Lam Group, Inc.
- SEC CIK
- 0001961944
- Latest filing
- Jul 10, 2026
Holdings in Q4 2022
Holdings as of Dec 31, 2022, filed Jan 13, 2023. Long positions only.
- Positions
- 118
- No filing for Q3 2022
- Portfolio value
- $97.4M
- No filing for Q3 2022
Lam Group, Inc. did not file a 13F for Q3 2022, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 131,514 | $6.59M | 6.8% | – | – | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 44,688 | $5.94M | 6.1% | – | – | – |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 114,441 | $5.85M | 6.0% | – | – | – |
| Dimensional ETF Trust25434V724 | US MKTWIDE VALUE | 141,293 | $4.73M | 4.9% | – | – | – |
| Dimensional ETF Trust25434V658 | GLOBAL REAL EST | 183,130 | $4.47M | 4.6% | – | – | – |
| Vanguard Ftse All-World Ex-US Small-Cap ETF922042718 | ETF | 41,947 | $4.31M | 4.4% | – | – | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 26,745 | $4.25M | 4.4% | – | – | – |
| AMPHAmphastar Pharmaceuticals, Inc. | COM | 130,250 | $3.65M | 3.7% | – | – | History |
| American Centy ETF Tr025072356 | REAL ESTATE ETF | 86,725 | $3.57M | 3.7% | – | – | – |
| Dimensional ETF Trust25434V781 | INTL SMALL CAP V | 159,195 | $3.54M | 3.6% | – | – | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 13,225 | $3.52M | 3.6% | – | – | – |
| Vanguard Intl Equity Index F922042676 | GLB EX US ETF | 82,550 | $3.41M | 3.5% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 16,137 | $3.09M | 3.2% | – | – | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 62,635 | $2.93M | 3.0% | – | – | – |
| Dimensional ETF Trust25434V807 | INTERNATNAL VAL | 92,910 | $2.82M | 2.9% | – | – | – |
| Dimensional ETF Trust25434V815 | US SMALL CAP ETF | 97,915 | $2.43M | 2.5% | – | – | – |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 46,171 | $2.16M | 2.2% | – | – | – |
| Dimensional ETF Trust25434V773 | INTL SMALL CAP E | 92,885 | $2.00M | 2.1% | – | – | – |
| Dimensional ETF Trust25434V401 | US EQUI MARK ETF | 42,179 | $1.76M | 1.8% | – | – | – |
| Dimensional ETF Trust25434V740 | EMERGING MKTS VA | 73,855 | $1.67M | 1.7% | – | – | – |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 71,188 | $1.54M | 1.6% | – | – | – |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 33,202 | $1.46M | 1.5% | – | – | – |
| Vanguard Information Technology ETF92204A702 | ETF | 4,552 | $1.45M | 1.5% | – | – | – |
| American Centy ETF Tr025072703 | INTL EQT ETF | 25,255 | $1.34M | 1.4% | – | – | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 9,135 | $1.28M | 1.3% | – | – | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 6,210 | $1.14M | 1.2% | – | – | – |
| BABoeing Co | Stock | 5,499 | $1.05M | 1.1% | – | – | History |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 40,861 | $992.1K | 1.0% | – | – | – |
| American Centy ETF Tr025072877 | US SML CP VALU | 11,935 | $889.3K | 0.9% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,150 | $822.2K | 0.8% | – | – | History |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 5,275 | $713.4K | 0.7% | – | – | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 16,580 | $646.3K | 0.7% | – | – | – |
| American Centy ETF Tr025072364 | INTERNATIONAL LR | 13,885 | $626.4K | 0.6% | – | – | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 1,400 | $619.9K | 0.6% | – | – | History |
| BRK.BBerkshire Hathaway Inc | Stock | 1,873 | $578.6K | 0.6% | – | – | History |
| iShares Tr464288273 | EAFE SML CP ETF | 9,785 | $552.7K | 0.6% | – | – | – |
| American Centy ETF Tr025072885 | US EQT ETF | 8,035 | $546.5K | 0.6% | – | – | – |
| Vanguard S&P 500 ETF922908363 | ETF | 1,550 | $544.6K | 0.6% | – | – | – |
| Vanguard Emerging Markets Government Bond ETF921946885 | ETF | 8,560 | $522.0K | 0.5% | – | – | – |
| AAPLApple Inc. | Stock | 3,846 | $499.7K | 0.5% | – | – | History |
| GLDSPDR Gold Trust | ETF | 2,866 | $486.2K | 0.5% | – | – | History |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 9,165 | $462.4K | 0.5% | – | – | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 1,850 | $447.5K | 0.5% | – | – | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,925 | $412.4K | 0.4% | – | – | – |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 18,585 | $407.9K | 0.4% | – | – | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 4,000 | $378.6K | 0.4% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 8,952 | $375.7K | 0.4% | – | – | – |
| AMZNAmazon Com Inc | Stock | 4,100 | $344.4K | 0.4% | – | – | History |
| Vanguard Wellington FD921935805 | US VALUE FACTR | 3,480 | $343.4K | 0.4% | – | – | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 6,535 | $310.0K | 0.3% | – | – | – |
| Vanguard Real Estate ETF922908553 | ETF | 3,435 | $283.3K | 0.3% | – | – | – |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 9,345 | $252.5K | 0.3% | – | – | – |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 8,655 | $216.7K | 0.2% | – | – | – |
| MSFTMicrosoft Corp | Stock | 899 | $215.6K | 0.2% | – | – | History |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 3,645 | $201.8K | 0.2% | – | – | – |
| Dimensional ETF Trust25434V864 | SHOR DUR FIX ETF | 4,345 | $200.3K | 0.2% | – | – | – |
| Alphabet Class C38259P706 | COM | 1,600 | $142.0K | 0.1% | – | – | – |
| Google Inc38259P508 | COM | 1,600 | $141.2K | 0.1% | – | – | – |
| iShares Inc464286517 | JP MORGAN EM ETF | 3,875 | $134.5K | 0.1% | – | – | – |
| American Centy ETF Tr025072240 | AVANTIS INFLATIN | 2,280 | $131.2K | 0.1% | – | – | – |
| American Centy ETF Tr025072372 | EMERGING MKT VAL | 3,165 | $129.7K | 0.1% | – | – | – |
| AMGNAmgen Inc | Stock | 425 | $111.6K | 0.1% | – | – | History |
| METAMeta Platforms, Inc. | Stock | 801 | $96.4K | 0.1% | – | – | History |
| Dimensional ETF Trust25434V856 | INFLATION PROTE | 1,955 | $80.5K | 0.1% | – | – | – |
| American Centy ETF Tr025072232 | AVANTIS ALL EQT | 1,279 | $71.0K | 0.1% | – | – | – |
| VVisa Inc. | Stock | 300 | $62.3K | 0.1% | – | – | History |
| NFLXNetflix Inc | Stock | 200 | $59.0K | 0.1% | – | – | History |
| Ea Series Trust02072L722 | STRI US ENER ETF | 1,265 | $37.3K | <0.1% | – | – | – |
| WFCWells Fargo & Company | Stock | 900 | $37.2K | <0.1% | – | – | History |
| CABOCable One, Inc. | COM | 50 | $35.6K | <0.1% | – | – | History |
| IBMInternational Business Machines Corp | Stock | 202 | $28.5K | <0.1% | – | – | History |
| Fidelity Covington Trust316092618 | ENHA HIGH YI ETF | 565 | $26.0K | <0.1% | – | – | – |
| PFEPfizer Inc | Stock | 486 | $24.9K | <0.1% | – | – | History |
| VZVerizon Communications Inc | Stock | 525 | $20.7K | <0.1% | – | – | History |
| RYNRayonier Inc | COM | 585 | $19.3K | <0.1% | – | – | History |
| SPDR Series Trust78464A334 | SST SPDR BLOOMBE | 695 | $18.8K | <0.1% | – | – | – |
| ETSYEtsy Inc | COM | 150 | $18.0K | <0.1% | – | – | History |
| ARK Innovation ETF00214Q104 | ETF | 475 | $14.8K | <0.1% | – | – | – |
| COSTCostco Wholesale Corp | Stock | 30 | $13.7K | <0.1% | – | – | History |
| DISWalt Disney Co | Stock | 100 | $8.69K | <0.1% | – | – | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 100 | $7.45K | <0.1% | – | – | History |
| XYZBlock, Inc. | CL A | 116 | $7.29K | <0.1% | – | – | History |
| CATCaterpillar Inc | Stock | 30 | $7.19K | <0.1% | – | – | History |
| WMTWalmart Inc. | Stock | 50 | $7.09K | <0.1% | – | – | History |
| American Centy ETF Tr025072687 | AVANTIS SHFXDINC | 145 | $6.65K | <0.1% | – | – | – |
| Ssga Active ETF Tr78467V848 | ST STR TOTAL ETF | 165 | $6.61K | <0.1% | – | – | – |
| UPSUnited Parcel Service Inc | Stock | 34 | $5.91K | <0.1% | – | – | History |
| MCDMcDonalds Corp | Stock | 20 | $5.27K | <0.1% | – | – | History |
| NVDANVIDIA Corp | Stock | 32 | $4.68K | <0.1% | – | – | History |
| ROKURoku, Inc | COM CL A | 100 | $4.07K | <0.1% | – | – | History |
| ARK Next Generation Technology ETF00214Q401 | ETF | 100 | $3.85K | <0.1% | – | – | – |
| HSYHershey Co | COM | 13 | $3.01K | <0.1% | – | – | History |
| BACBank of America Corp | Stock | 86 | $2.85K | <0.1% | – | – | History |
| INTCIntel Corp | Stock | 100 | $2.64K | <0.1% | – | – | History |
| American Centy ETF Tr025072323 | AVAN US SMAL ETF | 60 | $2.60K | <0.1% | – | – | – |
| VSTOVista Outdoor Inc. | COM | 100 | $2.44K | <0.1% | – | – | History |
| ETF Managers Tr26924G409 | PRIME MOBILE PAY | 55 | $2.16K | <0.1% | – | – | – |
| American Centy ETF Tr025072349 | US LARGE CAP VLU | 40 | $2.01K | <0.1% | – | – | – |
| CSCOCisco Systems, Inc. | Stock | 42 | $2.00K | <0.1% | – | – | History |
| Invesco Actvely MNGD Etc FD46090F100 | OPTIMUM YIELD | 130 | $1.92K | <0.1% | – | – | – |