HoldingsChannel.com
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
|---|---|---|---|
 SPDR S&P 500 ETF TR (SPY) |
39,113 | +1,075 | $20,459 |
| SPY | 39,113 | +1,075 | $20,459 |
| VANGUARD INDEX FDS (VTI) |
40,795 | +11,726 | $10,603 |
| VTI | 40,795 | +11,726 | $10,603 |
| VANGUARD ADMIRAL FDS INC (VOOV) |
47,239 | +844 | $8,525 |
| VOOV | 47,239 | +844 | $8,525 |
| SPDR INDEX SHS FDS (QEFA) |
91,427 | +868 | $6,957 |
| QEFA | 91,427 | +868 | $6,957 |
| VANGUARD INDEX FDS (VB) |
22,660 | -539 | $5,180 |
| VB | 22,660 | -539 | $5,180 |
| DIMENSIONAL ETF TRUST (DFIV) |
132,626 | +15,127 | $4,874 |
| DFIV | 132,626 | +15,127 | $4,874 |
| ISHARES TR (EFG) |
46,722 | +4,246 | $4,849 |
| EFG | 46,722 | +4,246 | $4,849 |
| VANGUARD INDEX FDS (VO) |
19,136 | -323 | $4,781 |
| VO | 19,136 | -323 | $4,781 |
| SPDR SER TR (SPYG) |
58,895 | -31 | $4,308 |
| SPYG | 58,895 | -31 | $4,308 |
| VANGUARD WHITEHALL FDS (VYM) |
30,448 | +2,871 | $3,684 |
| VYM | 30,448 | +2,871 | $3,684 |
| MICROSOFT CORP |
8,160 | -40 | $3,433 |
| MSFT | 8,160 | -40 | $3,433 |
| APPLE INC |
19,017 | +1,246 | $3,261 |
| AAPL | 19,017 | +1,246 | $3,261 |
| ISHARES TR (EFA) |
35,166 | +1,762 | $2,808 |
| EFA | 35,166 | +1,762 | $2,808 |
| INVESCO EXCHANGE TRADED FD T (RSP) |
16,018 | +2,359 | $2,713 |
| RSP | 16,018 | +2,359 | $2,713 |
| ISHARES TR (IEFA) |
36,341 | +768 | $2,697 |
| IEFA | 36,341 | +768 | $2,697 |
| ISHARES INC (IEMG) |
52,128 | +2,862 | $2,690 |
| IEMG | 52,128 | +2,862 | $2,690 |
| ISHARES TR (HDV) |
22,550 | +520 | $2,485 |
| HDV | 22,550 | +520 | $2,485 |
| PACER FDS TR |
41,722 | +9,055 | $2,424 |
| COWZ | 41,722 | +9,055 | $2,424 |
| ISHARES TR (IVE) |
12,801 | +351 | $2,391 |
| IVE | 12,801 | +351 | $2,391 |
| ISHARES TR (IVV) |
4,117 | +90 | $2,165 |
| IVV | 4,117 | +90 | $2,165 |
| ISHARES TR (IJR) |
18,477 | -933 | $2,042 |
| IJR | 18,477 | -933 | $2,042 |
| ELI LILLY & CO |
2,623 | UNCH | $2,041 |
| LLY | 2,623 | UNCH | $2,041 |
| ISHARES TR (IVW) |
22,084 | +428 | $1,865 |
| IVW | 22,084 | +428 | $1,865 |
| VANGUARD MUN BD FDS (VTEB) |
31,239 | +279 | $1,581 |
| VTEB | 31,239 | +279 | $1,581 |
| SPDR SER TR (SLYG) |
17,003 | -490 | $1,483 |
| SLYG | 17,003 | -490 | $1,483 |
| ISHARES TR (TLT) |
15,319 | +3,548 | $1,449 |
| TLT | 15,319 | +3,548 | $1,449 |
| ISHARES TR (MBB) |
14,575 | -3,222 | $1,347 |
| MBB | 14,575 | -3,222 | $1,347 |
| VANGUARD INDEX FDS (VTV) |
8,227 | +274 | $1,340 |
| VTV | 8,227 | +274 | $1,340 |
| VANGUARD INDEX FDS (VUG) |
3,892 | +5 | $1,340 |
| VUG | 3,892 | +5 | $1,340 |
| ISHARES TR (IJH) |
21,735 | +17,457 | $1,320 |
| IJH | 21,735 | +17,457 | $1,320 |
| VANGUARD INTL EQUITY INDEX F (VEU) |
19,408 | +19,408 | $1,138 |
| VEU | 19,408 | +19,408 | $1,138 |
| ISHARES TR (LQD) |
10,117 | +1,249 | $1,102 |
| LQD | 10,117 | +1,249 | $1,102 |
| VANGUARD INDEX FDS (VOT) |
4,669 | -519 | $1,101 |
| VOT | 4,669 | -519 | $1,101 |
| ISHARES TR (IWO) |
4,009 | +1,336 | $1,086 |
| IWO | 4,009 | +1,336 | $1,086 |
| SPDR DOW JONES INDL AVERAGE (DIA) |
2,707 | +2 | $1,077 |
| DIA | 2,707 | +2 | $1,077 |
| INVESCO EXCHANGE TRADED FD T (PKW) |
9,661 | -182 | $1,046 |
| PKW | 9,661 | -182 | $1,046 |
| INVESCO QQQ TR |
2,338 | +276 | $1,038 |
| QQQ | 2,338 | +276 | $1,038 |
| ISHARES TR (IXUS) |
14,875 | +553 | $1,009 |
| IXUS | 14,875 | +553 | $1,009 |
| ISHARES TR (SHYG) |
23,717 | +6,005 | $1,009 |
| SHYG | 23,717 | +6,005 | $1,009 |
| PACER FDS TR |
19,815 | +19,815 | $974 |
| CALF | 19,815 | +19,815 | $974 |
| DIMENSIONAL ETF TRUST (DFAC) |
29,870 | +2,235 | $954 |
| DFAC | 29,870 | +2,235 | $954 |
| FIDELITY COMWLTH TR |
14,682 | -835 | $946 |
| ONEQ | 14,682 | -835 | $946 |
| ISHARES TR (IYW) |
6,891 | +131 | $931 |
| IYW | 6,891 | +131 | $931 |
| ISHARES TR (XT) |
14,917 | +829 | $889 |
| XT | 14,917 | +829 | $889 |
| ISHARES TR (TLH) |
7,721 | +1,527 | $811 |
| TLH | 7,721 | +1,527 | $811 |
| SPDR INDEX SHS FDS (SPEM) |
22,256 | -1,800 | $805 |
| SPEM | 22,256 | -1,800 | $805 |
| NVIDIA CORPORATION |
855 | +305 | $772 |
| NVDA | 855 | +305 | $772 |
| INVESCO EXCH TRADED FD TR II (QQQM) |
4,021 | +301 | $735 |
| QQQM | 4,021 | +301 | $735 |
| J P MORGAN EXCHANGE TRADED F (JPIB) |
15,340 | -2,980 | $731 |
| JPIB | 15,340 | -2,980 | $731 |
| VISA INC |
2,541 | +406 | $709 |
| V | 2,541 | +406 | $709 |
See Full List: All Stocks Held By Lane & Associates LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Lane & Associates LLC
|
Size ($ in 1000's)
At 03/31/2024: $158,876 At 12/31/2023: $137,444 Lane & Associates LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Lane & Associates LLC 13F filings. Link to 13F filings: SEC filings |
