Lam Group, Inc.
- SEC CIK
- 0001961944
- 最新申報
- 2026/7/10
2025 年第 1 季持倉
持倉截至 2025/3/31，2025/4/16 申報。只含多頭部位，變化是跟 2024 年第 4 季比股數。
- 持股檔數
- 73
- 較 2024 年第 4 季 −61
- 總值
- $1.36 億
- 較 2024 年第 4 季 −$431.6 萬 (−3.1%)
| 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 | 43,045 | $741.5 萬 | 5.5% | +472+1.1% | 加碼 | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 121,647 | $737.9 萬 | 5.4% | −260−0.2% | 減碼 | – |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 112,205 | $670.4 萬 | 4.9% | −85−0.1% | 減碼 | – |
| GLDMWorld Gold Trust | SPDR GLD MINIS | 107,460 | $665.1 萬 | 4.9% | +14,325+15.4% | 加碼 | 歷史 |
| Dimensional ETF Trust25434V781 | INTL SMALL CAP V | 191,540 | $557.8 萬 | 4.1% | −9,060−4.5% | 減碼 | – |
| Dimensional ETF Trust25434V724 | US MKTWIDE VALUE | 130,252 | $536.8 萬 | 3.9% | −1,602−1.2% | 減碼 | – |
| Dimensional ETF Trust25434V658 | GLOBAL REAL EST | 180,775 | $474.7 萬 | 3.5% | −37,105−17.0% | 減碼 | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 25,470 | $474.5 萬 | 3.5% | −50−0.2% | 減碼 | – |
| American Centy ETF Tr025072356 | REAL ESTATE ETF | 105,215 | $452.5 萬 | 3.3% | +30,840+41.5% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 16,207 | $445.4 萬 | 3.3% | −55−0.3% | 減碼 | – |
| Dimensional ETF Trust25434V807 | INTERNATNAL VAL | 110,493 | $434.9 萬 | 3.2% | −1,975−1.8% | 減碼 | – |
| Vanguard Ftse All-World Ex-US Small-Cap ETF922042718 | ETF | 35,480 | $410.1 萬 | 3.0% | +170.0% | 加碼 | – |
| SPDR Series Trust78464A151 | SST SPDR BLOOMBE | 133,930 | $395.0 萬 | 2.9% | +102,505+326.2% | 加碼 | – |
| AMPHAmphastar Pharmaceuticals, Inc. | COM | 130,800 | $379.2 萬 | 2.8% | 00.0% | 不變 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 7,475 | $350.5 萬 | 2.6% | 00.0% | 不變 | – |
| Dimensional ETF Trust25434V773 | INTL SMALL CAP E | 127,370 | $329.1 萬 | 2.4% | −9,040−6.6% | 減碼 | – |
| Vanguard Information Technology ETF92204A702 | ETF | 5,534 | $300.2 萬 | 2.2% | −435−7.3% | 減碼 | – |
| Dimensional ETF Trust25434V815 | US SMALL CAP ETF | 102,785 | $289.3 萬 | 2.1% | +10,040+10.8% | 加碼 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 53,565 | $289.1 萬 | 2.1% | −50.0% | 減碼 | – |
| Dimensional ETF Trust25434V401 | US EQUI MARK ETF | 39,042 | $236.1 萬 | 1.7% | 00.0% | 不變 | – |
| Dimensional ETF Trust25434V740 | EMERGING MKTS VA | 84,085 | $227.4 萬 | 1.7% | −1,250−1.5% | 減碼 | – |
| Dimensional ETF Trust25434V575 | INTL COR FIX ETF | 41,125 | $214.9 萬 | 1.6% | −22,355−35.2% | 減碼 | – |
| iShares Inc464286517 | JP MORGAN EM ETF | 54,625 | $204.6 萬 | 1.5% | +11,735+27.4% | 加碼 | – |
| Vanguard Emerging Markets Government Bond ETF921946885 | ETF | 29,760 | $191.1 萬 | 1.4% | −2,355−7.3% | 減碼 | – |
| American Centy ETF Tr025072877 | US SML CP VALU | 20,140 | $175.6 萬 | 1.3% | −6,270−23.7% | 減碼 | – |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 66,539 | $174.3 萬 | 1.3% | −649−1.0% | 減碼 | – |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 30,673 | $157.9 萬 | 1.2% | −825−2.6% | 減碼 | – |
| American Centy ETF Tr025072703 | INTL EQT ETF | 20,905 | $138.5 萬 | 1.0% | −750−3.5% | 減碼 | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 27,165 | $132.6 萬 | 1.0% | −37,480−58.0% | 減碼 | – |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 41,055 | $128.2 萬 | 0.9% | −1,425−3.4% | 減碼 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 5,705 | $126.5 萬 | 0.9% | 00.0% | 不變 | – |
| Vanguard Intl Equity Index F922042676 | GLB EX US ETF | 28,065 | $113.6 萬 | 0.8% | −3,950−12.3% | 減碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,000 | $111.9 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 33,885 | $111.8 萬 | 0.8% | 00.0% | 不變 | – |
| American Centy ETF Tr025072364 | INTERNATIONAL LR | 18,630 | $105.6 萬 | 0.8% | −45−0.2% | 減碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 1,856 | $98.8 萬 | 0.7% | +3+0.2% | 加碼 | 歷史 |
| American Centy ETF Tr025072885 | US EQT ETF | 10,480 | $96.8 萬 | 0.7% | +50+0.5% | 加碼 | – |
| BABoeing Co | Stock | 5,500 | $93.8 萬 | 0.7% | +10.0% | 加碼 | 歷史 |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 35,405 | $91.7 萬 | 0.7% | +250+0.7% | 加碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 5,005 | $86.5 萬 | 0.6% | −810−13.9% | 減碼 | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 5,275 | $84.7 萬 | 0.6% | 00.0% | 不變 | – |
| GLDSPDR Gold Trust | ETF | 2,780 | $80.1 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| American Centy ETF Tr025072232 | AVANTIS ALL EQT | 11,055 | $78.7 萬 | 0.6% | +205+1.9% | 加碼 | – |
| AAPLApple Inc. | Stock | 3,485 | $77.4 萬 | 0.6% | +26+0.8% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 1,475 | $75.8 萬 | 0.6% | −395−21.1% | 減碼 | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 1,400 | $74.7 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 11,725 | $70.5 萬 | 0.5% | −1,600−12.0% | 減碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,925 | $69.5 萬 | 0.5% | 00.0% | 不變 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 15,005 | $67.9 萬 | 0.5% | −350−2.3% | 減碼 | – |
| Gmo ETF Trust90139K100 | US QUALITY ETF | 21,045 | $65.8 萬 | 0.5% | +550+2.7% | 加碼 | – |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 8,930 | $62.3 萬 | 0.5% | +250+2.9% | 加碼 | – |
| iShares Tr464288273 | EAFE SML CP ETF | 9,155 | $58.2 萬 | 0.4% | 00.0% | 不變 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 9,250 | $54.0 萬 | 0.4% | 00.0% | 不變 | – |
| American Centy ETF Tr025072349 | US LARGE CAP VLU | 7,460 | $48.6 萬 | 0.4% | +5+0.1% | 加碼 | – |
| METAMeta Platforms, Inc. | Stock | 836 | $48.2 萬 | 0.4% | −64−7.1% | 減碼 | 歷史 |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 12,130 | $46.6 萬 | 0.3% | −410−3.3% | 減碼 | – |
| American Centy ETF Tr025072323 | AVAN US SMAL ETF | 9,590 | $46.4 萬 | 0.3% | −2,495−20.6% | 減碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 4,000 | $41.8 萬 | 0.3% | 00.0% | 不變 | – |
| Dimensional ETF Trust25434V732 | EMERGING MKTS CO | 15,605 | $41.3 萬 | 0.3% | +605+4.0% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 2,154 | $41.0 萬 | 0.3% | +14+0.7% | 加碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 7,873 | $40.0 萬 | 0.3% | +11+0.1% | 加碼 | – |
| American Centy ETF Tr025072141 | AVANTIS EMERGING | 7,545 | $39.6 萬 | 0.3% | −400−5.0% | 減碼 | – |
| Vanguard Real Estate ETF922908553 | ETF | 4,300 | $38.9 萬 | 0.3% | −1,730−28.7% | 減碼 | – |
| Dimensional ETF Trust25434V864 | SHOR DUR FIX ETF | 7,875 | $37.4 萬 | 0.3% | 00.0% | 不變 | – |
| Dimensional ETF Trust25434V872 | CORE FIXE IN ETF | 8,400 | $35.3 萬 | 0.3% | +2,320+38.2% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 925 | $34.7 萬 | 0.3% | +12+1.3% | 加碼 | 歷史 |
| American Centy ETF Tr025072372 | EMERGING MKT VAL | 6,960 | $32.8 萬 | 0.2% | −5,055−42.1% | 減碼 | – |
| American Centy ETF Tr025072190 | AVANTIS INTL SML | 5,350 | $29.1 萬 | 0.2% | −450−7.8% | 減碼 | – |
| ARK Next Generation Technology ETF00214Q401 | ETF | 2,690 | $25.5 萬 | 0.2% | −350−11.5% | 減碼 | – |
| Google Inc38259P508 | COM | 1,610 | $24.9 萬 | 0.2% | +10+0.6% | 加碼 | – |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 4,622 | $23.1 萬 | 0.2% | −895−16.2% | 減碼 | – |
| Vanguard Wellington FD921935805 | US VALUE FACTR | 2,000 | $22.8 萬 | 0.2% | 00.0% | 不變 | – |
| Dimensional ETF Trust25434V617 | WORLD EQUITY ETF | 3,484 | $21.4 萬 | 0.2% | −124−3.4% | 減碼 | – |
2024 年第 4 季之後清倉（61 檔）
2024 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 4 季股數 | 2024 年第 4 季市值 | 2024 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Dimensional ETF Trust25434V856 | INFLATION PROTE | 6,185 | $25.0 萬 | 0.2% | – |
| American Centy ETF Tr025072240 | AVANTIS INFLATIN | 3,035 | $18.3 萬 | 0.1% | – |
| Dimensional Ultrashort Fixed Income ETF25434V591 | ETF | 3,130 | $15.8 萬 | 0.1% | – |
| Alphabet Class C38259P706 | COM | 800 | $15.2 萬 | 0.1% | – |
| NFLXNetflix Inc | Stock | 150 | $13.4 萬 | 0.1% | 歷史 |
| AMGNAmgen Inc | Stock | 462 | $12.0 萬 | 0.1% | 歷史 |
| VVisa Inc. | Stock | 300 | $9.48 萬 | 0.1% | 歷史 |
| Dimensional ETF Trust25434V757 | EMERGING MKTS HI | 3,825 | $9.46 萬 | 0.1% | – |
| WFCWells Fargo & Company | Stock | 900 | $6.32 萬 | <0.1% | 歷史 |
| NVDANVIDIA Corp | Stock | 440 | $5.91 萬 | <0.1% | 歷史 |
| IBMInternational Business Machines Corp | Stock | 202 | $4.44 萬 | <0.1% | 歷史 |
| TSLATesla, Inc. | Stock | 100 | $4.04 萬 | <0.1% | 歷史 |
| Dimensional ETF Trust25434V831 | US HIGH PROF ETF | 1,195 | $4.04 萬 | <0.1% | – |
| Dimensional ETF Trust25434V765 | INTL HIGH PROFIT | 1,550 | $3.91 萬 | <0.1% | – |
| COSTCostco Wholesale Corp | Stock | 38 | $3.48 萬 | <0.1% | 歷史 |
| AVGOBroadcom Inc. | COM | 110 | $2.55 萬 | <0.1% | 歷史 |
| VZVerizon Communications Inc | Stock | 553 | $2.21 萬 | <0.1% | 歷史 |
| Vanguard BD Index FDS92203C303 | VANGUARD ULTRA | 403 | $2.00 萬 | <0.1% | – |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 100 | $1.97 萬 | <0.1% | 歷史 |
| Dimensional ETF Trust25434V666 | US LARG VALU ETF | 610 | $1.83 萬 | <0.1% | – |
| CABOCable One, Inc. | COM | 50 | $1.81 萬 | <0.1% | 歷史 |
| WMTWalmart Inc. | Stock | 183 | $1.65 萬 | <0.1% | 歷史 |
| RYNRayonier Inc | COM | 585 | $1.53 萬 | <0.1% | 歷史 |
| CATCaterpillar Inc | Stock | 37 | $1.34 萬 | <0.1% | 歷史 |
| XYZBlock, Inc. | CL A | 157 | $1.33 萬 | <0.1% | 歷史 |
| PFEPfizer Inc | Stock | 483 | $1.28 萬 | <0.1% | 歷史 |
| Fidelity Covington Trust316092618 | ENHA HIGH YI ETF | 265 | $1.28 萬 | <0.1% | – |
| DISWalt Disney Co | Stock | 100 | $1.11 萬 | <0.1% | 歷史 |
| ETSYEtsy Inc | COM | 186 | $9,838 | <0.1% | 歷史 |
| MCDMcDonalds Corp | Stock | 27 | $7,827 | <0.1% | 歷史 |
| ROKURoku, Inc | COM CL A | 100 | $7,434 | <0.1% | 歷史 |
| SHOPShopify Inc. | Stock | 50 | $5,317 | <0.1% | 歷史 |
| SPDR Series Trust78464A334 | SST SPDR BLOOMBE | 190 | $4,814 | <0.1% | – |
| HDHome Depot, Inc. | Stock | 12 | $4,668 | <0.1% | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 34 | $4,287 | <0.1% | 歷史 |
| BACBank of America Corp | Stock | 86 | $3,780 | <0.1% | 歷史 |
| American Centy ETF Tr025072687 | AVANTIS SHFXDINC | 75 | $3,461 | <0.1% | – |
| ETF Managers Tr26924G409 | PRIME MOBILE PAY | 55 | $3,189 | <0.1% | – |
| iShares U.S. ETF Trust iShares Gsci Commodity Dynamic Roll Strategy ETF46431W853 | ETF | 115 | $2,911 | <0.1% | – |
| Invesco Actvely MNGD Etc FD46090F100 | OPTIMUM YIELD | 220 | $2,858 | <0.1% | – |
| INTCIntel Corp | Stock | 125 | $2,506 | <0.1% | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 42 | $2,486 | <0.1% | 歷史 |
| SPDR Series Trust78464A417 | BRC HGH YLD BD | 25 | $2,387 | <0.1% | – |
| HSYHershey Co | COM | 13 | $2,202 | <0.1% | 歷史 |
| GEARRevelyst, Inc. | COM SHS | 100 | $1,923 | <0.1% | 歷史 |
| KDKyndryl Holdings, Inc. | Stock | 40 | $1,384 | <0.1% | 歷史 |
| Amplify ETF Tr032108102 | ONLIN RETL ETF | 20 | $1,293 | <0.1% | – |
| YETIYETI Holdings, Inc. | COM | 25 | $963 | <0.1% | 歷史 |
| VTRSViatris Inc | Stock | 59 | $735 | <0.1% | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 7 | $597 | <0.1% | 歷史 |
| RIVNRivian Automotive, Inc. | Stock | 40 | $532 | <0.1% | 歷史 |
| GMEGameStop Corp. | Stock | 12 | $376 | <0.1% | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 4 | $339 | <0.1% | 歷史 |
| ZMZoom Communications, Inc. | Stock | 3 | $245 | <0.1% | 歷史 |
| ARLAmerican Realty Investors Inc | COM | 10 | $147 | <0.1% | 歷史 |
| AZNAstraZeneca PLC | SPONSORED ADR | 2 | $131 | <0.1% | 歷史 |
| PLUGPlug Power Inc | Stock | 40 | $85 | <0.1% | 歷史 |
| TDOCTeladoc Health, Inc. | COM | 9 | $82 | <0.1% | 歷史 |
| UBERUber Technologies, Inc | Stock | 1 | $60 | <0.1% | 歷史 |
| MRNAModerna, Inc. | Stock | 1 | $42 | <0.1% | 歷史 |
| Link Motion Inc American DE53577L105 | COM | 200 | $0 | 0.0% | – |