Lauer Wealth, LLC
Q4 2024 13F Holdings
- Locationvalparaiso, IN
- Num holdings
37
- Value ($000)
$149,613
- Date Filed01/14/2025
- Form type13F-HR
- CIK0001860063
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
TSLA TESLA INC | COM | 88160R101 | $22.43M | 15 % | 56,931 | ||
USFR WISDOMTREE TR | FLOATNG RAT TREA | 97717Y527 | $18.82M | 13 % | 374,013 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $18.34M | 12 % | 35,878 | ||
JAAA JANUS DETROIT STR TR | HENDRSON AAA CL | 47103U845 | $17.10M | 11 % | 337,190 | ||
DGRW WISDOMTREE TR | US QTLY DIV GRT | 97717X669 | $12.95M | 9 % | 159,985 | ||
ILCV ISHARES TR | MORNINGSTAR VALU | 464288109 | $10.87M | 7 % | 134,186 | ||
DFAU DIMENSIONAL ETF TRUST | US CORE EQT MKT | 25434V104 | $8.88M | 6 % | 219,340 | ||
DFLV DIMENSIONAL ETF TRUST | US LARGE CAP VAL | 25434V666 | $6.86M | 5 % | 228,450 | ||
EZM WISDOMTREE TR | US MIDCAP FUND | 97717W570 | $4.72M | 3 % | 75,480 | ||
VCSH VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | $4.22M | 3 % | 54,074 |
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