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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 : 2025-06-30
  Total Value : $149,607,000
  Total Value Change : $13,695,000
  Securities Held Change : 0
   
All Securities Held : 73
  New Positions : 0
  Closed Positions : 1
  Increased Positions : 26
  Unchanged Positions : 18
  Decreased Positions : 29

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Holdings Found : 74     View All Holdings Currently Viewing:  ALL     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
   (VXF)1 Year Chart         VXF Vanguard Extended Market VI... 1 - $198.15 $8,558,000 44,410 5.72% 1,143,000 1,365 0.056    Closed - End Fund - E...
   (GLDM)1 Year Chart         GLDM Spdr Gold Minishares Trust 2 - $65.83 $8,510,000 129,885 5.69% 1,859,000 22,425 0.065    N/A
   (VEU)1 Year Chart         VEU Vanguard FTSE All-World ETF 3 - $57.31 $8,123,000 120,847 5.43% 744,000 -800 0.024    Closed - End Fund - F...
   (IBND)1 Year Chart         IBND Spdr Barclays Capital Inter... 4 - $32.22 $7,437,000 228,190 4.97% 3,487,000 94,260 3.406    Closed - End Fund - E...
   (DFAS)1 Year Chart         DFAS Dimensional U S Small Cap Etf 5 - $66.18 $6,885,000 108,064 4.6% 181,000 -4,141 0.012    N/A
   (DISV)1 Year Chart         DISV Dfa Dimensional Internation... 6 - $0.00 $6,197,000 188,300 4.14% 619,000 -3,240 0.209    N/A
   (DFUV)1 Year Chart         DFUV DFA Dimensional Us Marketwi... 7 - $43.19 $5,508,000 130,267 3.68% 140,000 15 0.014    N/A
   (VBR)1 Year Chart         VBR Vanguard Small Cap Val VIPER 8 - $202.97 $4,913,000 25,195 3.28% 168,000 -275 0.021    Closed - End Fund - E...
   (VTI)1 Year Chart         VTI Vanguard Total Stock Market... 9 - $308.32 $4,835,000 15,907 3.23% 381,000 -300 0.002    Closed - End Fund - E...
   (VSS)1 Year Chart         VSS Vanguard FTSE All-Wld ex-US... 10 - $135.33 $4,768,000 35,479 3.19% 667,000 -1 0.008    Closed - End Fund - Debt
   (DFIV)1 Year Chart         DFIV Dimensional International V... 11 - $43.52 $4,644,000 108,418 3.1% 295,000 -2,075 0.012    N/A
   (QQQ)1 Year Chart         QQQ Invesco QQQ Trust Series I 12 - $555.45 $4,124,000 7,475 2.76% 619,000 0 0.002    Closed - End Fund - Debt
   (AVRE)1 Year Chart         AVRE Avantis Real Estate Etf 13 - $0.00 $3,936,000 89,120 2.63% -589,000 -16,095 0.099    N/A
   (DFGR)1 Year Chart         DFGR Dfa Dimensional Global Real... 14 - $0.00 $3,904,000 145,515 2.61% -843,000 -35,260 0.162    N/A
   (DFIS)1 Year Chart         DFIS Dfa Dimensional Internation... 15 - $0.00 $3,775,000 126,495 2.52% 484,000 -875 0.105    N/A
   (VGT)1 Year Chart         VGT Vanguard I T VIPERS 16 - $674.58 $3,461,000 5,218 2.31% 459,000 -316 0    Closed - End Fund - E...
   (LEMB)1 Year Chart         LEMB Ishares Emerging Markets Lo... 17 - $35.43 $3,433,000 84,995 2.29% 1,387,000 30,370 0.708    N/A
   (IEMG)1 Year Chart         IEMG Ishares Core Msci Emerging ... 18 - $60.23 $3,216,000 53,565 2.15% 325,000 0 0.001    N/A
   (DFSV)1 Year Chart         DFSV Dfa Dimensional Us Small Ca... 19 - $0.00 $3,086,000 104,865 2.06% 193,000 2,080 0.023    N/A
   (AMPH)1 Year Chart         AMPH Amphastar Pharmaceuticals, ... 20 - $22.21 $3,003,000 130,800 2.01% -789,000 0 0.275    N/A
   (DFUS)1 Year Chart         DFUS Dimensional U S Equity Etf 21 - $67.97 $2,617,000 39,042 1.75% 256,000 0 0.004    N/A
   (DFEV)1 Year Chart         DFEV Dfa Dimensional Emerging Ma... 22 - $0.00 $2,537,000 84,585 1.7% 263,000 500 0.094    N/A
   (AVUV)1 Year Chart         AVUV Avantis Us Small Cap Value Etf 23 - $95.81 $2,428,000 26,650 1.62% 672,000 6,510 0.006    N/A
   (DFAX)1 Year Chart         DFAX Dimensional Funds plc - Wor... 24 - $29.64 $1,954,000 66,529 1.31% 211,000 -10 0.007    N/A
   (DFAT)1 Year Chart         DFAT Dimensional U S Targeted Va... 25 - $56.63 $1,655,000 30,674 1.11% 76,000 1 0.003    N/A
   (AVDE)1 Year Chart         AVDE Avantis International Equit... 26 - $74.56 $1,574,000 21,270 1.05% 189,000 365 0.024    N/A
   (DFAI)1 Year Chart         DFAI Dfa Dimensional Internation... 27 - $0.00 $1,386,000 40,080 0.93% 104,000 -975 0.003    N/A
   (VB)1 Year Chart         VB Vanguard Small Cap VIPERS 28 - $244.80 $1,352,000 5,705 0.9% 87,000 0 0.003    Closed - End Fund - E...
   (AVIV)1 Year Chart         AVIV Avantis International Large... 29 - $0.00 $1,251,000 20,100 0.84% 195,000 1,470 0.223    N/A
   (SPY)1 Year Chart         SPY Standard & Poors Depository... 30 - $625.82 $1,236,000 2,000 0.83% 117,000 0 0    Closed - End Fund - E...
   (DFAC)1 Year Chart         DFAC Dimensional U S Core Equity... 31 - $36.61 $1,215,000 33,891 0.81% 97,000 6 0.004    N/A
   (BA)1 Year Chart         BA Boeing Co 32 - $226.09 $1,152,000 5,499 0.77% 214,000 -1 0.001    Aerospace/Defense - M...
   (VWOB)1 Year Chart         VWOB Vanguard Emerging Markets G... 33 - $65.11 $1,141,000 17,460 0.76% -770,000 -12,300 0.007    N/A
   (VNQI)1 Year Chart         VNQI Vanguard Global Ex-US Real ... 34 - $45.97 $1,131,000 24,515 0.76% -5,000 -3,550 0.028    Closed - End Fund - E...
   (AVUS)1 Year Chart         AVUS Avantis Us Equity Etf 35 - $0.00 $1,125,000 11,160 0.75% 157,000 680 0.012    N/A
   (DFAE)1 Year Chart         DFAE Dfa Dimensional Emerging Co... 36 - $0.00 $1,025,000 35,405 0.69% 108,000 0 0.006    N/A
   (AVEM)1 Year Chart         AVEM Avantis Emerging Markets Eq... 37 - $0.00 $1,015,000 14,805 0.68% 310,000 3,080 0.008    N/A
   (DFGX)1 Year Chart         DFGX Dimensional Global Ex Us Co... 38 - $0.00 $1,014,000 19,010 0.68% -1,135,000 -22,115 0.021    N/A
   (BNDX)1 Year Chart         BNDX Vanguard Total Internationa... 39 - $49.23 $936,000 18,910 0.63% -390,000 -8,255 0.002    N/A
   (AVGE)1 Year Chart         AVGE Avantis All Equity Markets Etf 40 - $0.00 $910,000 11,751 0.61% 123,000 696 0.534    N/A
   (BRK.B)1 Year Chart         BRK.B Berkshire Hathaway B 41 - $478.27 $900,000 1,853 0.6% -88,000 -3 0    Property & Casualty I...
   (VTV)1 Year Chart         VTV Vanguard Value VIPERS 42 - $179.40 $885,000 5,005 0.59% 20,000 0 0.001    Closed - End Fund - E...
   (GLD)1 Year Chart         GLD streetTRACKS Gold Trust 43 - $306.20 $881,000 2,890 0.59% 80,000 110 0.001    Closed - End Fund - E...
   (VOE)1 Year Chart         VOE Vanguard Mid-Cap Value ETF 44 - $168.30 $868,000 5,275 0.58% 21,000 0 0.006    Closed - End Fund - E...
   (VOO)1 Year Chart         VOO Vanguard S&P 500 Etf 45 - $575.29 $838,000 1,475 0.56% 80,000 0 0    Closed - End Fund - E...
   (IWF)1 Year Chart         IWF iShares Russell 1000 Growth 46 - $428.72 $817,000 1,925 0.55% 122,000 0 0.001    Closed - End Fund - E...
   (AVDV)1 Year Chart         AVDV Avantis International Small... 47 - $0.00 $813,000 10,255 0.54% 190,000 1,325 0.007    N/A
   (MDY)1 Year Chart         MDY Standrd Poor Mdcp 400 SPDR 48 - $584.40 $793,000 1,400 0.53% 46,000 0 0.003    Closed - End Fund - E...
   (VWO)1 Year Chart         VWO Vanguard Emerging Markets S... 49 - $49.66 $742,000 15,005 0.5% 63,000 0 0    Closed - End Fund - E...
   (AAPL)1 Year Chart         AAPL Apple Inc 50 - $212.41 $709,000 3,458 0.47% -65,000 -27 0    Personal Computers
   (META)1 Year Chart         META Meta Platforms Inc 51 - $727.24 $707,000 958 0.47% 225,000 122 0    Internet Service Prov...
   (QLTY)1 Year Chart         QLTY Gmo Us Quality Etf 52 - $0.00 $706,000 20,605 0.47% 48,000 -440 0.023    N/A
   (SCZ)1 Year Chart         SCZ ISHARES MSCI EAFE SM 53 - $73.28 $665,000 9,155 0.44% 83,000 0 0.006    Closed - End Fund - E...
   (AVLV)1 Year Chart         AVLV Avantis Us Large Cap Value Etf 54 - $0.00 $656,000 9,615 0.44% 170,000 2,155 0.011    N/A
   (IJH)1 Year Chart         IJH iShares S&P MidCap 400 Index 55 - $63.99 $574,000 9,250 0.38% 34,000 0 0    Closed - End Fund - E...
   (DFAU)1 Year Chart         DFAU Dfa Dimensional Us Core Equ... 56 - $0.00 $546,000 12,900 0.36% 80,000 770 0.001    N/A
   (AVES)1 Year Chart         AVES Avantis Emerging Markets Va... 57 - $0.00 $538,000 10,045 0.36% 210,000 3,085 0.066    N/A
   (AVSC)1 Year Chart         AVSC Avantis Us Small Cap Equity... 58 - $0.00 $521,000 10,100 0.35% 57,000 510 0.011    N/A
   (AMZN)1 Year Chart         AMZN Amazon.com Inc 59 - $222.26 $469,000 2,140 0.31% 59,000 -14 0    Internet Software & S...
   (MSFT)1 Year Chart         MSFT Microsoft Corp 60 - $501.48 $454,000 912 0.3% 107,000 -13 0    Application Software
   (AVEE)1 Year Chart         AVEE Avantis Emerging Markets Sm... 62 - $0.00 $449,000 7,445 0.3% 53,000 -100 0    N/A
   (VEA)1 Year Chart         VEA Vanguard Europe Pacific ETF 61 - $49.56 $449,000 7,882 0.3% 49,000 9 0.083    Closed - End Fund - F...
   (DFEM)1 Year Chart         DFEM Dfa Dimensional Emerging Ma... 63 - $0.00 $446,000 15,030 0.3% 33,000 -575 0.001    N/A
   (IJR)1 Year Chart         IJR iShares Core S&P Small-Cap 64 - $114.07 $437,000 4,000 0.29% 19,000 0 0.001    Closed - End Fund - E...
   (ARKW)1 Year Chart         ARKW Ark Etf Trust 65 - $96.36 $397,000 2,690 0.27% 142,000 0 0.01    N/A
   (VNQ)1 Year Chart         VNQ Vanguard REIT Index VIPERs 66 - $89.75 $379,000 4,260 0.25% -10,000 -40 0.001    Closed - End Fund - E...
   (DFSD)1 Year Chart         DFSD Dfa Dimensional Short-durat... 67 - $0.00 $377,000 7,855 0.25% 3,000 -20 0.009    N/A
   (AVDS)1 Year Chart         AVDS Avantis International Small... 68 - $0.00 $351,000 5,645 0.23% 60,000 295 0.063    N/A
   (DFCF)1 Year Chart         DFCF Dfa Dimensional Core Fixed ... 69 - $0.00 $316,000 7,485 0.21% -37,000 -915 0.006    N/A
   (GOOGL)1 Year Chart         GOOGL Alphabet Inc 70 - $177.62 $282,000 1,600 0.19% 33,000 -10 0    Search Engines & Info...
   (VFVA)1 Year Chart         VFVA Vanguard Us Value Factor Etf 71 - $0.00 $237,000 2,000 0.16% 9,000 0 0.022    N/A
   (DFAW)1 Year Chart         DFAW Dimensional World Equity Etf 72 - $0.00 $234,000 3,492 0.16% 20,000 8 0.039    N/A
   (NFLX)1 Year Chart         NFLX Netflix Inc 73 - $1,250.59 $201,000 150 0.13% 201,000 150 0    Music & Video Stores
   (VTIP)1 Year Chart         VTIP Vanguard Short Term Inflati... 74 Closed $49.88 $0 0 0% -231,000 -4,622 0    N/A

      74 Records Found
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