Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LAM GROUP INC | 07-22-2024 | 06-30-2024 | 132 | 118,638,831 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | EXTEND MKT ETF | 1 | $7,249,193 | 42,948 | 0.01 | 0.01 | 325 | 0.76 | 06-30-2024 |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 2 | $7,155,956 | 122,032 | 0.01 | 0.01 | 0 | 0.00 | 06-30-2024 |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 3 | $6,670,215 | 111,022 | 0.01 | 0.01 | 640 | 0.58 | 06-30-2024 |
| AMPHASTAR PHARMACEUTICALS INC | COM | 4 | $5,232,000 | 130,800 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
