Lam Group, Inc. Top Holdings and 13F Report (2025) About Lam Group, Inc.Investment ActivityLam Group, Inc. has $181.95 million in total holdings as of December 31, 2024.Lam Group, Inc. owns shares of 136 different stocks, but just 31 companies or ETFs make up 80% of its holdings.Approximately 6.79% of the portfolio was purchased this quarter.About 3.38% of the portfolio was sold this quarter.This quarter, Lam Group, Inc. has purchased 75 new stocks and bought additional shares in 29 stocks.Lam Group, Inc. sold shares of 26 stocks and completely divested from 1 stock this quarter.Largest Holdings SPDR Gold Mini ETF $12,918,669Vanguard Extended Market ETF $8,836,023Vanguard FTSE All-World ex-US ETF $8,575,819Dimensional U.S. Small Cap ETF $7,203,351Dimensional International Small Cap Value ETF $7,018,348 Largest New Holdings this Quarter 00214Q104 - ARK Innovation ETF $380,194 Holding921935805 - Vanguard U.S. Value Factor $194,511 Holding031162100 - Amgen $162,555 Holding629377508 - NRG Energy $147,440 Holding64110L106 - Netflix $147,110 Holding Largest Purchases this Quarter SPDR Bloomberg Short Term International Treasury Bond ETF 171,575 shares (about $4.62M)Avantis Real Estate ETF 28,965 shares (about $1.28M)iShares J.P. Morgan EM Local Currency Bond ETF 11,110 shares (about $453.29K)Google Inc Class C 1,566 shares (about $449.13K)Avantis Internationall Sm 5,925 shares (about $425.71K) Largest Sales this Quarter SPDR Bloomberg International Corporate Bond ETF 110,456 shares (about $3.43M)Boeing 3,573 shares (about $711.13K)Vanguard Short-Term Inflation-Protected Securities ETF 8,313 shares (about $415.23K)Dimensional Global Real Estate ETF 14,350 shares (about $381.42K)Dimensional International Small Cap ETF 4,550 shares (about $153.20K) 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 PortfolioSectorSPDR Gold Mini ETF$12,918,669$39,857 â–²0.3%139,3757.1%ETFVXFVanguard Extended Market ETF$8,836,023$97,755 â–¼-1.1%42,9354.9%ETFVEUVanguard FTSE All-World ex-US ETF$8,575,8190.0%114,1924.7%ETFDFASDimensional U.S. Small Cap ETF$7,203,351$44,670 â–¼-0.6%101,2704.0%ETFDISVDimensional International Small Cap Value ETF$7,018,348$145,928 â–¼-2.0%177,9503.9%ETFIBNDSPDR Bloomberg International Corporate Bond ETF$6,710,185$3,432,979 â–¼-33.8%215,9003.7%ETFDFUVDimensional US Marketwide Value ETF$6,272,208$46,231 â–¼-0.7%129,4313.4%ETFBWZSPDR Bloomberg Short Term International Treasury Bond ETF$5,911,632$4,618,799 â–²357.3%219,6003.2%ETFAVREAvantis Real Estate ETF$5,825,387$1,275,039 â–²28.0%132,3353.2%ETFDFIVDimensional International Value ETF$5,644,188$27,973 â–²0.5%106,9383.1%ETFLEMBiShares J.P. Morgan EM Local Currency Bond ETF$5,437,824$453,288 â–²9.1%133,2803.0%ETFVBRVanguard Small-Cap Value ETF$5,326,9700.0%24,5202.9%ETFVSSVanguard FTSE All-World ex-US Small-Cap ETF$5,175,5890.0%35,5002.8%ETFVTIVanguard Total Stock Market ETF$5,097,861$203,388 â–²4.2%15,8912.8%ETFDFGRDimensional Global Real Estate ETF$4,999,964$381,423 â–¼-7.1%188,1102.7%ETFQQQInvesco QQQ$4,314,4210.0%7,4752.4%FinanceDFISDimensional International Small Cap ETF$3,846,292$153,198 â–¼-3.8%114,2352.1%ETFAVUVAvantis U.S. Small Cap Value ETF$3,780,836$182,276 â–²5.1%34,2252.1%ETFIEMGiShares Core MSCI Emerging Markets ETF$3,711,746$24,412 â–¼-0.7%53,2152.0%ETFVGTVanguard Information Technology ETF$3,476,862$17,444 â–¼-0.5%4,9831.9%ETFDFSVDimensional US Small Cap Value ETF$3,433,745$34,865 â–¼-1.0%97,9951.9%ETFDFEVDimensional Emerging Markets Value ETF$2,943,263$895 â–²0.0%82,2601.6%ETFDFUSDimensional U.S. Equity ETF$2,768,4680.0%39,0421.5%ETFAMPHAmphastar Pharmaceuticals$2,562,3720.0%130,8001.4%MedicalAVIVAvantis International Large Cap Value ETF$2,304,016$25,068 â–¼-1.1%30,7901.3%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$2,144,5730.0%63,1311.2%ETFAVDVAvantis International Small Cap Value ETF$2,075,091$416,916 â–²25.1%20,7801.1%ETFDFATDimensional U.S. Targeted Value ETF$1,973,142$116,218 â–²6.3%31,5961.1%ETFAVDEAvantis International Equity ETF$1,913,142$97,990 â–¼-4.9%22,5501.1%ETFAVEMAvantis Emerging Markets Equity ETF$1,742,945$30,620 â–¼-1.7%21,6301.0%ETFAVUSAvantis U.S. Equity ETF$1,728,849$255,158 â–²17.3%15,5501.0%ETFAVSCAvantis U.S. Small Cap Equity ETF$1,612,013$407,442 â–²33.8%25,8750.9%ETFVBVanguard Small-Cap ETF$1,506,0400.0%5,7500.8%ETFAvantis Internationall Sm$1,501,665$425,711 â–²39.6%20,9000.8%ETFSPYSPDR S&P 500 ETF Trust$1,300,6800.0%2,0000.7%FinanceAVLVAvantis U.S. Large Cap Value ETF$1,250,261$259,161 â–²26.1%15,5100.7%ETFDFAIDimensional International Core Equity Market ETF$1,217,695$63,310 â–¼-4.9%31,2550.7%ETFGLDSPDR Gold Shares$1,185,449$30,120 â–¼-2.5%2,7550.7%FinanceDFACDimensional U.S. Core Equity 2 ETF$1,158,153$117 â–²0.0%29,8030.6%ETFAVGEAvantis All Equity Markets ETF$1,143,463$46,122 â–²4.2%12,9910.6%ETFVTVVanguard Value ETF$1,099,195$260,377 â–²31.0%5,6020.6%ETFVNQIVanguard Global ex-U.S. Real Estate ETF$1,082,358$4,001 â–²0.4%24,3500.6%ETFDFAEDimensional Emerging Core Equity Market ETF$1,066,251$339 â–¼0.0%31,4900.6%ETFVWOBVanguard Emerging Markets Government Bond ETF$1,030,348$68,318 â–¼-6.2%15,6850.6%ETFAVESAvantis Emerging Markets Value ETF$981,273$167,944 â–²20.6%16,3600.5%ETFVOEVanguard Mid-Cap Value ETF$972,0770.0%5,2750.5%ETFVWOVanguard FTSE Emerging Markets ETF$913,285$102,263 â–²12.6%16,8970.5%ETFVOOVanguard S&P 500 ETF$881,3860.0%1,4750.5%ETFAAPLApple$877,6060.0%3,4580.5%Computer and TechnologyMDYSPDR S&P MidCap 400 ETF Trust$863,4640.0%1,4000.5%ETFBRK.BBerkshire Hathaway$824,703$23,960 â–¼-2.8%1,7210.5%FinanceIWFiShares Russell 1000 Growth ETF$820,8200.0%1,9250.5%ETFGMO US Quality ETF$775,699$53,908 â–¼-6.5%21,4400.4%ETFVEAVanguard FTSE Developed Markets ETF$740,508$246,259 â–²49.8%11,5560.4%ETFSCZiShares MSCI EAFE Small-Cap ETF$717,8440.0%9,1550.4%ETFGoogle Inc Class C$678,568$449,128 â–²195.8%2,3660.4%COMDFA Global Ex Us Corporat$664,286$76,840 â–¼-10.4%12,6650.4%ETFIJHiShares Core S&P Mid-Cap ETF$624,6530.0%9,2500.3%ETFAvantis Emerging Markets$588,948$28,226 â–²5.0%9,2850.3%ETFMETAMeta Platforms$548,1010.0%9580.3%Computer and TechnologyIJRiShares Core S&P Small-Cap ETF$497,2400.0%4,0000.3%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$494,238$173 â–²0.0%14,3050.3%ETFGoogle Inc Class A$460,0960.0%1,6000.3%COMAMZNAmazon.com$445,6980.0%2,1400.2%Retail/WholesaleBNDXVanguard Total International Bond ETF$419,717$91,776 â–¼-17.9%8,7350.2%ETFMSFTMicrosoft$398,095$60,362 â–²17.9%1,0750.2%Computer and TechnologyBABoeing$383,332$711,135 â–¼-65.0%1,9260.2%AerospaceARK Innovation ETF$380,194$380,194 â–²New Holding5,6250.2%ETFVNQVanguard Real Estate ETF$361,009$18,627 â–¼-4.9%4,0700.2%ETFBINCiShares Flexible Income Active ETF$353,384$81,790 â–²30.1%6,8050.2%ETFARK Next Generation$349,769$24,122 â–¼-6.5%2,9000.2%ETFDFAUDimensional US Core Equity Market ETF$341,107$226 â–²0.1%7,5600.2%ETFDFCFDimensional Core Fixed Income ETF$326,783$34,409 â–¼-9.5%7,7400.2%ETFDFSDDimensional Short-Duration Fixed Income ETF$267,410$479 â–²0.2%5,5850.1%ETFDimensional World Equity$257,975$74 â–²0.0%3,4970.1%ETFVFVAVanguard U.S. Value Factor$194,511$194,511 â–²New Holding1,4450.1%ETFAMGNAmgen$162,555$162,555 â–²New Holding4620.1%MedicalNRGNRG Energy$147,440$147,440 â–²New Holding1,0090.1%UtilitiesNFLXNetflix$147,110$147,110 â–²New Holding1,5300.1%Consumer DiscretionaryDEHPDimensional Emerging Markets High Profitability ETF$117,082$117,082 â–²New Holding3,4650.1%ETFNTAPNetApp$102,390$102,390 â–²New Holding1,0000.1%Computer and TechnologyVVisa$90,672$90,672 â–²New Holding3000.0%Business ServicesNVDANVIDIA$76,736$76,736 â–²New Holding4400.0%Computer and TechnologyVTIPVanguard Short-Term Inflation-Protected Securities ETF$74,925$415,234 â–¼-84.7%1,5000.0%ManufacturingWFCWells Fargo & Company$71,649$71,649 â–²New Holding9000.0%FinanceABBVAbbVie$63,645$63,645 â–²New Holding2930.0%MedicalDFIPDimensional Inflation-Protected Securities ETF$58,408$58,408 â–²New Holding1,4000.0%ETFDIHPDimensional International High Profitability ETF$55,096$55,096 â–²New Holding1,7100.0%ETFIBMInternational Business Machines$48,963$48,963 â–²New Holding2020.0%Computer and TechnologyPPLTabrdn Physical Platinum Shares ETF$44,558$44,558 â–²New Holding2500.0%ETFDFA Ultra Short Bond ETF$42,089$42,089 â–²New Holding8300.0%ETFCOSTCostco Wholesale$37,864$37,864 â–²New Holding380.0%Retail/WholesaleTSLATesla$37,175$37,175 â–²New Holding1000.0%Auto/Tires/TrucksBroadcom Ltd$34,046$34,046 â–²New Holding1100.0%COMTSMTaiwan Semiconductor Manufacturing$33,795$33,795 â–²New Holding1000.0%Computer and TechnologyVZVerizon Communications$27,761$27,761 â–²New Holding5530.0%Computer and TechnologyCATCaterpillar$26,213$26,213 â–²New Holding370.0%IndustrialsWal-Mart Stores Inc$22,743$22,743 â–²New Holding1830.0%COMVUSBVanguard Ultra-Short Bond ETF$21,787$21,787 â–²New Holding4380.0%ETFAMDAdvanced Micro Devices$20,343$20,343 â–²New Holding1000.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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