Lam Group, Inc.
- SEC CIK
- 0001961944
- 最新申報
- 2026/7/10
2024 年第 1 季持倉
持倉截至 2024/3/31，2024/4/5 申報。只含多頭部位，變化是跟 2023 年第 4 季比股數。
- 持股檔數
- 127
- 較 2023 年第 4 季 +4
- 總值
- $1.23 億
- 較 2023 年第 4 季 +$1,280 萬 (+11.7%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 42,623 | $747.1 萬 | 6.1% | +425+1.0% | 加碼 | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 122,032 | $715.7 萬 | 5.8% | +100+0.1% | 加碼 | – |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 110,382 | $688.1 萬 | 5.6% | +2,011+1.9% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 13,225 | $587.2 萬 | 4.8% | 00.0% | 不變 | – |
| AMPHAmphastar Pharmaceuticals, Inc. | COM | 130,800 | $574.3 萬 | 4.7% | 00.0% | 不變 | 歷史 |
| Dimensional ETF Trust25434V724 | US MKTWIDE VALUE | 131,838 | $539.2 萬 | 4.4% | −98−0.1% | 減碼 | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 25,805 | $495.1 萬 | 4.0% | −100.0% | 減碼 | – |
| Dimensional ETF Trust25434V781 | INTL SMALL CAP V | 174,520 | $474.5 萬 | 3.9% | +14,525+9.1% | 加碼 | – |
| Dimensional ETF Trust25434V658 | GLOBAL REAL EST | 167,940 | $428.8 萬 | 3.5% | +124,920+290.4% | 加碼 | – |
| Vanguard Ftse All-World Ex-US Small-Cap ETF922042718 | ETF | 35,900 | $419.5 萬 | 3.4% | 00.0% | 不變 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 16,082 | $418.0 萬 | 3.4% | +750+4.9% | 加碼 | – |
| Dimensional ETF Trust25434V807 | INTERNATNAL VAL | 98,173 | $360.8 萬 | 2.9% | 00.0% | 不變 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 54,735 | $282.4 萬 | 2.3% | −50.0% | 減碼 | – |
| Dimensional ETF Trust25434V815 | US SMALL CAP ETF | 93,243 | $280.7 萬 | 2.3% | +955+1.0% | 加碼 | – |
| Vanguard Information Technology ETF92204A702 | ETF | 5,311 | $278.5 萬 | 2.3% | +480+9.9% | 加碼 | – |
| Dimensional ETF Trust25434V773 | INTL SMALL CAP E | 101,935 | $255.4 萬 | 2.1% | +17,410+20.6% | 加碼 | – |
| Dimensional ETF Trust25434V401 | US EQUI MARK ETF | 39,042 | $222.5 萬 | 1.8% | 00.0% | 不變 | – |
| Vanguard Intl Equity Index F922042676 | GLB EX US ETF | 50,140 | $211.3 萬 | 1.7% | +9,645+23.8% | 加碼 | – |
| Dimensional ETF Trust25434V740 | EMERGING MKTS VA | 74,600 | $193.7 萬 | 1.6% | +250.0% | 加碼 | – |
| American Centy ETF Tr025072877 | US SML CP VALU | 19,300 | $180.9 萬 | 1.5% | +6,645+52.5% | 加碼 | – |
| American Centy ETF Tr025072356 | REAL ESTATE ETF | 42,105 | $178.0 萬 | 1.5% | −50,660−54.6% | 減碼 | – |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 32,010 | $174.2 萬 | 1.4% | +301+0.9% | 加碼 | – |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 67,253 | $171.1 萬 | 1.4% | −50.0% | 減碼 | – |
| SPDR Series Trust78464A151 | SST SPDR BLOOMBE | 50,350 | $146.6 萬 | 1.2% | +12,535+33.1% | 加碼 | – |
| GLDMWorld Gold Trust | SPDR GLD MINIS | 32,385 | $142.7 萬 | 1.2% | +32,385 | 新進 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 5,820 | $133.0 萬 | 1.1% | +5+0.1% | 加碼 | – |
| iShares Inc464286517 | JP MORGAN EM ETF | 35,120 | $126.7 萬 | 1.0% | +8,560+32.2% | 加碼 | – |
| American Centy ETF Tr025072703 | INTL EQT ETF | 19,580 | $124.8 萬 | 1.0% | +490+2.6% | 加碼 | – |
| Dimensional ETF Trust25434V575 | INTL COR FIX ETF | 23,165 | $122.8 萬 | 1.0% | +22,410+2,968.2% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,150 | $112.5 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 33,875 | $108.2 萬 | 0.9% | +20.0% | 加碼 | – |
| BABoeing Co | Stock | 5,499 | $106.1 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| American Centy ETF Tr025072364 | INTERNATIONAL LR | 19,155 | $103.6 萬 | 0.8% | +4,350+29.4% | 加碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 5,870 | $95.6 萬 | 0.8% | −45−0.8% | 減碼 | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 18,840 | $92.7 萬 | 0.8% | +3,040+19.2% | 加碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 1,870 | $89.9 萬 | 0.7% | +395+26.8% | 加碼 | – |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 14,750 | $85.5 萬 | 0.7% | +5,110+53.0% | 加碼 | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 5,275 | $82.2 萬 | 0.7% | 00.0% | 不變 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 1,873 | $78.8 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 1,400 | $77.9 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| American Centy ETF Tr025072885 | US EQT ETF | 8,025 | $71.8 萬 | 0.6% | 00.0% | 不變 | – |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 28,100 | $69.5 萬 | 0.6% | +50.0% | 加碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 15,855 | $66.2 萬 | 0.5% | −50.0% | 減碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,925 | $64.9 萬 | 0.5% | 00.0% | 不變 | – |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 9,820 | $64.7 萬 | 0.5% | +3,900+65.9% | 加碼 | – |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 21,255 | $64.2 萬 | 0.5% | +3,540+20.0% | 加碼 | – |
| Vanguard Emerging Markets Government Bond ETF921946885 | ETF | 9,935 | $63.4 萬 | 0.5% | +1,995+25.1% | 加碼 | – |
| AAPLApple Inc. | Stock | 3,596 | $61.7 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 12,835 | $61.5 萬 | 0.5% | −5,074−28.3% | 減碼 | – |
| iShares Tr464288273 | EAFE SML CP ETF | 9,350 | $59.2 萬 | 0.5% | −5−0.1% | 減碼 | – |
| American Centy ETF Tr025072372 | EMERGING MKT VAL | 12,265 | $58.1 萬 | 0.5% | +7,420+153.1% | 加碼 | – |
| GLDSPDR Gold Trust | ETF | 2,741 | $56.4 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 9,250 | $56.2 萬 | 0.5% | +9,250 | 新進 | – |
| Dimensional ETF Trust25434V872 | CORE FIXE IN ETF | 11,990 | $50.3 萬 | 0.4% | +11,305+1,650.4% | 加碼 | – |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 12,445 | $45.5 萬 | 0.4% | −50.0% | 減碼 | – |
| Dimensional ETF Trust25434V864 | SHOR DUR FIX ETF | 9,515 | $44.8 萬 | 0.4% | −5−0.1% | 減碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 4,000 | $44.2 萬 | 0.4% | 00.0% | 不變 | – |
| Vanguard Real Estate ETF922908553 | ETF | 5,030 | $43.5 萬 | 0.4% | +1,900+60.7% | 加碼 | – |
| Dimensional ETF Trust25434V856 | INFLATION PROTE | 10,130 | $41.8 萬 | 0.3% | +10+0.1% | 加碼 | – |
| American Centy ETF Tr025072190 | AVANTIS INTL SML | 7,460 | $39.7 萬 | 0.3% | +5,015+205.1% | 加碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 7,854 | $39.4 萬 | 0.3% | +4+0.1% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 2,100 | $37.9 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| MSFTMicrosoft Corp | Stock | 899 | $37.8 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 768 | $37.3 萬 | 0.3% | −33−4.1% | 減碼 | 歷史 |
| American Centy ETF Tr025072141 | AVANTIS EMERGING | 6,370 | $33.7 萬 | 0.3% | +2,270+55.4% | 加碼 | – |
| American Centy ETF Tr025072232 | AVANTIS ALL EQT | 4,688 | $32.7 萬 | 0.3% | +886+23.3% | 加碼 | – |
| Vanguard Wellington FD921935805 | US VALUE FACTR | 2,235 | $26.7 萬 | 0.2% | −505−18.4% | 減碼 | – |
| Google Inc38259P508 | COM | 1,600 | $24.1 萬 | 0.2% | 00.0% | 不變 | – |
| American Centy ETF Tr025072349 | US LARGE CAP VLU | 2,280 | $14.7 萬 | 0.1% | +1,245+120.3% | 加碼 | – |
| Dimensional ETF Trust25434V617 | WORLD EQUITY ETF | 2,071 | $12.2 萬 | 0.1% | +1,725+498.6% | 加碼 | – |
| Dimensional Ultrashort Fixed Income ETF25434V591 | ETF | 2,420 | $12.2 萬 | 0.1% | 00.0% | 不變 | – |
| Alphabet Class C38259P706 | COM | 800 | $12.2 萬 | 0.1% | 00.0% | 不變 | – |
| AMGNAmgen Inc | Stock | 425 | $12.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Dimensional ETF Trust25434V765 | INTL HIGH PROFIT | 3,800 | $10.2 萬 | 0.1% | +2,735+256.8% | 加碼 | – |
| NFLXNetflix Inc | Stock | 150 | $9.11 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| VVisa Inc. | Stock | 300 | $8.37 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Gmo ETF Trust90139K100 | US QUALITY ETF | 2,795 | $8.30 萬 | 0.1% | +2,795 | 新進 | – |
| Dimensional ETF Trust25434V757 | EMERGING MKTS HI | 2,645 | $6.56 萬 | 0.1% | +2,080+368.1% | 加碼 | – |
| WFCWells Fargo & Company | Stock | 900 | $5.22 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| American Centy ETF Tr025072240 | AVANTIS INFLATIN | 775 | $4.90 萬 | <0.1% | −2,050−72.6% | 減碼 | – |
| IBMInternational Business Machines Corp | Stock | 202 | $3.86 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BLKBlackRock, Inc. | COM | 40 | $3.33 萬 | <0.1% | +40 | 新進 | 歷史 |
| NVDANVIDIA Corp | Stock | 32 | $2.89 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Dimensional ETF Trust25434V831 | US HIGH PROF ETF | 890 | $2.81 萬 | <0.1% | +5+0.6% | 加碼 | – |
| ARK Next Generation Technology ETF00214Q401 | ETF | 325 | $2.71 萬 | <0.1% | 00.0% | 不變 | – |
| VZVerizon Communications Inc | Stock | 525 | $2.20 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 30 | $2.20 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CABOCable One, Inc. | COM | 50 | $2.12 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard BD Index FDS92203C303 | VANGUARD ULTRA | 405 | $2.01 萬 | <0.1% | +2+0.5% | 加碼 | – |
| RYNRayonier Inc | COM | 585 | $1.94 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Dimensional ETF Trust25434V666 | US LARG VALU ETF | 620 | $1.86 萬 | <0.1% | +575+1,277.8% | 加碼 | – |
| TSLATesla, Inc. | Stock | 100 | $1.76 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 100 | $1.36 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PFEPfizer Inc | Stock | 483 | $1.34 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DISWalt Disney Co | Stock | 100 | $1.22 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CATCaterpillar Inc | Stock | 30 | $1.10 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AVGOBroadcom Inc. | COM | 8 | $1.06 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ETSYEtsy Inc | COM | 150 | $1.03 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| XYZBlock, Inc. | CL A | 116 | $9,811 | <0.1% | 00.0% | 不變 | 歷史 |
| WMTWalmart Inc. | Stock | 150 | $9,026 | <0.1% | 00.0% | 不變依 3 比 1 拆股換算 | 歷史 |