next Generation3.1K shares13.14%2025-12-312026-01-23history
MSFT Microsoft Corp912 shares0.00%2025-12-312026-01-23history
VNQ Vanguard REIT Index ETF4.3K shares-0.12%2025-12-312026-01-23history
DFCF DFA Core Fixed Income ETF8.6K shares-34.39%2025-12-312026-01-23history
DFAU DFA US Core ETF7.6K shares-41.00%2025-12-312026-01-23history
BINC iShares Flexible Income A5.2K sharesnew addition2025-12-312026-01-23history
Sponsored
DFSD DFA Short Duration Bond E5.6K shares-28.75%2025-12-312026-01-23history
DFAW Dimensional World Equity3.5K shares0.06%2025-12-312026-01-23history
GOOG Google Inc Class C800 sharesnew addition2025-12-312026-01-23history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available