Lane & Associates LLC
Q4 2024 13F Holdings
- Locationmoorestown, NJ
- Num holdings
121
- Value ($000)
$193,528
- Date Filed02/03/2025
- Form type13F-HR
- CIK0002018909
- 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 |
|---|---|---|---|---|---|---|---|
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $25.26M | 13 % | 41,980 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $15.83M | 8 % | 53,013 | ||
KRE SPDR SER TR | PRTFLO S&P500 GW | 78464A409 | $13.38M | 7 % | 148,298 | ||
EFG ISHARES TR | EAFE GRWTH ETF | 464288885 | $7.75M | 4 % | 76,191 | ||
VOOV VANGUARD ADMIRAL FDS INC | 500 VAL IDX FD | 921932703 | $5.99M | 3 % | 31,544 | ||
DFIV DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 25434V807 | $5.98M | 3 % | 160,858 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $5.18M | 3 % | 12,474 | ||
VYM VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | $5.16M | 3 % | 38,970 | ||
SPDR INDEX SHS FDS | MSCI EAFE STRTGC | 78463X434 | $5.07M | 3 % | 66,928 | ||
JAAA JANUS DETROIT STR TR | HENDRSON AAA CL | 47103U845 | $4.34M | 2 % | 84,977 |
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