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Lam Group, Inc.

Portfolio Manager
Lam Group, Inc.
Performance
+0.56% (2026 Q1)
AUM (13F)
$181.95M
# of Holdings
136
Performance Rank
Allocation (Top 20)
66%

Lam Group, Inc. Holdings Map

Top 50 Lam Group, Inc. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
GLDM
SPDR Gold Mini ETF
7.1%139.4K$12.9M
+0.31%(+430)
2025-Q1: 107.5K shares2025-Q2: 129.9K shares2025-Q3: 134.1K shares2025-Q4: 138.9K shares2026-Q1: 139.4K shares
$52.10(+78.07%)
2026-03-31
VXF
Vanguard Extended Market
4.86%42.9K$8.8M
-1.09%(-475)
2025-Q1: 43.0K shares2025-Q2: 44.4K shares2025-Q3: 42.8K shares2025-Q4: 43.4K shares2026-Q1: 42.9K shares
$134.50(+69.23%)
2026-03-31
VEU
Vanguard International Eq
4.71%114.2K$8.6M
+0.00%(+0)
2025-Q1: 121.6K shares2025-Q2: 120.8K shares2025-Q3: 115.0K shares2025-Q4: 114.2K shares2026-Q1: 114.2K shares
$47.26(+75.55%)
2026-03-31
DFAS
DFA US Small Cap ETF
3.96%101.3K$7.2M
-0.62%(-628)
2025-Q1: 112.2K shares2025-Q2: 108.1K shares2025-Q3: 105.2K shares2025-Q4: 101.9K shares2026-Q1: 101.3K shares
$49.33(+55.08%)
2026-03-31
DISV
DFA International Small C
3.86%177.9K$7.0M
-2.04%(-3.70K)
2025-Q1: 191.5K shares2025-Q2: 188.3K shares2025-Q3: 185.0K shares2025-Q4: 181.7K shares2026-Q1: 177.9K shares
$21.97(+92.55%)
2026-03-31
IBND
SPDR Barclays Intl Corp B
3.69%215.9K$6.7M
-33.85%(-110.46K)
2025-Q1: 133.9K shares2025-Q2: 228.2K shares2025-Q3: 280.9K shares2025-Q4: 326.4K shares2026-Q1: 215.9K shares
$30.60(+2.91%)
2026-03-31
DFUV
DFA US Equity Value ETF
3.45%129.4K$6.3M
-0.73%(-954)
2025-Q1: 130.3K shares2025-Q2: 130.3K shares2025-Q3: 130.3K shares2025-Q4: 130.4K shares2026-Q1: 129.4K shares
$31.58(+66.67%)
2026-03-31
BWZ
SPDR Short International
3.25%219.6K$5.9M
+357.26%(+171.57K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 48.0K shares2026-Q1: 219.6K shares
$27.26(+0.25%)
2026-03-31
AVRE
Avantis Global Real Estat
3.2%132.3K$5.8M
+28.02%(+28.96K)
2025-Q1: 105.2K shares2025-Q2: 89.1K shares2025-Q3: 100.8K shares2025-Q4: 103.4K shares2026-Q1: 132.3K shares
$42.57(+11.52%)
2026-03-31
DFIV
DFA International Value E
3.1%106.9K$5.6M
+0.50%(+530)
2025-Q1: 110.5K shares2025-Q2: 108.4K shares2025-Q3: 108.4K shares2025-Q4: 106.4K shares2026-Q1: 106.9K shares
$29.59(+88.05%)
2026-03-31

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