Lam Group, Inc.

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 16, 2025), Lam Group, Inc. reported 134 stock positions worth $140.2 million. Its top holding was Vanguard Extended Market ETF (VXF) at 5.8% of the portfolio, followed by Dimensional US Small Cap ETF (DFAS, 5.2%) and Vanguard Ftse All-World Ex-U (VEU, 5.0%). Compared with Q3 2024, it opened 1 new position, added to 37 and reduced 24. The biggest buy was Vanguard Total Intl Bond ETF (BNDX, shares +237%) and the biggest sale SS SPDR BB Intl Corp. BD ETF (IBND, shares −68%).

Most Recent 13F
Q2 2026
Location
LAKE OSWEGO, OR
CIK
0001961944
Portfolio Value
$140.2M (Q4 2024)
SEC Filing
0001993022-25-000001 ↗ filed Jan 16, 2025

Holdings Value

0$50.0M$100.0M$150.0M$200.0M$250.0M Q1 2024: $122.6M Q1 2024 Q2 2024: $118.6M Q2 2024 Q3 2024: $141.3M Q3 2024 Q4 2024: $140.2M $140.2M Q4 2024 Q1 2025: $135.9M Q1 2025 Q2 2025: $149.6M Q2 2025 Q3 2025: $161.3M Q3 2025 Q4 2025: $174.7M Q4 2025 Q1 2026: $182.0M Q1 2026 Q2 2026: $201.4M Q2 2026

Holdings 134 stocks · $140.2M
VXF Vanguard Extended Market ETF 5.77% 42,573 $8.1M Reduce -0.3%
DFAS Dimensional US Small Cap ETF 5.21% 112,290 $7.3M Add +1.0%
VEU Vanguard Ftse All-World Ex-U 4.99% 121,907 $7.0M No change
DFGR Dim Global Real Estate ETF 3.97% 217,880 $5.6M Add +42.9%
DFUV Dimensional US Marketwide Va 3.85% 131,854 $5.4M Reduce 0.0%
DISV Dimensional International SM 3.80% 200,600 $5.3M Add +14.4%
VBR Vngrd Mrngst SL-CP Val ETF-U 3.61% 25,520 $5.1M Reduce -0.0%
AMPH Amphastar Pharmaceuticals Inc. 3.46% 130,800 $4.9M No change
GLDM SPDR Gold Minishares Trust 3.45% 93,135 $4.8M Add +19.2%
VTI VG Morningstar TS MKT ETF-US 3.36% 16,262 $4.7M Add +1.6%
VSS Vanguard Ftse All Wo X-US SC 2.90% 35,463 $4.1M No change
DFIV Dimensional International Va 2.85% 112,468 $4.0M Add +15.0%
QQQ Invesco QQQ Trust Series 1 2.73% 7,475 $3.8M No change
VGT Vanguard Info Tech ETF 2.65% 5,969 $3.7M Add +13.6%
DFIS Dimensional International SM 2.39% 136,410 $3.3M Add +32.2%
DFGX Dimsnl Intr CF in ETF-Usd Inc. 2.37% 63,480 $3.3M Add +33.8%
BNDX Vanguard Total Intl Bond ETF 2.26% 64,645 $3.2M Add +236.5%
AVRE Avantis Real Estate ETF 2.22% 74,375 $3.1M Reduce -10.9%
DFSV Dimensional US Small Cap Val 2.04% 92,745 $2.9M Add +0.1%
IEMG iShares Core MSCI Emerging 1.99% 53,570 $2.8M Reduce -0.0%
AVUV Avantis US Small Cap Value 1.82% 26,410 $2.5M Add +7.8%
DFUS Dimensional US Eq MKT ETF 1.77% 39,042 $2.5M No change
DFEV Dimensional Emrg MRKT Val 1.59% 85,335 $2.2M Add +14.9%
VWOB Vanguard Emerg MKTS Gov BND 1.45% 32,115 $2.0M Add +62.7%
DFAT Dimensional US Target Value 1.25% 31,498 $1.8M Reduce -0.8%
DFAX Dimensional World Ex US Core 1.19% 67,188 $1.7M Add +0.0%
LEMB iShares JP Morgan Em Local C 1.10% 42,890 $1.5M Reduce -28.0%
VB Vanguard Most SM-Cap ETF-Usd 0.98% 5,705 $1.4M No change
AVDE Avantis International Equity 0.95% 21,655 $1.3M Reduce -19.4%
VNQI Vanguard GLBL Ex-US Real Est 0.90% 32,015 $1.3M Reduce -45.0%
DFAI Dimensional International Co. 0.88% 42,480 $1.2M Add +94.4%
SPY SS SPDR S&P 500 ETF Trust-US 0.84% 2,000 $1.2M No change
DFAC Dimensional US Core Equity 2 0.84% 33,885 $1.2M Add +0.0%
AVUS Avantis U.S. Equity ETF 0.72% 10,430 $1.0M Add +7.8%
VOO Vanguard S&P 500 ETF 0.72% 1,870 $1.0M No change
VTV Vanguard Mrngstr Val ETF-Aui 0.70% 5,815 $984K No change
BA The Boeing Co. 0.69% 5,499 $973K No change
AVIV Avantis Intl LRG Cap Val ETF 0.69% 18,675 $969K Reduce -31.2%
AAPL Apple Inc. 0.65% 3,459 $915K Reduce -5.3%
DFAE Dimensional Emerging Core Eq 0.64% 35,155 $892K Add +25.3%
IBND SS SPDR BB Intl Corp. BD ETF 0.64% 31,425 $891K Reduce -68.5%
VOE Vngrd Mrngstr MD-Cap Val ETF 0.61% 5,275 $853K No change
BRK.B Berkshire Hathaway Inc. Class B 0.60% 1,853 $840K Reduce -1.1%
MDY State Street SPDR S&P Midcap 0.57% 1,400 $797K No change
AVGE Avantis All Eqty Mrkts ETF 0.56% 10,850 $785K Add +18.4%
AVEM Avantis Emerging Markets Eq 0.56% 13,325 $783K Reduce -34.8%
IWF iShares Russell 1000 Growth 0.55% 1,925 $773K No change
VWO Vanguard Ftse Emerging Marke 0.48% 15,355 $676K Reduce -0.0%
GLD SPDR Gold Shares 0.48% 2,780 $673K No change
AVSC Avantis US Small Cap Equity 0.47% 12,085 $657K Add +36.8%
QLTY GMO U.S. Quality ETF 0.47% 20,495 $655K Reduce -6.2%
IJH iShares Core S&P Midcap ETF 0.41% 9,250 $576K No change
AVDV Avantis Intl S/C Value ETF 0.40% 8,680 $565K Reduce -44.3%
SCZ iShares MSCI Eafe Small-Cap 0.40% 9,155 $556K No change
AVES Avantis Emerging Markets Val 0.40% 12,015 $555K Reduce -30.4%
VNQ Vanguard Real Estate ETF 0.38% 6,030 $537K Add +3.0%
META Meta Platforms Inc. Class A 0.38% 900 $527K Add +16.1%
DFAU Dimensional US Core Equity M 0.36% 12,540 $508K Add +0.2%
AVLV Avantis US Large Cap Value 0.35% 7,455 $498K Add +20.1%
AMZN Amazon.com Inc. 0.33% 2,140 $469K No change
IJR iShares Core S&P Small-Cap E 0.33% 4,000 $461K No change
AVEE Avantis Em MKT SM Cap Eq ETF 0.30% 7,945 $423K Reduce -18.0%
DFEM Dimensional Emrg MRKT Core 0.28% 15,000 $393K New
MSFT Microsoft Corp. 0.27% 913 $385K No change
VEA Vanguard Ftse Developed ETF 0.27% 7,862 $376K No change
DFSD Dimensional Short Duration 0.26% 7,875 $369K Add +0.6%
ARKW ARK Next Generation Technolo 0.23% 3,040 $328K Add +835.4%
GOOGLE LLC-CL A 0.22% 1,600 $303K No change
AVDS Avantis Intl SM Cap Eq ETF 0.21% 5,800 $301K Reduce -64.5%
VTIP Vanguard Short-Term Tips 0.19% 5,517 $267K Reduce -18.9%
DFCF Dimensional Core Fixed Inc. 0.18% 6,080 $251K Add +21.4%
DFIP Dimensional Inflation-Protec 0.18% 6,185 $250K Reduce -14.5%
VFVA Vanguard U.S. Value Factor 0.17% 2,000 $237K No change
DFAW Dimensional World Eqty ETF 0.16% 3,608 $225K Add +1.9%
AVIE Avantis Inflation Foc Eq ETF 0.13% 3,035 $183K Add +83.9%
DUSB Dimension Ultrashort Fi ETF 0.11% 3,130 $158K Add +50.5%
GOOG Google LLC Class C filed as ALPHABET INC CLASS C 0.11% 800 $152K No change
NFLX Netflix Inc. 0.10% 150 $134K No change
AMGN Amgen Inc. 0.09% 462 $120K No change
V Visa Inc. Class A 0.07% 300 $95K No change
DEHP Dimensional Emrg MRK Hi Prof 0.07% 3,825 $95K Add +44.1%
WFC Wells Fargo & Co. 0.05% 900 $63K No change
NVDA Nvidia Corp. 0.04% 440 $59K No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.03% 202 $44K No change
TSLA Tesla Inc. 0.03% 100 $40K No change
DUHP Dimensional US High Profi Et 0.03% 1,195 $40K Add +4.8%
DIHP Dimensional International Hi 0.03% 1,550 $39K Reduce -59.5%
COST Costco Wholesale Corp. 0.02% 38 $35K No change
AVGO Broadcom Pte Ltd. 0.02% 110 $26K No change
VZ Verizon Communications Inc. 0.02% 553 $22K No change
VUSB Vanguard Ultra Short Bond Et 0.01% 403 $20K Add +1.3%
TSM Taiwan Semiconductor-SP ADR 0.01% 100 $20K No change
DFLV Dim US Large Cap Value ETF 0.01% 610 $18K Reduce -1.6%
CABO Cable One Inc. 0.01% 50 $18K No change
WMT Walmart Inc. 0.01% 183 $17K No change
RYN Rayonier Inc. 0.01% 585 $15K No change
CAT Caterpillar Inc. 0.01% 37 $13K No change
XYZ Block Inc. 0.01% 157 $13K No change
PFE Pfizer Inc. 0.01% 483 $13K No change
FDHY Fidelity Enh Hi YLD ETF 0.01% 265 $13K No change
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.01% 100 $11K No change
ETSY Etsy Inc. 0.01% 186 $10K No change
MCD McDonald's Corp. 0.01% 27 $8K No change
ROKU Roku Inc. 0.01% 100 $7K No change
SHOP Shopify Inc. Class A 0.00% 50 $5K No change
BWZ State Street SPDR Bloomberg 0.00% 190 $5K Add +5.6%
HD Home Depot Inc. 0.00% 12 $5K No change
UPS United Parcel Service Class B 0.00% 34 $4K No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.00% 86 $4K No change
AVSF Avantis Short-Term Fixed Inc. 0.00% 75 $3K No change
ETF MANAGERS TR filed as ETFMG Prime Mobile Pym 0.00% 55 $3K No change
COMT iShares Gsci Commodity Dynam 0.00% 115 $3K Add +4.5%
PDBC Invesco Optimum Yield Divers 0.00% 220 $3K Add +4.8%
INTC Intel Corp. 0.00% 125 $3K No change
CSCO Cisco Systems Inc. 0.00% 42 $2K No change
JNK SPDR 0.00% 25 $2K No change
HSY The Hershey Co. 0.00% 13 $2K No change
GEAR Revelyst Inc. 0.00% 100 $2K No change
KD Kyndryl Holdings Inc. 0.00% 40 $1K No change
IBUY Amplify Online Retail ETF 0.00% 20 $1K No change
YETI Yeti Holdings Inc. filed as YETI HLDGS INC 0.00% 25 $963 No change
VTRS Viatris Inc. 0.00% 59 $735 No change
PYPL PayPal Holdings Inc. 0.00% 7 $597 No change
RIVN Rivian Automotive Inc. Class A 0.00% 40 $532 No change
GME Gamestop Corp. Class A 0.00% 12 $376 No change
BABA Alibaba Group Holding-SP ADR 0.00% 4 $339 No change
ZM Zoom Communications Inc. 0.00% 3 $245 No change
ARL American Realty Investors Inc. 0.00% 10 $147 No change
AZN Astrazeneca PLC-Spons ADR 0.00% 2 $131 No change
PLUG Plug Power Inc. 0.00% 40 $85 No change
TDOC Teladoc Health Inc. 0.00% 9 $82 No change
UBER Uber Technologies Inc. 0.00% 1 $60 No change
MRNA Moderna Inc. 0.00% 1 $42 No change
LKM Link Motion Inc. - Spon ADR 0.00% 200 $0 No change

Portfolio Sells Q3 2024 → Q4 2024
IBND SS SPDR BB Intl Corp. BD ETF Reduce -68.5% 0.64% −1.52
VNQI Vanguard GLBL Ex-US Real Est Reduce -45.0% 0.90% −1.03
AVRE Avantis Real Estate ETF Reduce -10.9% 2.22% −0.56
LEMB iShares JP Morgan Em Local C Reduce -28.0% 1.10% −0.52
AVDS Avantis Intl SM Cap Eq ETF Reduce -64.5% 0.21% −0.44
AVIV Avantis Intl LRG Cap Val ETF Reduce -31.2% 0.69% −0.39
AVDV Avantis Intl S/C Value ETF Reduce -44.3% 0.40% −0.38
AVEM Avantis Emerging Markets Eq Reduce -34.8% 0.56% −0.38
AVDE Avantis International Equity Reduce -19.4% 0.95% −0.33
AVES Avantis Emerging Markets Val Reduce -30.4% 0.40% −0.24
IEMG iShares Core MSCI Emerging Reduce -0.0% 1.99% −0.18
AVEE Avantis Em MKT SM Cap Eq ETF Reduce -18.0% 0.30% −0.10
DIHP Dimensional International Hi Reduce -59.5% 0.03% −0.05
VTIP Vanguard Short-Term Tips Reduce -18.9% 0.19% −0.05
DFUV Dimensional US Marketwide Va Reduce 0.0% 3.85% −0.04
VWO Vanguard Ftse Emerging Marke Reduce -0.0% 0.48% −0.04
DFIP Dimensional Inflation-Protec Reduce -14.5% 0.18% −0.04
QLTY GMO U.S. Quality ETF Reduce -6.2% 0.47% −0.04
VBR Vngrd Mrngst SL-CP Val ETF-U Reduce -0.0% 3.61% −0.02
BRK.B Berkshire Hathaway Inc. Class B Reduce -1.1% 0.60% −0.01
DFAT Dimensional US Target Value Reduce -0.8% 1.25% −0.00
DFLV Dim US Large Cap Value ETF Reduce -1.6% 0.01% −0.00
AAPL Apple Inc. Reduce -5.3% 0.65% +0.05
VXF Vanguard Extended Market ETF Reduce -0.3% 5.77% +0.27

Portfolio Buys Q3 2024 → Q4 2024
BNDX Vanguard Total Intl Bond ETF Add +236.5% 2.26% +1.58
DFGR Dim Global Real Estate ETF Add +42.9% 3.97% +0.85
GLDM SPDR Gold Minishares Trust Add +19.2% 3.45% +0.57
DFGX Dimsnl Intr CF in ETF-Usd Inc. Add +33.8% 2.37% +0.55
VWOB Vanguard Emerg MKTS Gov BND Add +62.7% 1.45% +0.52
VGT Vanguard Info Tech ETF Add +13.6% 2.65% +0.47
DFIS Dimensional International SM Add +32.2% 2.39% +0.43
DFAI Dimensional International Co. Add +94.4% 0.88% +0.39
DFEM Dimensional Emrg MRKT Core New 0.28% +0.28
ARKW ARK Next Generation Technolo Add +835.4% 0.23% +0.21
DFIV Dimensional International Va Add +15.0% 2.85% +0.21
DISV Dimensional International SM Add +14.4% 3.80% +0.19
AVUV Avantis US Small Cap Value Add +7.8% 1.82% +0.15
VTI VG Morningstar TS MKT ETF-US Add +1.6% 3.36% +0.15
AVSC Avantis US Small Cap Equity Add +36.8% 0.47% +0.13
DFAS Dimensional US Small Cap ETF Add +1.0% 5.21% +0.11
DFEV Dimensional Emrg MRKT Val Add +14.9% 1.59% +0.10
DFAE Dimensional Emerging Core Eq Add +25.3% 0.64% +0.09
AVGE Avantis All Eqty Mrkts ETF Add +18.4% 0.56% +0.08
AVUS Avantis U.S. Equity ETF Add +7.8% 0.72% +0.07
AVLV Avantis US Large Cap Value Add +20.1% 0.35% +0.07
META Meta Platforms Inc. Class A Add +16.1% 0.38% +0.06
AVIE Avantis Inflation Foc Eq ETF Add +83.9% 0.13% +0.05
DUSB Dimension Ultrashort Fi ETF Add +50.5% 0.11% +0.04
DFCF Dimensional Core Fixed Inc. Add +21.4% 0.18% +0.03
DEHP Dimensional Emrg MRK Hi Prof Add +44.1% 0.07% +0.02
DFSV Dimensional US Small Cap Val Add +0.1% 2.04% +0.02
DFAC Dimensional US Core Equity 2 Add +0.0% 0.84% +0.01
DFAU Dimensional US Core Equity M Add +0.2% 0.36% +0.01
DFAW Dimensional World Eqty ETF Add +1.9% 0.16% +0.00
DUHP Dimensional US High Profi Et Add +4.8% 0.03% +0.00
VUSB Vanguard Ultra Short Bond Et Add +1.3% 0.01% +0.00
COMT iShares Gsci Commodity Dynam Add +4.5% 0.00% +0.00
PDBC Invesco Optimum Yield Divers Add +4.8% 0.00% 0.00
BWZ State Street SPDR Bloomberg Add +5.6% 0.00% −0.00
DFSD Dimensional Short Duration Add +0.6% 0.26% −0.00
VNQ Vanguard Real Estate ETF Add +3.0% 0.38% −0.02
DFAX Dimensional World Ex US Core Add +0.0% 1.19% −0.09

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 138$201.4MGLDM, VXF, VEU, DFAS, DISV
Q1 2026 135$182.0MGLDM, VXF, VEU, DFAS, DISV
Q4 2025 75$174.7MGLDM, IBND, VXF, VEU, DFAS
Q3 2025 72$161.3MGLDM, IBND, VXF, VEU, DFAS
Q2 2025 73$149.6MVXF, GLDM, VEU, IBND, DFAS
Q1 2025 73$135.9MVXF, VEU, DFAS, GLDM, DISV
Q4 2024 134$140.2MVXF, DFAS, VEU, DFGR, DFUV
Q3 2024 133$141.3MVXF, VEU, DFAS, AMPH, DFUV
Q2 2024 132$118.6MVXF, VEU, DFAS, AMPH, DFUV
Q1 2024 127$122.6MVXF, VEU, DFAS, QQQ, AMPH