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  Name: LAM GROUP INC.
  City: LAKE OSWEGO
  State: OR
  Zip: 97034
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $122,652,000
  Total Value Change : $12,801,000
  Securities Held Change : 4
   
All Securities Held : 127
  New Positions : 3
  Closed Positions : 0
  Increased Positions : 45
  Unchanged Positions : 61
  Decreased Positions : 18

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Holdings Found : 18     View All Holdings Currently Viewing:  Decreased Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (DFUV)1 Year Chart         DFUV DFA Dimensional Us Marketwi... 6 - $40.02 $5,392,000 131,838 4.4% 481,000 -98 0.015    N/A
   (VBR)1 Year Chart         VBR Vanguard Small Cap Val VIPER 7 - $187.90 $4,951,000 25,805 4.04% 305,000 -10 0.021    Closed - End Fund - E...
   (IEMG)1 Year Chart         IEMG Ishares Core Msci Emerging ... 13 - $52.59 $2,824,000 54,735 2.3% 55,000 -5 0.001    N/A
   (AVRE)1 Year Chart         AVRE Avantis Real Estate Etf 21 - $0.00 $1,780,000 42,105 1.45% -2,238,000 -50,660 0.468    N/A
   (DFAX)1 Year Chart         DFAX Dimensional Funds plc - Wor... 23 - $26.02 $1,711,000 67,253 1.4% 69,000 -5 0.007    N/A
   (VTV)1 Year Chart         VTV Vanguard Value VIPERS 34 - $161.18 $956,000 5,870 0.78% 72,000 -45 0.001    Closed - End Fund - E...
   (VWO)1 Year Chart         VWO Vanguard Emerging Markets S... 43 - $43.08 $662,000 15,855 0.54% 10,000 -5 0    Closed - End Fund - E...
   (VTIP)1 Year Chart         VTIP Vanguard Short Term Inflati... 49 - $48.28 $615,000 12,835 0.5% -236,000 -5,074 0.001    N/A
   (SCZ)1 Year Chart         SCZ ISHARES MSCI EAFE SM 50 - $64.53 $592,000 9,350 0.48% 13,000 -5 0.006    Closed - End Fund - E...
   (DFAU)1 Year Chart         DFAU Dfa Dimensional Us Core Equ... 55 - $0.00 $455,000 12,445 0.37% 41,000 -5 0.014    N/A
   (DFSD)1 Year Chart         DFSD Dfa Dimensional Short-durat... 56 - $0.00 $448,000 9,515 0.37% 0 -5 0.011    N/A
   (FB)1 Year Chart         FB Meta Platforms Inc 64 - $466.83 $373,000 768 0.3% 89,000 -33 0    Internet Service Prov...
   (VFVA)1 Year Chart         VFVA Vanguard Us Value Factor Etf 67 - $0.00 $267,000 2,235 0.22% -42,000 -505 0.025    N/A
   (AVIE)1 Year Chart         AVIE Avantis Inflation Focused E... 80 - $0.00 $49,000 775 0.04% -114,000 -2,050 0.009    N/A
   (BWZ)1 Year Chart         BWZ SPDR Series Trust 102 - $25.99 $6,000 210 0% 0 -25 0.003    Closed - End Fund - Debt
   (COMT)1 Year Chart         COMT iShares Commodities Select ... 113 - $27.04 $3,000 100 0% -1,000 -55 0    N/A
   (TIPZ)1 Year Chart         TIPZ Pimco ETF Trust 114 - $52.59 $2,000 45 0% -1,000 -15 0.001    Closed - End Fund - Debt
   (AVSF)1 Year Chart         AVSF Avantis Shortterm Fixed Inc... 118 - $0.00 $2,000 45 0% 0 -5 0    N/A
      18 Records Found
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