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CIK: 0002018909
Total reported value
$185.5M
$185.5M
113 檔
27.9%
The Q1 2024 SEC filing reveals that Lane & Associates LLC held a total portfolio value of $185.5M, covering 113 public equity positions.
During Q1 2024, Lane & Associates LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including SPY, VTI, VOOV) accounted for 27.9% of total reported equity market value during Q1 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 12.88% | — | +2.83% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 6.67% | — | +40.34% | |
| 3 | VOOV | Vanguard S&p 500 Value ETF | ETF-Large Cap & Growth | 5.37% | — | +1.82% | |
| 4 | QEFA | Stsr Spd Msc Eaf Stgfs-us In | ETF-Other | 4.38% | — | +0.96% | |
| 5 | VB | Vanguard Small-cap ETF | ETF-Other | 3.26% | — | -2.32% | |
| 6 | DFIV | Dimensional International Va | ETF-Other | 3.07% | — | +12.87% | |
| 7 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 3.05% | — | +10.00% | |
| 8 | VO | Vanguard Mid-cap ETF | ETF-Other | 3.01% | — | -1.66% | |
| 9 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.71% | — | -0.05% | |
| 10 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 2.32% | — | +10.41% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 2.16% | — | -0.49% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 2.05% | — | +7.01% | |
| 13 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.77% | — | +5.27% | |
| 14 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.71% | — | +17.27% | |
| 15 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.70% | — | +2.16% | |
| 16 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.69% | — | +5.81% | |
| 17 | HDV | Ishares Core High Dividend E | ETF-Other | 1.56% | — | +2.36% | |
| 18 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 1.53% | — | +27.72% | |
| 19 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.51% | — | +2.82% | |
| 20 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.36% | — | +2.23% | |
| 21 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.29% | — | -4.81% | |
| 22 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.28% | — | — | |
| 23 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.17% | — | +1.98% | |
| 24 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.99% | — | +0.90% | |
| 25 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 0.93% | — | -2.80% | |
| 26 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.91% | — | +30.14% | |
| 27 | MBB | Ishares Mbs ETF | ETF-Other | 0.85% | — | -18.10% | |
| 28 | VTV | Vanguard Value ETF | ETF-Other | 0.84% | — | +3.45% | |
| 29 | VUG | Vanguard Growth ETF | ETF-Other | 0.84% | — | +0.13% | |
| 30 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.83% | — | +408.06% | |
| 31 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.72% | — | — | |
| 32 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.69% | — | +14.08% | |
| 33 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.69% | — | -10.00% | |
| 34 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 0.68% | — | +49.98% | |
| 35 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.68% | — | +0.07% | |
| 36 | PKW | Invesco Buyback Achievers Et | ETF-Other | 0.66% | — | -1.85% | |
| 37 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.65% | — | +13.39% | |
| 38 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.64% | — | +3.86% | |
| 39 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 0.64% | — | +33.90% | |
| 40 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-Other | 0.61% | — | — | |
| 41 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.60% | — | +8.09% | |
| 42 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-Tech | 0.60% | — | -5.38% | |
| 43 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.59% | — | +1.94% | |
| 44 | XT | Ishar Fture Exp Tech Etf-usd | ETF-Tech | 0.56% | — | +5.88% | |
| 45 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 0.51% | — | +24.65% | |
| 46 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.51% | — | -7.48% | |
| 47 | NVDA | Nvidia CORP | Stock-Tech | 0.49% | — | +55.45% | |
| 48 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.46% | — | +8.09% | |
| 49 | JPIB | Jpmorgan Intl Bnd ETF | ETF-Other | 0.46% | — | -16.27% | |
| 50 | V | Visa Inc-class A Shares | Stock-Financials | 0.45% | — | +19.02% |
According to official SEC Form 13F filings, Lane & Associates LLC reported a total U.S. public equity portfolio value of $185.5M across 113 disclosed positions in Q1 2024.
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During Q1 2024, Lane & Associates LLC's top holdings by market value included SPY (12.9%)、VTI (6.7%)、VOOV (5.4%). The largest single position, SPY, represented 12.9% of total portfolio value.
In Q1 2024, Lane & Associates LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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