Lam Group, Inc. Top Holdings and 13F Report (2025) About Lam Group, Inc.Investment ActivityLam Group, Inc. has $149.61 million in total holdings as of December 31, 2024.Lam Group, Inc. owns shares of 73 different stocks, but just 30 companies or ETFs make up 80% of its holdings.Approximately 5.33% of the portfolio was purchased this quarter.About 3.66% of the portfolio was sold this quarter.This quarter, Lam Group, Inc. has purchased 73 new stocks and bought additional shares in 25 stocks.Lam Group, Inc. sold shares of 29 stocks and completely divested from 1 stock this quarter.Largest Holdings Vanguard Extended Market ETF $8,558,251SPDR Gold Mini ETF $8,510,065Vanguard FTSE All-World ex-US ETF $8,123,335SPDR Bloomberg International Corporate Bond ETF $7,436,712Dimensional U.S. Small Cap ETF $6,884,763 Largest New Holdings this Quarter 64110L106 - Netflix $200,870 Holding Largest Purchases this Quarter SPDR Bloomberg International Corporate Bond ETF 94,260 shares (about $3.07M)SPDR Gold Mini ETF 22,425 shares (about $1.47M)iShares J.P. Morgan EM Local Currency Bond ETF 30,370 shares (about $1.23M)Avantis U.S. Small Cap Value ETF 6,510 shares (about $593.06K)Vanguard Extended Market ETF 1,365 shares (about $263.05K) Largest Sales this Quarter DFA Global Ex Us Corporat 22,115 shares (about $1.18M)Dimensional Global Real Estate ETF 35,260 shares (about $946.03K)Vanguard Emerging Markets Government Bond ETF 12,300 shares (about $803.81K)Avantis Real Estate ETF 16,095 shares (about $710.76K)Vanguard Total International Bond ETF 8,255 shares (about $408.71K) Sector Allocation Over TimeMap of 500 Largest Holdings ofLam Group, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVXFVanguard Extended Market ETF$8,558,251$263,049 ▲3.2%44,4105.7%ETFSPDR Gold Mini ETF$8,510,065$1,469,286 ▲20.9%129,8855.7%ETFVEUVanguard FTSE All-World ex-US ETF$8,123,335$53,776 ▼-0.7%120,8475.4%ETFIBNDSPDR Bloomberg International Corporate Bond ETF$7,436,712$3,071,933 ▲70.4%228,1905.0%ETFDFASDimensional U.S. Small Cap ETF$6,884,763$263,823 ▼-3.7%108,0644.6%ETFDISVDimensional International Small Cap Value ETF$6,196,953$106,628 ▼-1.7%188,3004.1%ETFDFUVDimensional US Marketwide Value ETF$5,507,703$634 ▲0.0%130,2673.7%ETFVBRVanguard Small-Cap Value ETF$4,913,277$53,628 ▼-1.1%25,1953.3%ETFVTIVanguard Total Stock Market ETF$4,834,615$91,179 ▼-1.9%15,9073.2%ETFVSSVanguard FTSE All-World ex-US Small-Cap ETF$4,767,985$134 ▼0.0%35,4793.2%ETFDFIVDimensional International Value ETF$4,643,543$88,872 ▼-1.9%108,4183.1%ETFQQQInvesco QQQ$4,123,5090.0%7,4752.8%FinanceAVREAvantis Real Estate ETF$3,935,539$710,755 ▼-15.3%89,1202.6%ETFDFGRDimensional Global Real Estate ETF$3,904,167$946,026 ▼-19.5%145,5152.6%ETFDFISDimensional International Small Cap ETF$3,774,611$26,110 ▼-0.7%126,4952.5%ETFVGTVanguard Information Technology ETF$3,461,057$209,600 ▼-5.7%5,2182.3%ETFLEMBiShares J.P. Morgan EM Local Currency Bond ETF$3,432,948$1,226,644 ▲55.6%84,9952.3%ETFIEMGiShares Core MSCI Emerging Markets ETF$3,215,5070.0%53,5652.1%ETFDFSVDimensional US Small Cap Value ETF$3,086,177$61,214 ▲2.0%104,8652.1%ETFAMPHAmphastar Pharmaceuticals$3,003,1680.0%130,8002.0%MedicalDFUSDimensional U.S. Equity ETF$2,616,5950.0%39,0421.7%ETFDFEVDimensional Emerging Markets Value ETF$2,536,704$14,995 ▲0.6%84,5851.7%ETFAVUVAvantis U.S. Small Cap Value ETF$2,427,815$593,061 ▲32.3%26,6501.6%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$1,953,968$294 ▼0.0%66,5291.3%ETFDFATDimensional U.S. Targeted Value ETF$1,655,155$54 ▲0.0%30,6741.1%ETFAVDEAvantis International Equity ETF$1,574,193$27,014 ▲1.7%21,2701.1%ETFDFAIDimensional International Core Equity Market ETF$1,385,566$33,706 ▼-2.4%40,0800.9%ETFVBVanguard Small-Cap ETF$1,351,9710.0%5,7050.9%ETFAVIVAvantis International Large Cap Value ETF$1,250,924$91,485 ▲7.9%20,1000.8%ETFSPYSPDR S&P 500 ETF Trust$1,235,7000.0%2,0000.8%FinanceDFACDimensional U.S. Core Equity 2 ETF$1,214,669$215 ▲0.0%33,8910.8%ETFBABoeing$1,152,205$210 ▼0.0%5,4990.8%AerospaceVWOBVanguard Emerging Markets Government Bond ETF$1,141,011$803,805 ▼-41.3%17,4600.8%ETFVNQIVanguard Global ex-U.S. Real Estate ETF$1,131,367$163,832 ▼-12.6%24,5150.8%ETFAVUSAvantis U.S. Equity ETF$1,125,151$68,558 ▲6.5%11,1600.8%ETFDFAEDimensional Emerging Core Equity Market ETF$1,024,9750.0%35,4050.7%ETFAVEMAvantis Emerging Markets Equity ETF$1,014,735$211,103 ▲26.3%14,8050.7%ETFDFA Global Ex Us Corporat$1,014,374$1,180,057 ▼-53.8%19,0100.7%ETFBNDXVanguard Total International Bond ETF$936,234$408,705 ▼-30.4%18,9100.6%ETFAVGEAvantis All Equity Markets ETF$910,478$53,927 ▲6.3%11,7510.6%ETFBRK.BBerkshire Hathaway$900,132$1,457 ▼-0.2%1,8530.6%FinanceVTVVanguard Value ETF$884,5840.0%5,0050.6%ETFGLDSPDR Gold Shares$880,959$33,531 ▲4.0%2,8900.6%FinanceVOEVanguard Mid-Cap Value ETF$867,5270.0%5,2750.6%ETFVOOVanguard S&P 500 ETF$837,8440.0%1,4750.6%ETFIWFiShares Russell 1000 Growth ETF$817,3170.0%1,9250.5%ETFAVDVAvantis International Small Cap Value ETF$813,016$105,046 ▲14.8%10,2550.5%ETFMDYSPDR S&P MidCap 400 ETF Trust$793,0720.0%1,4000.5%ETFVWOVanguard FTSE Emerging Markets ETF$742,1470.0%15,0050.5%ETFAAPLApple$709,478$5,540 ▼-0.8%3,4580.5%Computer and TechnologyMETAMeta Platforms$707,090$90,047 ▲14.6%9580.5%Computer and TechnologyGMO US Quality ETF$705,927$15,074 ▼-2.1%20,6050.5%ETFSCZiShares MSCI EAFE Small-Cap ETF$665,3850.0%9,1550.4%ETFAVLVAvantis U.S. Large Cap Value ETF$655,839$146,993 ▲28.9%9,6150.4%ETFIJHiShares Core S&P Mid-Cap ETF$573,6850.0%9,2500.4%ETFDFAUDimensional US Core Equity Market ETF$546,444$32,617 ▲6.3%12,9000.4%ETFAVESAvantis Emerging Markets Value ETF$537,861$165,187 ▲44.3%10,0450.4%ETFAVSCAvantis U.S. Small Cap Equity ETF$520,857$26,301 ▲5.3%10,1000.3%ETFAMZNAmazon.com$469,495$3,071 ▼-0.6%2,1400.3%Retail/WholesaleMSFTMicrosoft$453,638$6,466 ▼-1.4%9120.3%Computer and TechnologyVEAVanguard FTSE Developed Markets ETF$449,354$513 ▲0.1%7,8820.3%ETFAvantis Emerging Markets$448,561$6,025 ▼-1.3%7,4450.3%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$446,090$17,066 ▼-3.7%15,0300.3%ETFIJRiShares Core S&P Small-Cap ETF$437,1600.0%4,0000.3%ETFARKWARK Next Generation Internet ETF$397,0980.0%2,6900.3%ETFVNQVanguard Real Estate ETF$379,396$3,562 ▼-0.9%4,2600.3%ETFDFSDDimensional Short-Duration Fixed Income ETF$377,119$960 ▼-0.3%7,8550.3%ETFAvantis Internationall Sm$351,156$18,351 ▲5.5%5,6450.2%ETFDFCFDimensional Core Fixed Income ETF$316,316$38,668 ▼-10.9%7,4850.2%ETFGoogle Inc Class A$281,968$1,762 ▼-0.6%1,6000.2%COMVFVAVanguard U.S. Value Factor$236,6000.0%2,0000.2%ETFDimensional World Equity$234,272$537 ▲0.2%3,4920.2%ETFNFLXNetflix$200,870$200,870 ▲New Holding1500.1%Consumer DiscretionaryVTIPVanguard Short-Term Inflation-Protected Securities ETF$0$230,643 ▼-100.0%00.0%ManufacturingShowing largest 100 holdings. 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