Lam-Group

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  "AVDE",
  null,
  null,
  null,
  "AVEM",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "META",
  null,
  "IJH",
  null,
  null,
  null,
  null,
  "MSFT",
  "IJR",
  null,
  "IWF",
  "IEMG",
  "AAPL",
  "SPY",
  null,
  "GLD",
  "VNQ",
  "VXF",
  "VOE",
  "AMPH",
  null,
  "VWO",
  "VSS",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "AMZN",
  null,
  null,
  "VEU",
  "VGT",
  "VEA",
  "VNQI",
  null,
  "BNDX",
  "VBR",
  "VB",
  "VOO",
  "VTV",
  null,
  null,
  "BRK-B",
  "BA",
  null,
  null,
  null,
  null,
  "DFAX",
  "DFAC",
  "QQQ",
  "MDY",
  "VTI"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-16
Total Holdings: 73
Total Value: 135912909
Accession Number: 0001961944-25-000002
Form Type: 13F-HR
CIK: lam-group
Manager Name: Lam-Group

Data Enrichment

47% identified

34 identified39 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

73 positions • $135.9M total value

SEC FilingSEC DataHachi Filing

Manager:

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25434V740

Shares:84.1K

Value:$2.3M

% of Portfolio:1.7% ($2.3M/$135.9M)

25434V575

Shares:41.1K

Value:$2.1M

% of Portfolio:1.6% ($2.1M/$135.9M)

464286517

Shares:54.6K

Value:$2.0M

% of Portfolio:1.5% ($2.0M/$135.9M)

921946885

Shares:29.8K

Value:$1.9M

% of Portfolio:1.4% ($1.9M/$135.9M)

025072877

Shares:20.1K

Value:$1.8M

% of Portfolio:1.3% ($1.8M/$135.9M)

25434V880

DFAX|25434V880

Shares:66.5K

Value:$1.7M

% of Portfolio:1.3% ($1.7M/$135.9M)

25434V609

Shares:30.7K

Value:$1.6M

% of Portfolio:1.2% ($1.6M/$135.9M)

025072703

AVDE|025072703

Shares:20.9K

Value:$1.4M

% of Portfolio:1.0% ($1.4M/$135.9M)

92203J407

BNDX|92203J407

Shares:27.2K

Value:$1.3M

% of Portfolio:1.0% ($1.3M/$135.9M)

25434V203

Shares:41.1K

Value:$1.3M

% of Portfolio:0.9% ($1.3M/$135.9M)

922908751

VB|922908751

Shares:5.7K

Value:$1.3M

% of Portfolio:0.9% ($1.3M/$135.9M)

922042676

VNQI|922042676

Shares:28.1K

Value:$1.1M

% of Portfolio:0.8% ($1.1M/$135.9M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:2.0K

Value:$1.1M

% of Portfolio:0.8% ($1.1M/$135.9M)

25434V708

DFAC|25434V708

Shares:33.9K

Value:$1.1M

% of Portfolio:0.8% ($1.1M/$135.9M)

025072364

Shares:18.6K

Value:$1.1M

% of Portfolio:0.8% ($1.1M/$135.9M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:1.9K

Value:$988.5K

% of Portfolio:0.7% ($988.5K/$135.9M)

025072885

Shares:10.5K

Value:$968.1K

% of Portfolio:0.7% ($968.1K/$135.9M)

BOEING CO

BA|097023105

Shares:5.5K

Value:$938.0K

% of Portfolio:0.7% ($938.0K/$135.9M)

25434V302

Shares:35.4K

Value:$916.6K

% of Portfolio:0.7% ($916.6K/$135.9M)

922908744

VTV|922908744

Shares:5.0K

Value:$864.6K

% of Portfolio:0.6% ($864.6K/$135.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip25434V740)✕	84.1K	QoQ -1.46% (-1.3K) YoY +12.71% (+9.5K)	All Managers (Combined)	$2.3M	1.7% ($2.3M/$135.9M)	QoQ +1.69% (-$37.9K) YoY +17.44% (+$337.9K)
(cusip25434V575)✕	41.1K	QoQ -35.21% (-22.4K) YoY +77.53% (+18.0K)	All Managers (Combined)	$2.1M	1.6% ($2.1M/$135.9M)	QoQ -35.30% (-$1.2M) YoY +74.97% (+$920.7K)
(cusip464286517)✕	54.6K	QoQ +27.36% (+11.7K) YoY +55.53% (+19.5K)	All Managers (Combined)	$2.0M	1.5% ($2.0M/$135.9M)	QoQ +32.19% (+$498.4K) YoY +61.50% (+$779.3K)
(cusip921946885)✕	29.8K	QoQ -7.33% (-2.4K) YoY +199.54% (+19.8K)	All Managers (Combined)	$1.9M	1.4% ($1.9M/$135.9M)	QoQ -5.79% (-$117.5K) YoY +201.18% (+$1.3M)
(cusip025072877)✕	20.1K	QoQ -23.74% (-6.3K) YoY +4.35% (-840)	All Managers (Combined)	$1.8M	1.3% ($1.8M/$135.9M)	QoQ -31.13% (-$793.8K) YoY -2.93% (-$53.0K)
(DFAXcusip25434V880)	66.5K	QoQ -0.96% (-649) YoY -1.06% (-714)	All Managers (Combined)	$1.7M	1.3% ($1.7M/$135.9M)	QoQ +4.37% (-$73.0K) YoY +1.89% (-$32.4K)
(cusip25434V609)✕	30.7K	QoQ -2.61% (-825) YoY -4.17% (-1.3K)	All Managers (Combined)	$1.6M	1.2% ($1.6M/$135.9M)	QoQ -9.91% (-$173.8K) YoY -9.35% (-$162.9K)
(AVDEcusip025072703)	20.9K	QoQ -3.46% (-750) YoY +6.76% (+1.3K)	All Managers (Combined)	$1.4M	1.0% ($1.4M/$135.9M)	QoQ +4.24% (-$56.4K) YoY +11.00% (+$137.3K)
(BNDXcusip92203J407)	27.2K	QoQ -57.97% (-37.5K) YoY +44.18% (+8.3K)	All Managers (Combined)	$1.3M	1.0% ($1.3M/$135.9M)	QoQ -58.17% (-$1.8M) YoY +43.10% (+$399.5K)
(cusip25434V203)✕	41.1K	QoQ -3.35% (-1.4K) YoY +93.15% (+19.8K)	All Managers (Combined)	$1.3M	0.9% ($1.3M/$135.9M)	QoQ +3.36% (-$41.7K) YoY +99.61% (+$639.8K)
(VBcusip922908751)	5.7K	QoQ 0.00% (-0) YoY -1.97% (-115)	All Managers (Combined)	$1.3M	0.9% ($1.3M/$135.9M)	QoQ -7.71% (-$105.7K) YoY -4.90% (-$65.3K)
(VNQIcusip922042676)	28.1K	QoQ -12.33% (-4.0K) YoY -44.02% (-22.1K)	All Managers (Combined)	$1.1M	0.8% ($1.1M/$135.9M)	QoQ -10.34% (-$131.0K) YoY -46.25% (-$977.4K)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	2.0K	QoQ 0.00% (-0) YoY -6.97% (-150)	All Managers (Combined)	$1.1M	0.8% ($1.1M/$135.9M)	QoQ -4.55% (-$53.4K) YoY -0.51% (-$5.8K)
(DFACcusip25434V708)	33.9K	QoQ 0.00% (-0) YoY +0.02% (+10)	All Managers (Combined)	$1.1M	0.8% ($1.1M/$135.9M)	QoQ -4.62% (-$54.2K) YoY +3.28% (+$35.6K)
(cusip025072364)✕	18.6K	QoQ -0.24% (-45) YoY -2.74% (-525)	All Managers (Combined)	$1.1M	0.8% ($1.1M/$135.9M)	QoQ +8.94% (-$86.7K) YoY +1.93% (-$20.0K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	1.9K	QoQ +0.16% (+3) YoY -0.90% (-17)	All Managers (Combined)	$988.5K	0.7% ($988.5K/$135.9M)	QoQ +17.68% (+$148.5K) YoY +25.49% (-$200.8K)
(cusip025072885)✕	10.5K	QoQ +0.47% (-50) YoY +30.59% (+2.5K)	All Managers (Combined)	$968.1K	0.7% ($968.1K/$135.9M)	QoQ -4.23% (-$42.8K) YoY +34.79% (+$249.9K)
BOEING CO(BAcusip097023105)	5.5K	QoQ +0.01% (-1) YoY +0.01% (-1)	All Managers (Combined)	$938.0K	0.7% ($938.0K/$135.9M)	QoQ -3.62% (-$35.3K) YoY -11.61% (-$123.2K)
(cusip25434V302)✕	35.4K	QoQ +0.71% (+250) YoY +25.99% (+7.3K)	All Managers (Combined)	$916.6K	0.7% ($916.6K/$135.9M)	QoQ +2.77% (+$24.8K) YoY +31.95% (+$222.0K)
(VTVcusip922908744)	5.0K	QoQ -13.92% (-810) YoY -14.73% (-865)	All Managers (Combined)	$864.6K	0.6% ($864.6K/$135.9M)	QoQ -12.18% (-$119.9K) YoY -9.56% (-$91.4K)