Lane & Associates LLC 13F Holdings · last filed Q1 2025
Lane & Associates LLC reported 115 securities worth $185.52M in its SEC 13F filing for Q1 2025 (period ended 2025-03-31). Top holdings: VTI (8.19%), SPYG (6.87%), SCHX (6.20%). Among its top 25 positions this quarter: 1 new, 12 added, 12 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | $15.2M | 8.19% | 55,309 | Added |
| 2 | SPYG | SPDR SER TR | $12.7M | 6.87% | 158,500 | Added |
| 3 | SCHX | SCHWAB STRATEGIC TR | $11.5M | 6.20% | 521,086 | New |
| 4 | SPY | SPDR S&P 500 ETF TR | $11.1M | 5.96% | 19,765 | Trimmed |
| 5 | EFG | ISHARES TR | $6.0M | 3.26% | 60,440 | Trimmed |
| 6 | DFIV | DIMENSIONAL ETF TRUST | $6.0M | 3.25% | 153,257 | Trimmed |
| 7 | IEFA | ISHARES TR | $6.0M | 3.24% | 79,434 | Added |
| 8 | VYM | VANGUARD WHITEHALL FDS | $6.0M | 3.23% | 46,450 | Added |
| 9 | VOOV | VANGUARD ADMIRAL FDS INC | $5.7M | 3.10% | 31,202 | Trimmed |
| 10 | QEFA | SPDR INDEX SHS FDS | $5.1M | 2.76% | 64,860 | Trimmed |
| 11 | MSFT | MICROSOFT CORP | $4.7M | 2.51% | 12,420 | Trimmed |
| 12 | JAAA | JANUS DETROIT STR TR | $4.3M | 2.31% | 84,630 | Trimmed |
| 13 | COWZ | PACER FDS TR | $4.0M | 2.17% | 73,481 | Added |
| 14 | AAPL | APPLE INC | $3.7M | 2.02% | 16,836 | Added |
| 15 | EFA | ISHARES TR | $3.4M | 1.83% | 41,476 | Trimmed |
| 16 | VB | VANGUARD INDEX FDS | $3.0M | 1.64% | 13,683 | Trimmed |
| 17 | PG | PROCTER AND GAMBLE CO | $2.9M | 1.57% | 17,107 | Added |
| 18 | VO | VANGUARD INDEX FDS | $2.8M | 1.52% | 10,916 | Trimmed |
| 19 | IVE | ISHARES TR | $2.7M | 1.43% | 13,913 | Trimmed |
| 20 | IVV | ISHARES TR | $2.5M | 1.33% | 4,401 | Added |
| 21 | CALF | PACER FDS TR | $2.4M | 1.28% | 63,531 | Added |
| 22 | HDV | ISHARES TR | $2.3M | 1.26% | 19,289 | Added |
| 23 | EMXC | ISHARES INC | $2.3M | 1.25% | 42,150 | Added |
| 24 | IYW | ISHARES TR | $2.3M | 1.25% | 16,514 | Added |
| 25 | IVW | ISHARES TR | $2.3M | 1.21% | 24,255 | Trimmed |
Source: SEC Form 13F filings · as of 2025-03-31
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR