test

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
VSSVanguard Ftse All-world E
Recent Activity
2.9%
$4.06M
35,463 shares@ $114.49 avg price
DFIVDfa International Value E
Recent Activity
Increased 15.02%
2.85%
$3.99M
112,468 shares@ $35.49 avg price
QQQPowershares Nasdaq 100 In
Recent Activity
2.73%
$3.821M
7,475 shares@ $511.23 avg price
VGTVanguard Information Tech
Recent Activity
Increased 13.59%
2.65%
$3.712M
5,969 shares@ $621.81 avg price
DFISDfa International Small C
Recent Activity
Increased 32.21%
2.39%
$3.35M
136,410 shares@ $24.56 avg price
DFGXDfa Global Ex Us Corporat
Recent Activity
Increased 33.8%
2.37%
$3.321M
63,480 shares@ $52.33 avg price
BNDXVanguard Total Internatio
Recent Activity
Increased 236.52%
2.27%
$3.171M
64,645 shares@ $49.05 avg price
AVREAvantis Global Real Estat
Recent Activity
Decreased -10.94%
2.23%
$3.118M
74,375 shares@ $41.92 avg price
DFSVDfa Us Small Cap Value Et
Recent Activity
Increased 0.14%
2.04%
$2.855M
92,745 shares@ $30.78 avg price
IEMGIshares Msci Emerging Mar
Recent Activity
Decreased 0%
2%
$2.797M
53,570 shares@ $52.22 avg price