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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
AVUVAvantis Us Small Cap Valu
Recent Activity
Increased 7.8%
1.82%
$2.549M
26,410 shares@ $96.53 avg price
DFUSDfa Us Equity Etf
Recent Activity
1.78%
$2.489M
39,042 shares@ $63.76 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
DFATDfa Us Targeted Value Etf
Recent Activity
Decreased -0.84%
1.26%
$1.753M
31,498 shares@ $55.67 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
LEMBIshares Emerging Markets
Recent Activity
Decreased -28.01%
1.11%
$1.548M
42,890 shares@ $36.09 avg price
VBVanguard Us Small Cap Equ
Recent Activity
0.98%
$1.371M
5,705 shares@ $240.28 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