LAM GROUP, INC.

13F filer, CIK 1961944, LAKE OSWEGO, OR

LAM GROUP, INC. reported holdings worth $141,275,875 (the sum of its rows) across 133 holdings for the quarter ended 2024-09-30, in a 13F-HR filed 2024-10-18. The total stated on the cover page is $141,275. Its ten largest share positions make up 41.15% of the portfolio.

Filed 2024-10-18 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC13F-HR 0001961944-24-000006

The cover page states a total of $141,275, about 1/1,000 of the sum of the rows, $141,275,875. The filer likely wrote its cover total in thousands and its rows in dollars. This page uses the sum of the rows.

Period: 2024-09-30
Value, sum of rows: $141M
Stated on the cover page: $141K
Holdings: 133
Top 10 weight: 41.15%
New: 3
Sold out: 2

Largest buys vs the previous quarter

Security	Shares change	Approx. value
World Gold TRnew	+78,135	$4.07M
IBNDadded	+59,505	$1.82M
LEMBadded	+31,380	$1.21M
DFGXadded	+21,535	$1.17M
AVREadded	+18,425	$869K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

Security	Shares change	Approx. value
GLDMexited	-41,220	-$1.9M
DFSDreduced	-1,705	-$81.4K
VTIPreduced	-1,338	-$66K
VBRreduced	-275	-$55.2K
VXFreduced	-255	-$46.4K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q3 2024

Share positions as resolved from 13F-HR 0001961944-24-000006, largest first. % of portfolio is the value over $141,275,875, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Latest event	Timeline
VXFVANGUARD INDEX FDS	42,693	$7.77M	5.5%	-255		Timeline
VEUVANGUARD INTL EQUITY INDEX F	121,907	$7.68M	5.44%	-125		Timeline
DFASDIMENSIONAL ETF TRUST	111,151	$7.21M	5.1%	+129		Timeline
AMPHAMPHASTAR PHARMACEUTICALS IN	130,800	$6.35M	4.49%	0		Timeline
DFUVDIMENSIONAL ETF TRUST	131,859	$5.5M	3.89%	+6		Timeline
VBRVANGUARD INDEX FDS	25,530	$5.13M	3.63%	-275		Timeline
DISVDIMENSIONAL ETF TRUST	175,345	$5.1M	3.61%	-620		Timeline
VTIVANGUARD INDEX FDS	16,012	$4.53M	3.21%	-70		Timeline
VSSVANGUARD INTL EQUITY INDEX F	35,463	$4.47M	3.16%	+8		Timeline
DFGRDIMENSIONAL ETF TRUST	152,515	$4.4M	3.12%	+26,940		Timeline
World Gold TRWorld Gold TR	78,135	$4.07M	2.88%	new
AVREAMERICAN CENTY ETF TR	83,515	$3.94M	2.79%	+18,425		Timeline
DFIVDIMENSIONAL ETF TRUST	97,783	$3.72M	2.64%	-500		Timeline
QQQINVESCO QQQ TR	7,475	$3.65M	2.58%	0		Timeline
VGTVANGUARD WORLD FD	5,255	$3.08M	2.18%	-65		Timeline
IEMGISHARES INC	53,575	$3.08M	2.18%	-10		Timeline
IBNDSPDR SERIES TRUST	99,710	$3.05M	2.16%	+59,505		Timeline
DFSVDIMENSIONAL ETF TRUST	92,623	$2.85M	2.02%	-1,310		Timeline
DFISDIMENSIONAL ETF TRUST	103,180	$2.77M	1.96%	+625		Timeline
VNQIVANGUARD INTL EQUITY INDEX F	58,185	$2.73M	1.93%	+5,675		Timeline
DFGXDIMENSIONAL ETF TRUST	47,445	$2.57M	1.82%	+21,535		Timeline
DFUSDIMENSIONAL ETF TRUST	39,042	$2.43M	1.72%	0		Timeline
AVUVAMERICAN CENTY ETF TR	24,500	$2.35M	1.66%	+5,400		Timeline
LEMBISHARES INC	59,585	$2.29M	1.62%	+31,380		Timeline
DFEVDIMENSIONAL ETF TRUST	74,245	$2.11M	1.5%	-355		Timeline
DFAXDIMENSIONAL ETF TRUST	67,158	$1.81M	1.28%	0		Timeline
AVDEAMERICAN CENTY ETF TR	26,880	$1.8M	1.28%	+6,025		Timeline
DFATDIMENSIONAL ETF TRUST	31,766	$1.77M	1.25%	+6		Timeline
AVIVAMERICAN CENTY ETF TR	27,140	$1.52M	1.08%	+7,875		Timeline
VBVANGUARD INDEX FDS	5,705	$1.35M	0.96%	-70		Timeline
AVEMAMERICAN CENTY ETF TR	20,425	$1.32M	0.93%	+6,605		Timeline
VWOBVANGUARD WHITEHALL FDS	19,735	$1.31M	0.93%	+11,455		Timeline
DFACDIMENSIONAL ETF TRUST	33,882	$1.16M	0.82%	+7		Timeline
SPYSTATE STR SPDR S&P 500 ETF T	2,000	$1.15M	0.81%	0		Timeline
AVDVAMERICAN CENTY ETF TR	15,575	$1.1M	0.78%	+5,955		Timeline
VTVVANGUARD INDEX FDS	5,815	$1.02M	0.72%	-50		Timeline
VOOVANGUARD INDEX FDS	1,870	$987K	0.7%	0		Timeline
BNDXVANGUARD CHARLOTTE FDS	19,210	$966K	0.68%	+2,555		Timeline
AVUSAMERICAN CENTY ETF TR	9,680	$921K	0.65%	+1,655		Timeline
AVDSAMERICAN CENTY ETF TR	16,320	$920K	0.65%	+10,210		Timeline
AVESAMERICAN CENTY ETF TR	17,255	$900K	0.64%	+6,100		Timeline
VOEVANGUARD INDEX FDS	5,275	$884K	0.63%	0		Timeline
BRK-BBERKSHIRE HATHAWAY INC DEL	1,873	$862K	0.61%	0		Timeline
AAPLAPPLE INC	3,654	$851K	0.6%	+1		Timeline
BABOEING CO	5,499	$836K	0.59%	0		Timeline
MDYSTATE STR SPDR S&P MIDCAP 40	1,400	$798K	0.56%	0		Timeline
DFAEDIMENSIONAL ETF TRUST	28,050	$769K	0.54%	-40		Timeline
VWOVANGUARD INTL EQUITY INDEX F	15,360	$735K	0.52%	-10		Timeline
IWFISHARES TR	1,925	$723K	0.51%	0		Timeline
QLTYGMO ETF TRUST	21,860	$713K	0.5%	+8,215		Timeline
DFAIDIMENSIONAL ETF TRUST	21,855	$695K	0.49%	+410		Timeline
AVGEAMERICAN CENTY ETF TR	9,165	$677K	0.48%	+3,868		Timeline
GLDSPDR GOLD TR	2,780	$676K	0.48%	+19		Timeline
SCZISHARES TR	9,155	$620K	0.44%	-190		Timeline
IJHISHARES TR	9,250	$576K	0.41%	0		Timeline
VNQVANGUARD INDEX FDS	5,855	$570K	0.4%	+40		Timeline
AVEEAMERICAN CENTY ETF TR	9,685	$570K	0.4%	+2,615		Timeline
DFAUDIMENSIONAL ETF TRUST	12,515	$497K	0.35%	+110		Timeline
AVSCAMERICAN CENTY ETF TR	8,835	$477K	0.34%	+8,770		Timeline
IJRISHARES TR	4,000	$468K	0.33%	0		Timeline
METAMETA PLATFORMS INC	775	$444K	0.31%	0		Timeline
VEAVANGUARD TAX-MANAGED FDS	7,862	$415K	0.29%	-292		Timeline
AVLVAMERICAN CENTY ETF TR	6,210	$409K	0.29%	+3,930		Timeline
AMZNAMAZON COM INC	2,140	$399K	0.28%	0		Timeline
MSFTMICROSOFT CORP	913	$393K	0.28%	0		Timeline
DFSDDIMENSIONAL ETF TRUST	7,830	$374K	0.26%	-1,705		Timeline
VTIPVANGUARD MALVERN FDS	6,803	$335K	0.24%	-1,338		Timeline
DFIPDIMENSIONAL ETF TRUST	7,235	$306K	0.22%	+2,625		Timeline
GoogleGoogle	1,600	$265K	0.19%	0
VFVAVANGUARD WELLINGTON FD	2,000	$241K	0.17%	-230		Timeline
DFAWDIMENSIONAL ETF TRUST	3,541	$225K	0.16%	+1,436		Timeline
DFCFDIMENSIONAL ETF TRUST	5,010	$216K	0.15%	+465		Timeline
AMGNAMGEN INC	462	$149K	0.11%	0		Timeline
GOOGLE INCGOOGLE INC	800	$134K	0.09%	0
NFLXNETFLIX INC.	150	$106K	0.08%	0		Timeline
AVIEAMERICAN CENTY ETF TR	1,650	$106K	0.08%	-535		Timeline
DIHPDIMENSIONAL ETF TRUST	3,825	$106K	0.07%	+5		Timeline
DUSBDIMENSIONAL ETF TRUST	2,080	$106K	0.07%	-450		Timeline
VVISA INC	300	$82.5K	0.06%	0		Timeline
DEHPDIMENSIONAL ETF TRUST	2,655	$71.3K	0.05%	+10		Timeline
NVDANVIDIA CORPORATION	440	$53.4K	0.04%	0		Timeline
WFCWELLS FARGO & CO	900	$50.8K	0.04%	0		Timeline
IBMINTERNATIONAL BUSINESS MACHS	202	$44.7K	0.03%	0		Timeline
DUHPDIMENSIONAL ETF TRUST	1,140	$38.8K	0.03%	0		Timeline
COSTCOSTCO WHOLESALE CORPORATION	38	$33.7K	0.02%	0		Timeline
ARKWARK ETF TR	325	$27.7K	0.02%	0		Timeline
TSLATESLA INC	100	$26.2K	0.02%	0		Timeline
VZVERIZON COMMUNICATIONS INC	553	$24.8K	0.02%	0		Timeline
VUSBVANGUARD BD INDEX FDS	398	$19.9K	0.01%	-10		Timeline
DFLVDIMENSIONAL ETF TRUST	620	$19.1K	0.01%	0		Timeline
BROADCOM LTDBROADCOM LTD	110	$19K	0.01%	+99
RYNRAYONIER INC	585	$18.8K	0.01%	0		Timeline
CABOCABLE ONE INC	50	$17.5K	0.01%	0		Timeline
TSMTAIWAN SEMICONDUCTOR MANUFAC	100	$17.4K	0.01%	0		Timeline
WMTWALMART INC	183	$14.8K	0.01%	0		Timeline
CATCATERPILLAR INC	37	$14.5K	0.01%	0		Timeline
PFEPFIZER INC	483	$14K	0.01%	0		Timeline
FDHYFIDELITY COVINGTON TRUST	265	$13.1K	0.01%	+145		Timeline
XYZBLOCK INC	157	$10.5K	0.01%	0		Timeline
ETSYETSY INC	186	$10.3K	0.01%	0		Timeline
DISDISNEY WALT CO	100	$9.62K	0.01%	0		Timeline
MCDMCDONALDS CORP	27	$8.22K	0.01%	0		Timeline
ROKUROKU INC	100	$7.47K	0.01%	0		Timeline
BWZSPDR SERIES TRUST	180	$4.96K	<0.01%	-25		Timeline
HDHOME DEPOT INC	12	$4.86K	<0.01%	0		Timeline
UPSUNITED PARCEL SVCS INC	34	$4.64K	<0.01%	0		Timeline
SHOPSHOPIFY INC	50	$4.01K	<0.01%	0		Timeline
VISTA OUTDOOR INCVISTA OUTDOOR INC	100	$3.92K	<0.01%	0
AVSFAMERICAN CENTY ETF TR	75	$3.54K	<0.01%	+35		Timeline
BACBANK OF AMER CORP	86	$3.41K	<0.01%	0		Timeline
INTCINTEL CORP	125	$2.93K	<0.01%	0		Timeline
Etfmg Prime MobileEtfmg Prime Mobile	55	$2.88K	<0.01%	0
COMTISHARES U S ETF TR	110	$2.85K	<0.01%	+10		Timeline
PDBCINVESCO ACTVELY MNGD ETC FD	210	$2.82K	<0.01%	+15		Timeline
HSYHERSHEY CO	13	$2.49K	<0.01%	0		Timeline
SPDR SERIES TRUST BLOOMBERG…SPDR SERIES TRUST BLOOMBERG BR	25	$2.44K	<0.01%	new
CSCOCISCO SYS INC	42	$2.23K	<0.01%	0		Timeline
IBUYAMPLIFY ETF TR	20	$1.22K	<0.01%	0		Timeline
YETIYETI HLDGS INC	25	$1.03K	<0.01%	0		Timeline
KDKYNDRYL HLDGS INC	40	$919	<0.01%	0		Timeline
VTRSVIATRIS INC	59	$685	<0.01%	0		Timeline
PYPLPAYPAL HLDGS INC	7	$546	<0.01%	0		Timeline
RIVNRIVIAN AUTOMOTIVE INC	40	$449	<0.01%	0		Timeline
BABAALIBABA GROUP HLDG LTD	4	$424	<0.01%	0		Timeline
GMEGAMESTOP CORP	12	$275	<0.01%	0		Timeline
ZMZOOM COMMUNICATIONS INC	3	$209	<0.01%	0		Timeline
ARLAMERICAN RLTY INVS INC	10	$175	<0.01%	0		Timeline
AZNASTRAZENECA PLC-SPONS ADR	2	$156	<0.01%	0		Timeline
PLUGPLUG PWR INC	40	$90	<0.01%	0		Timeline
TDOCTELADOC HEALTH INC	9	$83	<0.01%	0		Timeline
UBERUBER TECHNOLOGIES INC	1	$75	<0.01%	0		Timeline
MRNAMODERNA INC	1	$67	<0.01%	0		Timeline
LKMLink Motion Inc	200	$0	0%	new	Value filed as zero, left out of ratios.	Timeline

Sold out in Q3 2024

Positions in the previous quarter's report that this quarter's report no longer lists.

Security	Shares before	Value before	Type
GLDMWORLD GOLD TR	41,220	$1.9M	shares
TIPZPIMCO ETF TR	15	$788	shares

How Q3 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

Filing	Role	Amendment	Filed	Accepted	Ingested
13F-HR 0001961944-24-000006	base		2024-10-18	acceptance time not in the bulk data set	2026-10-07 18:26:56 UTC