LA
| |
Lane & Associates LLC13F | |
| Lane & Associates LLC | |
| Last update 2025-05-01 | 115 Stocks (3 new) |
| Value $186.00 Mil | Turnover 12 % |
Lane & Associates LLC Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VTI | Vanguard Total Stock Market ETF | 55,309 | 15,201.0 | +4.33% | 8.190 | +0.34% | 0.000 | +18.95% | +8.50% | 478,431.4 | ||
SPYG | SPDR Portfolio S&P 500 Growth ETF | 158,500 | 12,738.6 | +6.88% | 6.870 | +0.44% | 0.040 | +25.27% | +11.68% | 39,068.8 | ||
SCHX | Schwab U.S. Large-Cap ETF | 521,086 | 11,505.6 | New Holding | 6.200 | +6.20% | 0.020 | +19.07% | +9.01% | 57,603.9 | ||
SPY | SPDR S&P 500 ETF Trust | 19,765 | 11,056.6 | -52.92% | 5.960 | -6.91% | 0.000 | +18.80% | +8.86% | 654,366.5 | ||
EFG | iShares MSCI EAFE Growth ETF | 60,440 | 6,044.0 | -20.67% | 3.260 | -0.83% | 0.050 | +13.01% | +17.99% | 13,305.0 | ||
DFIV | Dimensional International Value ETF | 153,257 | 6,032.2 | -4.73% | 3.250 | -0.15% | 0.060 | +15.49% | +28.47% | 12,672.5 | ||
IEFA | iShares Core MSCI EAFE ETF | 79,434 | 6,009.2 | +121.55% | 3.240 | +1.78% | 0.000 | +13.34% | +23.86% | 147,518.3 | ||
VYM |
Vanguard High Dividend Yield Indx ETF
Vanguard High Dividend Yield Indx ETF
| 46,450 | 5,990.2 | +19.19% | 3.230 | +0.52% | 0.010 | +12.89% | +8.53% | 59,769.5 | ||
VOOV | Vanguard S&P 500 Value ETF | 31,202 | 5,747.0 | -1.08% | 3.100 | -0.03% | 0.110 | +12.00% | +5.75% | 5,387.3 | ||
QEFA |
SPDR MSCI EAFE StrategicFactors SM ETF
SPDR MSCI EAFE StrategicFactors SM ETF
| 64,860 | 5,121.1 | -3.09% | 2.760 | -0.08% | 0.600 | +10.11% | +22.21% | 939.2 |
Lane & Associates LLC's Historical Top Holdings Breakdowns
Lane & Associates LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
SPY | SPDR S&P 500 ETF Trust | 2025-03-31 | Reduce Reduce | -6.91% | 551.42 ($587.78) 612.93 | $634.21 | 7.90% | Reduce -52.92% | 19,765 | -22,215 | |
SCHX | Schwab U.S. Large-Cap ETF | 2025-03-31 | New Buy New Buy | +6.20% | 21.75 ($23.28) 24.28 | $25.12 | 7.90% | New holding | 521,086 | 521,086 | |
IEFA | iShares Core MSCI EAFE ETF | 2025-03-31 | Add Add | +1.78% | 69.57 ($74.78) 78.65 | $85.51 | 14.35% | Add 121.55% | 79,434 | 43,580 | |
EFG | iShares MSCI EAFE Growth ETF | 2025-03-31 | Reduce Reduce | -0.83% | 96.1 ($101.94) 106.32 | $113.14 | 10.99% | Reduce -20.67% | 60,440 | -15,751 | |
SCHZ | Schwab US Aggregate Bond ETF | 2025-03-31 | New Buy New Buy | +0.67% | 22.46 ($22.91) 23.26 | $23.04 | 0.57% | New holding | 54,021 | 54,021 | |
TLT | iShares 20+ Year Treasury Bond ETF | 2025-03-31 | Sold Out Sold Out | -0.56% | 85.29 ($89.02) 92.57 | $86.03 | -3.36% | Sold Out | 0 | -12,358 | |
VYM |
Vanguard High Dividend Yield Indx ETF
Vanguard High Dividend Yield Indx ETF
| 2025-03-31 | Add Add | +0.52% | 126.11 ($130.91) 135.06 | $136.66 | 4.39% | Add 19.19% | 46,450 | 7,480 | |
SHYG |
iShares 0-5 Year High Yield Corporate Bond ETF
iShares 0-5 Year High Yield Corporate Bond ETF
| 2025-03-31 | Sold Out Sold Out | -0.48% | 42.38 ($42.91) 43.28 | $43.07 | 0.37% | Sold Out | 0 | -21,460 | |
SPYG | SPDR Portfolio S&P 500 Growth ETF | 2025-03-31 | Add Add | +0.44% | 80.05 ($87.3) 92.39 | $97.88 | 12.12% | Add 6.88% | 158,500 | 10,202 | |
IFRA | iShares U.S. Infrastructure ETF | 2025-03-31 | Reduce Reduce | -0.35% | 44.8 ($46.64) 49.25 | $51.40 | 10.21% | Reduce -68.42% | 6,527 | -14,142 |
Lane & Associates LLC Total Holding History ($B)
Lane & Associates LLC's Asset Allocation
Lane & Associates LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Lane & Associates LLC's Hypothetical Growth since 2025-03-31
Lane & Associates LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Lane & Associates LLC's Holdings Heat Map
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Lane & Associates LLC's Holdings Bubble Chart
Lane & Associates LLC News
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