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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CORE S&P MCP ETF | 51 | $541,310 | 9,250 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| VANGUARD WHITEHALL FDS | EM MK GOV BD ETF | 52 | $520,895 | 8,280 | 0.00 | 0.00 | -1,655 | -16.66 | 06-30-2024 |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 53 | $487,064 | 5,815 | 0.00 | 0.00 | 785 | 15.61 | 06-30-2024 |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | 54 | $465,063 | 12,405 | 0.00 | 0.00 | -40 | -0.32 | 06-30-2024 |
