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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
AVSCAvantis Us Micro Cap Equi
Recent Activity
Increased 36.79%
0.47%
$656,941
12,085 shares@ $54.37 avg price
VNQVanguard Reit Index Etf
Recent Activity
Increased 2.99%
0.39%
$537,152
6,030 shares@ $89.08 avg price
METAMeta Platforms Inc Class
Recent Activity
Increased 16.13%
0.38%
$526,959
900 shares@ $585.51 avg price
DFAUDfa Us Core Etf
Recent Activity
Increased 0.2%
0.37%
$507,745
12,540 shares@ $40.5 avg price
AVLVAvantis Us Large Cap Valu
Recent Activity
Increased 20.05%
0.36%
$497,770
7,455 shares@ $66.77 avg price
DFSDDfa Short Duration Bond E
Recent Activity
Increased 0.58%
0.27%
$369,180
7,875 shares@ $46.88 avg price
ARKWArk Next Generation
Recent Activity
Increased 835.39%
0.24%
$328,259
3,040 shares@ $107.98 avg price
DFCFDfa Core Fixed Income Etf
Recent Activity
Increased 21.36%
0.18%
$250,922
6,080 shares@ $41.28 avg price
DFAWDimensional World Equity
Recent Activity
Increased 1.9%
0.17%
$225,358
3,608 shares@ $62.47 avg price
AVIEAvantis Inflation Equity
Recent Activity
Increased 83.94%
0.14%
$182,537
3,035 shares@ $60.15 avg price