StockDriftsStockDriftsTop 50 Lane & Associates Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 8.19% | 55.3K | $15.2M | +4.33%(+2.30K) | — | 2025-03-31 | |
| SPYG | SPDR SER TR | 6.87% | 158.5K | $12.7M | +6.88%(+10.20K) | — | 2025-03-31 | |
| SCHX | SCHWAB STRATEGIC TR | 6.2% | 521.1K | $11.5M | new | — | 2025-03-31 | |
| SPY | SPDR S&P 500 ETF TR | 5.96% | 19.8K | $11.1M | -52.92%(-22.21K) | — | 2025-03-31 | |
| EFG | ISHARES TR | 3.26% | 60.4K | $6.0M | -20.67%(-15.75K) | — | 2025-03-31 | |
| DFIV | DIMENSIONAL ETF TRUST | 3.25% | 153.3K | $6.0M | -4.73%(-7.60K) | — | 2025-03-31 | |
| IEFA | ISHARES TR | 3.24% | 79.4K | $6.0M | +121.55%(+43.58K) | — | 2025-03-31 | |
| VYM | VANGUARD WHITEHALL FDS | 3.23% | 46.5K | $6.0M | +19.19%(+7.48K) | — | 2025-03-31 | |
| VOOV | VANGUARD ADMIRAL FDS INC | 3.1% | 31.2K | $5.7M | -1.08%(-342) | — | 2025-03-31 | |
| QEFA | SPDR INDEX SHS FDS | 2.76% | 64.9K | $5.1M | -3.09%(-2.07K) | — | 2025-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Lane & Associates Llc reports $185.52M in US-listed equity holdings across 115 positions in its most recent 13F filing. Its largest disclosed positions are VTI (8.2%), SPYG (6.9%) and SCHX (6.2%). Figures reflect the Q1 2025 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Lane & Associates Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2018909). View Lane & Associates Llc’s 13F filings on SEC