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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.

Institution overview
Positions
118
No filing for Q3 2022
Portfolio value
$97.4M
No filing for Q3 2022
Filed
Jan 13, 2023
SEC

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.

Holdings of Lam Group, Inc. in Q4 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
UBERUber Technologies, IncStock1$25<0.1%––History
JDJD.com, Inc.SPON ADS CL A2$112<0.1%––History
AZNAstraZeneca PLCSPONSORED ADR2$136<0.1%––History
MRNAModerna, Inc.Stock1$180<0.1%––History
GMEGameStop Corp.Stock12$222<0.1%––History
ARLAmerican Realty Investors IncCOM10$257<0.1%––History
KDKyndryl Holdings, Inc.Stock40$445<0.1%––History
Dimensional ETF Trust25434V666US LARG VALU ETF20$491<0.1%–––
Dimensional ETF Trust25434V765INTL HIGH PROFIT25$551<0.1%–––
Dimensional ETF Trust25434V831US HIGH PROF ETF25$600<0.1%–––
VTRSViatris IncStock59$657<0.1%––History
TPRTapestry, Inc.COM20$762<0.1%––History
Dimensional ETF Trust25434V757EMERGING MKTS HI45$1.00K<0.1%–––
SHOPShopify Inc.Stock30$1.04K<0.1%––History
PYPLPayPal Holdings, Inc.Stock18$1.28K<0.1%––History
HDHome Depot, Inc.Stock5$1.58K<0.1%––History
OLLIOllie's Bargain Outlet Holdings, Inc.Stock35$1.64K<0.1%––History
iShares U.S. ETF Trust iShares Gsci Commodity Dynamic Roll Strategy ETF46431W853ETF60$1.69K<0.1%–––
Invesco Actvely MNGD Etc FD46090F100OPTIMUM YIELD130$1.92K<0.1%–––
CSCOCisco Systems, Inc.Stock42$2.00K<0.1%––History
American Centy ETF Tr025072349US LARGE CAP VLU40$2.01K<0.1%–––
ETF Managers Tr26924G409PRIME MOBILE PAY55$2.16K<0.1%–––
VSTOVista Outdoor Inc.COM100$2.44K<0.1%––History
American Centy ETF Tr025072323AVAN US SMAL ETF60$2.60K<0.1%–––
INTCIntel CorpStock100$2.64K<0.1%––History
BACBank of America CorpStock86$2.85K<0.1%––History
HSYHershey CoCOM13$3.01K<0.1%––History
ARK Next Generation Technology ETF00214Q401ETF100$3.85K<0.1%–––
ROKURoku, IncCOM CL A100$4.07K<0.1%––History
NVDANVIDIA CorpStock32$4.68K<0.1%––History
MCDMcDonalds CorpStock20$5.27K<0.1%––History
UPSUnited Parcel Service IncStock34$5.91K<0.1%––History
Ssga Active ETF Tr78467V848ST STR TOTAL ETF165$6.61K<0.1%–––
American Centy ETF Tr025072687AVANTIS SHFXDINC145$6.65K<0.1%–––
WMTWalmart Inc.Stock50$7.09K<0.1%––History
CATCaterpillar IncStock30$7.19K<0.1%––History
XYZBlock, Inc.CL A116$7.29K<0.1%––History
TSMTaiwan Semiconductor Manufacturing Co LtdADR100$7.45K<0.1%––History
DISWalt Disney CoStock100$8.69K<0.1%––History
COSTCostco Wholesale CorpStock30$13.7K<0.1%––History
ARK Innovation ETF00214Q104ETF475$14.8K<0.1%–––
ETSYEtsy IncCOM150$18.0K<0.1%––History
SPDR Series Trust78464A334SST SPDR BLOOMBE695$18.8K<0.1%–––
RYNRayonier IncCOM585$19.3K<0.1%––History
VZVerizon Communications IncStock525$20.7K<0.1%––History
PFEPfizer IncStock486$24.9K<0.1%––History
Fidelity Covington Trust316092618ENHA HIGH YI ETF565$26.0K<0.1%–––
IBMInternational Business Machines CorpStock202$28.5K<0.1%––History
CABOCable One, Inc.COM50$35.6K<0.1%––History
WFCWells Fargo & CompanyStock900$37.2K<0.1%––History
Ea Series Trust02072L722STRI US ENER ETF1,265$37.3K<0.1%–––
NFLXNetflix IncStock200$59.0K0.1%––History
VVisa Inc.Stock300$62.3K0.1%––History
American Centy ETF Tr025072232AVANTIS ALL EQT1,279$71.0K0.1%–––
Dimensional ETF Trust25434V856INFLATION PROTE1,955$80.5K0.1%–––
METAMeta Platforms, Inc.Stock801$96.4K0.1%––History
AMGNAmgen IncStock425$111.6K0.1%––History
American Centy ETF Tr025072372EMERGING MKT VAL3,165$129.7K0.1%–––
American Centy ETF Tr025072240AVANTIS INFLATIN2,280$131.2K0.1%–––
iShares Inc464286517JP MORGAN EM ETF3,875$134.5K0.1%–––
Google Inc38259P508COM1,600$141.2K0.1%–––
Alphabet Class C38259P706COM1,600$142.0K0.1%–––
Dimensional ETF Trust25434V864SHOR DUR FIX ETF4,345$200.3K0.2%–––
American Centy ETF Tr025072802INTL SMCP VLU3,645$201.8K0.2%–––
MSFTMicrosoft CorpStock899$215.6K0.2%––History
Dimensional ETF Trust25434V203INTL CORE EQT MK8,655$216.7K0.2%–––
Dimensional ETF Trust25434V104US CORE EQT MKT9,345$252.5K0.3%–––
Vanguard Real Estate ETF922908553ETF3,435$283.3K0.3%–––
Vanguard Total International Bond ETF92203J407ETF6,535$310.0K0.3%–––
Vanguard Wellington FD921935805US VALUE FACTR3,480$343.4K0.4%–––
AMZNAmazon Com IncStock4,100$344.4K0.4%––History
Vanguard Ftse Developed Markets ETF921943858ETF8,952$375.7K0.4%–––
iShares Core S&P Small Cap ETF464287804ETF4,000$378.6K0.4%–––
Dimensional Emerging Core Equity Market ETF25434V302ETF18,585$407.9K0.4%–––
iShares Russell 1000 Growth ETF464287614ETF1,925$412.4K0.4%–––
iShares Core S&P Mid-Cap ETF464287507ETF1,850$447.5K0.5%–––
American Centy ETF Tr025072604AVANTIS EMGMKT9,165$462.4K0.5%–––
GLDSPDR Gold TrustETF2,866$486.2K0.5%––History
AAPLApple Inc.Stock3,846$499.7K0.5%––History
Vanguard Emerging Markets Government Bond ETF921946885ETF8,560$522.0K0.5%–––
Vanguard S&P 500 ETF922908363ETF1,550$544.6K0.6%–––
American Centy ETF Tr025072885US EQT ETF8,035$546.5K0.6%–––
iShares Tr464288273EAFE SML CP ETF9,785$552.7K0.6%–––
BRK.BBerkshire Hathaway IncStock1,873$578.6K0.6%––History
MDYSPDR S&P Midcap 400 ETF TrustETF1,400$619.9K0.6%––History
American Centy ETF Tr025072364INTERNATIONAL LR13,885$626.4K0.6%–––
Vanguard Ftse Emerging Markets ETF922042858ETF16,580$646.3K0.7%–––
Vanguard Morningstar Mid-Cap Value ETF922908512ETF5,275$713.4K0.7%–––
SPYSPDR S&P 500 ETF TrustETF2,150$822.2K0.8%––History
American Centy ETF Tr025072877US SML CP VALU11,935$889.3K0.9%–––
Dimensional U.S. Core Equity 2 ETF25434V708ETF40,861$992.1K1.0%–––
BABoeing CoStock5,499$1.05M1.1%––History
Vanguard Morningstar Small-Cap ETF922908751ETF6,210$1.14M1.2%–––
Vanguard Morningstar Value ETF922908744ETF9,135$1.28M1.3%–––
American Centy ETF Tr025072703INTL EQT ETF25,255$1.34M1.4%–––
Vanguard Information Technology ETF92204A702ETF4,552$1.45M1.5%–––
Dimensional U.S. Targeted Value ETF25434V609ETF33,202$1.46M1.5%–––
Dimensional World Ex U.S. Core Equity 2 ETF25434V880ETF71,188$1.54M1.6%–––
Dimensional ETF Trust25434V740EMERGING MKTS VA73,855$1.67M1.7%–––
Dimensional ETF Trust25434V401US EQUI MARK ETF42,179$1.76M1.8%–––