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NELSON LAM

@Lam Group, Inc.

Latest period2024 - Q4ReportedManaged Assets$140.229MTotal holdings134
Assets growth rate-0.74%Assets growth rate (2-Q avg)9.17%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Lam Group, Inc.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 134 positions.

Assets under management

The assets under management (AUM) of Lam Group, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 140.229M in assets, with a quarterly growth rate of -0.74% and a 2-quarter average growth rate of 9.17%. The portfolio is managed by NELSON LAM, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
VXFVanguard Extended Market
Recent Activity
Decreased -0.28%
5.77%
$8.088M
42,573 shares@ $189.99 avg price
DFASDfa Us Small Cap Etf
Recent Activity
Increased 1.03%
5.22%
$7.308M
112,290 shares@ $65.09 avg price
VEUVanguard International Eq
Recent Activity
5%
$6.999M
121,907 shares@ $57.42 avg price
DFGRDfa Global Real Estate Et
Recent Activity
Increased 42.86%
3.97%
$5.565M
217,880 shares@ $25.54 avg price
DFUVDfa Us Equity Value Etf
Recent Activity
Decreased 0%
3.85%
$5.395M
131,854 shares@ $40.92 avg price
DISVDfa International Small C
Recent Activity
Increased 14.41%
3.81%
$5.33M
200,600 shares@ $26.57 avg price
VBRVanguard Us Small Cap Val
Recent Activity
Decreased -0.03%
3.61%
$5.058M
25,520 shares@ $198.19 avg price
AMPHAmphastar Pharma Inc
Recent Activity
3.47%
$4.857M
130,800 shares@ $37.13 avg price
GLDSpdr Gold Mini Etf
Recent Activity
Increased 19.2%
3.46%
$4.842M
93,135 shares@ $52.0 avg price
VTIVanguard Total Stock Mark
Recent Activity
Increased 1.57%
3.37%
$4.713M
16,262 shares@ $289.81 avg price