LAM GROUP, INC.
CIK 1961944 · Holdings on Dec 31, 2023 · First reported Jan 30, 2024
Top ten holdings
Q4 2023- AMPH7.36%
- VXF6.32%
- VEU6.23%
- DFAS5.88%
- QQQ4.93%
- DFUV4.47%
- VBR4.23%
- VSS3.76%
- DISV3.76%
- AVRE3.66%
Share classes counted separately50.60%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | AMPHAMPHASTAR PHARMACEUTICALS IN View history and evidence | $8.09M | 7.36% | 130.80K shares | — | ↗▾ | |
| 02 | VXFVANGUARD EXTENDED MARKET ETFEXTEND MKT ETF View history and evidence | $6.94M | 6.32% | 42.20K shares | — | ↗▾ | |
| 03 | VEUVANGUARD FTSE ALL-WORLD EX-UALLWRLD EX US View history and evidence | $6.85M | 6.23% | 121.93K shares | — | ↗▾ | |
| 04 | DFASDIMENSIONAL US SMALL CAP ETFUS SMALL CAP ETF View history and evidence | $6.46M | 5.88% | 108.37K shares | — | ↗▾ | |
| 05 | QQQINVESCO QQQ TRUST SERIES 1UNIT SER 1 View history and evidence | $5.42M | 4.93% | 13.22K shares | — | ↗▾ | |
| 06 | DFUVDIMENSIONAL US MARKETWIDE VAUS MKTWIDE VALUE View history and evidence | $4.91M | 4.47% | 131.94K shares | — | ↗▾ | |
| 07 | VBRVNGRD MRNGST SL-CP VAL ETF-USM CP VAL ETF View history and evidence | $4.65M | 4.23% | 25.82K shares | — | ↗▾ | |
| 08 | VSSVANGUARD FTSE ALL WO X-US SCFTSE SMCAP ETF View history and evidence | $4.13M | 3.76% | 35.90K shares | — | ↗▾ | |
| 09 | DISVDIMENSIONAL INTERNATIONAL SMINTL SMALL CAP V View history and evidence | $4.13M | 3.76% | 160.00K shares | — | ↗▾ | |
| 10 | AVREAVANTIS REAL ESTATE ETFREAL ESTATE ETF View history and evidence | $4.02M | 3.66% | 92.77K shares | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 3
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| GLDM SPDR GOLD MINISHARES TRUST | Non-derivative | — | — | SEC filing ↗ | |
| TOTL SS DOUBLELINE TR TACT ETF | Non-derivative | — | — | SEC filing ↗ | |
| PYPL PAYPAL HOLDINGS INC | Non-derivative | — | — | SEC filing ↗ |
3 / 3 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1961944 · Period Dec 31, 2023
Data loaded Sep 23, 2026 · First reported Jan 30, 2024
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 109850034
}Research all 123 reported holdings.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.