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CIK: 0001961944
Total reported value
$198.6M
$198.6M
73 檔
17.0%
The Q1 2025 SEC filing reveals that Lam Group, Inc. held a total portfolio value of $198.6M, covering 73 public equity positions.
In Q1 2025, Lam Group, Inc. adopted a defensive or profit-taking posture, trimming 36 positions and completely liquidating 61 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including VXF, VEU, DFAS) accounted for 17.0% of total reported equity market value during Q1 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VXF | Vanguard Extended Market ETF | ETF-Other | 5.46% | -0.29% | +1.11% | |
| 2 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 5.43% | -0.02% | -0.21% | |
| 3 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 4.93% | -0.48% | -0.08% | |
| 4 | GLDM1USD | Spdr Gold Minishares Trust | ETF-Commodities | 4.89% | +0.02% | +15.38% | |
| 5 | DISV | Dimensional International Sm | ETF-Other | 4.10% | +0.31% | -4.52% | |
| 6 | DFUV | Dimensional US Marketwide Va | ETF-Other | 3.95% | -0.02% | -1.22% | |
| 7 | DFGR | Dim Global Real Estate ETF | ETF-Other | 3.49% | -0.36% | -17.03% | |
| 8 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 3.49% | -0.15% | -0.20% | |
| 9 | AVRE | Avantis Real Estate ETF | ETF-Other | 3.33% | -0.02% | +41.47% | |
| 10 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 3.28% | +0.07% | -0.34% | |
| 11 | DFIV | Dimensional International Va | ETF-Other | 3.20% | +0.12% | -1.76% | |
| 12 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 3.02% | +0.06% | +0.05% | |
| 13 | IBND | State Street Spdr Bloomberg | ETF-Other | 2.91% | +0.35% | +326.19% | |
| 14 | AMPH | Amphastar Pharmaceuticals In | Stock-Other | 2.79% | +0.39% | — | |
| 15 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.58% | +0.05% | — | |
| 16 | DFIS | Dimensional International Sm | ETF-Other | 2.42% | +0.05% | -6.63% | |
| 17 | VGT | Vanguard Info Tech ETF | ETF-Tech | 2.21% | +0.06% | -7.29% | |
| 18 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 2.13% | -0.18% | +10.83% | |
| 19 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.13% | -0.02% | -0.01% | |
| 20 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 1.74% | +0.04% | — | |
| 21 | DFEV | Dimensional Emrg Mrkt Val | ETF-Other | 1.67% | -0.01% | -1.46% | |
| 22 | DFGX | Dimsnl Intr Cf In Etf-usd In | ETF-Other | 1.58% | -0.05% | -35.22% | |
| 23 | LEMB | Ishares Jp Morgan Em Local C | ETF-Other | 1.51% | +0.10% | +27.36% | |
| 24 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-Other | 1.41% | +0.01% | -7.33% | |
| 25 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.29% | -0.07% | -23.74% | |
| 26 | DFAX | Dimensional World Ex US Core | ETF-Other | 1.28% | — | -0.97% | |
| 27 | DFAT | Dimensional US Target Value | ETF-Other | 1.16% | -0.05% | -2.62% | |
| 28 | AVDE | Avantis International Equity | ETF-Other | 1.02% | +0.06% | -3.46% | |
| 29 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.98% | -0.03% | -57.98% | |
| 30 | DFAI | Dimensional International Co | ETF-Other | 0.94% | -0.01% | -3.35% | |
| 31 | VB | Vanguard Small-cap ETF | ETF-Other | 0.93% | -0.09% | — | |
| 32 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-Other | 0.84% | -0.01% | -12.34% | |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.82% | +0.03% | — | |
| 34 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.82% | +0.01% | — | |
| 35 | AVIV | Avantis Int Lrg Cap Val ETF | ETF-Other | 0.78% | +0.07% | -0.24% | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.73% | -0.01% | +0.16% | |
| 37 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 0.71% | +0.02% | +0.48% | |
| 38 | BA | Boeing Co/the | Stock-Industrials | 0.69% | -0.03% | +0.02% | |
| 39 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.67% | -0.07% | +0.71% | |
| 40 | VTV | Vanguard Value ETF | ETF-Other | 0.64% | -0.01% | -13.93% | |
| 41 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.62% | — | — | |
| 42 | GLD | Spdr Gold Shares | ETF-Commodities | 0.59% | +0.03% | — | |
| 43 | AVGE | Avantis All Eqty Mrkts ETF | ETF-Other | 0.58% | — | +1.89% | |
| 44 | AAPL | Apple Inc | Stock-Tech | 0.57% | +0.09% | +0.75% | |
| 45 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.56% | +0.02% | -21.12% | |
| 46 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.55% | -0.03% | — | |
| 47 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.52% | +0.10% | -12.01% | |
| 48 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.51% | +0.02% | — | |
| 49 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.50% | — | -2.28% | |
| 50 | QLTY | Gmo U.s. Quality ETF | ETF-Other | 0.48% | -0.06% | +2.68% |
According to official SEC Form 13F filings, Lam Group, Inc. reported a total U.S. public equity portfolio value of $198.6M across 73 disclosed positions in Q1 2025.
During Q1 2025, Lam Group, Inc.'s top holdings by market value included VXF (5.5%)、VEU (5.4%)、DFAS (4.9%). The largest single position, VXF, represented 5.5% of total portfolio value.
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Top Position Liquidated / Trimmed
DFIP
前期市值: $250.4K
In Q1 2025, Lam Group, Inc. made 119 total portfolio adjustments, initiating 0 new buys, adding to 22 positions, trimming 36 holdings, and fully liquidating 61 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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