Lam Group, Inc.
- SEC CIK
- 0001961944
- 最新申報
- 2026/7/10
2023 年第 3 季持倉
持倉截至 2023/9/30，2023/10/18 申報。只含多頭部位，變化是跟 2023 年第 2 季比股數。
- 持股檔數
- 114
- 較 2023 年第 2 季 +1
- 總值
- $1.02 億
- 較 2023 年第 2 季 −$566.5 萬 (−5.3%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 124,244 | $644.5 萬 | 6.3% | −125−0.1% | 減碼 | – |
| American Centy ETF Tr025072356 | REAL ESTATE ETF | 162,300 | $609.8 萬 | 6.0% | −30,580−15.9% | 減碼 | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 41,580 | $596.0 萬 | 5.9% | −30.0% | 減碼 | – |
| AMPHAmphastar Pharmaceuticals, Inc. | COM | 128,000 | $588.7 萬 | 5.8% | 00.0% | 不變 | 歷史 |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 110,102 | $577.9 萬 | 5.7% | −4,465−3.9% | 減碼 | – |
| Dimensional ETF Trust25434V724 | US MKTWIDE VALUE | 141,000 | $479.7 萬 | 4.7% | −1,400−1.0% | 減碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 13,225 | $473.8 萬 | 4.7% | 00.0% | 不變 | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 25,970 | $414.2 萬 | 4.1% | 00.0% | 不變 | – |
| Dimensional ETF Trust25434V781 | INTL SMALL CAP V | 170,370 | $405.1 萬 | 4.0% | +4,530+2.7% | 加碼 | – |
| Vanguard Ftse All-World Ex-US Small-Cap ETF922042718 | ETF | 37,413 | $397.3 萬 | 3.9% | −270−0.7% | 減碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 17,007 | $361.2 萬 | 3.5% | +750+4.6% | 加碼 | – |
| Dimensional ETF Trust25434V807 | INTERNATNAL VAL | 100,805 | $328.8 萬 | 3.2% | +3,050+3.1% | 加碼 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 57,015 | $271.3 萬 | 2.7% | 00.0% | 不變 | – |
| Dimensional ETF Trust25434V815 | US SMALL CAP ETF | 100,438 | $254.5 萬 | 2.5% | +2,353+2.4% | 加碼 | – |
| Vanguard Intl Equity Index F922042676 | GLB EX US ETF | 63,190 | $246.0 萬 | 2.4% | −14,310−18.5% | 減碼 | – |
| Dimensional ETF Trust25434V773 | INTL SMALL CAP E | 95,415 | $209.3 萬 | 2.1% | −665−0.7% | 減碼 | – |
| Dimensional ETF Trust25434V401 | US EQUI MARK ETF | 42,754 | $199.0 萬 | 2.0% | 00.0% | 不變 | – |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 39,373 | $186.2 萬 | 1.8% | −4,715−10.7% | 減碼 | – |
| Dimensional ETF Trust25434V740 | EMERGING MKTS VA | 77,575 | $183.6 萬 | 1.8% | +1,735+2.3% | 加碼 | – |
| Vanguard Information Technology ETF92204A702 | ETF | 4,276 | $177.4 萬 | 1.7% | +175+4.3% | 加碼 | – |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 67,258 | $151.5 萬 | 1.5% | −623−0.9% | 減碼 | – |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 33,041 | $151.0 萬 | 1.5% | 00.0% | 不變 | – |
| American Centy ETF Tr025072703 | INTL EQT ETF | 24,420 | $135.9 萬 | 1.3% | −75−0.3% | 減碼 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 5,820 | $110.0 萬 | 1.1% | −65−1.1% | 減碼 | – |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 37,865 | $99.2 萬 | 1.0% | 00.0% | 不變 | – |
| BABoeing Co | Stock | 4,999 | $95.8 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| American Centy ETF Tr025072877 | US SML CP VALU | 12,010 | $93.6 萬 | 0.9% | −425−3.4% | 減碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,150 | $91.9 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 5,880 | $81.1 萬 | 0.8% | −1,925−24.7% | 減碼 | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 16,740 | $80.1 萬 | 0.8% | +3,440+25.9% | 加碼 | – |
| iShares Inc464286517 | JP MORGAN EM ETF | 20,035 | $69.8 萬 | 0.7% | +7,610+61.2% | 加碼 | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 5,275 | $69.1 萬 | 0.7% | 00.0% | 不變 | – |
| American Centy ETF Tr025072364 | INTERNATIONAL LR | 13,985 | $67.3 萬 | 0.7% | −75−0.5% | 減碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 1,873 | $65.6 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 1,400 | $63.9 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 27,745 | $62.6 萬 | 0.6% | +2,320+9.1% | 加碼 | – |
| AAPLApple Inc. | Stock | 3,655 | $62.6 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 15,870 | $62.2 萬 | 0.6% | 00.0% | 不變 | – |
| GLDMWorld Gold Trust | SPDR GLD MINIS | 16,530 | $60.6 萬 | 0.6% | +5,880+55.2% | 加碼 | 歷史 |
| American Centy ETF Tr025072885 | US EQT ETF | 8,030 | $58.8 萬 | 0.6% | 00.0% | 不變 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 1,475 | $57.9 萬 | 0.6% | 00.0% | 不變 | – |
| iShares Tr464288273 | EAFE SML CP ETF | 9,750 | $55.1 萬 | 0.5% | −5−0.1% | 減碼 | – |
| Vanguard Emerging Markets Government Bond ETF921946885 | ETF | 8,670 | $51.3 萬 | 0.5% | −95−1.1% | 減碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,925 | $51.2 萬 | 0.5% | 00.0% | 不變 | – |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 9,235 | $48.8 萬 | 0.5% | +100+1.1% | 加碼 | – |
| GLDSPDR Gold Trust | ETF | 2,839 | $48.7 萬 | 0.5% | +3+0.1% | 加碼 | 歷史 |
| Dimensional ETF Trust25434V864 | SHOR DUR FIX ETF | 9,720 | $45.1 萬 | 0.4% | +3,920+67.6% | 加碼 | – |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 15,610 | $40.8 萬 | 0.4% | +1,360+9.5% | 加碼 | – |
| SPDR Series Trust78464A151 | SST SPDR BLOOMBE | 14,630 | $39.7 萬 | 0.4% | +11,865+429.1% | 加碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 4,000 | $37.7 萬 | 0.4% | 00.0% | 不變 | – |
| Vanguard Wellington FD921935805 | US VALUE FACTR | 3,720 | $37.2 萬 | 0.4% | −225−5.7% | 減碼 | – |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 12,100 | $36.2 萬 | 0.4% | +20+0.2% | 加碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 7,836 | $34.3 萬 | 0.3% | +25+0.3% | 加碼 | – |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 5,165 | $29.9 萬 | 0.3% | +390+8.2% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 2,100 | $26.7 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 3,430 | $26.0 萬 | 0.3% | 00.0% | 不變 | – |
| MSFTMicrosoft Corp | Stock | 799 | $25.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| American Centy ETF Tr025072232 | AVANTIS ALL EQT | 3,637 | $21.4 萬 | 0.2% | 00.0% | 不變 | – |
| American Centy ETF Tr025072372 | EMERGING MKT VAL | 3,670 | $15.9 萬 | 0.2% | +325+9.7% | 加碼 | – |
| American Centy ETF Tr025072240 | AVANTIS INFLATIN | 2,520 | $14.3 萬 | 0.1% | 00.0% | 不變 | – |
| Dimensional ETF Trust25434V658 | GLOBAL REAL EST | 6,290 | $14.1 萬 | 0.1% | +3,725+145.2% | 加碼 | – |
| AMGNAmgen Inc | Stock | 425 | $11.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Alphabet Class C38259P706 | COM | 800 | $10.5 萬 | 0.1% | 00.0% | 不變 | – |
| Google Inc38259P508 | COM | 800 | $10.5 萬 | 0.1% | 00.0% | 不變 | – |
| Dimensional ETF Trust25434V856 | INFLATION PROTE | 1,935 | $7.70 萬 | 0.1% | −225−10.4% | 減碼 | – |
| WFCWells Fargo & Company | Stock | 900 | $3.68 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| American Centy ETF Tr025072190 | AVANTIS INTL SML | 775 | $3.64 萬 | <0.1% | +775 | 新進 | – |
| CABOCable One, Inc. | COM | 50 | $3.08 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 101 | $3.03 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 202 | $2.83 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Fidelity Covington Trust316092618 | ENHA HIGH YI ETF | 590 | $2.70 萬 | <0.1% | +50+9.3% | 加碼 | – |
| Dimensional ETF Trust25434V831 | US HIGH PROF ETF | 875 | $2.25 萬 | <0.1% | +835+2,087.5% | 加碼 | – |
| ARK Next Generation Technology ETF00214Q401 | ETF | 325 | $1.76 萬 | <0.1% | 00.0% | 不變 | – |
| VZVerizon Communications Inc | Stock | 525 | $1.70 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 30 | $1.69 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| RYNRayonier Inc | COM | 585 | $1.66 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SPDR Series Trust78464A334 | SST SPDR BLOOMBE | 645 | $1.66 萬 | <0.1% | −35−5.1% | 減碼 | – |
| PFEPfizer Inc | Stock | 486 | $1.61 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Dimensional ETF Trust25434V765 | INTL HIGH PROFIT | 670 | $1.55 萬 | <0.1% | +135+25.2% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 32 | $1.39 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ETSYEtsy Inc | COM | 150 | $9,687 | <0.1% | 00.0% | 不變 | 歷史 |
| Dimensional ETF Trust25434V757 | EMERGING MKTS HI | 425 | $9,626 | <0.1% | +360+553.8% | 加碼 | – |
| CATCaterpillar Inc | Stock | 30 | $8,190 | <0.1% | 00.0% | 不變 | 歷史 |
| Ssga Active ETF Tr78467V848 | ST STR TOTAL ETF | 210 | $8,117 | <0.1% | +25+13.5% | 加碼 | – |
| DISWalt Disney Co | Stock | 100 | $8,105 | <0.1% | 00.0% | 不變 | 歷史 |
| WMTWalmart Inc. | Stock | 50 | $7,997 | <0.1% | 00.0% | 不變 | 歷史 |
| AVGOBroadcom Inc. | COM | 8 | $6,645 | <0.1% | 00.0% | 不變 | 歷史 |
| American Centy ETF Tr025072687 | AVANTIS SHFXDINC | 140 | $6,374 | <0.1% | −5−3.4% | 減碼 | – |
| UPSUnited Parcel Service Inc | Stock | 34 | $5,300 | <0.1% | 00.0% | 不變 | 歷史 |
| MCDMcDonalds Corp | Stock | 20 | $5,269 | <0.1% | 00.0% | 不變 | 歷史 |
| XYZBlock, Inc. | CL A | 116 | $5,134 | <0.1% | 00.0% | 不變 | 歷史 |
| INTCIntel Corp | Stock | 100 | $3,555 | <0.1% | 00.0% | 不變 | 歷史 |
| VSTOVista Outdoor Inc. | COM | 100 | $3,312 | <0.1% | 00.0% | 不變 | 歷史 |
| American Centy ETF Tr025072323 | AVAN US SMAL ETF | 70 | $3,099 | <0.1% | 00.0% | 不變 | – |
| HSYHershey Co | COM | 13 | $2,601 | <0.1% | 00.0% | 不變 | 歷史 |
| BACBank of America Corp | Stock | 86 | $2,355 | <0.1% | 00.0% | 不變 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 42 | $2,258 | <0.1% | 00.0% | 不變 | 歷史 |
| ETF Managers Tr26924G409 | PRIME MOBILE PAY | 55 | $2,151 | <0.1% | 00.0% | 不變 | – |
| Invesco Actvely MNGD Etc FD46090F100 | OPTIMUM YIELD | 130 | $1,944 | <0.1% | 00.0% | 不變 | – |
| iShares U.S. ETF Trust iShares Gsci Commodity Dynamic Roll Strategy ETF46431W853 | ETF | 65 | $1,895 | <0.1% | 00.0% | 不變 | – |