LAM GROUP, INC. Q2 2025 Filing

Filed July 3, 2025

Portfolio Value

$149.6B

Holdings

73

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (73 positions)

#StockSharesValue% PortfolioType
1
VXFVanguard Extended Market
44,410$8.6B5.72%
2
GLDM1USDSPDR Gold Mini ETF
129,885$8.5B5.69%
3
VEUVanguard International Eq
120,847$8.1B5.43%
4
IBNDSPDR Barclays Intl Corp B
228,190$7.4B4.97%
5
DFASDFA US Small Cap ETF
108,064$6.9B4.60%
6
DISVDFA International Small C
188,300$6.2B4.14%
7
DFUVDFA US Equity Value ETF
130,267$5.5B3.68%
8
VBRVanguard US Small Cap Val
25,195$4.9B3.28%
9
VTIVanguard Total Stock Mark
15,907$4.8B3.23%
10
VSSVanguard FTSE All-World e
35,479$4.8B3.19%
11
DFIVDFA International Value E
108,418$4.6B3.10%
12
NDQPowershares Nasdaq 100 In
7,475$4.1B2.76%
13
AVREAvantis Global Real Estat
89,120$3.9B2.63%
14
DFGRDFA Global Real Estate ET
145,515$3.9B2.61%
15
DFISDFA International Small C
126,495$3.8B2.52%
16
VGTVanguard Information Tech
5,218$3.5B2.31%
17
LEMBiShares Emerging Markets
84,995$3.4B2.29%
18
IEMGiShares MSCI Emerging Mar
53,565$3.2B2.15%
19
DFSVDFA US Small Cap Value ET
104,865$3.1B2.06%
20
AMPHAmphastar Pharma Inc
130,800$3.0B2.01%
21
DFUSDFA US Equity ETF
39,042$2.6B1.75%
22
DFEVDFA Emerging Markets Valu
84,585$2.5B1.70%
23
AVUVAvantis US Small Cap Valu
26,650$2.4B1.62%
24
DFAXDFA World ex US Core 2 ET
66,529$2.0B1.31%
25
DFATDFA US Targeted Value ETF
30,674$1.7B1.11%
26
AVDEAvantis International Cor
21,270$1.6B1.05%
27
DFAIDFA International Core ET
40,080$1.4B0.93%
28
VBVanguard US Small Cap Equ
5,705$1.4B0.90%
29
AVIVAvantis International Val
20,100$1.3B0.84%
30
SPYS&P 500 SPDR
2,000$1.2B0.83%
31
DFACDFA US Core ETF
33,891$1.2B0.81%
32
BABoeing Co
5,499$1.2B0.77%
33
VWOBVanguard Emerging Markets
17,460$1.1B0.76%
34
VNQIVanguard Global REIT Ex-U
24,515$1.1B0.76%
35
AVUSAvantis US Large Cap Core
11,160$1.1B0.75%
36
DFAEDFA Emerging Markets Core
35,405$1.0B0.69%
37
AVEMAvantis Emerging Markets
14,805$1.0B0.68%
38
DFGXDFA Global Ex Us Corporat
19,010$1.0B0.68%
39
BNDXVanguard Total Internatio
18,910$936.2M0.63%
40
AVGEAvantis All Equity Global
11,751$910.5M0.61%
41
BRK/BBerkshire Hathaway Cl B
1,853$900.1M0.60%
42
VTVVanguard Value Index ETF
5,005$884.6M0.59%
43
GQ9SPDR Gold Trust
2,890$881.0M0.59%
44
VOEVanguard Mid Cap Value
5,275$867.5M0.58%
45
VOOVanguard S&P 500 ETF
1,475$837.8M0.56%
46
IWFIshares Tr Russell 1000
1,925$817.3M0.55%
47
AVDVAvantis International Sma
10,255$813.0M0.54%
48
MDYS&P Mid Cap SPDR
1,400$793.1M0.53%
49
VWOVanguard Emerging Markets
15,005$742.1M0.50%
50
AAPLApple Computer Inc
3,458$709.5M0.47%
51
METAMeta Platforms Inc Class
958$707.1M0.47%
52
QLTYGMO US Quality ETF
20,605$705.9M0.47%
53
SCZiShares MSCI Internationa
9,155$665.4M0.44%
54
AVLVAvantis US Large Cap Valu
9,615$655.8M0.44%
55
IJHIshares Tr S&P Midcap
9,250$573.7M0.38%
56
DFAUDFA US Core ETF
12,900$546.4M0.37%
57
AVESAvantis Emerging Markets
10,045$537.9M0.36%
58
AVSCAvantis US Micro Cap Equi
10,100$520.9M0.35%
59
AMZNAmazon Com Inc
2,140$469.5M0.31%
60
MSFTMicrosoft Corp
912$453.6M0.30%
61
VEAVanguard MSCI EAFE ETF
7,882$449.4M0.30%
62
AVEEAvantis Emerging Markets
7,445$448.6M0.30%
63
DFEMDFA Emerging Markets ETF
15,030$446.1M0.30%
64
IJRiShares S&P 600 Small Cap
4,000$437.2M0.29%
65
ARKTARK Next Generation
2,690$397.1M0.27%
66
VNQVanguard REIT Index ETF
4,260$379.4M0.25%
67
DFSDDFA Short Duration Bond E
7,855$377.1M0.25%
68
AVDSAvantis Internationall Sm
5,645$351.2M0.23%
69
DFCFDFA Core Fixed Income ETF
7,485$316.3M0.21%
70
GOOGLGoogle Inc Class A
1,600$282.0M0.19%
71
VFVAVanguard US Value Factor
2,000$236.6M0.16%
72
DFAWDimensional World Equity
3,492$234.3M0.16%
73
NFLXNetflix Inc
150$200.9M0.13%