§ 13F · FUND PROFILE
Lane & Associates LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 115Turnover · — · Q1Filed · May 1, 2025
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2025
FILED MAY 1, 2025
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 55K | $15.2T | 8.2% | — |
| 2 | SPYG | SPDR SER TR | 159K | $12.7T | 6.9% | — |
| 3 | SCHX | SCHWAB STRATEGIC TR | 521K | $11.5T | 6.2% | — |
| 4 | SPY | SPDR S&P 500 ETF TR | 20K | $11.1T | 6.0% | — |
| 5 | EFG | ISHARES TR | 60K | $6.0T | 3.3% | — |
| 6 | DFIV | DIMENSIONAL ETF TRUST | 153K | $6.0T | 3.3% | — |
| 7 | IEFA | ISHARES TR | 79K | $6.0T | 3.2% | — |
| 8 | VYM | VANGUARD WHITEHALL FDS | 46K | $6.0T | 3.2% | — |
| 9 | VOOV | VANGUARD ADMIRAL FDS INC | 31K | $5.7T | 3.1% | — |
| 10 | QEFA | SPDR INDEX SHS FDS | 65K | $5.1T | 2.8% | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LANE SIGNAL
AC read
Lane & Associates LLC is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed