Lane & Associates LLC
CIK Number: 0002018909
Main Sectors:
Top Industries:
Filing Date: May 1, 2025
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight | Asset Type |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total ... | 327.11 | -0.02% | 55.31K | +4.33% | 15.2M | 234.08 | 8.19% | Share |
| 2 | SPYG | SPDR Portfolio ... | 104.04 | +0.35% | 158.5K | +6.88% | 12.74M | 72.66 | 6.87% | Share |
| 3 | SCHX | Schwab U.S. Lar... | 26.27 | +0.29% | 521.09K | +100.00% | 11.51M | 22.08 | 6.20% | Share |
| 4 | SPY | SPDR S&P 500 ET... | 663.63 | +0.27% | 19.77K | -52.92% | 11.06M | 415.8 | 5.96% | Share |
| 5 | EFG | iShares MSCI EA... | 113.31 | +0.66% | 60.44K | -20.67% | 6.04M | 96.75 | 3.26% | Share |
| 6 | DFIV | Dimensional Int... | 46.09 | -0.14% | 153.26K | -4.73% | 6.03M | 33.73 | 3.25% | Share |
| 7 | IEFA | iShares Core MS... | 86.90 | +0.42% | 79.43K | +121.55% | 6.01M | 70.56 | 3.24% | Share |
| 8 | VYM | Vanguard High D... | 140.54 | -0.17% | 46.45K | +19.19% | 5.99M | 114.66 | 3.23% | Share |
| 9 | VOOV | Vanguard S&P 50... | 198.79 | +0.20% | 31.2K | -1.08% | 5.75M | 140.76 | 3.10% | Share |
| 10 | QEFA | SPDR MSCI EAFE ... | 87.43 | +0.31% | 64.86K | -3.09% | 5.12M | 64.27 | 2.76% | Share |
| 11 | MSFT | Microsoft Corpo... | 514.60 | +0.61% | 12.42K | -0.43% | 4.66M | 338.43 | 2.51% | Share |
| 12 | JAAA | Janus Henderson... | 50.79 | +0.04% | 84.63K | -0.41% | 4.29M | 50.61 | 2.31% | Share |
| 13 | COWZ | Pacer US Cash C... | 57.42 | -0.19% | 73.48K | +1.92% | 4.02M | 53.95 | 2.17% | Share |
| 14 | AAPL | Apple Inc. | 254.43 | -0.4% | 16.84K | +1.00% | 3.74M | 135.43 | 2.02% | Share |
| 15 | EFA | iShares MSCI EA... | 92.98 | +0.38% | 41.48K | -0.7% | 3.39M | 68.83 | 1.83% | Share |
| 16 | VB | Vanguard Small ... | 254.03 | -0.31% | 13.68K | -2.37% | 3.03M | 183.54 | 1.64% | Share |
| 17 | PG | The Procter & G... | 153.56 | +0.70% | 17.11K | +24.76% | 2.92M | 164.52 | 1.57% | Share |
| 18 | VO | Vanguard Mid Ca... | 293.19 | +0.26% | 10.92K | -3.28% | 2.82M | 203.81 | 1.52% | Share |
| 19 | IVE | iShares S&P 500... | 205.81 | +0.16% | 13.91K | -1.44% | 2.65M | 152.57 | 1.43% | Share |
| 20 | IVV | iShares Core S&... | 666.80 | +0.29% | 4.4K | +4.36% | 2.47M | 424.62 | 1.33% | Share |
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