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CIK: 0001961944
Total reported value
$201.4M
$201.4M
127 檔
16.5%
In Q1 2024, Lam Group, Inc.'s U.S. equity holdings reached a combined market value of $201.4M, distributed across 127 disclosed stock positions.
During Q1 2024, Lam Group, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including VXF, VEU, DFAS) accounted for 16.5% of total reported equity market value during Q1 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VXF | Vanguard Extended Market ETF | ETF-Other | 6.09% | +0.39% | +1.01% | |
| 2 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 5.84% | +0.04% | +0.08% | |
| 3 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 5.61% | +0.18% | +1.86% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 4.79% | +0.36% | — | |
| 5 | AMPH | Amphastar Pharmaceuticals In | Stock-Other | 4.68% | -0.10% | — | |
| 6 | DFUV | Dimensional US Marketwide Va | ETF-Other | 4.40% | +0.09% | -0.07% | |
| 7 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 4.04% | +0.03% | -0.04% | |
| 8 | DISV | Dimensional International Sm | ETF-Other | 3.87% | -0.32% | +9.08% | |
| 9 | DFGR | Dim Global Real Estate ETF | ETF-Other | 3.50% | -0.29% | +290.38% | |
| 10 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 3.42% | -0.13% | — | |
| 11 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 3.41% | +0.12% | +4.89% | |
| 12 | DFIV | Dimensional International Va | ETF-Other | 2.94% | -0.23% | — | |
| 13 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.30% | +0.15% | -0.01% | |
| 14 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 2.29% | -0.06% | +1.03% | |
| 15 | VGT | Vanguard Info Tech ETF | ETF-Tech | 2.27% | +0.45% | +9.94% | |
| 16 | DFIS | Dimensional International Sm | ETF-Other | 2.08% | -0.12% | +20.60% | |
| 17 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 1.81% | +0.07% | — | |
| 18 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-Other | 1.72% | -0.05% | +23.82% | |
| 19 | DFEV | Dimensional Emrg Mrkt Val | ETF-Other | 1.58% | +0.12% | +0.03% | |
| 20 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.47% | +0.02% | +52.51% | |
| 21 | AVRE | Avantis Real Estate ETF | ETF-Other | 1.45% | -0.02% | -54.61% | |
| 22 | DFAT | Dimensional US Target Value | ETF-Other | 1.42% | +0.02% | +0.95% | |
| 23 | DFAX | Dimensional World Ex US Core | ETF-Other | 1.39% | -0.02% | -0.01% | |
| 24 | IBND | State Street Spdr Bloomberg | ETF-Other | 1.20% | -0.39% | +33.15% | |
| 25 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 1.16% | — | — | |
| 26 | VB | Vanguard Small-cap ETF | ETF-Other | 1.08% | +0.04% | +0.09% | |
| 27 | LEMB | Ishares Jp Morgan Em Local C | ETF-Other | 1.03% | +0.01% | +32.23% | |
| 28 | AVDE | Avantis International Equity | ETF-Other | 1.02% | +0.04% | +2.57% | |
| 29 | DFGX | Dimsnl Intr Cf In Etf-usd In | ETF-Other | 1.00% | -0.10% | +2968.21% | |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.92% | +0.04% | — | |
| 31 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.88% | +0.02% | +0.01% | |
| 32 | BA | Boeing Co/the | Stock-Industrials | 0.87% | — | — | |
| 33 | AVIV | Avantis Int Lrg Cap Val ETF | ETF-Other | 0.84% | +0.01% | +29.38% | |
| 34 | VTV | Vanguard Value ETF | ETF-Other | 0.78% | +0.01% | -0.76% | |
| 35 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.76% | -0.03% | +19.24% | |
| 36 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.73% | +0.10% | +26.78% | |
| 37 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.70% | +0.14% | +53.01% | |
| 38 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.67% | -0.01% | — | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.64% | -0.02% | — | |
| 40 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.64% | +0.02% | — | |
| 41 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 0.59% | +0.03% | — | |
| 42 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.57% | +0.04% | +0.02% | |
| 43 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.54% | -0.01% | -0.03% | |
| 44 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.53% | +0.02% | — | |
| 45 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 0.53% | +0.03% | +65.88% | |
| 46 | DFAI | Dimensional International Co | ETF-Other | 0.52% | -0.03% | +19.98% | |
| 47 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-Other | 0.52% | -0.03% | +25.13% | |
| 48 | AAPL | Apple Inc | Stock-Tech | 0.50% | +0.03% | — | |
| 49 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.50% | — | -28.33% | |
| 50 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.48% | -0.02% | -0.05% |
According to official SEC Form 13F filings, Lam Group, Inc. reported a total U.S. public equity portfolio value of $201.4M across 127 disclosed positions in Q1 2024.
During Q1 2024, Lam Group, Inc.'s top holdings by market value included VXF (6.1%)、VEU (5.8%)、DFAS (5.6%). The largest single position, VXF, represented 6.1% of total portfolio value.
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In Q1 2024, Lam Group, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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