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
DFSVDfa Us Small Cap Value Et
Recent Activity
Increased 0.14%
2.04%
$2.855M
92,745 shares@ $30.78 avg price
AVUVAvantis Us Small Cap Valu
Recent Activity
Increased 7.8%
1.82%
$2.549M
26,410 shares@ $96.53 avg price
DFEVDfa Emerging Markets Valu
Recent Activity
Increased 14.94%
1.6%
$2.237M
85,335 shares@ $26.21 avg price
VWOBVanguard Emerging Markets
Recent Activity
Increased 62.74%
1.45%
$2.028M
32,115 shares@ $63.15 avg price
DFAXDfa World Ex Us Core 2 Et
Recent Activity
Increased 0.05%
1.2%
$1.67M
67,188 shares@ $24.87 avg price
DFAIDfa International Core Et
Recent Activity
Increased 94.38%
0.89%
$1.24M
42,480 shares@ $29.2 avg price
DFACDfa Us Core Etf
Recent Activity
Increased 0.01%
0.84%
$1.172M
33,885 shares@ $34.6 avg price
AVUSAvantis Us Large Cap Core
Recent Activity
Increased 7.75%
0.73%
$1.011M
10,430 shares@ $96.94 avg price
DFAEDfa Emerging Markets Core
Recent Activity
Increased 25.33%
0.64%
$891,882
35,155 shares@ $25.37 avg price
AVGEAvantis All Equity Global
Recent Activity
Increased 18.39%
0.56%
$785,180
10,850 shares@ $72.37 avg price