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CIK: 0001961944
Total reported value
$201.4M
$201.4M
73 檔
16.7%
The Q1 2025 SEC filing reveals that Lam Group, Inc. held a total portfolio value of $201.4M, covering 73 public equity positions.
In Q1 2025, Lam Group, Inc. adopted a defensive or profit-taking posture, trimming 25 positions and completely liquidating 10 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including VXF, VEU, DFAS) accounted for 16.7% 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% | +0.39% | +1.11% | |
| 2 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 5.43% | +0.04% | -0.21% | |
| 3 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 4.93% | +0.18% | -0.08% | |
| 4 | GLDM1USD | Spdr Gold Minishares Trust | ETF-Commodities | 4.89% | -1.55% | +15.38% | |
| 5 | DISV | Dimensional International Sm | ETF-Other | 4.10% | -0.32% | -4.52% | |
| 6 | DFUV | Dimensional US Marketwide Va | ETF-Other | 3.95% | +0.09% | -1.22% | |
| 7 | DFGR | Dim Global Real Estate ETF | ETF-Other | 3.49% | -0.29% | -17.03% | |
| 8 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 3.49% | +0.03% | -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% | +0.12% | -0.34% | |
| 11 | DFIV | Dimensional International Va | ETF-Other | 3.20% | -0.23% | -1.76% | |
| 12 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 3.02% | -0.13% | +0.05% | |
| 13 | IBND | State Street Spdr Bloomberg | ETF-Other | 2.91% | -0.39% | +326.19% | |
| 14 | AMPH | Amphastar Pharmaceuticals In | Stock-Other | 2.79% | -0.10% | — | |
| 15 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.58% | +0.36% | — | |
| 16 | DFIS | Dimensional International Sm | ETF-Other | 2.42% | -0.12% | -6.63% | |
| 17 | VGT | Vanguard Info Tech ETF | ETF-Tech | 2.21% | +0.45% | -7.29% | |
| 18 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 2.13% | -0.06% | +10.83% | |
| 19 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.13% | +0.15% | -0.01% | |
| 20 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 1.74% | +0.07% | — | |
| 21 | DFEV | Dimensional Emrg Mrkt Val | ETF-Other | 1.67% | +0.12% | -1.46% | |
| 22 | DFGX | Dimsnl Intr Cf In Etf-usd In | ETF-Other | 1.58% | -0.10% | -35.22% | |
| 23 | LEMB | Ishares Jp Morgan Em Local C | ETF-Other | 1.51% | +0.01% | +27.36% | |
| 24 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-Other | 1.41% | -0.03% | -7.33% | |
| 25 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.29% | +0.02% | -23.74% | |
| 26 | DFAX | Dimensional World Ex US Core | ETF-Other | 1.28% | -0.02% | -0.97% | |
| 27 | DFAT | Dimensional US Target Value | ETF-Other | 1.16% | +0.02% | -2.62% | |
| 28 | AVDE | Avantis International Equity | ETF-Other | 1.02% | +0.04% | -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% | -0.03% | -3.35% | |
| 31 | VB | Vanguard Small-cap ETF | ETF-Other | 0.93% | +0.04% | — | |
| 32 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-Other | 0.84% | -0.05% | -12.34% | |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.82% | +0.04% | — | |
| 34 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.82% | +0.02% | — | |
| 35 | AVIV | Avantis Int Lrg Cap Val ETF | ETF-Other | 0.78% | +0.01% | -0.24% | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.73% | -0.02% | +0.16% | |
| 37 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 0.71% | +0.03% | +0.48% | |
| 38 | BA | Boeing Co/the | Stock-Industrials | 0.69% | — | +0.02% | |
| 39 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.67% | +0.04% | +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% | -0.01% | — | |
| 42 | GLD | Spdr Gold Shares | ETF-Commodities | 0.59% | -0.15% | — | |
| 43 | AVGE | Avantis All Eqty Mrkts ETF | ETF-Other | 0.58% | +0.07% | +1.89% | |
| 44 | AAPL | Apple Inc | Stock-Tech | 0.57% | +0.03% | +0.75% | |
| 45 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.56% | +0.10% | -21.12% | |
| 46 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.55% | +0.02% | — | |
| 47 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.52% | +0.14% | -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% | -0.01% | -2.28% | |
| 50 | QLTY | Gmo U.s. Quality ETF | ETF-Other | 0.48% | — | +2.68% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IBND | State Street Spdr Bloomberg | +2.3% | +326.19% | Add |
| 2 | GLDM1USD | Spdr Gold Minishares Trust | +1.4% | +15.38% | Add |
| 3 | AVRE | Avantis Real Estate ETF | +1.1% | +41.47% | Add |
| 4 | VEU | Vanguard Ftse All-world Ex-u | +0.4% | -0.21% | Trim |
| 5 | LEMB | Ishares Jp Morgan Em Local C | +0.4% | +27.36% | Add |
| 6 | DFIV | Dimensional International Va | +0.4% | -1.76% | Trim |
| 7 | DISV | Dimensional International Sm | +0.3% | -4.52% | Trim |
| 8 | IEMG | Ishares Core Msci Emerging | +0.1% | -0.01% | Trim |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +0.16% | Add |
| 10 | GLD | Spdr Gold Shares | +0.1% | — | Unchanged |
| 11 | AVIV | Avantis Int Lrg Cap Val ETF | +0.1% | -0.24% | Trim |
| 12 | DFAX | Dimensional World Ex US Core | +0.1% | -0.97% | Trim |
| 13 | DFCF | Dimensional Core Fixed Inc | +0.1% | +38.16% | Add |
| 14 | DFIS | Dimensional International Sm | 0% | -6.63% | Trim |
| 15 | DFUS | Dimensional US Eq Mkt ETF | 0% | — | Unchanged |
| 16 | AMZN | Amazon.com Inc | 0% | +0.65% | Add |
| 17 | VWOB | Vanguard Emerg Mkts Gov Bnd | 0% | -7.33% | Trim |
| 18 | IWF | Ishares Russell 1000 Growth | 0% | — | Unchanged |
| 19 | AVEM | Avantis Emerging Markets Eq | 0% | -12.01% | Trim |
| 20 | ARKW | Ark Next Generation Internet | 0% | -11.51% | Trim |
| 21 | NVDA | Nvidia CORP | 0% | EXIT | Sold out |
| 22 | VB | Vanguard Small-cap ETF | -0.1% | — | Unchanged |
| 23 | WFC | Wells Fargo & Co | -0.1% | EXIT | Sold out |
| 24 | VNQI | Vanguard Glbl Ex-us Real Est | -0.1% | -12.34% | Trim |
| 25 | VTV | Vanguard Value ETF | -0.1% | -13.93% | Trim |
| 26 | V | Visa Inc-class A Shares | -0.1% | EXIT | Sold out |
| 27 | DEHP | Dimensional Emrg Mrk Hi Prof | -0.1% | EXIT | Sold out |
| 28 | VTI | Vanguard Total Stock Mkt ETF | -0.1% | -0.34% | Trim |
| 29 | AAPL | Apple Inc | -0.1% | +0.75% | Add |
| 30 | DFAT | Dimensional US Target Value | -0.1% | -2.62% | Trim |
| 31 | VNQ | Vanguard Real Estate ETF | -0.1% | -28.69% | Trim |
| 32 | AMGN | Amgen Inc | -0.1% | EXIT | Sold out |
| 33 | NFLX | Netflix Inc | -0.1% | EXIT | Sold out |
| 34 | DUSB | Dimension Ultrashort Fi ETF | -0.1% | EXIT | Sold out |
| 35 | ✓ | Alphabet Inc Cl C | -0.1% | EXIT | Sold out |
| 36 | VBR | Vanguard Small-cap Value ETF | -0.1% | -0.20% | Trim |
| 37 | AVSC | Avantis US Small Cap Equity | -0.1% | -20.65% | Trim |
| 38 | AVIE | Avantis Inflation Foc Eq ETF | -0.1% | EXIT | Sold out |
| 39 | QQQ | Invesco Qqq Trust Series 1 | -0.2% | — | Unchanged |
| 40 | VOO | Vanguard S&p 500 ETF | -0.2% | -21.12% | Trim |
| 41 | AVES | Avantis Emerging Markets Val | -0.2% | -42.07% | Trim |
| 42 | DFIP | Dimensional Inflation-protec | -0.2% | EXIT | Sold out |
| 43 | DFAS | Dimensional US Small Cap ETF | -0.3% | -0.08% | Trim |
| 44 | VXF | Vanguard Extended Market ETF | -0.3% | +1.11% | Add |
| 45 | VGT | Vanguard Info Tech ETF | -0.4% | -7.29% | Trim |
| 46 | DFGR | Dim Global Real Estate ETF | -0.5% | -17.03% | Trim |
| 47 | AVUV | Avantis US Small Cap Value | -0.5% | -23.74% | Trim |
| 48 | AMPH | Amphastar Pharmaceuticals In | -0.7% | — | Unchanged |
| 49 | DFGX | Dimsnl Intr Cf In Etf-usd In | -0.8% | -35.22% | Trim |
| 50 | BNDX | Vanguard Total Intl Bond ETF | -1.3% | -57.98% | Trim |
According to official SEC Form 13F filings, Lam Group, Inc. reported a total U.S. public equity portfolio value of $201.4M 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 44 total portfolio adjustments, initiating 0 new buys, adding to 9 positions, trimming 25 holdings, and fully liquidating 10 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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