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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
DFUVDfa Us Equity Value Etf
Recent Activity
Decreased 0%
3.85%
$5.395M
131,854 shares@ $40.92 avg price
VBRVanguard Us Small Cap Val
Recent Activity
Decreased -0.03%
3.61%
$5.058M
25,520 shares@ $198.19 avg price
AVREAvantis Global Real Estat
Recent Activity
Decreased -10.94%
2.23%
$3.118M
74,375 shares@ $41.92 avg price
IEMGIshares Msci Emerging Mar
Recent Activity
Decreased 0%
2%
$2.797M
53,570 shares@ $52.22 avg price
DFATDfa Us Targeted Value Etf
Recent Activity
Decreased -0.84%
1.26%
$1.753M
31,498 shares@ $55.67 avg price
LEMBIshares Emerging Markets
Recent Activity
Decreased -28.01%
1.11%
$1.548M
42,890 shares@ $36.09 avg price
AVDEAvantis International Cor
Recent Activity
Decreased -19.43%
0.95%
$1.329M
21,655 shares@ $61.37 avg price
VNQIVanguard Global Reit Ex-u
Recent Activity
Decreased -44.97%
0.91%
$1.267M
32,015 shares@ $39.56 avg price
AVIVAvantis International Val
Recent Activity
Decreased -31.19%
0.7%
$969,233
18,675 shares@ $51.91 avg price