LAM GROUP, INC. 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
LG LAM GROUP, INC. | Institutional Filer | ▲ 4.13% | $182.0M | 136 |
Current Portfolio Holdings
Showing all 136 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | GLDMXXXX | SPDR Gold Mini ETF | — | 139K | $12.9M | 7.10% |
| 2 | VXF | Vanguard Extended Market | — | 43K | $8.8M | 4.86% |
| 3 | VEU | Vanguard International Eq | — | 114K | $8.6M | 4.71% |
| 4 | DFAS | DFA US Small Cap ETF | — | 101K | $7.2M | 3.96% |
| 5 | DISV | DFA International Small C | — | 178K | $7.0M | 3.86% |
| 6 | IBND | SPDR Barclays Intl Corp B | — | 216K | $6.7M | 3.69% |
| 7 | DFUV | DFA US Equity Value ETF | — | 129K | $6.3M | 3.45% |
| 8 | BWZ | SPDR Short International | — | 220K | $5.9M | 3.25% |
| 9 | AVRE | Avantis Global Real Estat | — | 132K | $5.8M | 3.20% |
| 10 | DFIV | DFA International Value E | — | 107K | $5.6M | 3.10% |
| 11 | LEMB | iShares Emerging Markets | — | 133K | $5.4M | 2.99% |
| 12 | VBR | Vanguard US Small Cap Val | — | 25K | $5.3M | 2.93% |
| 13 | VSS | Vanguard FTSE All-World e | — | 36K | $5.2M | 2.84% |
| 14 | VTI | Vanguard Total Stock Mark | — | 16K | $5.1M | 2.80% |
| 15 | DFGR | DFA Global Real Estate ET | — | 188K | $5.0M | 2.75% |
Showing 1 to 15 of 136 holdings