LG
| |
LAM GROUP, INC.13F | |
| LAM GROUP, INC. | |
| Last update 2025-07-03 | 71 Stocks (1 new) |
| Value $141.00 Mil | Turnover 5 % |
LAM GROUP, INC. Top Holdings of 2025-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VXF | Vanguard Extended Market Index ETF | 44,410 | 8,558.3 | +3.17% | 6.080 | +0.19% | 0.040 | +22.95% | +5.13% | 21,536.8 | ||
VEU | Vanguard FTSE All-World ex-US ETF | 120,847 | 8,123.3 | -0.66% | 5.770 | -0.04% | 0.020 | +13.13% | +18.20% | 44,208.3 | ||
IBND |
SPDR Bloomberg International Corporate Bond ETF
SPDR Bloomberg International Corporate Bond ETF
| 228,190 | 7,436.7 | +70.38% | 5.280 | +2.18% | 1.940 | +2.98% | +14.12% | 406.1 | ||
DFAS | Dimensional U.S. Small Cap ETF | 108,064 | 6,884.8 | -3.69% | 4.890 | -0.19% | 0.070 | +17.53% | +0.75% | 10,531.1 | ||
DISV |
Dimensional International Small Cap Value ETF
Dimensional International Small Cap Value ETF
| 188,300 | 6,196.9 | -1.69% | 4.400 | -0.07% | 0.190 | +15.02% | +26.54% | 3,256.1 | ||
DFUV | Dimensional US Marketwide Value ETF | 130,267 | 5,507.7 | +0.01% | 3.910 | 0% | 0.050 | +12.26% | +4.97% | 11,649.0 | ||
VBR | Vanguard Small Cap Value ETF | 25,195 | 4,913.3 | -1.08% | 3.490 | -0.04% | 0.020 | +16.37% | +2.31% | 28,479.3 | ||
VTI | Vanguard Total Stock Market ETF | 15,907 | 4,834.6 | -1.85% | 3.430 | -0.06% | 0.000 | +19.82% | +7.35% | 476,615.2 | ||
VSS |
Vanguard FTSE All-World Ex-US Small Capital Index Fund ETF
Vanguard FTSE All-World Ex-US Small Capital Index Fund ETF
| 35,479 | 4,768.0 | 0% | 3.390 | 0% | 0.060 | +17.47% | +19.01% | 8,878.0 | ||
DFIV | Dimensional International Value ETF | 108,418 | 4,643.5 | -1.88% | 3.300 | -0.06% | 0.040 | +12.55% | +22.98% | 12,179.3 |
LAM GROUP, INC.'s Historical Top Holdings Breakdowns
LAM GROUP, INC.'s Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
IBND |
SPDR Bloomberg International Corporate Bond ETF
SPDR Bloomberg International Corporate Bond ETF
| 2025-06-30 | Add Add | +2.18% | 29.46 ($31.11) 32.59 | $31.98 | 2.80% | Add 70.38% | 228,190 | 94,260 | |
DFGX |
Dimensional Global ex US Core Fixed Income ETF
Dimensional Global ex US Core Fixed Income ETF
| 2025-06-30 | Reduce Reduce | -0.90% | 51.84 ($52.76) 53.36 | $53.10 | 0.64% | Reduce -53.78% | 19,010 | -22,115 | |
LEMB |
iShares J.P. Morgan EM Local Currency Bond ETF
iShares J.P. Morgan EM Local Currency Bond ETF
| 2025-06-30 | Add Add | +0.87% | 36.58 ($38.76) 40.39 | $40.28 | 3.92% | Add 55.6% | 84,995 | 30,370 | |
DFGR | Dimensional Global Real Estate ETF | 2025-06-30 | Reduce Reduce | -0.72% | 23.51 ($26.25) 27.25 | $26.91 | 2.51% | Reduce -19.5% | 145,515 | -35,260 | |
VWOB |
Vanguard Emerging Markets Government Bond ETF
Vanguard Emerging Markets Government Bond ETF
| 2025-06-30 | Reduce Reduce | -0.61% | 61.5 ($63.71) 65.35 | $64.83 | 1.76% | Reduce -41.33% | 17,460 | -12,300 | |
AVRE | Avantis Real E state ETF | 2025-06-30 | Reduce Reduce | -0.54% | 38.75 ($43.27) 44.92 | $44.24 | 2.24% | Reduce -15.3% | 89,120 | -16,095 | |
AVUV | Avantis U.S. Small Cap Value ETF | 2025-06-30 | Add Add | +0.42% | 75.17 ($86.2) 91.21 | $93.77 | 8.78% | Add 32.32% | 26,650 | 6,510 | |
BNDX |
Vanguard Total International Bond ETF
Vanguard Total International Bond ETF
| 2025-06-30 | Reduce Reduce | -0.31% | 48.77 ($49.21) 49.55 | $49.19 | -0.04% | Reduce -30.39% | 18,910 | -8,255 | |
DFAS | Dimensional U.S. Small Cap ETF | 2025-06-30 | Reduce Reduce | -0.19% | 52.31 ($59.95) 63.72 | $65.25 | 8.84% | Reduce -3.69% | 108,064 | -4,141 | |
VXF | Vanguard Extended Market Index ETF | 2025-06-30 | Add Add | +0.19% | 150.43 ($177.5) 192.71 | $198.49 | 11.83% | Add 3.17% | 44,410 | 1,365 |
LAM GROUP, INC. Total Holding History ($B)
LAM GROUP, INC.'s Asset Allocation
LAM GROUP, INC. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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LAM GROUP, INC.'s Hypothetical Growth since 2025-06-30
LAM GROUP, INC.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
LAM GROUP, INC.'s Holdings Heat Map
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LAM GROUP, INC.'s Holdings Bubble Chart
LAM GROUP, INC. News
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