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LAM Group Portfolio holdings

AUM $182M
1-Year Est. Return 21.46%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$182M
AUM Growth
+$7.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$4.71M
2
+$1.31M
3
+$492K
4
LEMB icon
iShares JPMorgan EM Local Currency Bond ETF
LEMB
+$466K
5
AVDS icon
Avantis International Small Cap Equity ETF
AVDS
+$441K

Top Sells

1
+$3.54M
2
+$814K
3
+$413K
4
DFGR icon
Dimensional Global Real Estate ETF
DFGR
+$393K
5
DFIS icon
Dimensional International Small Cap ETF
DFIS
+$158K

Sector Composition

1 Healthcare 1.54%
2 Communication Services 1.04%
3 Technology 0.89%
4 Financials 0.54%
5 Consumer Discretionary 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MDY icon
51
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27.1B
$863K 0.47%
1,400
BRK.B icon
52
Berkshire Hathaway Class B
BRK.B
$1.07T
$825K 0.45%
1,721
-50
IWF icon
53
iShares Russell 1000 Growth ETF
IWF
$128B
$821K 0.45%
7,700
QLTY icon
54
GMO US Quality ETF
QLTY
$4.56B
$776K 0.43%
21,440
-1,490
VEA icon
55
Vanguard FTSE Developed Markets ETF
VEA
$233B
$741K 0.41%
11,556
+3,843
SCZ icon
56
iShares MSCI EAFE Small-Cap ETF
SCZ
$14.5B
$718K 0.39%
9,155
DFGX icon
57
Dimensional International Core Fixed Income ETF
DFGX
$1.6B
$664K 0.37%
12,665
-1,465
IJH icon
58
iShares Core S&P Mid-Cap ETF
IJH
$122B
$625K 0.34%
9,250
AVEE icon
59
Avantis Emerging Markets Small Cap Equity ETF
AVEE
$130M
$589K 0.32%
9,285
+445
META icon
60
Meta Platforms (Facebook)
META
$1.51T
$548K 0.3%
958
IJR icon
61
iShares Core S&P Small-Cap ETF
IJR
$107B
$497K 0.27%
4,000
DFEM icon
62
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
$9.51B
$494K 0.27%
14,305
+5
AMZN icon
63
Amazon
AMZN
$2.65T
$446K 0.25%
2,140
BNDX icon
64
Vanguard Total International Bond ETF
BNDX
$82.1B
$420K 0.23%
8,735
-1,910
MSFT icon
65
Microsoft
MSFT
$2.97T
$398K 0.22%
1,075
+163
BA icon
66
Boeing
BA
$180B
$383K 0.21%
1,926
-3,573
ARKK icon
67
ARK Innovation ETF
ARKK
$7.05B
$380K 0.21%
+5,625
VNQ icon
68
Vanguard Real Estate ETF
VNQ
$37.9B
$361K 0.2%
4,070
-210
BINC icon
69
BlackRock Flexible Income ETF
BINC
$16.2B
$353K 0.19%
6,805
+1,575
ARKW icon
70
ARK Web x.0 ETF
ARKW
$1.75B
$350K 0.19%
2,900
-200
DFAU icon
71
Dimensional US Core Equity Market ETF
DFAU
$12.3B
$341K 0.19%
7,560
+5
DFCF icon
72
Dimensional Core Fixed Income ETF
DFCF
$10.7B
$327K 0.18%
7,740
-815
DFSD icon
73
Dimensional Short-Duration Fixed Income ETF
DFSD
$6.87B
$267K 0.15%
5,585
+10
DFAW icon
74
Dimensional World Equity ETF
DFAW
$1.43B
$258K 0.14%
3,497
+1
VFVA icon
75
Vanguard US Value Factor ETF
VFVA
$836M
$195K 0.11%
+1,445
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3
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