LAM GROUP, INC.
136 holdingsFiling period: 2026-03-31Current AUM: $198.9Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | GLDM1 | SPDR Gold Mini ETF | 139.4K | $12.9M | $12.9M | 6.49% | +430 | 2026-03-31 |
| 2 | VXF | Vanguard Extended Market | 42.9K | $8.8M | $10.1M | 5.10% | -475 | 2026-03-31 |
| 3 | VEU | Vanguard International Eq | 114.2K | $8.6M | $9.5M | 4.76% | -- | 2026-03-31 |
| 4 | DFAS | DFA US Small Cap ETF | 101.3K | $7.2M | $8.2M | 4.13% | -628 | 2026-03-31 |
| 5 | DISV | DFA International Small C | 177.9K | $7.0M | $7.5M | 3.79% | -3,700 | 2026-03-31 |
| 6 | IBND | SPDR Barclays Intl Corp B | 215.9K | $6.7M | $6.7M | 3.37% | -110,456 | 2026-03-31 |
| 7 | DFUV | DFA US Equity Value ETF | 129.4K | $6.3M | $7.2M | 3.62% | -954 | 2026-03-31 |
| 8 | BWZ | SPDR Short International | 219.6K | $5.9M | $6.0M | 3.00% | +171.6K | 2026-03-31 |
| 9 | AVRE | Avantis Global Real Estat | 132.3K | $5.8M | $6.4M | 3.24% | +29.0K | 2026-03-31 |
| 10 | DFIV | DFA International Value E | 106.9K | $5.6M | $6.1M | 3.08% | +530 | 2026-03-31 |
| 11 | LEMB | iShares Emerging Markets | 133.3K | $5.4M | $5.7M | 2.85% | +11.1K | 2026-03-31 |
| 12 | VBR | Vanguard US Small Cap Val | 24.5K | $5.3M | $6.0M | 3.02% | -- | 2026-03-31 |
| 13 | VSS | Vanguard FTSE All-World e | 35.5K | $5.2M | $5.3M | 2.69% | -- | 2026-03-31 |
| 14 | VTI | Vanguard Total Stock Mark | 15.9K | $5.1M | $5.9M | 2.94% | +634 | 2026-03-31 |
| 15 | DFGR | DFA Global Real Estate ET | 188.1K | $5.0M | $5.6M | 2.82% | -14,350 | 2026-03-31 |
| 16 | QQQ | Powershares Nasdaq 100 In | 7.5K | $4.3M | $5.1M | 2.59% | -- | 2026-03-31 |
| 17 | DFIS | DFA International Small C | 114.2K | $3.8M | $4.1M | 2.06% | -4,550 | 2026-03-31 |
| 18 | AVUV | Avantis US Small Cap Valu | 34.2K | $3.8M | $4.3M | 2.16% | +1.6K | 2026-03-31 |
| 19 | IEMG | iShares MSCI Emerging Mar | 53.2K | $3.7M | $4.1M | 2.08% | -350 | 2026-03-31 |
| 20 | VGT | Vanguard Information Tech | 5.0K | $3.5M | $4.5M | 2.27% | -25 | 2026-03-31 |
| 21 | DFSV | DFA US Small Cap Value ET | 98.0K | $3.4M | $3.9M | 1.95% | -995 | 2026-03-31 |
| 22 | DFEV | DFA Emerging Markets Valu | 82.3K | $2.9M | $3.3M | 1.64% | +25 | 2026-03-31 |
| 23 | DFUS | DFA US Equity ETF | 39.0K | $2.8M | $3.2M | 1.60% | -- | 2026-03-31 |
| 24 | AMPH | Amphastar Pharma Inc | 130.8K | $2.6M | $2.6M | 1.31% | -- | 2026-03-31 |
| 25 | AVIV | Avantis International Val | 30.8K | $2.3M | $2.5M | 1.25% | -335 | 2026-03-31 |
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