Top 50 Lam Group, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GLDM | SPDR Gold Mini ETF | 7.1% | 139.4K | $12.9M | +0.31%(+430) | $52.10(+78.07%) | 2026-03-31 | |
| VXF | Vanguard Extended Market | 4.86% | 42.9K | $8.8M | -1.09%(-475) | $134.50(+69.23%) | 2026-03-31 | |
| VEU | Vanguard International Eq | 4.71% | 114.2K | $8.6M | +0.00%(+0) | $47.26(+75.55%) | 2026-03-31 | |
| DFAS | DFA US Small Cap ETF | 3.96% | 101.3K | $7.2M | -0.62%(-628) | $49.33(+55.08%) | 2026-03-31 | |
| DISV | DFA International Small C | 3.86% | 177.9K | $7.0M | -2.04%(-3.70K) | $21.97(+92.55%) | 2026-03-31 | |
| IBND | SPDR Barclays Intl Corp B | 3.69% | 215.9K | $6.7M | -33.85%(-110.46K) | $30.60(+2.91%) | 2026-03-31 | |
| DFUV | DFA US Equity Value ETF | 3.45% | 129.4K | $6.3M | -0.73%(-954) | $31.58(+66.67%) | 2026-03-31 | |
| BWZ | SPDR Short International | 3.25% | 219.6K | $5.9M | +357.26%(+171.57K) | $27.26(+0.25%) | 2026-03-31 | |
| AVRE | Avantis Global Real Estat | 3.2% | 132.3K | $5.8M | +28.02%(+28.96K) | $42.57(+11.52%) | 2026-03-31 | |
| DFIV | DFA International Value E | 3.1% | 106.9K | $5.6M | +0.50%(+530) | $29.59(+88.05%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.87% | +40.00% |
| Top 20 Holdings Unweighted | +11.97% | +40.37% |
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