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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
DFAIDfa International Core Et
Recent Activity
Increased 94.38%
0.89%
$1.24M
42,480 shares@ $29.2 avg price
SPYS&p 500 Spdr
Recent Activity
0.84%
$1.172M
2,000 shares@ $586.08 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
VOOVanguard S&p 500 Etf
Recent Activity
0.72%
$1.008M
1,870 shares@ $538.82 avg price
VTVVanguard Value Index Etf
Recent Activity
0.71%
$984,480
5,815 shares@ $169.31 avg price
BABoeing Co
Recent Activity
0.7%
$973,323
5,499 shares@ $177.0 avg price
AVIVAvantis International Val
Recent Activity
Decreased -31.19%
0.7%
$969,233
18,675 shares@ $51.91 avg price
AAPLApple Computer Inc
Recent Activity
Decreased -5.33%
0.66%
$915,035
3,459 shares@ $264.54 avg price
DFAEDfa Emerging Markets Core
Recent Activity
Increased 25.33%
0.64%
$891,882
35,155 shares@ $25.37 avg price