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CIK: 0001961944
Total reported value
$201.4M
$201.4M
133 檔
17.1%
At the close of Q3 2024, Lam Group, Inc. disclosed equity holdings valued at approximately $201.4M, spread across 133 reported holdings.
In Q3 2024, Lam Group, Inc. displayed an active expansion posture, initiating 1 new positions and adding to 31 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including VXF, VEU, DFAS) accounted for 17.1% of total reported equity market value during Q3 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VXF | Vanguard Extended Market ETF | ETF-Other | 5.50% | +0.39% | -0.59% | |
| 2 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 5.44% | +0.04% | -0.10% | |
| 3 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 5.10% | +0.18% | +0.12% | |
| 4 | AMPH | Amphastar Pharmaceuticals In | Stock-Other | 4.49% | -0.10% | — | |
| 5 | DFUV | Dimensional US Marketwide Va | ETF-Other | 3.89% | +0.09% | +0.00% | |
| 6 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 3.63% | +0.03% | -1.07% | |
| 7 | DISV | Dimensional International Sm | ETF-Other | 3.61% | -0.32% | -0.35% | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 3.21% | +0.12% | -0.44% | |
| 9 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 3.16% | -0.13% | +0.02% | |
| 10 | DFGR | Dim Global Real Estate ETF | ETF-Other | 3.12% | -0.29% | +21.45% | |
| 11 | GLDM1USD | Spdr Gold Minishares Trust | ETF-Commodities | 2.88% | -1.55% | — | |
| 12 | AVRE | Avantis Real Estate ETF | ETF-Other | 2.79% | -0.02% | +28.31% | |
| 13 | DFIV | Dimensional International Va | ETF-Other | 2.64% | -0.23% | -0.51% | |
| 14 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.58% | +0.36% | — | |
| 15 | VGT | Vanguard Info Tech ETF | ETF-Tech | 2.18% | +0.45% | -1.22% | |
| 16 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.18% | +0.15% | -0.02% | |
| 17 | IBND | State Street Spdr Bloomberg | ETF-Other | 2.16% | -0.39% | +148.00% | |
| 18 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 2.02% | -0.06% | -1.39% | |
| 19 | DFIS | Dimensional International Sm | ETF-Other | 1.96% | -0.12% | +0.61% | |
| 20 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-Other | 1.93% | -0.05% | +10.81% | |
| 21 | DFGX | Dimsnl Intr Cf In Etf-usd In | ETF-Other | 1.82% | -0.10% | +83.11% | |
| 22 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 1.72% | +0.07% | — | |
| 23 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.66% | +0.02% | +28.27% | |
| 24 | LEMB | Ishares Jp Morgan Em Local C | ETF-Other | 1.62% | +0.01% | +111.26% | |
| 25 | DFEV | Dimensional Emrg Mrkt Val | ETF-Other | 1.50% | +0.12% | -0.48% | |
| 26 | DFAX | Dimensional World Ex US Core | ETF-Other | 1.28% | -0.02% | — | |
| 27 | AVDE | Avantis International Equity | ETF-Other | 1.28% | +0.04% | +28.89% | |
| 28 | DFAT | Dimensional US Target Value | ETF-Other | 1.25% | +0.02% | +0.02% | |
| 29 | AVIV | Avantis Int Lrg Cap Val ETF | ETF-Other | 1.08% | +0.01% | +40.88% | |
| 30 | VB | Vanguard Small-cap ETF | ETF-Other | 0.96% | +0.04% | -1.21% | |
| 31 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.93% | +0.14% | +47.79% | |
| 32 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-Other | 0.93% | -0.03% | +138.35% | |
| 33 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.82% | +0.02% | +0.02% | |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.81% | +0.04% | — | |
| 35 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 0.78% | +0.03% | +61.90% | |
| 36 | VTV | Vanguard Value ETF | ETF-Other | 0.72% | +0.01% | -0.85% | |
| 37 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.70% | +0.10% | — | |
| 38 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.68% | -0.03% | +15.34% | |
| 39 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 0.65% | +0.03% | +20.62% | |
| 40 | AVDS | Avantis Intl Sm Cap Eq ETF | ETF-Other | 0.65% | +0.06% | +167.10% | |
| 41 | AVES | Avantis Emerging Markets Val | ETF-Emerging Markets | 0.64% | +0.01% | +54.68% | |
| 42 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.63% | -0.01% | — | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.61% | -0.02% | — | |
| 44 | AAPL | Apple Inc | Stock-Tech | 0.60% | +0.03% | +0.03% | |
| 45 | BA | Boeing Co/the | Stock-Industrials | 0.59% | — | — | |
| 46 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.56% | +0.02% | — | |
| 47 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.54% | +0.04% | -0.14% | |
| 48 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.52% | -0.01% | -0.07% | |
| 49 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.51% | +0.02% | — | |
| 50 | QLTY | Gmo U.s. Quality ETF | ETF-Other | 0.50% | — | +60.21% |
According to official SEC Form 13F filings, Lam Group, Inc. reported a total U.S. public equity portfolio value of $201.4M across 133 disclosed positions in Q3 2024.
During Q3 2024, Lam Group, Inc.'s top holdings by market value included VXF (5.5%)、VEU (5.4%)、DFAS (5.1%). The largest single position, VXF, represented 5.5% of total portfolio value.
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Top New Position Initiated
GLDM1USD
市值: $4.1M
Top Position Liquidated / Trimmed
GLDM
前期市值: $1.9M
In Q3 2024, Lam Group, Inc. made 44 total portfolio adjustments, initiating 1 new buys, adding to 31 positions, trimming 11 holdings, and fully liquidating 1 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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