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CIK: 0002018909
Total reported value
$185.5M
$185.5M
112 檔
29.3%
At the close of Q2 2024, Lane & Associates LLC disclosed equity holdings valued at approximately $185.5M, spread across 112 reported holdings.
During Q2 2024, Lane & Associates LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | 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 | 13.10% | — | +4.37% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 7.24% | — | +12.54% | |
| 3 | DFIV | Dimensional International Va | ETF-Other | 3.95% | — | +40.59% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 3.87% | — | +80.13% | |
| 5 | VOOV | Vanguard S&p 500 Value ETF | ETF-Large Cap & Growth | 3.84% | — | -21.56% | |
| 6 | QEFA | Stsr Spd Msc Eaf Stgfs-us In | ETF-Other | 3.43% | — | -14.93% | |
| 7 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 3.15% | — | +11.84% | |
| 8 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.60% | — | -6.45% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 2.38% | — | +0.67% | |
| 10 | VB | Vanguard Small-cap ETF | ETF-Other | 2.23% | — | -23.28% | |
| 11 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 2.23% | — | +4.85% | |
| 12 | VO | Vanguard Mid-cap ETF | ETF-Other | 2.14% | — | -21.83% | |
| 13 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 2.10% | — | +35.63% | |
| 14 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.85% | — | +14.06% | |
| 15 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 1.83% | — | +36.58% | |
| 16 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.82% | — | +10.57% | |
| 17 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.56% | — | +0.44% | |
| 18 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.48% | — | +11.78% | |
| 19 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.41% | — | +2.93% | |
| 20 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.39% | — | -1.07% | |
| 21 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.33% | — | — | |
| 22 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.29% | — | +6.76% | |
| 23 | HDV | Ishares Core High Dividend E | ETF-Other | 1.23% | — | -14.62% | |
| 24 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-Other | 1.09% | — | +113.98% | |
| 25 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 1.05% | — | +69.19% | |
| 26 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.02% | — | -12.62% | |
| 27 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.97% | — | +4.85% | |
| 28 | NVDA | Nvidia CORP | Stock-Tech | 0.97% | — | +1452.51% | |
| 29 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.96% | — | +15.81% | |
| 30 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.92% | — | +55.07% | |
| 31 | VUG | Vanguard Growth ETF | ETF-Other | 0.85% | — | -0.64% | |
| 32 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.81% | — | +8.61% | |
| 33 | VTV | Vanguard Value ETF | ETF-Other | 0.80% | — | +3.27% | |
| 34 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 0.78% | — | -9.36% | |
| 35 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.75% | — | +17.20% | |
| 36 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 0.72% | — | +21.79% | |
| 37 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.67% | — | +0.03% | |
| 38 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.64% | — | +4.56% | |
| 39 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.62% | — | -1.22% | |
| 40 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-Tech | 0.60% | — | -1.12% | |
| 41 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.56% | — | -0.73% | |
| 42 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.56% | — | -15.65% | |
| 43 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 0.53% | — | +88.47% | |
| 44 | MBB | Ishares Mbs ETF | ETF-Other | 0.49% | — | -37.86% | |
| 45 | GCOW | Pacer Global Cash Cows Divid | ETF-Other | 0.48% | — | +19.81% | |
| 46 | XT | Ishar Fture Exp Tech Etf-usd | ETF-Tech | 0.47% | — | -8.78% | |
| 47 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.45% | — | +2.58% | |
| 48 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 0.41% | — | -12.82% | |
| 49 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.41% | — | — | |
| 50 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.40% | — | -36.99% |
According to official SEC Form 13F filings, Lane & Associates LLC reported a total U.S. public equity portfolio value of $185.5M across 112 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including SPY, VTI, DFIV) accounted for 29.3% of total reported equity market value during Q2 2024.
During Q2 2024, Lane & Associates LLC's top holdings by market value included SPY (13.1%)、VTI (7.2%)、DFIV (4.0%). The largest single position, SPY, represented 13.1% of total portfolio value.
In Q2 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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