Lauer Wealth, LLC
Q1 2025 13F Holdings
- Locationvalparaiso, IN
- Num holdings
57
- Value ($000)
$129,948
- Date Filed05/02/2025
- 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 Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $20.71M | 16 % | 43,563 | ||
USFR WISDOMTREE TR | FLOATNG RAT TREA | 97717Y527 | $16.42M | 13 % | 326,384 | ||
DGRW WISDOMTREE TR | US QTLY DIV GRT | 97717X669 | $13.38M | 10 % | 172,612 | ||
ILCV ISHARES TR | MORNINGSTAR VALU | 464288109 | $11.32M | 9 % | 143,723 | ||
DFAU DIMENSIONAL ETF TRUST | US CORE EQT MKT | 25434V104 | $8.95M | 7 % | 235,906 | ||
TSLA TESLA INC | COM | 88160R101 | $8.14M | 6 % | 27,870 | ||
DFLV DIMENSIONAL ETF TRUST | US LARGE CAP VAL | 25434V666 | $7.51M | 6 % | 258,150 | ||
VGSH VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 92206C102 | $6.39M | 5 % | 108,427 | ||
VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 92206C706 | $6.09M | 5 % | 101,778 | ||
EZM WISDOMTREE TR | US MIDCAP FUND | 97717W570 | $4.48M | 4 % | 78,026 |
Rows Per Page
10
- 10
- 50
- 100