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Lane & Associates

Latest statistics and disclosures from Lane & Associates's latest quarterly 13F-HR filing:

Top 5 stock holdings are VTI, SPYG, SCHX, SPY, EFG, and represent 30.48% of Lane & Associates's stock portfolio.
Added to shares of these 10 stocks: SCHX (+$12M), IEFA, SCHZ, VYM, SPYG, VTI, PG, TLH, BUFR, HSY.
Started 3 new stock positions in SCHZ, SCHX, HSY.
Reduced shares in these 10 stocks: SPY (-$12M), EFG, TLT, SHYG, , IFRA, TTD, MBB, DFIV, PFF.
Sold out of its positions in GOOGL, ARCC, TLT, MBB, GOVT, SHYG, SHOP, TTD, VGT.
Lane & Associates was a net buyer of stock by $1.7M.
Lane & Associates has $186M in assets under management (AUM), dropping by -4.14%.
Central Index Key (CIK): 0002018909

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Positions held by Lane & Associates consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Lane & Associates

Lane & Associates holds 115 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Total Stk Mkt (VTI)	8.2	$15M	+4%	55k	274.84	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	6.9	$13M	+6%	159k	80.37	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	6.2	$12M	NEW	521k	22.08	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	6.0	$11M	-52%	20k	559.40	View chart
Ishares Tr Eafe Grwth Etf (EFG)	3.3	$6.0M	-20%	60k	100.00	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	3.3	$6.0M	-4%	153k	39.36	View chart
Ishares Tr Core Msci Eafe (IEFA)	3.2	$6.0M	+121%	79k	75.65	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	3.2	$6.0M	+19%	47k	128.96	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	3.1	$5.7M		31k	184.19	View chart
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA)	2.8	$5.1M	-3%	65k	78.96	View chart
Microsoft Corporation (MSFT)	2.5	$4.7M		12k	375.39	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	2.3	$4.3M		85k	50.71	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	2.2	$4.0M		74k	54.76	View chart
Apple (AAPL)	2.0	$3.7M		17k	222.13	View chart
Ishares Tr Msci Eafe Etf (EFA)	1.8	$3.4M		42k	81.73	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.6	$3.0M	-2%	14k	221.75	View chart
Procter & Gamble Company (PG)	1.6	$2.9M	+24%	17k	170.42	View chart
Vanguard Index Fds Mid Cap Etf (VO)	1.5	$2.8M	-3%	11k	258.62	View chart
Ishares Tr S&p 500 Val Etf (IVE)	1.4	$2.7M		14k	190.58	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.3	$2.5M	+4%	4.4k	561.89	View chart
Pacer Fds Tr Us Small Cap Cas (CALF)	1.3	$2.4M	+8%	64k	37.50	View chart
Ishares Tr Core High Dv Etf (HDV)	1.3	$2.3M		19k	121.12	View chart
Ishares Msci Emrg Chn (EMXC)	1.3	$2.3M	+4%	42k	55.09	View chart
Ishares Tr U.s. Tech Etf (IYW)	1.3	$2.3M	+3%	17k	140.44	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	1.2	$2.3M		24k	92.83	View chart
Eli Lilly & Co. (LLY)	1.1	$2.1M	-2%	2.5k	825.77	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	1.1	$2.1M	+5%	8.0k	255.53	View chart
Vanguard Index Fds Value Etf (VTV)	1.0	$1.9M	+14%	11k	172.73	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.9	$1.6M		28k	58.35	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.9	$1.6M	+5%	15k	104.57	View chart
Vanguard Index Fds Growth Etf (VUG)	0.8	$1.5M	+7%	4.1k	370.86	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.8	$1.5M	+30%	51k	29.69	View chart
Ishares Tr Core Msci Total (IXUS)	0.8	$1.5M	-9%	21k	69.81	View chart
NVIDIA Corporation (NVDA)	0.8	$1.4M		13k	108.38	View chart
Pacer Fds Tr Globl Cash Etf (GCOW)	0.7	$1.3M	+7%	35k	36.98	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.7	$1.3M	NEW	54k	23.16	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.6	$1.2M	+7%	36k	32.99	View chart
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)	0.6	$1.2M		14k	83.00	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.6	$1.2M		19k	60.66	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.5	$954k		14k	68.06	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.5	$910k	+18%	1.8k	513.99	View chart
Visa Com Cl A (V)	0.5	$897k		2.6k	350.51	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.5	$873k		2.1k	419.81	View chart
Automatic Data Processing (ADP)	0.5	$865k		2.8k	305.55	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.5	$859k		1.8k	468.80	View chart
Ishares Core Msci Emkt (IEMG)	0.4	$804k	-3%	15k	53.97	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.4	$744k	+130%	7.2k	103.74	View chart
Amazon (AMZN)	0.4	$690k	+2%	3.6k	190.26	View chart
Johnson & Johnson (JNJ)	0.4	$661k	+2%	4.0k	165.86	View chart
JPMorgan Chase & Co. (JPM)	0.3	$648k		2.6k	245.27	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.3	$634k	+2%	2.5k	251.74	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.3	$620k	-2%	5.7k	108.69	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.3	$612k	+44%	22k	27.96	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	0.3	$586k		14k	40.77	View chart
Vanguard World Mega Grwth Ind (MGK)	0.3	$570k		1.8k	308.85	View chart
Ishares Gold Tr Ishares New (IAU)	0.3	$569k	+44%	9.6k	58.96	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.3	$568k		3.1k	186.31	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.3	$556k	-4%	2.3k	244.61	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.3	$526k		6.6k	79.86	View chart
Ishares Tr Core Div Grwth (DGRO)	0.3	$526k	+12%	8.5k	61.78	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ)	0.3	$513k	+25%	17k	29.86	View chart
Ishares Tr Exponential Tech (XT)	0.3	$511k	-2%	8.9k	57.56	View chart
Invesco Exchange Traded Fd T Buyback Achiev (PKW)	0.3	$507k	-2%	4.5k	112.66	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.3	$492k	-12%	2.6k	193.02	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.3	$491k		2.8k	173.23	View chart
Amgen (AMGN)	0.3	$487k	+4%	1.6k	311.63	View chart
Chevron Corporation (CVX)	0.3	$477k		2.9k	167.30	View chart
Ishares Tr Core 80/20 Aggre (AOA)	0.3	$474k	+2%	6.2k	76.50	View chart
Exxon Mobil Corporation (XOM)	0.3	$471k	-3%	4.0k	118.92	View chart
Hartford Financial Services (HIG)	0.3	$468k		3.8k	123.74	View chart
Tesla Motors (TSLA)	0.2	$442k	+14%	1.7k	259.16	View chart
Merck & Co (MRK)	0.2	$432k	+3%	4.8k	89.76	View chart
Dimensional Etf Trust Global Core Plus (DFGP)	0.2	$413k	+3%	7.7k	53.43	View chart
Lowe's Companies (LOW)	0.2	$410k	+2%	1.8k	233.21	View chart
Unum (UNM)	0.2	$408k	-2%	5.0k	81.46	View chart
Verizon Communications (VZ)	0.2	$406k	+3%	8.9k	45.36	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.2	$400k		4.1k	97.48	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.2	$384k	+5%	8.8k	43.70	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$378k		2.0k	193.99	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.2	$377k		1.1k	334.58	View chart
Goldman Sachs (GS)	0.2	$366k	-5%	670.00	546.04	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.2	$364k	+3%	6.4k	57.14	View chart
Altria (MO)	0.2	$358k		6.0k	60.02	View chart
Kroger (KR)	0.2	$356k		5.3k	67.70	View chart
Ishares Tr Global 100 Etf (IOO)	0.2	$352k		3.7k	96.29	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.2	$349k	+6%	653.00	533.86	View chart
Pepsi (PEP)	0.2	$333k	+5%	2.2k	149.93	View chart
Home Depot (HD)	0.2	$329k	+8%	898.00	366.60	View chart
Pacer Fds Tr Us Lrg Cp Cash (COWG)	0.2	$328k	+51%	11k	30.79	View chart
McDonald's Corporation (MCD)	0.2	$327k	+11%	1.0k	312.43	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$323k	-11%	6.5k	49.62	View chart
Snap-on Incorporated (SNA)	0.2	$315k		933.00	337.03	View chart
Morgan Stanley Com New (MS)	0.2	$313k	-7%	2.7k	116.69	View chart
Texas Instruments Incorporated (TXN)	0.2	$305k	+2%	1.7k	179.65	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$302k		1.9k	156.26	View chart
Ishares Tr Us Infrastruc (IFRA)	0.2	$294k	-68%	6.5k	45.07	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.2	$287k	-15%	7.3k	39.37	View chart
Blackrock (BLK)	0.2	$285k	-26%	302.00	944.94	View chart
Broadcom (AVGO)	0.2	$282k	+10%	1.7k	167.46	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$280k	+20%	970.00	288.14	View chart
Regions Financial Corporation (RF)	0.1	$278k		13k	21.73	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$274k		2.0k	134.32	View chart
United Parcel Service CL B (UPS)	0.1	$269k	+6%	2.4k	109.98	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$264k	+11%	496.00	532.58	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFY)	0.1	$258k	+6%	13k	19.76	View chart
Meta Platforms Cl A (META)	0.1	$254k	-2%	441.00	576.73	View chart
Canadian Natural Resources (CNQ)	0.1	$251k	+2%	8.1k	30.80	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$244k	-4%	3.9k	62.09	View chart
Hershey Company (HSY)	0.1	$241k	NEW	1.4k	171.09	View chart
First Tr Exchng Traded Fd Vi Vest Laddered Sm (BUFS)	0.1	$238k	+6%	12k	20.25	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$225k	-55%	7.3k	30.73	View chart
Perpetua Resources (PPTA)	0.1	$176k	+3%	17k	10.69	View chart
Figs Cl A (FIGS)	0.1	$98k	+41%	21k	4.59	View chart
Grab Holdings Class A Ord (GRAB)	0.0	$59k	+2%	13k	4.53	View chart
Accuray Incorporated (ARAY)	0.0	$20k	-2%	11k	1.79	View chart

Past Filings by Lane & Associates

SEC 13F filings are viewable for Lane & Associates going back to 2023

Lane & Associates 2025 Q1 filed May 1, 2025
Lane & Associates 2024 Q4 filed Feb. 3, 2025
Lane & Associates 2024 Q3 filed Nov. 12, 2024
Lane & Associates 2024 Q2 filed Aug. 7, 2024
Lane & Associates 2024 Q1 filed April 12, 2024
Lane & Associates 2022 Q4 filed April 12, 2024
Lane & Associates 2023 Q1 filed April 12, 2024
Lane & Associates 2023 Q2 filed April 12, 2024
Lane & Associates 2023 Q3 filed April 12, 2024
Lane & Associates 2023 Q4 filed April 9, 2024

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