LAM GROUP, INC.

Q4 2024 13F Holdings

  • Location
    lake oswego, OR
  • Num holdings

    134

  • Value ($000)

    $140,229

  • Date Filed
    01/16/2025
  • Form type
    13F-HR
  • CIK
    0001961944
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
VXF
VXF

Vanguard Extended Market

ETF
$8.09M
6 %

42,573

DFAS
DFAS

DFA US Small Cap ETF

ETF
$7.31M
5 %

112,290

VEU
VEU

Vanguard International Eq

ETF
$7.00M
5 %

121,907

DFGR
DFGR

DFA Global Real Estate ET

ETF
$5.56M
4 %

217,880

DFUV
DFUV

DFA US Equity Value ETF

ETF
$5.40M
4 %

131,854

DISV
DISV

DFA International Small C

ETF
$5.33M
4 %

200,600

VBR
VBR

Vanguard US Small Cap Val

ETF
$5.06M
4 %

25,520

AMPH
AMPH

Amphastar Pharma Inc

COM
$4.86M
4 %

130,800

GLDM
GLDM

SPDR Gold Mini ETF

ETF
$4.84M
4 %

93,135

VTI
VTI

Vanguard Total Stock Mark

ETF
$4.71M
3 %

16,262

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