☆LAM GROUP, INC.
Quality Q
0.355
AUM ($M)
201
Positions
139
Turnover
0.04
Top-10 wt
40%
Herfindahl
0.026
History (qtrs)
6
Excess Return
—
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Holdings · 139 positions · portfolio value $201M
| Ticker | Name | Activity | Security Type | Weight | Δ Weight | Value ($M) | Shares | Δ Shares | Qtrs Held | Excess Return |
|---|---|---|---|---|---|---|---|---|---|---|
| ☆CUSIP:98149E204 funds › | SPDR Gold Mini ETF | ADD | — | 5.5% | -1.6% | 11.2 | 140,590 | +1,215 | 5 | — |
| ☆VXF funds › | Vanguard Extended Market | TRIM | — | 5.2% | +0.4% | 10.6 | 42,930 | -5 | 5 | — |
| ☆VEU funds › | Vanguard International Eq | HOLD | — | 4.7% | +0.0% | 9.6 | 114,192 | +0 | 5 | — |
| ☆DFAS funds › | DFA US Small Cap ETF | TRIM | — | 4.1% | +0.2% | 8.3 | 101,138 | -132 | 5 | — |
| ☆DISV funds › | DFA International Small C | TRIM | — | 3.5% | -0.3% | 7.1 | 177,585 | -365 | 5 | — |
| ☆DFUV funds › | DFA US Equity Value ETF | ADD | — | 3.5% | +0.1% | 7.1 | 129,440 | +9 | 5 | — |
| ☆BWZ funds › | SPDR Short International | ADD | — | 3.5% | +0.3% | 7.1 | 264,206 | +44,606 | 3 | — |
| ☆IBND funds › | SPDR Barclays Intl Corp B | TRIM | — | 3.3% | -0.4% | 6.6 | 213,150 | -2,750 | 5 | — |
| ☆AVRE funds › | Avantis Global Real Estat | ADD | — | 3.2% | -0.0% | 6.4 | 134,940 | +2,605 | 5 | — |
| ☆LEMB funds › | iShares Emerging Markets | ADD | — | 3.0% | +0.0% | 6.0 | 142,385 | +9,105 | 5 | — |
| ☆VBR funds › | Vanguard US Small Cap Val | HOLD | — | 3.0% | +0.0% | 6.0 | 24,520 | +0 | 5 | — |
| ☆VTI funds › | Vanguard Total Stock Mark | ADD | — | 2.9% | +0.1% | 5.9 | 15,893 | +2 | 5 | — |
| ☆DFIV funds › | DFA International Value E | HOLD | — | 2.9% | -0.2% | 5.8 | 106,938 | +0 | 5 | — |
| ☆QQQ funds › | Powershares Nasdaq 100 In | HOLD | — | 2.7% | +0.4% | 5.5 | 7,475 | +0 | 5 | — |
| ☆VSS funds › | Vanguard FTSE All-World e | TRIM | — | 2.7% | -0.1% | 5.5 | 35,380 | -120 | 5 | — |
| ☆DFGR funds › | DFA Global Real Estate ET | TRIM | — | 2.5% | -0.3% | 5.0 | 171,240 | -16,870 | 5 | — |
| ☆VGT funds › | Vanguard Information Tech | ADD | — | 2.4% | +0.4% | 4.8 | 39,756 | +34,773 | 5 | — |
| ☆IEMG funds › | iShares MSCI Emerging Mar | HOLD | — | 2.2% | +0.1% | 4.4 | 53,215 | +0 | 5 | — |
| ☆AVUV funds › | Avantis US Small Cap Valu | TRIM | — | 2.1% | +0.0% | 4.2 | 33,855 | -370 | 5 | — |
| ☆DFIS funds › | DFA International Small C | ADD | — | 2.0% | -0.1% | 4.0 | 114,245 | +10 | 5 | — |
| ☆DFSV funds › | DFA US Small Cap Value ET | TRIM | — | 1.8% | -0.1% | 3.7 | 95,240 | -2,755 | 5 | — |
| ☆DFEV funds › | DFA Emerging Markets Valu | HOLD | — | 1.7% | +0.1% | 3.5 | 82,260 | +0 | 5 | — |
| ☆DFUS funds › | DFA US Equity ETF | HOLD | — | 1.6% | +0.1% | 3.2 | 39,042 | +0 | 5 | — |
| ☆AMPH funds › | Amphastar Pharma Inc | HOLD | — | 1.3% | -0.1% | 2.6 | 130,800 | +0 | 5 | — |
| ☆AVIV funds › | Avantis International Val | ADD | — | 1.3% | +0.0% | 2.6 | 33,345 | +2,555 | 5 | — |
| ☆AVDV funds › | Avantis International Sma | ADD | — | 1.2% | +0.0% | 2.4 | 22,885 | +2,105 | 5 | — |
| ☆DFAX funds › | DFA World ex US Core 2 ET | HOLD | — | 1.2% | -0.0% | 2.3 | 63,131 | +0 | 5 | — |
| ☆DFAT funds › | DFA US Targeted Value ETF | ADD | — | 1.1% | +0.0% | 2.2 | 31,603 | +7 | 5 | — |
| ☆AVEM funds › | Avantis Emerging Markets | ADD | — | 1.1% | +0.1% | 2.2 | 22,865 | +1,235 | 5 | — |
| ☆AVDE funds › | Avantis International Cor | ADD | — | 1.1% | +0.0% | 2.2 | 24,665 | +2,115 | 5 | — |
| ☆AVUS funds › | Avantis US Large Cap Core | TRIM | — | 1.0% | +0.0% | 2.0 | 15,450 | -100 | 5 | — |
| ☆CUSIP:025072323 funds › | Avantis US Micro Cap Equi | ADD | — | 1.0% | +0.1% | 1.9 | 26,200 | +325 | 5 | — |
| ☆AVDS funds › | Avantis International Sma | ADD | — | 0.9% | +0.1% | 1.8 | 23,860 | +2,960 | 5 | — |
| ☆VB funds › | Vanguard US Small Cap Equ | HOLD | — | 0.9% | +0.0% | 1.7 | 5,750 | +0 | 5 | — |
| ☆SPY funds › | S&P 500 SPDR | ADD | — | 0.8% | +0.0% | 1.5 | 2,028 | +28 | 5 | — |
| ☆AVLV funds › | Avantis US Large Cap Valu | ADD | — | 0.7% | +0.0% | 1.5 | 16,150 | +640 | 5 | — |
| ☆AVGE funds › | Avantis All Equity Global | ADD | — | 0.7% | +0.1% | 1.4 | 14,226 | +1,235 | 5 | — |
| ☆DFAC funds › | DFA US Core ETF | ADD | — | 0.7% | +0.0% | 1.3 | 29,806 | +3 | 5 | — |
| ☆DFAI funds › | DFA International Core ET | HOLD | — | 0.6% | -0.0% | 1.3 | 31,255 | +0 | 5 | — |
| ☆DFAE funds › | DFA Emerging Markets Core | TRIM | — | 0.6% | +0.0% | 1.3 | 31,385 | -105 | 5 | — |
| ☆VTV funds › | Vanguard Value Index ETF | TRIM | — | 0.6% | +0.0% | 1.2 | 5,599 | -3 | 5 | — |
| ☆VOO funds › | Vanguard S&P 500 ETF | ADD | — | 0.6% | +0.1% | 1.2 | 1,710 | +235 | 5 | — |
| ☆AVES funds › | Avantis Emerging Markets | ADD | — | 0.6% | +0.0% | 1.1 | 16,910 | +550 | 5 | — |
| ☆VNQI funds › | Vanguard Global REIT Ex-U | TRIM | — | 0.5% | -0.1% | 1.1 | 24,150 | -200 | 5 | — |
| ☆VWOB funds › | Vanguard Emerging Markets | ADD | — | 0.5% | -0.0% | 1.1 | 16,060 | +375 | 5 | — |
| ☆VOE funds › | Vanguard Mid Cap Value | HOLD | — | 0.5% | -0.0% | 1.0 | 5,275 | +0 | 5 | — |
| ☆AAPL funds › | Apple Computer Inc | ADD | — | 0.5% | +0.0% | 1.0 | 3,548 | +90 | 5 | — |
| ☆GLD funds › | SPDR Gold Trust | HOLD | — | 0.5% | -0.1% | 1.0 | 2,755 | +0 | 5 | — |
| ☆MDY funds › | S&P Mid Cap SPDR | HOLD | — | 0.5% | +0.0% | 1.0 | 1,400 | +0 | 5 | — |
| ☆VWO funds › | Vanguard Emerging Markets | TRIM | — | 0.5% | -0.0% | 1.0 | 16,417 | -480 | 5 | — |
| ☆IWF funds › | Ishares Tr Russell 1000 | ADD | — | 0.5% | +0.0% | 1.0 | 7,700 | +5,775 | 5 | — |
| ☆ARKW funds › | ARK Next Generation | ADD | — | 0.5% | +0.3% | 1.0 | 6,560 | +3,660 | 5 | — |
| ☆MSFT funds › | Microsoft Corp | ADD | — | 0.5% | +0.2% | 0.9 | 2,455 | +1,380 | 5 | — |
| ☆QLTY funds › | GMO US Quality ETF | TRIM | — | 0.4% | +0.0% | 0.9 | 20,955 | -485 | 5 | — |
| ☆BRKB funds › | Berkshire Hathaway Cl B | HOLD | — | 0.4% | -0.0% | 0.9 | 1,721 | +0 | 5 | — |
| ☆VEA funds › | Vanguard MSCI EAFE ETF | ADD | — | 0.4% | +0.0% | 0.8 | 11,763 | +207 | 5 | — |
| ☆CUSIP:38259P706 funds › | Google Inc Class C | HOLD | — | 0.4% | +0.0% | 0.8 | 2,366 | +0 | 3 | — |
| ☆SCZ funds › | iShares MSCI Internationa | HOLD | — | 0.4% | -0.0% | 0.8 | 9,155 | +0 | 5 | — |
| ☆IJH funds › | Ishares Tr S&P Midcap | HOLD | — | 0.4% | +0.0% | 0.7 | 9,250 | +0 | 5 | — |
| ☆AVEE funds › | Avantis Emerging Markets | ADD | — | 0.3% | +0.0% | 0.7 | 9,845 | +560 | 5 | — |
| ☆IJR funds › | iShares S&P 600 Small Cap | HOLD | — | 0.3% | +0.0% | 0.6 | 4,000 | +0 | 5 | — |
| ☆CUSIP:38259P508 funds › | Google Inc Class A | ADD | — | 0.3% | +0.0% | 0.6 | 1,652 | +52 | 5 | — |
| ☆DFEM funds › | DFA Emerging Markets ETF | ADD | — | 0.3% | +0.0% | 0.6 | 14,310 | +5 | 5 | — |
| ☆DFGX funds › | DFA Global Ex Us Corporat | TRIM | — | 0.3% | -0.1% | 0.5 | 10,205 | -2,460 | 5 | — |
| ☆META funds › | Meta Platforms Inc Class | HOLD | — | 0.3% | -0.0% | 0.5 | 958 | +0 | 5 | — |
| ☆AMZN funds › | Amazon Com Inc | HOLD | — | 0.3% | +0.0% | 0.5 | 2,140 | +0 | 5 | — |
| ☆DFCF funds › | DFA Core Fixed Income ETF | ADD | — | 0.2% | +0.0% | 0.4 | 10,550 | +2,810 | 5 | — |
| ☆BA funds › | Boeing Co | HOLD | — | 0.2% | -0.0% | 0.4 | 1,926 | +0 | 5 | — |
| ☆BNDX funds › | Vanguard Total Internatio | TRIM | — | 0.2% | -0.0% | 0.4 | 8,510 | -225 | 5 | — |
| ☆VNQ funds › | Vanguard REIT Index ETF | HOLD | — | 0.2% | -0.0% | 0.4 | 4,070 | +0 | 5 | — |
| ☆DFAU funds › | DFA US Core ETF | TRIM | — | 0.2% | +0.0% | 0.4 | 7,345 | -215 | 5 | — |
| ☆DFAW funds › | Dimensional World Equity | ADD | — | 0.1% | +0.0% | 0.3 | 3,499 | +2 | 5 | — |
| ☆BINC funds › | iShares Flexible Income A | TRIM | — | 0.1% | -0.1% | 0.3 | 5,240 | -1,565 | 3 | — |
| ☆DFSD funds › | DFA Short Duration Bond E | ADD | — | 0.1% | -0.0% | 0.3 | 5,590 | +5 | 5 | — |
| ☆VFVA funds › | Vanguard US Value Factor | HOLD | — | 0.1% | -0.0% | 0.2 | 1,445 | +0 | 2 | — |
| ☆AMGN funds › | Amgen Incorporated | HOLD | — | 0.1% | -0.0% | 0.2 | 462 | +0 | 2 | — |
| ☆DEHP funds › | DFA Emerging Markets High | ADD | — | 0.1% | +0.0% | 0.2 | 3,805 | +340 | 2 | — |
| ☆NVDA funds › | Nvidia Corp | ADD | — | 0.1% | +0.0% | 0.2 | 807 | +367 | 2 | — |
| ☆NTAP funds › | Network Appliance Inc | HOLD | — | 0.1% | +0.0% | 0.2 | 1,000 | +0 | 2 | — |
| ☆NRG funds › | Nrg Energy Inc New | HOLD | — | 0.1% | -0.0% | 0.1 | 1,009 | +0 | 2 | — |
| ☆TSLA funds › | Tesla Motors Inc | ADD | — | 0.1% | +0.0% | 0.1 | 290 | +190 | 2 | — |
| ☆NFLX funds › | Netflix Inc | HOLD | — | 0.1% | -0.0% | 0.1 | 1,530 | +0 | 2 | — |
| ☆V funds › | Visa Inc Cl A | HOLD | — | 0.1% | +0.0% | 0.1 | 300 | +0 | 2 | — |
| ☆AMD funds › | Advanced Micro Devices | ADD | — | 0.0% | +0.0% | 0.1 | 172 | +72 | 2 | — |
| ☆VTIP funds › | Vanguard ST Inflation-Pro | ADD | — | 0.0% | +0.0% | 0.1 | 1,760 | +260 | 3 | — |
| ☆WFC funds › | Wells Fargo & Co New | HOLD | — | 0.0% | -0.0% | 0.1 | 900 | +0 | 2 | — |
| ☆AVIG funds › | Avantis Core Fixed Income | ADD | — | 0.0% | +0.0% | 0.1 | 1,785 | +1,775 | 2 | — |
| ☆ABBV funds › | Abbvie Inc | HOLD | — | 0.0% | +0.0% | 0.1 | 293 | +0 | 2 | — |
| ☆DFIP funds › | DFA TIPS ETF | ADD | — | 0.0% | -0.0% | 0.1 | 1,515 | +115 | 2 | — |
| ☆DIHP funds › | DFA International High Pr | ADD | — | 0.0% | +0.0% | 0.1 | 1,815 | +105 | 2 | — |
| ☆IBM funds › | Intl Business Machines | HOLD | — | 0.0% | +0.0% | 0.1 | 202 | +0 | 2 | — |
| ☆TSM funds › | Taiwan Semiconductor Manu | HOLD | — | 0.0% | +0.0% | 0.0 | 100 | +0 | 2 | — |
| ☆PLTR funds › | Palantir Technologies In | NEW | — | 0.0% | +0.0% | 0.0 | 397 | +397 | 1 | — |
| ☆CUSIP:Y09827109 funds › | Broadcom Ltd | HOLD | — | 0.0% | +0.0% | 0.0 | 110 | +0 | 2 | — |
| ☆CAT funds › | Caterpillar Inc | HOLD | — | 0.0% | +0.0% | 0.0 | 37 | +0 | 2 | — |
| ☆COST funds › | Costco Whsl Corp New | HOLD | — | 0.0% | -0.0% | 0.0 | 38 | +0 | 2 | — |
| ☆PPLT funds › | Abrdn Platinum Etf TRUST | ADD | — | 0.0% | -0.0% | 0.0 | 2,500 | +2,250 | 2 | — |
| ☆ARKK funds › | ARK Innovation ETF | TRIM | — | 0.0% | -0.2% | 0.0 | 305 | -5,320 | 2 | — |
| ☆VZ funds › | Verizon Communications | HOLD | — | 0.0% | -0.0% | 0.0 | 553 | +0 | 2 | — |
| ☆VUSB funds › | Vanguard Ultra Short Bond | ADD | — | 0.0% | -0.0% | 0.0 | 446 | +8 | 2 | — |
| ☆WMT funds › | Wal-Mart Stores Inc | HOLD | — | 0.0% | -0.0% | 0.0 | 183 | +0 | 2 | — |
| ☆RYN funds › | Rayonier Inc | HOLD | — | 0.0% | -0.0% | 0.0 | 780 | +0 | 2 | — |
| ☆AVIE funds › | Avantis Inflation Equity | ADD | — | 0.0% | +0.0% | 0.0 | 205 | +25 | 2 | — |
| ☆ETSY funds › | Etsy Inc | HOLD | — | 0.0% | +0.0% | 0.0 | 186 | +0 | 2 | — |
| ☆ROKU funds › | Roku Inc Com Cl A | HOLD | — | 0.0% | +0.0% | 0.0 | 100 | +0 | 2 | — |
| ☆XYZ funds › | Square Inc Cl A | HOLD | — | 0.0% | +0.0% | 0.0 | 157 | +0 | 2 | — |
| ☆PFE funds › | Pfizer Incorporated | HOLD | — | 0.0% | -0.0% | 0.0 | 483 | +0 | 2 | — |
| ☆DIS funds › | Disney Walt Co | HOLD | — | 0.0% | -0.0% | 0.0 | 100 | +0 | 2 | — |
| ☆MCD funds › | Mc Donalds Corp | HOLD | — | 0.0% | -0.0% | 0.0 | 27 | +0 | 2 | — |
| ☆FDHY funds › | Fidelity High Yield Facto | TRIM | — | 0.0% | -0.0% | 0.0 | 140 | -115 | 2 | — |
| ☆SHOP funds › | Shopify Inc | HOLD | — | 0.0% | -0.0% | 0.0 | 50 | +0 | 2 | — |
| ☆CSCO funds › | Cisco Systems Inc | HOLD | — | 0.0% | +0.0% | 0.0 | 42 | +0 | 2 | — |
| ☆BAC funds › | Bank Of America Corp | HOLD | — | 0.0% | +0.0% | 0.0 | 86 | +0 | 2 | — |
| ☆TOTL funds › | SPDR Doubleline Total Ret | TRIM | — | 0.0% | -0.0% | 0.0 | 120 | -35 | 2 | — |
| ☆DUSB funds › | DFA Ultra Short Bond ETF | TRIM | — | 0.0% | -0.0% | 0.0 | 85 | -745 | 2 | — |
| ☆HD funds › | Home Depot Inc | HOLD | — | 0.0% | -0.0% | 0.0 | 12 | +0 | 2 | — |
| ☆AVSF funds › | Avantis Short-Term Fixed | ADD | — | 0.0% | -0.0% | 0.0 | 90 | +5 | 2 | — |
| ☆PDBC funds › | Invesco Commodity Optimum | ADD | — | 0.0% | -0.0% | 0.0 | 220 | +5 | 2 | — |
| ☆COMT funds › | iShares Commodities Selec | ADD | — | 0.0% | -0.0% | 0.0 | 115 | +5 | 2 | — |
| ☆VRT funds › | Vertiv Hldgs Co | HOLD | — | 0.0% | +0.0% | 0.0 | 10 | +0 | 2 | — |
| ☆DFMC funds › | DFA US Micro Cap RTF | ADD | — | 0.0% | +0.0% | 0.0 | 50 | +30 | 2 | — |
| ☆CABO funds › | Cable One Inc Com | HOLD | — | 0.0% | -0.0% | 0.0 | 50 | +0 | 2 | — |
| ☆CUSIP:26924G409 funds › | Etfmg Prime Mobile | HOLD | — | 0.0% | -0.0% | 0.0 | 55 | +0 | 2 | — |
| ☆HSY funds › | Hershey Co | HOLD | — | 0.0% | -0.0% | 0.0 | 13 | +0 | 2 | — |
| ☆DFLV funds › | DFA US Large Cap Value ET | HOLD | — | 0.0% | +0.0% | 0.0 | 50 | +0 | 2 | — |
| ☆CUSIP:78464A417 funds › | SPDR Barclays High-Yield | HOLD | — | 0.0% | -0.0% | 0.0 | 20 | +0 | 2 | — |
| ☆AVUQ funds › | Avantis U S Quality ETF | ADD | — | 0.0% | +0.0% | 0.0 | 25 | +20 | 2 | — |
| ☆QS funds › | Quantumscape Corp Com Cl | NEW | — | 0.0% | +0.0% | 0.0 | 200 | +200 | 1 | — |
| ☆DUHP funds › | DFA US High Profitability | TRIM | — | 0.0% | -0.0% | 0.0 | 35 | -5 | 2 | — |
| ☆VTRS funds › | Viatris Inc | HOLD | — | 0.0% | +0.0% | 0.0 | 59 | +0 | 2 | — |
| ☆RIVN funds › | Rivian Automotive Inc Com | NEW | — | 0.0% | +0.0% | 0.0 | 52 | +52 | 1 | — |
| ☆KD funds › | Kyndryl Hldgs Inc | HOLD | — | 0.0% | -0.0% | 0.0 | 40 | +0 | 2 | — |
| ☆BABA funds › | Alibaba Group Holding Ltd | HOLD | — | 0.0% | -0.0% | 0.0 | 4 | +0 | 2 | — |
| ☆GME funds › | Gamestop Corp | HOLD | — | 0.0% | -0.0% | 0.0 | 12 | +0 | 2 | — |
| ☆CUSIP:029174109 funds › | Amern Realty Invs Inc | HOLD | — | 0.0% | +0.0% | 0.0 | 10 | +0 | 2 | — |
| ☆CUSIP:046353108 funds › | Astrazeneca Adr Eachrep 1 | HOLD | — | 0.0% | -0.0% | 0.0 | 1 | +0 | 2 | — |
| ☆UBER funds › | Uber Technologies Inc | HOLD | — | 0.0% | -0.0% | 0.0 | 1 | +0 | 2 | — |
| ☆GMEWS funds › | Gamestop Corp New Wts Exp | HOLD | — | 0.0% | -0.0% | 0.0 | 1 | +0 | 2 | — |
| ☆CUSIP:53577L105 funds › | Link Motion Inc | HOLD | — | 0.0% | +0.0% | 0.0 | 200 | +0 | 0 | — |
Point-in-time history
| Period | AUM ($M) | Positions | Turnover | Top-10 wt | Herfindahl | Quality Q | Skill | Universe |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 201 | 139 | 0.04 | 40% | 0.026 | 0.354 | — | in |
| 2026Q1 | 182 | 136 | 0.07 | 41% | 0.027 | 0.313 | — | in |
| 2025Q4 | 175 | 75 | 0.06 | 43% | 0.029 | 0.306 | — | in |
| 2025Q3 | 161 | 72 | 0.03 | 44% | 0.030 | 0.362 | — | in |
| 2025Q2 | 150 | 73 | 0.06 | 44% | 0.029 | 0.323 | — | entered |
| 2025Q1 | 136 | 73 | 0.00 | 42% | 0.028 | 0.000 | — | out |
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short.
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