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CIK: 0001961944
Total reported value
$201.4M
$201.4M
134 檔
16.6%
In Q4 2024, Lam Group, Inc.'s U.S. equity holdings reached a combined market value of $201.4M, distributed across 134 disclosed stock positions.
In Q4 2024, Lam Group, Inc. displayed an active expansion posture, initiating 1 new positions and adding to 23 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including VXF, DFAS, VEU) accounted for 16.6% of total reported equity market value during Q4 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VXF | Vanguard Extended Market ETF | ETF-Other | 5.77% | +0.39% | -0.28% | |
| 2 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 5.21% | +0.18% | +1.02% | |
| 3 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 4.99% | +0.04% | — | |
| 4 | DFGR | Dim Global Real Estate ETF | ETF-Other | 3.97% | -0.29% | +42.86% | |
| 5 | DFUV | Dimensional US Marketwide Va | ETF-Other | 3.85% | +0.09% | -0.00% | |
| 6 | DISV | Dimensional International Sm | ETF-Other | 3.80% | -0.32% | +14.40% | |
| 7 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 3.61% | +0.03% | -0.04% | |
| 8 | AMPH | Amphastar Pharmaceuticals In | Stock-Other | 3.46% | -0.10% | — | |
| 9 | GLDM1USD | Spdr Gold Minishares Trust | ETF-Commodities | 3.45% | -1.55% | +19.20% | |
| 10 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 3.36% | +0.12% | +1.56% | |
| 11 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 2.90% | -0.13% | — | |
| 12 | DFIV | Dimensional International Va | ETF-Other | 2.85% | -0.23% | +15.02% | |
| 13 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.73% | +0.36% | — | |
| 14 | VGT | Vanguard Info Tech ETF | ETF-Tech | 2.65% | +0.45% | +13.59% | |
| 15 | DFIS | Dimensional International Sm | ETF-Other | 2.39% | -0.12% | +32.21% | |
| 16 | DFGX | Dimsnl Intr Cf In Etf-usd In | ETF-Other | 2.37% | -0.10% | +33.80% | |
| 17 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 2.26% | -0.03% | +236.52% | |
| 18 | AVRE | Avantis Real Estate ETF | ETF-Other | 2.22% | -0.02% | -10.94% | |
| 19 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 2.04% | -0.06% | +0.13% | |
| 20 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.99% | +0.15% | -0.01% | |
| 21 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.82% | +0.02% | +7.80% | |
| 22 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 1.77% | +0.07% | — | |
| 23 | DFEV | Dimensional Emrg Mrkt Val | ETF-Other | 1.59% | +0.12% | +14.94% | |
| 24 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-Other | 1.45% | -0.03% | +62.73% | |
| 25 | DFAT | Dimensional US Target Value | ETF-Other | 1.25% | +0.02% | -0.84% | |
| 26 | DFAX | Dimensional World Ex US Core | ETF-Other | 1.19% | -0.02% | +0.04% | |
| 27 | LEMB | Ishares Jp Morgan Em Local C | ETF-Other | 1.10% | +0.01% | -28.02% | |
| 28 | VB | Vanguard Small-cap ETF | ETF-Other | 0.98% | +0.04% | — | |
| 29 | AVDE | Avantis International Equity | ETF-Other | 0.95% | +0.04% | -19.44% | |
| 30 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-Other | 0.90% | -0.05% | -44.98% | |
| 31 | DFAI | Dimensional International Co | ETF-Other | 0.88% | -0.03% | +94.37% | |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.84% | +0.04% | — | |
| 33 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.84% | +0.02% | +0.01% | |
| 34 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 0.72% | +0.03% | +7.75% | |
| 35 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.72% | +0.10% | — | |
| 36 | VTV | Vanguard Value ETF | ETF-Other | 0.70% | +0.01% | — | |
| 37 | BA | Boeing Co/the | Stock-Industrials | 0.69% | — | — | |
| 38 | AVIV | Avantis Int Lrg Cap Val ETF | ETF-Other | 0.69% | +0.01% | -31.19% | |
| 39 | AAPL | Apple Inc | Stock-Tech | 0.65% | +0.03% | -5.34% | |
| 40 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.64% | +0.04% | +25.33% | |
| 41 | IBND | State Street Spdr Bloomberg | ETF-Other | 0.64% | -0.39% | -68.48% | |
| 42 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.61% | -0.01% | — | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.60% | -0.02% | -1.07% | |
| 44 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.57% | +0.02% | — | |
| 45 | AVGE | Avantis All Eqty Mrkts ETF | ETF-Other | 0.56% | +0.07% | +18.39% | |
| 46 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.56% | +0.14% | -34.76% | |
| 47 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.55% | +0.02% | — | |
| 48 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.48% | -0.01% | -0.03% | |
| 49 | GLD | Spdr Gold Shares | ETF-Commodities | 0.48% | -0.15% | — | |
| 50 | AVSC | Avantis US Small Cap Equity | ETF-Small Cap | 0.47% | +0.06% | +36.79% |
According to official SEC Form 13F filings, Lam Group, Inc. reported a total U.S. public equity portfolio value of $201.4M across 134 disclosed positions in Q4 2024.
During Q4 2024, Lam Group, Inc.'s top holdings by market value included VXF (5.8%)、DFAS (5.2%)、VEU (5.0%). The largest single position, VXF, represented 5.8% of total portfolio value.
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Top New Position Initiated
DFEM
市值: $392.9K
Top Position Liquidated / Trimmed
VXF
前期市值: $7.8M
In Q4 2024, Lam Group, Inc. made 42 total portfolio adjustments, initiating 1 new buys, adding to 23 positions, trimming 18 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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