Lane & Associates LLC
13F Portfolio Filings
- Most recent 13FQ1 2025
- Locationmoorestown, NJ
- CIK0002018909
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
115 | $185.52 M | VTI, KRE, SCHX, SPY | 13F-HR | May 1, 2025 | 000201890925000003 | ||
121 | $193.53 M | SPY, VTI, KRE, EFG | 13F-HR | Feb 3, 2025 | 000201890925000001 | ||
113 | $183.65 M | SPY, VTI, KRE, EFG | 13F-HR | Nov 12, 2024 | 000201890924000008 | ||
112 | $169.59 M | SPY, VTI, DFIV, MSFT | 13F-HR | Aug 7, 2024 | 000201890924000007 | ||
113 | $158.88 M | SPY, VTI, VOOV, SPDR INDEX SHS FDS | 13F-HR | Apr 12, 2024 | 000201890924000002 | ||
102 | $137.45 M | SPY, VOOV, VTI, SPDR INDEX SHS FDS | 13F-HR | Apr 9, 2024 | 000201890924000001 | ||
105 | $124.46 M | SPY, VOOV, SPDR INDEX SHS FDS, VTI | 13F-HR | Apr 12, 2024 | 000201890924000006 | ||
101 | $125.70 M | SPY, VOOV, SPDR INDEX SHS FDS, VTI | 13F-HR | Apr 12, 2024 | 000201890924000005 | ||
96 | $112.16 M | SPY, VOOV, SPDR INDEX SHS FDS, VB | 13F-HR | Apr 12, 2024 | 000201890924000004 | ||
92 | $105.54 M | SPY, VOOV, SPDR INDEX SHS FDS, VB | 13F-HR | Apr 12, 2024 | 000201890924000003 |