0001961944-25-000003.txt : 20250703 0001961944-25-000003.hdr.sgml : 20250703 20250703135727 ACCESSION NUMBER: 0001961944-25-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20250630 FILED AS OF DATE: 20250703 DATE AS OF CHANGE: 20250703 EFFECTIVENESS DATE: 20250703 FILER: COMPANY DATA: COMPANY CONFORMED NAME: LAM GROUP, INC. CENTRAL INDEX KEY: 0001961944 ORGANIZATION NAME: EIN: 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: 251104966 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 13F-HR LIVE false false false 0001961944 XXXXXXXX 06-30-2025 06-30-2025 LAM GROUP, INC.

2352 SUMMIT DRIVE LAKE OSWEGO OR 97034

13F HOLDINGS REPORT 028-22723 000128055 801-62544 N NELSON LAM 503-730-9345 NELSON LAM LAKE OSWEGO OR 07-03-2025 0 73 149605932 false INFORMATION TABLE 2 13f.xml Amazon Com Inc COM 023135106 469495 2140 SH SOLE 0 0 2140 Amphastar Pharma Inc COM 03209R103 3003168 130800 SH SOLE 0 0 130800 Apple Computer Inc COM 037833100 709478 3458 SH SOLE 0 0 3458 ARK Next Generation ETF 00214Q401 397098 2690 SH SOLE 0 0 2690 Avantis All Equity Global ETF 025072232 910478 11751 SH SOLE 0 0 11751 Avantis Emerging Markets ETF 025072141 448561 7445 SH SOLE 0 0 7445 Avantis Emerging Markets ETF 025072372 537861 10045 SH SOLE 0 0 10045 Avantis Emerging Markets ETF 025072604 1014735 14805 SH SOLE 0 0 14805 Avantis Global Real Estat ETF 025072356 3935539 89120 SH SOLE 0 0 89120 Avantis International Cor ETF 025072703 1574193 21270 SH SOLE 0 0 21270 Avantis International Sma ETF 025072802 813016 10255 SH SOLE 0 0 10255 Avantis International Val ETF 025072364 1250924 20100 SH SOLE 0 0 20100 Avantis Internationall Sm ETF 025072190 351156 5645 SH SOLE 0 0 5645 Avantis US Large Cap Core ETF 025072885 1125151 11160 SH SOLE 0 0 11160 Avantis US Large Cap Valu ETF 025072349 655839 9615 SH SOLE 0 0 9615 Avantis US Micro Cap Equi ETF 025072323 520857 10100 SH SOLE 0 0 10100 Avantis US Small Cap Valu ETF 025072877 2427815 26650 SH SOLE 0 0 26650 Berkshire Hathaway Cl B COM 084670702 900132 1853 SH SOLE 0 0 1853 Boeing Co COM 097023105 1152205 5499 SH SOLE 0 0 5499 DFA Core Fixed Income ETF ETF 25434V872 316316 7485 SH SOLE 0 0 7485 DFA Emerging Markets Core ETF 25434V302 1024975 35405 SH SOLE 0 0 35405 DFA Emerging Markets ETF ETF 25434V732 446090 15030 SH SOLE 0 0 15030 DFA Emerging Markets Valu ETF 25434V740 2536704 84585 SH SOLE 0 0 84585 DFA Global Ex Us Corporat ETF 25434V575 1014374 19010 SH SOLE 0 0 19010 DFA Global Real Estate ET ETF 25434V658 3904167 145515 SH SOLE 0 0 145515 DFA International Core ET ETF 25434V203 1385566 40080 SH SOLE 0 0 40080 DFA International Small C ETF 25434V773 3774611 126495 SH SOLE 0 0 126495 DFA International Small C ETF 25434V781 6196953 188300 SH SOLE 0 0 188300 DFA International Value E ETF 25434V807 4643543 108418 SH SOLE 0 0 108418 DFA Short Duration Bond E ETF 25434V864 377119 7855 SH SOLE 0 0 7855 DFA US Core ETF ETF 25434V104 546444 12900 SH SOLE 0 0 12900 DFA US Core ETF ETF 25434V708 1214669 33891 SH SOLE 0 0 33891 DFA US Equity ETF ETF 25434V401 2616595 39042 SH SOLE 0 0 39042 DFA US Equity Value ETF ETF 25434V724 5507703 130267 SH SOLE 0 0 130267 DFA US Small Cap ETF ETF 25434V500 6884763 108064 SH SOLE 0 0 108064 DFA US Small Cap Value ET ETF 25434V815 3086177 104865 SH SOLE 0 0 104865 DFA US Targeted Value ETF ETF 25434V609 1655155 30674 SH SOLE 0 0 30674 DFA World ex US Core 2 ET ETF 25434V880 1953968 66529 SH SOLE 0 0 66529 Dimensional World Equity ETF 25434V617 234272 3492 SH SOLE 0 0 3492 GMO US Quality ETF ETF 90139K100 705927 20605 SH SOLE 0 0 20605 Google Inc Class A COM 38259P508 281968 1600 SH SOLE 0 0 1600 iShares Emerging Markets ETF 464286517 3432948 84995 SH SOLE 0 0 84995 iShares MSCI Emerging Mar ETF 46434G103 3215507 53565 SH SOLE 0 0 53565 iShares MSCI Internationa ETF 464288273 665385 9155 SH SOLE 0 0 9155 iShares S&P 600 Small Cap ETF 464287804 437160 4000 SH SOLE 0 0 4000 Ishares Tr Russell 1000 ETF 464287614 817317 1925 SH SOLE 0 0 1925 Ishares Tr S&P Midcap ETF 464287507 573685 9250 SH SOLE 0 0 9250 Meta Platforms Inc Class COM 30303M102 707090 958 SH SOLE 0 0 958 Microsoft Corp COM 594918104 453638 912 SH SOLE 0 0 912 Netflix Inc COM 64110L106 200870 150 SH SOLE 0 0 150 Powershares Nasdaq 100 In ETF 46090E103 4123509 7475 SH SOLE 0 0 7475 S&P 500 SPDR ETF 78462F103 1235700 2000 SH SOLE 0 0 2000 S&P Mid Cap SPDR ETF 78467Y107 793072 1400 SH SOLE 0 0 1400 SPDR Barclays Intl Corp B ETF 78464A151 7436712 228190 SH SOLE 0 0 228190 SPDR Gold Mini ETF ETF 98149E204 8510065 129885 SH SOLE 0 0 129885 SPDR Gold Trust ETF 78463V107 880959 2890 SH SOLE 0 0 2890 Vanguard Emerging Markets ETF 922042858 742147 15005 SH SOLE 0 0 15005 Vanguard Emerging Markets ETF 921946885 1141011 17460 SH SOLE 0 0 17460 Vanguard Extended Market ETF 922908652 8558251 44410 SH SOLE 0 0 44410 Vanguard FTSE All-World e ETF 922042718 4767985 35479 SH SOLE 0 0 35479 Vanguard Global REIT Ex-U ETF 922042676 1131367 24515 SH SOLE 0 0 24515 Vanguard Information Tech ETF 92204A702 3461057 5218 SH SOLE 0 0 5218 Vanguard International Eq ETF 922042775 8123335 120847 SH SOLE 0 0 120847 Vanguard Mid Cap Value ETF 922908512 867527 5275 SH SOLE 0 0 5275 Vanguard MSCI EAFE ETF ETF 921943858 449354 7882 SH SOLE 0 0 7882 Vanguard REIT Index ETF ETF 922908553 379396 4260 SH SOLE 0 0 4260 Vanguard S&P 500 ETF ETF 922908363 837844 1475 SH SOLE 0 0 1475 Vanguard Total Internatio ETF 92203J407 936234 18910 SH SOLE 0 0 18910 Vanguard Total Stock Mark ETF 922908769 4834615 15907 SH SOLE 0 0 15907 Vanguard US Small Cap Equ ETF 922908751 1351971 5705 SH SOLE 0 0 5705 Vanguard US Small Cap Val ETF 922908611 4913277 25195 SH SOLE 0 0 25195 Vanguard US Value Factor ETF 921935805 236600 2000 SH SOLE 0 0 2000 Vanguard Value Index ETF ETF 922908744 884584 5005 SH SOLE 0 0 5005