Lane & Associates LLC

13F Portfolio Filings

  • Most recent 13F
    Q4 2024
  • Location
    moorestown, NJ
  • CIK
    0002018909
  • All SEC filings
Q4 2024
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

121

$193.53M
SPY, VTI, KRE, EFG
13F-HR
Feb 3, 2025
000201890925000001

113

$183.65M
SPY, VTI, KRE, EFG
13F-HR
Nov 12, 2024
000201890924000008

112

$169.59M
SPY, VTI, DFIV, MSFT
13F-HR
Aug 7, 2024
000201890924000007

113

$158.88M
SPY, VTI, VOOV, SPDR INDEX SHS FDS
13F-HR
Apr 12, 2024
000201890924000002

102

$137.45M
SPY, VOOV, VTI, SPDR INDEX SHS FDS
13F-HR
Apr 9, 2024
000201890924000001

105

$124.46M
SPY, VOOV, SPDR INDEX SHS FDS, VTI
13F-HR
Apr 12, 2024
000201890924000006

101

$125.70M
SPY, VOOV, SPDR INDEX SHS FDS, VTI
13F-HR
Apr 12, 2024
000201890924000005

96

$112.16M
SPY, VOOV, SPDR INDEX SHS FDS, VB
13F-HR
Apr 12, 2024
000201890924000004

92

$105.54M
SPY, VOOV, SPDR INDEX SHS FDS, VB
13F-HR
Apr 12, 2024
000201890924000003