LAM GROUP, INC.
Q1 2025 13F Holdings
- Locationlake oswego, OR
- Num holdings
73
- Value ($000)
$135,913
- Date Filed04/16/2025
- Form type13F-HR
- CIK0001961944
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VXF Vanguard Extended Market | ETF | 922908652 | $7.41M | 6 % | 43,045 | ||
VEU Vanguard International Eq | ETF | 922042775 | $7.38M | 5 % | 121,647 | ||
DFAS DFA US Small Cap ETF | ETF | 25434V500 | $6.70M | 5 % | 112,205 | ||
GLDM SPDR Gold Mini ETF | ETF | 98149E204 | $6.65M | 5 % | 107,460 | ||
DISV DFA International Small C | ETF | 25434V781 | $5.58M | 4 % | 191,540 | ||
DFUV DFA US Equity Value ETF | ETF | 25434V724 | $5.37M | 4 % | 130,252 | ||
DFGR DFA Global Real Estate ET | ETF | 25434V658 | $4.75M | 4 % | 180,775 | ||
VBR Vanguard US Small Cap Val | ETF | 922908611 | $4.74M | 4 % | 25,470 | ||
AVRE Avantis Global Real Estat | ETF | 025072356 | $4.53M | 3 % | 105,215 | ||
VTI Vanguard Total Stock Mark | ETF | 922908769 | $4.45M | 3 % | 16,207 |
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