LAM GROUP, INC.
Q2 2025 13F Holdings
- Locationlake oswego, OR
- Num holdings
73
- Value ($000)
$149,606
- Date Filed07/03/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VXF Vanguard Extended Market | ETF | 922908652 | $8.56M | 6 % | 44,410 | ||
GLDM SPDR Gold Mini ETF | ETF | 98149E204 | $8.51M | 6 % | 129,885 | ||
VEU Vanguard International Eq | ETF | 922042775 | $8.12M | 5 % | 120,847 | ||
IBND SPDR Barclays Intl Corp B | ETF | 78464A151 | $7.44M | 5 % | 228,190 | ||
DFAS DFA US Small Cap ETF | ETF | 25434V500 | $6.88M | 5 % | 108,064 | ||
DISV DFA International Small C | ETF | 25434V781 | $6.20M | 4 % | 188,300 | ||
DFUV DFA US Equity Value ETF | ETF | 25434V724 | $5.51M | 4 % | 130,267 | ||
VBR Vanguard US Small Cap Val | ETF | 922908611 | $4.91M | 3 % | 25,195 | ||
VTI Vanguard Total Stock Mark | ETF | 922908769 | $4.83M | 3 % | 15,907 | ||
VSS Vanguard FTSE All-World e | ETF | 922042718 | $4.77M | 3 % | 35,479 |
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