Sponsored

The Analysis of LAM GROUP, INC.'s Holdings & P&L

Currently, LAM GROUP, INC. holds 136 types of securities in its portfolio with a total value $182.0M. In the most recent quarter, they have increased their positions in BWZ (+171.6K shares, valued at $4.6M), AVRE (+29.0K shares, valued at $1.3M), LEMB (+11.1K shares, valued at $453.3K); decreased their positions in IBND (-110.5K shares, valued at $3.4M), BA (-3.6K shares, valued at $711.1K), VTIP (-8.3K shares, valued at $415.2K); initiated new positions in ARKK (+5.6K shares, valued at $380.2K), VFVA (+1.4K shares, valued at $194.5K), AMGN (+462 shares, valued at $162.6K).

1M P&L

+1.3M+0.77%

3M P&L

-25.5M-12.66%

HY P&L

-9.1M-4.93%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A155.4M

95.3%

2Drug Manufacturers - Specialty & Generic2.6M

1.6%

3Internet Content & Information1.7M

1.0%

Top Industries by Stock Count

1N/A82 stocks

64.1%

2Drug Manufacturers - General4 stocks

3.1%

3Semiconductors4 stocks

3.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPDR Gold Mini ETF SPDR Gold Mini ETF139.4K shares0.31%2026-03-312026-04-22

VXF Vanguard Extended Market42.9K shares-1.09%2026-03-312026-04-22

VEU Vanguard International Eq114.2K shares0.00%2026-03-312026-04-22

DFAS DFA US Small Cap ETF101.3K shares-0.62%2026-03-312026-04-22

DISV DFA International Small C177.9K shares-2.04%2026-03-312026-04-22

IBND SPDR Barclays Intl Corp B215.9K shares-33.85%2026-03-312026-04-22

DFUV DFA US Equity Value ETF129.4K shares-0.73%2026-03-312026-04-22

BWZ SPDR Short International219.6K shares357.26%2026-03-312026-04-22

Sponsored

AVRE Avantis Global Real Estat132.3K shares28.02%2026-03-312026-04-22

DFIV DFA International Value E106.9K shares0.50%2026-03-312026-04-22

LEMB iShares Emerging Markets133.3K shares9.09%2026-03-312026-04-22

VBR Vanguard US Small Cap Val24.5K shares0.00%2026-03-312026-04-22

VSS Vanguard FTSE All-World e35.5K shares0.00%2026-03-312026-04-22

VTI Vanguard Total Stock Mark15.9K shares4.16%2026-03-312026-04-22

DFGR DFA Global Real Estate ET188.1K shares-7.09%2026-03-312026-04-22

Powershares Nasdaq 100 In Powershares Nasdaq 100 In7.5K shares0.00%2026-03-312026-04-22

Sponsored

DFIS DFA International Small C114.2K shares-3.83%2026-03-312026-04-22

AVUV Avantis US Small Cap Valu34.2K shares5.07%2026-03-312026-04-22

IEMG iShares MSCI Emerging Mar53.2K shares-0.65%2026-03-312026-04-22

VGT Vanguard Information Tech5.0K shares-0.50%2026-03-312026-04-22

DFSV DFA US Small Cap Value ET98.0K shares-1.01%2026-03-312026-04-22

DFEV DFA Emerging Markets Valu82.3K shares0.03%2026-03-312026-04-22

DFUS DFA US Equity ETF39.0K shares0.00%2026-03-312026-04-22

AMPH Amphastar Pharma Inc130.8K shares0.00%2026-03-312026-04-22

Sponsored

AVIV Avantis International Val30.8K shares-1.08%2026-03-312026-04-22

DFAX DFA World ex US Core 2 ET63.1K shares0.00%2026-03-312026-04-22

AVDV Avantis International Sma20.8K shares25.14%2026-03-312026-04-22

DFAT DFA US Targeted Value ETF31.6K shares6.26%2026-03-312026-04-22

AVDE Avantis International Cor22.6K shares-4.87%2026-03-312026-04-22

AVEM Avantis Emerging Markets21.6K shares-1.73%2026-03-312026-04-22

AVUS Avantis US Large Cap Core15.6K shares17.31%2026-03-312026-04-22

AVSC Avantis US Micro Cap Equi25.9K shares33.82%2026-03-312026-04-22

Sponsored

VB Vanguard US Small Cap Equ5.8K shares0.00%2026-03-312026-04-22

AVDS Avantis Internationall Sm20.9K shares39.57%2026-03-312026-04-22

SPY S&P 500 SPDR2.0K shares0.00%2026-03-312026-04-22

AVLV Avantis US Large Cap Valu15.5K shares26.15%2026-03-312026-04-22

DFAI DFA International Core ET31.3K shares-4.94%2026-03-312026-04-22

GLD SPDR Gold Trust2.8K shares-2.48%2026-03-312026-04-22

DFAC DFA US Core ETF29.8K shares0.01%2026-03-312026-04-22

AVGE Avantis All Equity Global13.0K shares4.20%2026-03-312026-04-22

Sponsored

VTV Vanguard Value Index ETF5.6K shares31.04%2026-03-312026-04-22

VNQI Vanguard Global REIT Ex-U24.4K shares0.37%2026-03-312026-04-22

DFAE DFA Emerging Markets Core31.5K shares-0.03%2026-03-312026-04-22

VWOB Vanguard Emerging Markets15.7K shares-6.22%2026-03-312026-04-22

AVES Avantis Emerging Markets16.4K shares20.65%2026-03-312026-04-22

VOE Vanguard Mid Cap Value5.3K shares0.00%2026-03-312026-04-22

VWO Vanguard Emerging Markets16.9K shares12.61%2026-03-312026-04-22

Vanguard S&P 500 ETF Vanguard S&P 500 ETF1.5K shares0.00%2026-03-312026-04-22

Sponsored

AAPL Apple Computer Inc3.5K shares0.00%2026-03-312026-04-22

MDY S&P Mid Cap SPDR1.4K shares0.00%2026-03-312026-04-22

Berkshire Hathaway Cl B Berkshire Hathaway Cl B1.7K shares-2.82%2026-03-312026-04-22

IWF Ishares Tr Russell 10001.9K shares0.00%2026-03-312026-04-22

QLTY GMO US Quality ETF21.4K shares-6.50%2026-03-312026-04-22

VEA Vanguard MSCI EAFE ETF11.6K shares49.82%2026-03-312026-04-22

SCZ iShares MSCI Internationa9.2K shares0.00%2026-03-312026-04-22

GOOG Google Inc Class C2.4K shares195.75%2026-03-312026-04-22

Sponsored

DFGX DFA Global Ex Us Corporat12.7K shares-10.37%2026-03-312026-04-22

IJH Ishares Tr S&P Midcap9.3K shares0.00%2026-03-312026-04-22

AVEE Avantis Emerging Markets9.3K shares5.03%2026-03-312026-04-22

META Meta Platforms Inc Class958 shares0.00%2026-03-312026-04-22

IJR iShares S&P 600 Small Cap4.0K shares0.00%2026-03-312026-04-22

DFEM DFA Emerging Markets ETF14.3K shares0.03%2026-03-312026-04-22

GOOGL Google Inc Class A1.6K shares0.00%2026-03-312026-04-22

AMZN Amazon Com Inc2.1K shares0.00%2026-03-312026-04-22

Sponsored

BNDX Vanguard Total Internatio8.7K shares-17.94%2026-03-312026-04-22

MSFT Microsoft Corp1.1K shares17.87%2026-03-312026-04-22

BA Boeing Co1.9K shares-64.98%2026-03-312026-04-22

ARKK ARK Innovation ETF5.6K sharesnew addition2026-03-312026-04-22

VNQ Vanguard REIT Index ETF4.1K shares-4.91%2026-03-312026-04-22

BINC iShares Flexible Income A6.8K shares30.11%2026-03-312026-04-22

ARKW ARK Next Generation2.9K shares-6.45%2026-03-312026-04-22

DFAU DFA US Core ETF7.6K shares0.07%2026-03-312026-04-22

Sponsored

DFCF DFA Core Fixed Income ETF7.7K shares-9.53%2026-03-312026-04-22

DFSD DFA Short Duration Bond E5.6K shares0.18%2026-03-312026-04-22

DFAW Dimensional World Equity3.5K shares0.03%2026-03-312026-04-22

VFVA Vanguard US Value Factor1.4K sharesnew addition2026-03-312026-04-22

AMGN Amgen Incorporated462 sharesnew addition2026-03-312026-04-22

NRG Nrg Energy Inc New1.0K sharesnew addition2026-03-312026-04-22

NFLX Netflix Inc1.5K sharesnew addition2026-03-312026-04-22

DEHP DFA Emerging Markets High3.5K sharesnew addition2026-03-312026-04-22

Sponsored

NTAP Network Appliance Inc1.0K sharesnew addition2026-03-312026-04-22

V Visa Inc Cl A300 sharesnew addition2026-03-312026-04-22

NVDA Nvidia Corp440 sharesnew addition2026-03-312026-04-22

VTIP Vanguard ST Inflation-Pro1.5K shares-84.71%2026-03-312026-04-22

WFC Wells Fargo & Co New900 sharesnew addition2026-03-312026-04-22

ABBV Abbvie Inc293 sharesnew addition2026-03-312026-04-22

DFIP DFA TIPS ETF1.4K sharesnew addition2026-03-312026-04-22

DIHP DFA International High Pr1.7K sharesnew addition2026-03-312026-04-22

Sponsored

IBM Intl Business Machines202 sharesnew addition2026-03-312026-04-22

PPLT Abrdn Platinum Etf TRUST250 sharesnew addition2026-03-312026-04-22

DUSB DFA Ultra Short Bond ETF830 sharesnew addition2026-03-312026-04-22

COST Costco Whsl Corp New38 sharesnew addition2026-03-312026-04-22

TSLA Tesla Motors Inc100 sharesnew addition2026-03-312026-04-22

AVGO Broadcom Ltd110 sharesnew addition2026-03-312026-04-22

TSM Taiwan Semiconductor Manu100 sharesnew addition2026-03-312026-04-22

VZ Verizon Communications553 sharesnew addition2026-03-312026-04-22

Sponsored

CAT Caterpillar Inc37 sharesnew addition2026-03-312026-04-22

WMT Wal-Mart Stores Inc183 sharesnew addition2026-03-312026-04-22

VUSB Vanguard Ultra Short Bond438 sharesnew addition2026-03-312026-04-22

AMD Advanced Micro Devices100 sharesnew addition2026-03-312026-04-22

RYN Rayonier Inc780 sharesnew addition2026-03-312026-04-22

PFE Pfizer Incorporated483 sharesnew addition2026-03-312026-04-22

AVIE Avantis Inflation Equity180 sharesnew addition2026-03-312026-04-22

FDHY Fidelity High Yield Facto255 sharesnew addition2026-03-312026-04-22

Sponsored

DIS Disney Walt Co100 sharesnew addition2026-03-312026-04-22

ROKU Roku Inc Com Cl A100 sharesnew addition2026-03-312026-04-22

XYZ Square Inc Cl A157 sharesnew addition2026-03-312026-04-22

ETSY Etsy Inc186 sharesnew addition2026-03-312026-04-22

MCD Mc Donalds Corp27 sharesnew addition2026-03-312026-04-22

TOTL SPDR Doubleline Total Ret155 sharesnew addition2026-03-312026-04-22

SHOP Shopify Inc50 sharesnew addition2026-03-312026-04-22

CABO Cable One Inc Com50 sharesnew addition2026-03-312026-04-22

Sponsored

BAC Bank Of America Corp86 sharesnew addition2026-03-312026-04-22

AVSF Avantis Short-Term Fixed85 sharesnew addition2026-03-312026-04-22

HD Home Depot Inc12 sharesnew addition2026-03-312026-04-22

PDBC Invesco Commodity Optimum215 sharesnew addition2026-03-312026-04-22

COMT iShares Commodities Selec110 sharesnew addition2026-03-312026-04-22

CSCO Cisco Systems Inc42 sharesnew addition2026-03-312026-04-22

HSY Hershey Co13 sharesnew addition2026-03-312026-04-22

VRT Vertiv Hldgs Co10 sharesnew addition2026-03-312026-04-22

Sponsored

Etfmg Prime Mobile Etfmg Prime Mobile55 sharesnew addition2026-03-312026-04-22

JNK SPDR Barclays High-Yield20 sharesnew addition2026-03-312026-04-22

DFLV DFA US Large Cap Value ET50 sharesnew addition2026-03-312026-04-22

DUHP DFA US High Profitability40 sharesnew addition2026-03-312026-04-22

DFA US Micro Cap RTF DFA US Micro Cap RTF20 sharesnew addition2026-03-312026-04-22

VTRS Viatris Inc59 sharesnew addition2026-03-312026-04-22

KD Kyndryl Hldgs Inc40 sharesnew addition2026-03-312026-04-22

BABA Alibaba Group Holding Ltd4 sharesnew addition2026-03-312026-04-22

Sponsored

AVIG Avantis Core Fixed Income10 sharesnew addition2026-03-312026-04-22

AVUQ Avantis U S Quality ETF5 sharesnew addition2026-03-312026-04-22

GME Gamestop Corp12 sharesnew addition2026-03-312026-04-22

AZN Astrazeneca Adr Eachrep 11 sharesnew addition2026-03-312026-04-22

ARL Amern Realty Invs Inc10 sharesnew addition2026-03-312026-04-22

UBER Uber Technologies Inc1 sharesnew addition2026-03-312026-04-22

Gamestop Corp New Wts Exp Gamestop Corp New Wts Exp1 sharesnew addition2026-03-312026-04-22

Link Motion Inc Link Motion Inc200 sharesnew addition2026-03-312026-04-22

Sponsored

SPDR Gold Mini ETF

0.31%

Shares139.4K

Event2026-03-31

Filed2026-04-22

VXF

Vanguard Extended Market

-1.09%

Shares42.9K

Event2026-03-31

Filed2026-04-22

VEU

Vanguard International Eq

0.00%

Shares114.2K

Event2026-03-31

Filed2026-04-22

DFAS

DFA US Small Cap ETF

-0.62%

Shares101.3K

Event2026-03-31

Filed2026-04-22

DISV

DFA International Small C

-2.04%

Shares177.9K

Event2026-03-31

Filed2026-04-22

IBND

SPDR Barclays Intl Corp B

-33.85%

Shares215.9K

Event2026-03-31

Filed2026-04-22

DFUV

DFA US Equity Value ETF

-0.73%

Shares129.4K

Event2026-03-31

Filed2026-04-22

BWZ

SPDR Short International

357.26%

Shares219.6K

Event2026-03-31

Filed2026-04-22

AVRE

Avantis Global Real Estat

28.02%

Shares132.3K

Event2026-03-31

Filed2026-04-22

DFIV

DFA International Value E

0.50%

Shares106.9K

Event2026-03-31

Filed2026-04-22

LEMB

iShares Emerging Markets

9.09%

Shares133.3K

Event2026-03-31

Filed2026-04-22

VBR

Vanguard US Small Cap Val

0.00%

Shares24.5K

Event2026-03-31

Filed2026-04-22

VSS

Vanguard FTSE All-World e

0.00%

Shares35.5K

Event2026-03-31

Filed2026-04-22

VTI

Vanguard Total Stock Mark

4.16%

Shares15.9K

Event2026-03-31

Filed2026-04-22

DFGR

DFA Global Real Estate ET

-7.09%

Shares188.1K

Event2026-03-31

Filed2026-04-22

Powershares Nasdaq 100 In

0.00%

Shares7.5K

Event2026-03-31

Filed2026-04-22

DFIS

DFA International Small C

-3.83%

Shares114.2K

Event2026-03-31

Filed2026-04-22

AVUV

Avantis US Small Cap Valu

5.07%

Shares34.2K

Event2026-03-31

Filed2026-04-22

IEMG

iShares MSCI Emerging Mar

-0.65%

Shares53.2K

Event2026-03-31

Filed2026-04-22

VGT

Vanguard Information Tech

-0.50%

Shares5.0K

Event2026-03-31

Filed2026-04-22

DFSV

DFA US Small Cap Value ET

-1.01%

Shares98.0K

Event2026-03-31

Filed2026-04-22

DFEV

DFA Emerging Markets Valu

0.03%

Shares82.3K

Event2026-03-31

Filed2026-04-22

DFUS

DFA US Equity ETF

0.00%

Shares39.0K

Event2026-03-31

Filed2026-04-22

AMPH

Amphastar Pharma Inc

0.00%

Shares130.8K

Event2026-03-31

Filed2026-04-22

AVIV

Avantis International Val

-1.08%

Shares30.8K

Event2026-03-31

Filed2026-04-22

DFAX

DFA World ex US Core 2 ET

0.00%

Shares63.1K

Event2026-03-31

Filed2026-04-22

AVDV

Avantis International Sma

25.14%

Shares20.8K

Event2026-03-31

Filed2026-04-22

DFAT

DFA US Targeted Value ETF

6.26%

Shares31.6K

Event2026-03-31

Filed2026-04-22

AVDE

Avantis International Cor

-4.87%

Shares22.6K

Event2026-03-31

Filed2026-04-22

AVEM

Avantis Emerging Markets

-1.73%

Shares21.6K

Event2026-03-31

Filed2026-04-22

AVUS

Avantis US Large Cap Core

17.31%

Shares15.6K

Event2026-03-31

Filed2026-04-22

AVSC

Avantis US Micro Cap Equi

33.82%

Shares25.9K

Event2026-03-31

Filed2026-04-22

Vanguard US Small Cap Equ

0.00%

Shares5.8K

Event2026-03-31

Filed2026-04-22

AVDS

Avantis Internationall Sm

39.57%

Shares20.9K

Event2026-03-31

Filed2026-04-22

SPY

S&P 500 SPDR

0.00%

Shares2.0K

Event2026-03-31

Filed2026-04-22

AVLV

Avantis US Large Cap Valu

26.15%

Shares15.5K

Event2026-03-31

Filed2026-04-22

DFAI

DFA International Core ET

-4.94%

Shares31.3K

Event2026-03-31

Filed2026-04-22

GLD

SPDR Gold Trust

-2.48%

Shares2.8K

Event2026-03-31

Filed2026-04-22

DFAC

DFA US Core ETF

0.01%

Shares29.8K

Event2026-03-31

Filed2026-04-22

AVGE

Avantis All Equity Global

4.20%

Shares13.0K

Event2026-03-31

Filed2026-04-22

VTV

Vanguard Value Index ETF

31.04%

Shares5.6K

Event2026-03-31

Filed2026-04-22

VNQI

Vanguard Global REIT Ex-U

0.37%

Shares24.4K

Event2026-03-31

Filed2026-04-22

DFAE

DFA Emerging Markets Core

-0.03%

Shares31.5K

Event2026-03-31

Filed2026-04-22

VWOB

Vanguard Emerging Markets

-6.22%

Shares15.7K

Event2026-03-31

Filed2026-04-22

AVES

Avantis Emerging Markets

20.65%

Shares16.4K

Event2026-03-31

Filed2026-04-22

VOE

Vanguard Mid Cap Value

0.00%

Shares5.3K

Event2026-03-31

Filed2026-04-22

VWO

Vanguard Emerging Markets

12.61%

Shares16.9K

Event2026-03-31

Filed2026-04-22

Vanguard S&P 500 ETF

0.00%

Shares1.5K

Event2026-03-31

Filed2026-04-22

AAPL

Apple Computer Inc

0.00%

Shares3.5K

Event2026-03-31

Filed2026-04-22

MDY

S&P Mid Cap SPDR

0.00%

Shares1.4K

Event2026-03-31

Filed2026-04-22

Berkshire Hathaway Cl B

-2.82%

Shares1.7K

Event2026-03-31

Filed2026-04-22

IWF

Ishares Tr Russell 1000

0.00%

Shares1.9K

Event2026-03-31

Filed2026-04-22

QLTY

GMO US Quality ETF

-6.50%

Shares21.4K

Event2026-03-31

Filed2026-04-22

VEA

Vanguard MSCI EAFE ETF

49.82%

Shares11.6K

Event2026-03-31

Filed2026-04-22

SCZ

iShares MSCI Internationa

0.00%

Shares9.2K

Event2026-03-31

Filed2026-04-22

GOOG

Google Inc Class C

195.75%

Shares2.4K

Event2026-03-31

Filed2026-04-22

DFGX

DFA Global Ex Us Corporat

-10.37%

Shares12.7K

Event2026-03-31

Filed2026-04-22

IJH

Ishares Tr S&P Midcap

0.00%

Shares9.3K

Event2026-03-31

Filed2026-04-22

AVEE

Avantis Emerging Markets

5.03%

Shares9.3K

Event2026-03-31

Filed2026-04-22