Lane & Associates LLC 13F Holdings
CIK 0002018909 · MOORESTOWN, NJ
As of Mar 31, 2025, Lane & Associates LLC reported 115 positions worth
CIK 0002018909 · MOORESTOWN, NJ
As of Mar 31, 2025, Lane & Associates LLC reported 115 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 55,309 | 5.2M | 8.19% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) GROWTH ETF | SPYG | — | 158,500 | 2.7M | 6.87% |
| SCHWAB US LARGE-CAP ETF | SCHX | Equity | 521,086 | 1.5M | 6.20% |
| SPDR S&P 500 ETF TRUST | SPY | — | 19,765 | 1.1M | 5.96% |
| ISHARES MSCI EAFE GROWTH ETF | EFG | — | 60,440 | $6.0M | 3.26% |
| DIMENSIONAL INTERNATIONAL VALUE ETF | DFIV | — | 153,257 | $6.0M | 3.25% |
| ISHARES CORE MSCI EAFE ETF | IEFA | — | 79,434 | $6.0M | 3.24% |
| VANGUARD HIGH DIVIDEND YIELD INDEX FUND | VYM | — | 46,450 | $6.0M | 3.23% |
| VANGUARD S&P 500 VALUE INDEX FUND | VOOV | — | 31,202 | $5.7M | 3.10% |
| SPDR INDEX SHS FDS | — | — | 64,860 | $5.1M | 2.76% |
| MICROSOFT CORP | MSFT | Technology | 12,420 | $4.7M | 2.51% |
| JANUS HENDERSON AAA CLO ETF | JAAA | — | 84,630 | $4.3M | 2.31% |
| PACER US CASH COWS 100 ETF | COWZ | — | 73,481 | $4.0M | 2.17% |
| APPLE INC | AAPL | Technology | 16,836 | $3.7M | 2.02% |
| ISHARES MSCI EAFE ETF | EFA | — | 41,476 | $3.4M | 1.83% |
| VANGUARD SMALL-CAP INDEX FUND | VB | — | 13,683 | $3.0M | 1.64% |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 17,107 | $2.9M | 1.57% |
| VANGUARD MID-CAP INDEX FUND | VO | — | 10,916 | $2.8M | 1.52% |
| ISHARES S&P 500 VALUE ETF | IVE | — | 13,913 | $2.7M | 1.43% |
| ISHARES CORE S&P 500 ETF | IVV | — | 4,401 | $2.5M | 1.33% |
| PACER US SMALL CAP CASH COWS ETF | CALF | — | 63,531 | $2.4M | 1.28% |
| ISHARES CORE HIGH DIVIDEND ETF | HDV | — | 19,289 | $2.3M | 1.26% |
| ISHARES MSCI EMERGING MARKETS EX CHINA ETF | EMXC | — | 42,150 | $2.3M | 1.25% |
| ISHARES US TECHNOLOGY ETF | IYW | — | 16,514 | $2.3M | 1.25% |
| ISHARES S&P 500 GROWTH ETF | IVW | — | 24,255 | $2.3M | 1.21% |