AI Portfolio Summary
In 2026 Q1, LAM GROUP, INC. maintained a portfolio of 134 distinct positions. They heavily accumulated shares in SPDR Gold Mini ETF, increasing their position by 0.3%. The fund also reduced its exposure to SPDR Barclays Intl C by 33.8%.
Total Positions
134
Quarter
2026 Q1
Top Holding
GLDM (7.1%)
Top 10 Concentration
41.2%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 134
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
GLDM
SPDR Gold Mini ...
|
ETF | 7.10% | 6.79% |
#1
Prev: #1
|
5.3 | 430 | 0.3% |
P
S
|
139,375 | $12,918,669 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
VXF
Vanguard Extend...
|
ETF | 4.86% | 5.20% |
#2
1
Prev: #3
|
3.9 | -475 | -1.1% |
P
S
|
42,935 | $8,836,023 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
VEU
Vanguard Intern...
|
ETF | 4.71% | 4.81% |
#3
1
Prev: #4
|
3.9 | no change | no change |
P
S
|
114,192 | $8,575,819 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
DFAS
DFA US Small Ca...
|
ETF | 3.96% | 4.06% |
#4
1
Prev: #5
|
2.6 | -628 | -0.6% |
P
S
|
101,270 | $7,203,351 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
DISV
DFA Internation...
|
ETF | 3.86% | 3.95% |
#5
1
Prev: #6
|
2.5 | -3,700 | -2.0% |
P
S
|
177,950 | $7,018,348 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
IBND
SPDR Barclays I...
|
ETF | 3.69% | 6.00% |
#6
4
Prev: #2
|
1.5 | -110,456 | -33.8% |
P
S
|
215,900 | $6,710,185 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
DFUV
DFA US Equity V...
|
ETF | 3.45% | 3.48% |
#7
Prev: #7
|
1.9 | -954 | -0.7% |
P
S
|
129,431 | $6,272,208 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
BWZ
SPDR Short Inte...
|
ETF | 3.25% | 0.75% |
#8
25
Prev: #33
|
4.3 | 171,575 | 357.3% |
P
S
|
219,600 | $5,911,632 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
AVRE
Avantis Global ...
|
ETF | 3.20% | 2.58% |
#9
6
Prev: #15
|
3.8 | 28,965 | 28.0% |
P
S
|
132,335 | $5,825,387 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
DFIV
DFA Internation...
|
ETF | 3.10% | 3.04% |
#10
1
Prev: #9
|
1.7 | 530 | 0.5% |
P
S
|
106,938 | $5,644,188 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
LEMB
iShares Emergin...
|
ETF | 2.99% | 2.91% |
#11
2
Prev: #13
|
3.2 | 11,110 | 9.1% |
P
S
|
133,280 | $5,437,824 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
VBR
Vanguard US Sma...
|
ETF | 2.93% | 2.97% |
#12
2
Prev: #10
|
2.2 | no change | no change |
P
S
|
24,520 | $5,326,970 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
VSS
Vanguard FTSE A...
|
ETF | 2.84% | 2.91% |
#13
1
Prev: #12
|
2.1 | no change | no change |
P
S
|
35,500 | $5,175,589 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
VTI
Vanguard Total ...
|
ETF | 2.80% | 2.93% |
#14
3
Prev: #11
|
1.6 | 634 | 4.2% |
P
S
|
15,891 | $5,097,861 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
DFGR
DFA Global Real...
|
ETF | 2.75% | 3.06% |
#15
7
Prev: #8
|
1.6 | -14,350 | -7.1% |
P
S
|
188,110 | $4,999,964 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
QQQ
Powershares Nas...
|
ETF | 2.37% | 2.63% |
#16
2
Prev: #14
|
1.9 | no change | no change |
P
S
|
7,475 | $4,314,421 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
DFIS
DFA Internation...
|
ETF | 2.11% | 2.24% |
#17
1
Prev: #16
|
1.3 | -4,550 | -3.8% |
P
S
|
114,235 | $3,846,292 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
AVUV
Avantis US Smal...
|
ETF | 2.08% | 1.90% |
#18
2
Prev: #20
|
2.8 | 1,650 | 5.1% |
P
S
|
34,225 | $3,780,836 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
IEMG
iShares MSCI Em...
|
ETF | 2.04% | 2.06% |
#19
1
Prev: #18
|
1.3 | -350 | -0.7% |
P
S
|
53,215 | $3,711,746 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
VGT
Vanguard Inform...
|
ETF | 1.91% | 2.16% |
#20
3
Prev: #17
|
1.3 | -25 | -0.5% |
P
S
|
4,983 | $3,476,862 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
DFSV
DFA US Small Ca...
|
ETF | 1.89% | 1.86% |
#21
Prev: #21
|
1.3 | -995 | -1.0% |
P
S
|
97,995 | $3,433,745 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
DFEV
DFA Emerging Ma...
|
ETF | 1.62% | 1.59% |
#22
1
Prev: #23
|
1.1 | 25 | 0.0% |
P
S
|
82,260 | $2,943,263 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
DFUS
DFA US Equity E...
|
ETF | 1.52% | 1.66% |
#23
1
Prev: #22
|
1.6 | no change | no change |
P
S
|
39,042 | $2,768,468 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
AMPH
Amphastar Pharm...
|
Healthcare | 1.41% | 2.00% |
#24
5
Prev: #19
|
1.6 | no change | no change |
P
S
|
130,800 | $2,562,372 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
AVIV
Avantis Interna...
|
ETF | 1.27% | 1.27% |
#25
1
Prev: #24
|
1.0 | -335 | -1.1% |
P
S
|
30,790 | $2,304,016 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
DFAX
DFA World ex US...
|
ETF | 1.18% | 1.18% |
#26
1
Prev: #25
|
1.5 | no change | no change |
P
S
|
63,131 | $2,144,573 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
AVDV
Avantis Interna...
|
ETF | 1.14% | 0.89% |
#27
2
Prev: #29
|
3.0 | 4,175 | 25.1% |
P
S
|
20,780 | $2,075,091 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
DFAT
DFA US Targeted...
|
ETF | 1.08% | 1.01% |
#28
1
Prev: #27
|
2.4 | 1,861 | 6.3% |
P
S
|
31,596 | $1,973,142 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
AVDE
Avantis Interna...
|
ETF | 1.05% | 1.12% |
#29
3
Prev: #26
|
0.9 | -1,155 | -4.9% |
P
S
|
22,550 | $1,913,142 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
AVEM
Avantis Emergin...
|
ETF | 0.96% | 0.97% |
#30
2
Prev: #28
|
0.9 | -380 | -1.7% |
P
S
|
21,630 | $1,742,945 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
AVUS
Avantis US Larg...
|
ETF | 0.95% | 0.85% |
#31
Prev: #31
|
2.4 | 2,295 | 17.3% |
P
S
|
15,550 | $1,728,849 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
AVSC
Avantis US Micr...
|
ETF | 0.89% | 0.65% |
#32
5
Prev: #37
|
2.9 | 6,540 | 33.8% |
P
S
|
25,875 | $1,612,013 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
VB
Vanguard US Sma...
|
ETF | 0.83% | 0.85% |
#33
3
Prev: #30
|
1.3 | no change | no change |
P
S
|
5,750 | $1,506,040 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
AVDS
Avantis Interna...
|
ETF | 0.83% | 0.60% |
#34
8
Prev: #42
|
2.8 | 5,925 | 39.6% |
P
S
|
20,900 | $1,501,665 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
SPY
S&P 500 SPDR
|
ETF | 0.71% | 0.78% |
#35
3
Prev: #32
|
1.3 | no change | no change |
P
S
|
2,000 | $1,300,680 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
AVLV
Avantis US Larg...
|
ETF | 0.69% | 0.53% |
#36
10
Prev: #46
|
2.8 | 3,215 | 26.1% |
P
S
|
15,510 | $1,250,261 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
DFAI
DFA Internation...
|
ETF | 0.67% | 0.72% |
#37
3
Prev: #34
|
0.8 | -1,625 | -4.9% |
P
S
|
31,255 | $1,217,695 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
GLD
SPDR Gold Trust
|
ETF | 0.65% | 0.64% |
#38
1
Prev: #39
|
0.8 | -70 | -2.5% |
P
S
|
2,755 | $1,185,449 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
DFAC
DFA US Core ETF
|
ETF | 0.64% | 0.68% |
#39
3
Prev: #36
|
0.8 | 3 | 0.0% |
P
S
|
29,803 | $1,158,153 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
AVGE
Avantis All Equ...
|
ETF | 0.63% | 0.61% |
#40
1
Prev: #41
|
0.8 | 524 | 4.2% |
P
S
|
12,991 | $1,143,463 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
VTV
Vanguard Value ...
|
ETF | 0.60% | 0.47% |
#41
11
Prev: #52
|
2.7 | 1,327 | 31.0% |
P
S
|
5,602 | $1,099,195 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
VNQI
Vanguard Global...
|
ETF | 0.59% | 0.64% |
#42
2
Prev: #40
|
0.7 | 90 | 0.4% |
P
S
|
24,350 | $1,082,358 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
DFAE
DFA Emerging Ma...
|
ETF | 0.59% | 0.59% |
#43
Prev: #43
|
0.7 | -10 | -0.0% |
P
S
|
31,490 | $1,066,251 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
VWOB
Vanguard Emergi...
|
ETF | 0.57% | 0.65% |
#44
6
Prev: #38
|
0.7 | -1,040 | -6.2% |
P
S
|
15,685 | $1,030,348 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
AVES
Avantis Emergin...
|
ETF | 0.54% | 0.45% |
#45
9
Prev: #54
|
2.7 | 2,800 | 20.6% |
P
S
|
16,360 | $981,273 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
VOE
Vanguard Mid Ca...
|
ETF | 0.53% | 0.54% |
#46
1
Prev: #45
|
1.2 | no change | no change |
P
S
|
5,275 | $972,077 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
VWO
Vanguard Emergi...
|
ETF | 0.50% | 0.46% |
#47
6
Prev: #53
|
2.2 | 1,892 | 12.6% |
P
S
|
16,897 | $913,285 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
VOO
Vanguard S&P 50...
|
ETF | 0.48% | 0.53% |
#48
1
Prev: #47
|
1.2 | no change | no change |
P
S
|
1,475 | $881,386 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
AAPL
Apple Computer ...
|
Technology | 0.48% | 0.54% |
#49
5
Prev: #44
|
1.2 | no change | no change |
P
S
|
3,458 | $877,606 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
MDY
S&P Mid Cap SPD...
|
ETF | 0.47% | 0.48% |
#50
1
Prev: #51
|
1.2 | no change | no change |
P
S
|
1,400 | $863,464 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 |
Showing 1-50 of 134 holdings