Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LAM GROUP INC | 04-05-2024 | 03-31-2024 | 127 | 122,649,863 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | EXTEND MKT ETF | 1 | $7,470,533 | 42,623 | 0.01 | 0.01 | 425 | 1.01 | 03-31-2024 |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 2 | $7,157,177 | 122,032 | 0.01 | 0.01 | 100 | 0.08 | 03-31-2024 |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 3 | $6,881,228 | 110,382 | 0.01 | 0.01 | 2,011 | 1.86 | 03-31-2024 |
| INVESCO QQQ TR | UNIT SER 1 | 4 | $5,872,032 | 13,225 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
