Lane & Associates LLC

Q1 2025 13F Holdings

  • Location
    moorestown, NJ
  • Num holdings

    115

  • Value ($000)

    $185,518

  • Date Filed
    05/01/2025
  • Form type
    13F-HR
  • CIK
    0002018909
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Created with Highcharts 12.1.2Lane & Associates LLCHighcharts.com
VANGUARD INDEX FDS 8.19%
SPDR SER TR 6.87%
SCHWAB STRATEGIC TR 6.20%
SPDR S&P 500 ETF TR 5.96%
ISHARES TR 3.26%
DIMENSIONAL ETF TRUST 3.25%
ISHARES TR 3.24%
VANGUARD WHITEHALL FDS 3.23%
VANGUARD ADMIRAL FDS INC 3.10%
SPDR INDEX SHS FDS 2.76%
MICROSOFT CORP 2.51%
PACER FDS TR 2.17%
APPLE INC 2.02%
Others 13.10%
Compare Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
VTI
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
$15.20M
8 %

55,309

KRE
KRE

SPDR SER TR

PRTFLO S&P500 GW
$12.74M
7 %

158,500

SCHX
SCHX

SCHWAB STRATEGIC TR

US LRG CAP ETF
$11.51M
6 %

521,086

SPY
SPY

SPDR S&P 500 ETF TR

TR UNIT
$11.06M
6 %

19,765

EFG
EFG

ISHARES TR

EAFE GRWTH ETF
$6.04M
3 %

60,440

DFIV
DFIV

DIMENSIONAL ETF TRUST

INTERNATNAL VAL
$6.03M
3 %

153,257

IEFA
IEFA

ISHARES TR

CORE MSCI EAFE
$6.01M
3 %

79,434

VYM
VYM

VANGUARD WHITEHALL FDS

HIGH DIV YLD
$5.99M
3 %

46,450

VOOV
VOOV

VANGUARD ADMIRAL FDS INC

500 VAL IDX FD
$5.75M
3 %

31,202

---

SPDR INDEX SHS FDS

MSCI EAFE STRTGC
$5.12M
3 %

64,860

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