LG

LAM Group Portfolio holdings

AUM $161M
1-Year Est. Return 12.85%
This Quarter Est. Return
1 Year Est. Return
+12.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$150M
AUM Growth
+$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
74
New
Increased
Reduced
Closed

Top Buys

1
+$3.07M
2
+$1.47M
3
+$1.23M
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$593K
5
VXF icon
Vanguard Extended Market ETF
VXF
+$263K

Top Sells

1
+$1.18M
2
+$946K
3
+$804K
4
AVRE icon
Avantis Real Estate ETF
AVRE
+$711K
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$409K

Sector Composition

1 Healthcare 2.01%
2 Communication Services 0.8%
3 Technology 0.78%
4 Industrials 0.77%
5 Financials 0.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AVDE icon
26
Avantis International Equity ETF
AVDE
$9.6B
$1.57M 1.05%
21,270
+365
DFAI icon
27
Dimensional International Core Equity Market ETF
DFAI
$11.7B
$1.39M 0.93%
40,080
-975
VB icon
28
Vanguard Small-Cap ETF
VB
$67B
$1.35M 0.9%
5,705
AVIV icon
29
Avantis International Large Cap Value ETF
AVIV
$885M
$1.25M 0.84%
20,100
+1,470
SPY icon
30
SPDR S&P 500 ETF Trust
SPY
$666B
$1.24M 0.83%
2,000
DFAC icon
31
Dimensional US Core Equity 2 ETF
DFAC
$38.2B
$1.21M 0.81%
33,891
+6
BA icon
32
Boeing
BA
$148B
$1.15M 0.77%
5,499
-1
VWOB icon
33
Vanguard Emerging Markets Government Bond ETF
VWOB
$4.87B
$1.14M 0.76%
17,460
-12,300
VNQI icon
34
Vanguard Global ex-US Real Estate ETF
VNQI
$3.5B
$1.13M 0.76%
24,515
-3,550
AVUS icon
35
Avantis US Equity ETF
AVUS
$9.79B
$1.13M 0.75%
11,160
+680
DFAE icon
36
Dimensional Emerging Core Equity Market ETF
DFAE
$7.01B
$1.02M 0.69%
35,405
AVEM icon
37
Avantis Emerging Markets Equity ETF
AVEM
$13.6B
$1.01M 0.68%
14,805
+3,080
DFGX icon
38
Dimensional Global ex US Core Fixed Income ETF
DFGX
$1.13B
$1.01M 0.68%
19,010
-22,115
BNDX icon
39
Vanguard Total International Bond ETF
BNDX
$69.5B
$936K 0.63%
18,910
-8,255
AVGE icon
40
Avantis All Equity Markets ETF
AVGE
$618M
$910K 0.61%
11,751
+696
BRK.B icon
41
Berkshire Hathaway Class B
BRK.B
$1.08T
$900K 0.6%
1,853
-3
VTV icon
42
Vanguard Value ETF
VTV
$147B
$885K 0.59%
5,005
GLD icon
43
SPDR Gold Trust
GLD
$128B
$881K 0.59%
2,890
+110
VOE icon
44
Vanguard Mid-Cap Value ETF
VOE
$19B
$868K 0.58%
5,275
VOO icon
45
Vanguard S&P 500 ETF
VOO
$764B
$838K 0.56%
1,475
IWF icon
46
iShares Russell 1000 Growth ETF
IWF
$123B
$817K 0.55%
1,925
AVDV icon
47
Avantis International Small Cap Value ETF
AVDV
$12.4B
$813K 0.54%
10,255
+1,325
MDY icon
48
SPDR S&P MidCap 400 ETF Trust
MDY
$23.9B
$793K 0.53%
1,400
VWO icon
49
Vanguard FTSE Emerging Markets ETF
VWO
$102B
$742K 0.5%
15,005
AAPL icon
50
Apple
AAPL
$3.97T
$709K 0.47%
3,458
-27
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