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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
DFCFDfa Core Fixed Income Etf
Recent Activity
Increased 21.36%
0.18%
$250,922
6,080 shares@ $41.28 avg price
DFIPDfa Tips Etf
Recent Activity
Decreased -14.51%
0.18%
$250,436
6,185 shares@ $40.5 avg price
VFVAVanguard Us Value Factor
Recent Activity
0.17%
$236,755
2,000 shares@ $118.38 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
DUSBDfa Ultra Short Bond Etf
Recent Activity
Increased 50.49%
0.12%
$158,347
3,130 shares@ $50.6 avg price
3825⤦Google Inc Class C
Recent Activity
0.11%
$152,352
800 shares@ $190.44 avg price
NFLXNetflix Inc
Recent Activity
0.1%
$133,698
150 shares@ $891.32 avg price
AMGNAmgen Incorporated
Recent Activity
0.09%
$120,416
462 shares@ $260.65 avg price
VVisa Inc Cl A
Recent Activity
0.07%
$94,812
300 shares@ $316.04 avg price