LAM GROUP, INC.
Q3 2025 13F Holdings
- Locationlake oswego, OR
- Num holdings
72
- Value ($000)
$161,332
- Date Filed10/23/2025
- 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 Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
GLDM SPDR Gold Mini ETF | ETF | 98149E204 | $10.25M | 6 % | 134,055 | ||
IBND SPDR Barclays Intl Corp B | ETF | 78464A151 | $9.07M | 6 % | 280,855 | ||
VXF Vanguard Extended Market | ETF | 922908652 | $8.96M | 6 % | 42,785 | ||
VEU Vanguard International Eq | ETF | 922042775 | $8.21M | 5 % | 114,997 | ||
DFAS DFA US Small Cap ETF | ETF | 25434V500 | $7.21M | 5 % | 105,246 | ||
DISV DFA International Small C | ETF | 25434V781 | $6.60M | 4 % | 185,040 | ||
DFUV DFA US Equity Value ETF | ETF | 25434V724 | $5.82M | 4 % | 130,272 | ||
VBR Vanguard US Small Cap Val | ETF | 922908611 | $5.12M | 3 % | 24,520 | ||
VSS Vanguard FTSE All-World e | ETF | 922042718 | $5.06M | 3 % | 35,483 | ||
VTI Vanguard Total Stock Mark | ETF | 922908769 | $5.02M | 3 % | 15,307 |
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