Lane & Associates LLC
Q1 2025 13F Holdings
- Locationmoorestown, NJ
- Num holdings
115
- Value ($000)
$185,518
- Date Filed05/01/2025
- 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 Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $15.20 M | 8 % | 55,309 | ||
KRE SPDR SER TR | PRTFLO S&P500 GW | 78464A409 | $12.74 M | 7 % | 158,500 | ||
SCHX SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | $11.51 M | 6 % | 521,086 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $11.06 M | 6 % | 19,765 | ||
EFG ISHARES TR | EAFE GRWTH ETF | 464288885 | $6.04 M | 3 % | 60,440 | ||
DFIV DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 25434V807 | $6.03 M | 3 % | 153,257 | ||
IEFA ISHARES TR | CORE MSCI EAFE | 46432F842 | $6.01 M | 3 % | 79,434 | ||
VYM VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | $5.99 M | 3 % | 46,450 | ||
VOOV VANGUARD ADMIRAL FDS INC | 500 VAL IDX FD | 921932703 | $5.75 M | 3 % | 31,202 | ||
SPDR INDEX SHS FDS | MSCI EAFE STRTGC | 78463X434 | $5.12 M | 3 % | 64,860 |
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