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CIK: 0002018909
Total reported value
$185.5M
$185.5M
121 檔
36.8%
The Q4 2024 SEC filing reveals that Lane & Associates LLC held a total portfolio value of $185.5M, covering 121 public equity positions.
During Q4 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, SPYG) accounted for 36.8% of total reported equity market value during Q4 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 | 13.05% | — | -5.30% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 8.18% | — | +9.83% | |
| 3 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 6.91% | — | +31.22% | |
| 4 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 4.01% | — | +18.93% | |
| 5 | VOOV | Vanguard S&p 500 Value ETF | ETF-Large Cap & Growth | 3.09% | — | -6.38% | |
| 6 | DFIV | Dimensional International Va | ETF-Other | 3.09% | — | -9.14% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 2.68% | — | -7.13% | |
| 8 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 2.67% | — | +11.09% | |
| 9 | QEFA | Stsr Spd Msc Eaf Stgfs-us In | ETF-Other | 2.62% | — | +0.75% | |
| 10 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 2.24% | — | +68.78% | |
| 11 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 2.16% | — | +1.36% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 2.03% | — | -7.63% | |
| 13 | VB | Vanguard Small-cap ETF | ETF-Other | 1.81% | — | -4.23% | |
| 14 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.71% | — | +3.67% | |
| 15 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.61% | — | -6.67% | |
| 16 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.43% | — | +9.60% | |
| 17 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.36% | — | -3.06% | |
| 18 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-Other | 1.34% | — | +14.16% | |
| 19 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.33% | — | +4.01% | |
| 20 | IYW | Ishares Ustechnology ETF | ETF-Tech | 1.32% | — | +10.54% | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.32% | — | -6.62% | |
| 22 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 1.18% | — | +56.87% | |
| 23 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.18% | — | -2.74% | |
| 24 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 1.17% | — | +4.05% | |
| 25 | HDV | Ishares Core High Dividend E | ETF-Other | 1.13% | — | -10.04% | |
| 26 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.09% | — | -2.44% | |
| 27 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.92% | — | +10.01% | |
| 28 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.89% | — | +0.68% | |
| 29 | VTV | Vanguard Value ETF | ETF-Other | 0.88% | — | +11.37% | |
| 30 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.84% | — | -1.37% | |
| 31 | VUG | Vanguard Growth ETF | ETF-Other | 0.83% | — | -5.93% | |
| 32 | NVDA | Nvidia CORP | Stock-Tech | 0.82% | — | +2.14% | |
| 33 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 0.68% | — | -5.27% | |
| 34 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.62% | — | — | |
| 35 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.62% | — | +8.60% | |
| 36 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.60% | — | -0.03% | |
| 37 | GCOW | Pacer Global Cash Cows Divid | ETF-Other | 0.58% | — | +25.67% | |
| 38 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.56% | — | -11.31% | |
| 39 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-Tech | 0.55% | — | +3.95% | |
| 40 | IFRA | Ishares US Infrastructure | ETF-Other | 0.51% | — | +34.20% | |
| 41 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.49% | — | -9.97% | |
| 42 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 0.48% | — | -3.37% | |
| 43 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.48% | — | -7.51% | |
| 44 | V | Visa Inc-class A Shares | Stock-Financials | 0.46% | — | — | |
| 45 | ADP | Automatic Data Processing | Stock-Tech | 0.45% | — | +0.96% | |
| 46 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.43% | — | -7.63% | |
| 47 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.43% | — | -1.06% | |
| 48 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.42% | — | -47.37% | |
| 49 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.37% | — | -9.55% | |
| 50 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.37% | — | -0.40% |
According to official SEC Form 13F filings, Lane & Associates LLC reported a total U.S. public equity portfolio value of $185.5M across 121 disclosed positions in Q4 2024.
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During Q4 2024, Lane & Associates LLC's top holdings by market value included SPY (13.1%)、VTI (8.2%)、SPYG (6.9%). The largest single position, SPY, represented 13.1% of total portfolio value.
In Q4 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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