# EDGAR Filing Document

**Accession Number:** 0001961944
**File Stem:** 0001961944-23-000001
**Filing Date:** 2023-1
**Character Count:** 15435
**Document Hash:** 53d3b59d9a781eaa9e9b07d19e8ae053
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001961944-23-000001.hdr.sgml**: 20230113

**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

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2022

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** LAM GROUP INC.<br>**Address:** 2352 SUMMIT DRIVE<br>LAKE OSWEGO, OR 97034

**Form 13F File Number:** 028-22723

**CRD Number (if applicable):** 000128055

**SEC File Number (if applicable):** 801-62544

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** NELSON LAM<br>**Title:** PRESIDENT<br>**Phone:** 503-635-9344

**Signature, Place, and Date of Signing:**

NELSON LAM  LAKE OSWEGO, OR  01-12-2023<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 118

**Form 13F Information Table Value Total:** $97386737

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| 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 |  | SOLE |  | 0 | 0 | 13885 |
| Avantis International/American Century | ETF | 025072703 |  | 1343313 | 25255 | SH |  | SOLE |  | 0 | 0 | 25255 |
| Avantis Short-Term Fixed/American Century | ETF | 025072687 |  | 6652 | 145 | SH |  | SOLE |  | 0 | 0 | 145 |
| Avantis US Large Cap Core/American Century | ETF | 025072885 |  | 546460 | 8035 | SH |  | SOLE |  | 0 | 0 | 8035 |
| Avantis US Large Cap Value/American Century | ETF | 025072349 |  | 2008 | 40 | SH |  | SOLE |  | 0 | 0 | 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 |  | 889277 | 11935 | SH |  | SOLE |  | 0 | 0 | 11935 |
| Bank Of America Corp | COM | 060505104 |  | 2848 | 86 | SH |  | SOLE |  | 0 | 0 | 86 |
| Berkshire Hathaway Cl B | COM | 084670702 |  | 578570 | 1873 | SH |  | SOLE |  | 0 | 0 | 1873 |
| Block Inc. | CL A | 852234103 |  | 7289 | 116 | SH |  | SOLE |  | 0 | 0 | 116 |
| Boeing Co | COM | 097023105 |  | 1047505 | 5499 | SH |  | SOLE |  | 0 | 0 | 5499 |
| Cable One Inc | COM | 12685J105 |  | 35593 | 50 | SH |  | SOLE |  | 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 |  | SOLE |  | 0 | 0 | 45 |
| DFA Emerging Markets Value/Dimensional ETF Trust | ETF | 25434V740 |  | 1669862 | 73855 | SH |  | SOLE |  | 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 |  | SOLE |  | 0 | 0 | 8655 |
| DFA International High Pr/Dimensional ETF Trust | ETF | 25434V765 |  | 551 | 25 | SH |  | SOLE |  | 0 | 0 | 25 |
| DFA International Small Cap Value/Dimensional ETF Trust | ETF | 25434V781 |  | 3535721 | 159195 | SH |  | SOLE |  | 0 | 0 | 159195 |
| DFA International Small Cap/Dimensional ETF Trust | ETF | 25434V773 |  | 1997956 | 92885 | SH |  | SOLE |  | 0 | 0 | 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 |  | 0 | 0 | 4345 |
| DFA TIPS ETF/Dimensional ETF Trust | ETF | 25434V856 |  | 80468 | 1955 | SH |  | SOLE |  | 0 | 0 | 1955 |
| DFA US Core ETF /Dimensional ETF Trust | ETF | 25434V104 |  | 252502 | 9345 | SH |  | SOLE |  | 0 | 0 | 9345 |
| DFA US Core ETF/Dimensional ETF Trust | ETF | 25434V708 |  | 992105 | 40861 | SH |  | SOLE |  | 0 | 0 | 40861 |
| DFA US Equity ETF/Dimensional ETF Trust | ETF | 25434V401 |  | 1755068 | 42179 | SH |  | SOLE |  | 0 | 0 | 42179 |
| DFA US Equity Value ETF/Dimensional ETF Trust | ETF | 25434V724 |  | 4730490 | 141293 | SH |  | SOLE |  | 0 | 0 | 141293 |
| 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 | 0 | 20 |
| DFA US Small Cap Value /Dimensional ETF Trust | ETF | 25434V815 |  | 2425355 | 97915 | SH |  | SOLE |  | 0 | 0 | 97915 |
| DFA US Small Cap/Dimensional ETF Trust | ETF | 25434V500 |  | 5853643 | 114441 | SH |  | SOLE |  | 0 | 0 | 114441 |
| DFA US Targeted Value /Dimensional ETF Trust | ETF | 25434V609 |  | 1459228 | 33202 | SH |  | SOLE |  | 0 | 0 | 33202 |
| DFA World ex US Core 2 /Dimensional ETF Trust | ETF | 25434V880 |  | 1537669 | 71188 | SH |  | SOLE |  | 0 | 0 | 71188 |
| Disney Walt Co | COM | 254687106 |  | 8688 | 100 | SH |  | SOLE |  | 0 | 0 | 100 |
| EA Series Trust | STRIVE US ENERGY | 02072L722 |  | 37254 | 1265 | SH |  | SOLE |  | 0 | 0 | 1265 |
| Etsy Inc | COM | 29786A106 |  | 17967 | 150 | SH |  | SOLE |  | 0 | 0 | 150 |
| Fidelity High Yield | ETF | 316092618 |  | 25988 | 565 | SH |  | SOLE |  | 0 | 0 | 565 |
| Gamestop Corp | COM | 36467W109 |  | 222 | 12 | SH |  | SOLE |  | 0 | 0 | 12 |
| Google Inc Class A | COM | 38259P508 |  | 141168 | 1600 | SH |  | SOLE |  | 0 | 0 | 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 |  | SOLE |  | 0 | 0 | 5 |
| Intel Corp | COM | 458140100 |  | 2643 | 100 | SH |  | SOLE |  | 0 | 0 | 100 |
| Intl Business Machines | COM | 459200101 |  | 28460 | 202 | SH |  | SOLE |  | 0 | 0 | 202 |
| Invesco Commodity Optimum | ETF | 46090F100 |  | 1921 | 130 | SH |  | SOLE |  | 0 | 0 | 130 |
| Invesco QQQ TR | ETF | 46090E103 |  | 3521553 | 13225 | SH |  | SOLE |  | 0 | 0 | 13225 |
| iShares Commodities Select | ETF | 46431W853 |  | 1691 | 60 | SH |  | SOLE |  | 0 | 0 | 60 |
| iShares Emerging Markets | ETF | 464286517 |  | 134501 | 3875 | SH |  | SOLE |  | 0 | 0 | 3875 |
| iShares MSCI Emerging Markets | ETF | 46434G103 |  | 2925055 | 62635 | SH |  | SOLE |  | 0 | 0 | 62635 |
| iShares MSCI International | ETF | 464288273 |  | 552657 | 9785 | SH |  | SOLE |  | 0 | 0 | 9785 |
| iShares S 600 Small Cap | ETF | 464287804 |  | 378560 | 4000 | SH |  | SOLE |  | 0 | 0 | 4000 |
| Ishares Tr Russell 1000 | ETF | 464287614 |  | 412412 | 1925 | SH |  | SOLE |  | 0 | 0 | 1925 |
| Ishares Trust S Midcap | ETF | 464287507 |  | 447497 | 1850 | SH |  | SOLE |  | 0 | 0 | 1850 |
| JD.Com Inc | ADR | 47215P106 |  | 112 | 2 | SH |  | SOLE |  | 0 | 0 | 2 |
| Kyndryl Hldgs Inc | COM | 50155Q100 |  | 445 | 40 | SH |  | SOLE |  | 0 | 0 | 40 |
| Mc Donalds Corp | COM | 580135101 |  | 5271 | 20 | SH |  | SOLE |  | 0 | 0 | 20 |
| Meta Platforms Inc Class | COM | 30303M102 |  | 96392 | 801 | SH |  | SOLE |  | 0 | 0 | 801 |
| Microsoft Corp | COM | 594918104 |  | 215598 | 899 | SH |  | SOLE |  | 0 | 0 | 899 |
| Moderna Inc | COM | 60770K107 |  | 180 | 1 | SH |  | SOLE |  | 0 | 0 | 1 |
| Netflix Inc | COM | 64110L106 |  | 58976 | 200 | SH |  | SOLE |  | 0 | 0 | 200 |
| Nvidia Corp | COM | 67066G104 |  | 4676 | 32 | SH |  | SOLE |  | 0 | 0 | 32 |
| Ollies Bargain Outlet Holdings | COM | 681116109 |  | 1639 | 35 | SH |  | SOLE |  | 0 | 0 | 35 |
| Paypal Holdings Inco | COM | 70450Y103 |  | 1282 | 18 | SH |  | SOLE |  | 0 | 0 | 18 |
| Pfizer Incorporated | COM | 717081103 |  | 24903 | 486 | SH |  | SOLE |  | 0 | 0 | 486 |
| Prime Mobile | RTF | 26924G409 |  | 2159 | 55 | SH |  | SOLE |  | 0 | 0 | 55 |
| Rayonier Inc | COM | 754907103 |  | 19282 | 585 | SH |  | SOLE |  | 0 | 0 | 585 |
| Roku Inc Com Cl A | COM | 77543R102 |  | 4070 | 100 | SH |  | SOLE |  | 0 | 0 | 100 |
| S 500 SPDR | ETF | 78462F103 |  | 822225 | 2150 | SH |  | SOLE |  | 0 | 0 | 2150 |
| S Mid Cap SPDR | ETF | 78467Y107 |  | 619906 | 1400 | SH |  | SOLE |  | 0 | 0 | 1400 |
| Shopify Inc | COM | 82509L107 |  | 1041 | 30 | SH |  | SOLE |  | 0 | 0 | 30 |
| SPDR Doubleline Total Ret | ETF | 78467V848 |  | 6607 | 165 | SH |  | SOLE |  | 0 | 0 | 165 |
| SPDR Gold Trust | ETF | 78463V107 |  | 486188 | 2866 | SH |  | SOLE |  | 0 | 0 | 2866 |
| SPDR Short International | ETF | 78464A334 |  | 18807 | 695 | SH |  | SOLE |  | 0 | 0 | 695 |
| Taiwan Semiconductor MFG LTD | COM | 874039100 |  | 7449 | 100 | SH |  | SOLE |  | 0 | 0 | 100 |
| Tapestry Inc | COM | 876030107 |  | 762 | 20 | SH |  | SOLE |  | 0 | 0 | 20 |
| Uber Technologies Inc | COM | 90353T100 |  | 25 | 1 | SH |  | SOLE |  | 0 | 0 | 1 |
| United Parcel Srvc | COM | 911312106 |  | 5911 | 34 | SH |  | SOLE |  | 0 | 0 | 34 |
| Vanguard Emerging Markets Bond | ETF | 921946885 |  | 521989 | 8560 | SH |  | SOLE |  | 0 | 0 | 8560 |
| Vanguard Emerging Markets Index | ETF | 922042858 |  | 646288 | 16580 | SH |  | SOLE |  | 0 | 0 | 16580 |
| Vanguard Extended Market | ETF | 922908652 |  | 5937248 | 44688 | SH |  | SOLE |  | 0 | 0 | 44688 |
| Vanguard FTSE All-World ex US | ETF | 922042718 |  | 4312568 | 41947 | SH |  | SOLE |  | 0 | 0 | 41947 |
| Vanguard Global REIT Ex-US | ETF | 922042676 |  | 3412617 | 82550 | SH |  | SOLE |  | 0 | 0 | 82550 |
| Vanguard Information Tech | ETF | 92204A702 |  | 1453849 | 4552 | SH |  | SOLE |  | 0 | 0 | 4552 |
| Vanguard International Equity | ETF | 922042775 |  | 6594112 | 131514 | SH |  | SOLE |  | 0 | 0 | 131514 |
| Vanguard Mid Cap Value | ETF | 922908512 |  | 713391 | 5275 | SH |  | SOLE |  | 0 | 0 | 5275 |
| Vanguard MSCI EAFE ETF | ETF | 921943858 |  | 375722 | 8952 | SH |  | SOLE |  | 0 | 0 | 8952 |
| Vanguard REIT Index ETF | ETF | 922908553 |  | 283319 | 3435 | SH |  | SOLE |  | 0 | 0 | 3435 |
| Vanguard S 500 ETF | ETF | 922908363 |  | 544577 | 1550 | SH |  | SOLE |  | 0 | 0 | 1550 |
| Vanguard ST Inflation-Protection | ETF | 922020805 |  | 2156668 | 46171 | SH |  | SOLE |  | 0 | 0 | 46171 |
| Vanguard Total International | ETF | 92203J407 |  | 309955 | 6535 | SH |  | SOLE |  | 0 | 0 | 6535 |
| Vanguard Total Stock Market | ETF | 922908769 |  | 3085233 | 16137 | SH |  | SOLE |  | 0 | 0 | 16137 |
| Vanguard US Small Cap Equity | ETF | 922908751 |  | 1139783 | 6210 | SH |  | SOLE |  | 0 | 0 | 6210 |
| Vanguard US Small Cap Value | ETF | 922908611 |  | 4247106 | 26745 | SH |  | SOLE |  | 0 | 0 | 26745 |
| Vanguard US Value Factor | ETF | 921935805 |  | 343372 | 3480 | SH |  | SOLE |  | 0 | 0 | 3480 |
| Vanguard Value Index ETF | ETF | 922908744 |  | 1282280 | 9135 | SH |  | SOLE |  | 0 | 0 | 9135 |
| Verizon Communications | COM | 92343V104 |  | 20685 | 525 | SH |  | SOLE |  | 0 | 0 | 525 |
| Viatris Inc | COM | 92556V106 |  | 657 | 59 | SH |  | SOLE |  | 0 | 0 | 59 |
| Visa Inc Cl A | COM | 92826C839 |  | 62328 | 300 | SH |  | SOLE |  | 0 | 0 | 300 |
| Vista Outdoor Inc | COM | 928377100 |  | 2437 | 100 | SH |  | SOLE |  | 0 | 0 | 100 |
| Wal-Mart Stores Inc | COM | 931142103 |  | 7090 | 50 | SH |  | SOLE |  | 0 | 0 | 50 |
| Wells Fargo  Co New | COM | 949746101 |  | 37161 | 900 | SH |  | SOLE |  | 0 | 0 | 900 |

---