LAM GROUP, INC.
data from 30/09/2025
Capitalization
$ 161.332 M
7.84 %
Performance
$ 44.900 M
39.12 %
| Date | Ticket | Name | Weight | Capitalization | Share number | First added | Performance ($) | Performance (%) |
|---|---|---|---|---|---|---|---|---|
| 2025/09/30 | SPDR Gold Mini ETF | 6.35% | 10.249 M $ | 134055 | 2024/09/30 | 1.420 M $ | 16.68 % | |
| 2025/09/30 | IBND | SPDR Barclays Intl Corp B | 5.62% | 9.069 M $ | 280855 | 2023/06/30 | -68.457 K $ | -0.92 % |
| 2025/09/30 | VXF | Vanguard Extended Market | 5.55% | 8.957 M $ | 42785 | 2022/12/31 | 738.538 K $ | 8.63 % |
| 2025/09/30 | VEU | Vanguard International Eq | 5.09% | 8.207 M $ | 114997 | 2022/12/31 | 501.515 K $ | 6.17 % |
| 2025/09/30 | DFAS | DFA US Small Cap ETF | 4.47% | 7.205 M $ | 105246 | 2022/12/31 | 513.303 K $ | 7.46 % |
| 2025/09/30 | DISV | DFA International Small C | 4.09% | 6.604 M $ | 185040 | 2022/12/31 | 523.474 K $ | 8.45 % |
| 2025/09/30 | DFUV | DFA US Equity Value ETF | 3.61% | 5.822 M $ | 130272 | 2022/12/31 | 313.943 K $ | 5.70 % |
| 2025/09/30 | VBR | Vanguard US Small Cap Val | 3.17% | 5.118 M $ | 24520 | 2022/12/31 | 345.171 K $ | 7.03 % |
| 2025/09/30 | VSS | Vanguard FTSE All-World e | 3.14% | 5.058 M $ | 35483 | 2022/12/31 | 289.508 K $ | 6.07 % |
| 2025/09/30 | VTI | Vanguard Total Stock Mark | 3.11% | 5.023 M $ | 15307 | 2022/12/31 | 385.585 K $ | 7.98 % |
| 2025/09/30 | DFIV | DFA International Value E | 3.10% | 5.001 M $ | 108433 | 2022/12/31 | 356.695 K $ | 7.68 % |
| 2025/09/30 | QQQ | Powershares Nasdaq 100 In | 2.78% | 4.488 M $ | 7475 | 2022/12/31 | 364.256 K $ | 8.83 % |
| 2025/09/30 | AVRE | Avantis Global Real Estat | 2.78% | 4.484 M $ | 100810 | 2022/12/31 | 28.518 K $ | 0.72 % |
| 2025/09/30 | LEMB | iShares Emerging Markets | 2.60% | 4.192 M $ | 101715 | 2022/12/31 | 69.695 K $ | 2.03 % |
| 2025/09/30 | DFGR | DFA Global Real Estate ET | 2.45% | 3.948 M $ | 144545 | 2022/12/31 | 69.847 K $ | 1.79 % |
| 2025/09/30 | DFIS | DFA International Small C | 2.33% | 3.764 M $ | 118995 | 2022/12/31 | 226.426 K $ | 6.00 % |
| 2025/09/30 | VGT | Vanguard Information Tech | 2.32% | 3.739 M $ | 5008 | 2022/12/31 | 434.920 K $ | 12.57 % |
| 2025/09/30 | IEMG | iShares MSCI Emerging Mar | 2.19% | 3.531 M $ | 53565 | 2022/12/31 | 315.497 K $ | 9.81 % |
| 2025/09/30 | AMPH | Amphastar Pharma Inc | 2.16% | 3.486 M $ | 130800 | 2022/12/31 | 482.651 K $ | 16.07 % |
| 2025/09/30 | DFSV | DFA US Small Cap Value ET | 1.99% | 3.216 M $ | 100990 | 2022/12/31 | 252.724 K $ | 8.19 % |
| 2025/09/30 | DFUS | DFA US Equity ETF | 1.75% | 2.828 M $ | 39042 | 2022/12/31 | 211.607 K $ | 8.09 % |
| 2025/09/30 | AVUV | Avantis US Small Cap Valu | 1.68% | 2.717 M $ | 27295 | 2022/12/31 | 224.659 K $ | 9.25 % |
| 2025/09/30 | DFEV | DFA Emerging Markets Valu | 1.65% | 2.655 M $ | 83260 | 2022/12/31 | 160.711 K $ | 6.34 % |
| 2025/09/30 | DFAX | DFA World ex US Core 2 ET | 1.26% | 2.027 M $ | 64606 | 2022/12/31 | 133.723 K $ | 6.84 % |
| 2025/09/30 | DFAT | DFA US Targeted Value ETF | 1.11% | 1.793 M $ | 30802 | 2022/12/31 | 130.364 K $ | 7.88 % |
| 2025/09/30 | AVDE | Avantis International Cor | 1.05% | 1.694 M $ | 21475 | 2022/12/31 | 104.010 K $ | 6.61 % |
| 2025/09/30 | VB | Vanguard US Small Cap Equ | 0.90% | 1.451 M $ | 5705 | 2022/12/31 | 98.696 K $ | 7.30 % |
| 2025/09/30 | DFAC | DFA US Core ETF | 0.87% | 1.411 M $ | 36580 | 2022/12/31 | 92.522 K $ | 7.62 % |
| 2025/09/30 | AVIV | Avantis International Val | 0.86% | 1.391 M $ | 20625 | 2022/12/31 | 104.519 K $ | 8.36 % |
| 2025/09/30 | DFAI | DFA International Core ET | 0.83% | 1.335 M $ | 36735 | 2022/12/31 | 71.342 K $ | 5.15 % |
| 2025/09/30 | SPY | S&P 500 SPDR | 0.83% | 1.332 M $ | 2000 | 2022/12/31 | 96.659 K $ | 7.82 % |
| 2025/09/30 | AVUS | Avantis US Large Cap Core | 0.75% | 1.213 M $ | 11160 | 2022/12/31 | 87.940 K $ | 7.82 % |
| 2025/09/30 | BA | Boeing Co | 0.74% | 1.187 M $ | 5499 | 2022/12/31 | 34.643 K $ | 3.01 % |
| 2025/09/30 | VNQI | Vanguard Global REIT Ex-U | 0.72% | 1.167 M $ | 24445 | 2022/12/31 | 38.978 K $ | 3.45 % |
| 2025/09/30 | DFAE | DFA Emerging Markets Core | 0.67% | 1.074 M $ | 34050 | 2022/12/31 | 91.344 K $ | 8.91 % |
| 2025/09/30 | AVEM | Avantis Emerging Markets | 0.65% | 1.050 M $ | 13975 | 2022/12/31 | 97.268 K $ | 9.59 % |
| 2025/09/30 | AVGE | Avantis All Equity Global | 0.64% | 1.032 M $ | 12371 | 2022/12/31 | 69.683 K $ | 7.65 % |
| 2025/09/30 | VWOB | Vanguard Emerging Markets | 0.63% | 1.022 M $ | 15280 | 2022/12/31 | 27.063 K $ | 2.37 % |
| 2025/09/30 | GLD | SPDR Gold Trust | 0.62% | 1.002 M $ | 2820 | 2022/12/31 | 146.349 K $ | 16.61 % |
| 2025/09/30 | DFGX | DFA Global Ex Us Corporat | 0.60% | 966.963 K $ | 17920 | 2023/12/31 | 11.406 K $ | 1.12 % |
| 2025/09/30 | VOE | Vanguard Mid Cap Value | 0.57% | 920.910 K $ | 5275 | 2022/12/31 | 53.383 K $ | 6.15 % |
| 2025/09/30 | BRK-B | Berkshire Hathaway Cl B | 0.57% | 915.490 K $ | 1821 | 2022/12/31 | 31.445 K $ | 3.49 % |
| 2025/09/30 | VOO | Vanguard S&P 500 ETF | 0.56% | 903.261 K $ | 1475 | 2022/12/31 | 65.416 K $ | 7.81 % |
| 2025/09/30 | IWF | Ishares Tr Russell 1000 | 0.56% | 901.689 K $ | 1925 | 2022/12/31 | 84.372 K $ | 10.32 % |
| 2025/09/30 | AVDV | Avantis International Sma | 0.56% | 899.203 K $ | 10100 | 2022/12/31 | 99.986 K $ | 12.30 % |
| 2025/09/30 | AAPL | Apple Computer Inc | 0.55% | 880.511 K $ | 3458 | 2022/12/31 | 171.032 K $ | 24.11 % |
| 2025/09/30 | VTV | Vanguard Value Index ETF | 0.52% | 840.137 K $ | 4505 | 2022/12/31 | 48.798 K $ | 5.52 % |
| 2025/09/30 | MDY | S&P Mid Cap SPDR | 0.52% | 834.442 K $ | 1400 | 2022/12/31 | 41.369 K $ | 5.22 % |
| 2025/09/30 | VWO | Vanguard Emerging Markets | 0.50% | 812.971 K $ | 15005 | 2022/12/31 | 70.823 K $ | 9.54 % |
| 2025/09/30 | BNDX | Vanguard Total Internatio | 0.50% | 805.703 K $ | 16290 | 2022/12/31 | -945.000 $ | -0.10 % |
| 2025/09/30 | QLTY | GMO US Quality ETF | 0.44% | 710.410 K $ | 19630 | 2024/03/31 | 39.767 K $ | 5.63 % |
| 2025/09/30 | META | Meta Platforms Inc Class | 0.44% | 703.536 K $ | 958 | 2022/12/31 | -3.554 K $ | -0.50 % |
| 2025/09/30 | SCZ | iShares MSCI Internationa | 0.44% | 702.372 K $ | 9155 | 2022/12/31 | 36.986 K $ | 5.56 % |
| 2025/09/30 | AVLV | Avantis US Large Cap Valu | 0.42% | 676.715 K $ | 9365 | 2022/12/31 | 38.940 K $ | 5.94 % |
| 2025/09/30 | IJH | Ishares Tr S&P Midcap | 0.37% | 603.655 K $ | 9250 | 2024/03/31 | 29.970 K $ | 5.22 % |
| 2025/09/30 | AVES | Avantis Emerging Markets | 0.37% | 593.493 K $ | 10345 | 2022/12/31 | 38.371 K $ | 7.13 % |
| 2025/09/30 | DFAU | DFA US Core ETF | 0.36% | 585.957 K $ | 12805 | 2022/12/31 | 43.859 K $ | 8.03 % |
| 2025/09/30 | AVSC | Avantis US Micro Cap Equi | 0.36% | 581.374 K $ | 10155 | 2022/12/31 | 57.368 K $ | 11.01 % |
| 2025/09/30 | DFCF | DFA Core Fixed Income ETF | 0.35% | 557.590 K $ | 13040 | 2023/12/31 | 3.742 K $ | 1.18 % |
| 2025/09/30 | AVEE | Avantis Emerging Markets | 0.33% | 539.265 K $ | 8410 | 2023/12/31 | 28.812 K $ | 6.42 % |
| 2025/09/30 | ARKW | ARK Next Generation | 0.30% | 478.431 K $ | 2740 | 2022/12/31 | 72.603 K $ | 18.28 % |
| 2025/09/30 | IJR | iShares S&P 600 Small Cap | 0.29% | 475.320 K $ | 4000 | 2022/12/31 | 38.159 K $ | 8.73 % |
| 2025/09/30 | MSFT | Microsoft Corp | 0.29% | 472.370 K $ | 912 | 2022/12/31 | 18.732 K $ | 4.13 % |
| 2025/09/30 | AMZN | Amazon Com Inc | 0.29% | 469.880 K $ | 2140 | 2022/12/31 | 385.000 $ | 0.08 % |
| 2025/09/30 | VEA | Vanguard MSCI EAFE ETF | 0.29% | 461.414 K $ | 7700 | 2022/12/31 | 22.936 K $ | 5.10 % |
| 2025/09/30 | DFEM | DFA Emerging Markets ETF | 0.28% | 458.120 K $ | 14285 | 2024/12/31 | 35.921 K $ | 8.05 % |
| 2025/09/30 | VNQ | Vanguard REIT Index ETF | 0.24% | 391.735 K $ | 4285 | 2022/12/31 | 10.053 K $ | 2.65 % |
| 2025/09/30 | Google Inc Class A | 0.24% | 388.960 K $ | 1600 | 2022/12/31 | 106.992 K $ | 37.94 % | |
| 2025/09/30 | AVDS | Avantis Internationall Sm | 0.24% | 379.654 K $ | 5620 | 2023/09/30 | 30.144 K $ | 8.58 % |
| 2025/09/30 | DFSD | DFA Short Duration Bond E | 0.23% | 377.087 K $ | 7825 | 2022/12/31 | 1.413 K $ | 0.37 % |
| 2025/09/30 | VFVA | Vanguard US Value Factor | 0.16% | 252.529 K $ | 1980 | 2022/12/31 | 18.480 K $ | 7.81 % |
| 2025/09/30 | DFAW | Dimensional World Equity | 0.16% | 251.071 K $ | 3494 | 2023/12/31 | 16.691 K $ | 7.12 % |
| 2025/09/30 | NFLX | Netflix Inc | 0.00% | 0.000 $ | 0 | 2023/12/31 | 0.000 $ | 0.00 % |