Lam Group, Inc.
- SEC CIK
- 0001961944
- 最新申報
- 2026/7/10
2023 年第 4 季持倉
持倉截至 2023/12/31,2024/1/30 申報。只含多頭部位,變化是跟 2023 年第 3 季比股數。
- 持股檔數
- 123
- 較 2023 年第 3 季 +9
- 總值
- $1.10 億
- 較 2023 年第 3 季 +$804.8 萬 (+7.9%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 5,815 | $124.1 萬 | 1.1% | −5−0.1% | 減碼 | – |
| BABoeing Co | Stock | 5,499 | $143.3 萬 | 1.3% | +500+10.0% | 加碼 | 歷史 |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 67,258 | $164.2 萬 | 1.5% | 00.0% | 不變 | – |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 31,709 | $165.9 萬 | 1.5% | −1,332−4.0% | 減碼 | – |
| Vanguard Intl Equity Index F922042676 | GLB EX US ETF | 40,495 | $172.5 萬 | 1.6% | −22,695−35.9% | 減碼 | – |
| Dimensional ETF Trust25434V740 | EMERGING MKTS VA | 74,575 | $187.9 萬 | 1.7% | −3,000−3.9% | 減碼 | – |
| Dimensional ETF Trust25434V401 | US EQUI MARK ETF | 39,042 | $202.4 萬 | 1.8% | −3,712−8.7% | 減碼 | – |
| Dimensional ETF Trust25434V773 | INTL SMALL CAP E | 84,525 | $204.3 萬 | 1.9% | −10,890−11.4% | 減碼 | – |
| Vanguard Information Technology ETF92204A702 | ETF | 4,831 | $233.8 萬 | 2.1% | +555+13.0% | 加碼 | – |
| Dimensional ETF Trust25434V815 | US SMALL CAP ETF | 92,288 | $268.7 萬 | 2.4% | −8,150−8.1% | 減碼 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 54,740 | $276.9 萬 | 2.5% | −2,275−4.0% | 減碼 | – |
| Dimensional ETF Trust25434V807 | INTERNATNAL VAL | 98,173 | $337.3 萬 | 3.1% | −2,632−2.6% | 減碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 15,332 | $363.7 萬 | 3.3% | −1,675−9.8% | 減碼 | – |
| American Centy ETF Tr025072356 | REAL ESTATE ETF | 92,765 | $401.8 萬 | 3.7% | −69,535−42.8% | 減碼 | – |
| Dimensional ETF Trust25434V781 | INTL SMALL CAP V | 159,995 | $412.5 萬 | 3.8% | −10,375−6.1% | 減碼 | – |
| Vanguard Ftse All-World Ex-US Small-Cap ETF922042718 | ETF | 35,900 | $413.0 萬 | 3.8% | −1,513−4.0% | 減碼 | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 25,815 | $464.6 萬 | 4.2% | −155−0.6% | 減碼 | – |
| Dimensional ETF Trust25434V724 | US MKTWIDE VALUE | 131,936 | $491.1 萬 | 4.5% | −9,064−6.4% | 減碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 13,225 | $541.6 萬 | 4.9% | 00.0% | 不變 | – |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 108,371 | $646.1 萬 | 5.9% | −1,731−1.6% | 減碼 | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 121,932 | $684.5 萬 | 6.2% | −2,312−1.9% | 減碼 | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 42,198 | $693.8 萬 | 6.3% | +618+1.5% | 加碼 | – |
| AMPHAmphastar Pharmaceuticals, Inc. | COM | 130,800 | $809.0 萬 | 7.4% | +2,800+2.2% | 加碼 | 歷史 |
2023 年第 3 季之後清倉(3 檔)
2023 年第 3 季季末還持有、這份申報已經沒有的部位。