0001961944-23-000001.txt : 20230113
0001961944-23-000001.hdr.sgml : 20230113
20230112184528
ACCESSION NUMBER: 0001961944-23-000001
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20221231
FILED AS OF DATE: 20230113
DATE AS OF CHANGE: 20230112
EFFECTIVENESS DATE: 20230113
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: LAM GROUP, INC.
CENTRAL INDEX KEY: 0001961944
IRS NUMBER: 133898451
STATE OF INCORPORATION: DE
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-22723
FILM NUMBER: 23526834
BUSINESS ADDRESS:
STREET 1: 2352 SUMMIT DRIVE
CITY: LAKE OSWEGO
STATE: OR
ZIP: 97034
BUSINESS PHONE: 503-635-9344
MAIL ADDRESS:
STREET 1: 2352 SUMMIT DRIVE
CITY: LAKE OSWEGO
STATE: OR
ZIP: 97034
13F-HR
1
primary_doc.xml
X0202
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0001961944
XXXXXXXX
12-31-2022
12-31-2022
LAM GROUP, INC.
2352 SUMMIT DRIVE
LAKE OSWEGO
OR
97034
13F HOLDINGS REPORT
028-22723
000128055
801-62544
N
NELSON LAM
PRESIDENT
503-635-9344
NELSON LAM
LAKE OSWEGO
OR
01-12-2023
0
118
97386737
false
INFORMATION TABLE
2
formidtable5.xml
Amazon Com Inc.
COM
023135106
344400
4100
SH
SOLE
0
0
4100
American Rlty Invs Inc.
COM
029174109
257
10
SH
SOLE
0
0
10
Amgen Incorporated
COM
031162100
111622
425
SH
SOLE
0
0
425
Amphastar Pharmaceuticles Inc
COM
03209R103
3649605
130250
SH
SOLE
0
0
130250
Apple Computer Inc
COM
037833100
499711
3846
SH
SOLE
0
0
3846
ARK ETF TR
INNOVATION ETF
00214Q104
14839
475
SH
SOLE
0
0
475
ARK ETF TR
Next GNRTN INTER
00214Q401
3855
100
SH
SOLE
0
0
100
Astrazeneca PLC
ADR
046353108
136
2
SH
SOLE
0
0
2
Avantis All Equity Global/American Century
ETF
025072232
71019
1279
SH
SOLE
0
0
1279
Avantis Emerging Market/American Centurys
ETF
025072604
462374
9165
SH
SOLE
0
0
9165
Avantis Emerging Markets/American Century
ETF
025072372
129702
3165
SH
SOLE
0
0
3165
Avantis Global Real Estate/American Century
ETF
025072356
3566132
86725
SH
SOLE
0
0
86725
Avantis Inflation Equity/American Century
ETF
025072240
131241
2280
SH
SOLE
0
0
2280
Avantis International Small/American Century
ETF
025072802
201751
3645
SH
SOLE
0
0
3645
Avantis International Value/American Century
ETF
025072364
626352
13885
SH
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13885
Avantis International/American Century
ETF
025072703
1343313
25255
SH
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25255
Avantis Short-Term Fixed/American Century
ETF
025072687
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145
Avantis US Large Cap Core/American Century
ETF
025072885
546460
8035
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8035
Avantis US Large Cap Value/American Century
ETF
025072349
2008
40
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40
Avantis US Micro Cap Equity/American Century
ETF
025072323
2601
60
SH
SOLE
0
0
60
Avantis US Small Cap Value/American Century
ETF
025072877
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11935
SH
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11935
Bank Of America Corp
COM
060505104
2848
86
SH
SOLE
0
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86
Berkshire Hathaway Cl B
COM
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578570
1873
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Block Inc.
CL A
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7289
116
SH
SOLE
0
0
116
Boeing Co
COM
097023105
1047505
5499
SH
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0
0
5499
Cable One Inc
COM
12685J105
35593
50
SH
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0
0
50
Caterpillar Inc
COM
149123101
7187
30
SH
SOLE
0
0
30
Cisco Systems Inc
COM
17275R102
2001
42
SH
SOLE
0
0
42
Costco Whsl Corp
COM
22160K105
13695
30
SH
SOLE
0
0
30
DFA Emerging Markets Core/Dimensional ETF Trust
ETF
25434V302
407941
18585
SH
SOLE
0
0
18585
DFA Emerging Markets High/Dimensional ETF Trust
ETF
25434V757
1000
45
SH
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0
0
45
DFA Emerging Markets Value/Dimensional ETF Trust
ETF
25434V740
1669862
73855
SH
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0
0
73855
DFA Global Real Estate/Dimensional ETF Trust
ETF
25434V658
4467511
183130
SH
SOLE
0
0
183130
DFA International Core/Dimensional ETF Trust
ETF
25434V203
216721
8655
SH
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0
0
8655
DFA International High Pr/Dimensional ETF Trust
ETF
25434V765
551
25
SH
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0
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25
DFA International Small Cap Value/Dimensional ETF Trust
ETF
25434V781
3535721
159195
SH
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0
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159195
DFA International Small Cap/Dimensional ETF Trust
ETF
25434V773
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92885
SH
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0
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92885
DFA International Value E/Dimensional ETF Trust
ETF
25434V807
2824464
92910
SH
SOLE
0
0
92910
DFA Short Duration Bond E/Dimensional ETF Trust
ETF
25434V864
200261
4345
SH
SOLE
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DFA TIPS ETF/Dimensional ETF Trust
ETF
25434V856
80468
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SH
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ETF
25434V104
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SH
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DFA US Core ETF/Dimensional ETF Trust
ETF
25434V708
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DFA US Equity ETF/Dimensional ETF Trust
ETF
25434V401
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42179
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ETF
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DFA US High Profitability /Dimensional ETF Trust
ETF
25434V831
600
25
SH
SOLE
0
0
25
DFA US Large Cap Value /Dimensional ETF Trust
ETF
25434V666
491
20
SH
SOLE
0
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20
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ETF
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DFA US Small Cap/Dimensional ETF Trust
ETF
25434V500
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114441
SH
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DFA US Targeted Value /Dimensional ETF Trust
ETF
25434V609
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SH
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DFA World ex US Core 2 /Dimensional ETF Trust
ETF
25434V880
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Disney Walt Co
COM
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8688
100
SH
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EA Series Trust
STRIVE US ENERGY
02072L722
37254
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SH
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Etsy Inc
COM
29786A106
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150
SH
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150
Fidelity High Yield
ETF
316092618
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565
SH
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565
Gamestop Corp
COM
36467W109
222
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SH
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12
Google Inc Class A
COM
38259P508
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1600
SH
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0
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1600
Google Inc Class C
COM
38259P706
141968
1600
SH
SOLE
0
0
1600
Hershey Co
COM
427866108
3010
13
SH
SOLE
0
0
13
Home Depot Inc
COM
437076102
1579
5
SH
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0
0
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Intel Corp
COM
458140100
2643
100
SH
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0
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100
Intl Business Machines
COM
459200101
28460
202
SH
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202
Invesco Commodity Optimum
ETF
46090F100
1921
130
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0
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130
Invesco QQQ TR
ETF
46090E103
3521553
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SH
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iShares Commodities Select
ETF
46431W853
1691
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ETF
464286517
134501
3875
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iShares MSCI Emerging Markets
ETF
46434G103
2925055
62635
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62635
iShares MSCI International
ETF
464288273
552657
9785
SH
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iShares S&P 600 Small Cap
ETF
464287804
378560
4000
SH
SOLE
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4000
Ishares Tr Russell 1000
ETF
464287614
412412
1925
SH
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0
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1925
Ishares Trust S&P Midcap
ETF
464287507
447497
1850
SH
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0
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JD.Com Inc
ADR
47215P106
112
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SH
SOLE
0
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2
Kyndryl Hldgs Inc
COM
50155Q100
445
40
SH
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40
Mc Donalds Corp
COM
580135101
5271
20
SH
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Meta Platforms Inc Class
COM
30303M102
96392
801
SH
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0
0
801
Microsoft Corp
COM
594918104
215598
899
SH
SOLE
0
0
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Moderna Inc
COM
60770K107
180
1
SH
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Netflix Inc
COM
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58976
200
SH
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200
Nvidia Corp
COM
67066G104
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32
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Ollies Bargain Outlet Holdings
COM
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1639
35
SH
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35
Paypal Holdings Inco
COM
70450Y103
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18
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Pfizer Incorporated
COM
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24903
486
SH
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486
Prime Mobile
RTF
26924G409
2159
55
SH
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0
0
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Rayonier Inc
COM
754907103
19282
585
SH
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Roku Inc Com Cl A
COM
77543R102
4070
100
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0
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ETF
78462F103
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SH
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ETF
78467Y107
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SH
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Shopify Inc
COM
82509L107
1041
30
SH
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SPDR Doubleline Total Ret
ETF
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6607
165
SH
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SPDR Gold Trust
ETF
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SPDR Short International
ETF
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Taiwan Semiconductor MFG LTD
COM
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100
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Tapestry Inc
COM
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762
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Uber Technologies Inc
COM
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United Parcel Srvc
COM
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SH
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ETF
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Vanguard International Equity
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Vanguard Mid Cap Value
ETF
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Vanguard MSCI EAFE ETF
ETF
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Vanguard REIT Index ETF
ETF
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Vanguard S&P 500 ETF
ETF
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ETF
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ETF
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ETF
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Vanguard US Small Cap Equity
ETF
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ETF
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Vanguard US Value Factor
ETF
921935805
343372
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SH
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Vanguard Value Index ETF
ETF
922908744
1282280
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SH
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Verizon Communications
COM
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525
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Viatris Inc
COM
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Visa Inc Cl A
COM
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300
SH
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300
Vista Outdoor Inc
COM
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2437
100
SH
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Wal-Mart Stores Inc
COM
931142103
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COM
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