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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0001961944

LAM GROUP, INC.

LAKE OSWEGO, OR · File #028-22723

Latest AUM
$174.7M
Positions
75
Top-10 Concentration
46.8%
Filings
12

Sector Allocation

Financials
2.8%$4.9M
Healthcare
2.0%$3.5M
Technology
0.8%$1.4M

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1SPDR Gold Mini ETFGLDW138,945$11.9M7.33%
2SPDR Barclays Intl Corp B78464A151326,356$10.5M6.48%
3Vanguard Extended Market92290865243,410$9.1M5.61%
4Vanguard International Eq922042775114,192$8.4M5.19%
5DFA US Small Cap ETF25434V500101,898$7.1M4.39%
6DFA International Small C25434V781181,650$6.9M4.27%
7DFA US Equity Value ETF25434V724130,385$6.1M3.76%
8DFA Global Real Estate ET25434V658202,460$5.3M3.31%
9DFA International Value E25434V807106,408$5.3M3.28%
10Vanguard US Small Cap Val92290861124,520$5.2M3.21%
11Vanguard Total Stock Mark92290876915,257$5.1M3.16%
12Vanguard FTSE All-World e92204271835,500$5.1M3.15%
13iShares Emerging Markets464286517122,170$5.1M3.14%
14Powershares Nasdaq 100 InIVZ7,475$4.6M2.84%
15Avantis Global Real Estat025072356103,370$4.5M2.78%
16DFA International Small C25434V773118,785$3.9M2.42%
17Vanguard Information Tech92204A7025,008$3.8M2.33%
18iShares MSCI Emerging Mar46434G10353,565$3.6M2.23%
19Amphastar Pharma IncAMPH130,800$3.5M2.17%
20Avantis US Small Cap Valu02507287732,575$3.3M2.05%