Top 50 Lane Brothers & CO INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| JPST | J P MORGAN EXCHANGE TRADED F | 12.95% | 351.0K | $17.8M | +5.75%(+19.10K) | $50.66(-0.47%) | 2026-03-31 | |
| FLTR | VANECK ETF TRUST | 11.55% | 621.9K | $15.8M | +5.62%(+33.07K) | $25.52(+0.07%) | 2026-03-31 | |
| AVDE | AMERICAN CENTY ETF TR | 5.6% | 90.6K | $7.7M | -2.52%(-2.34K) | $80.61(+11.55%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 5.22% | 111.8K | $7.2M | -1.98%(-2.26K) | $61.19(+15.71%) | 2026-03-31 | |
| QGRO | AMERICAN CENTY ETF TR | 5.06% | 66.1K | $6.9M | -15.21%(-11.86K) | $114.46(+1.56%) | 2026-03-31 | |
| RSPA | INVESCO ACTIVELY MANAGED EXC | 4.74% | 130.1K | $6.5M | +10.01%(+11.84K) | $50.97(+5.50%) | 2026-03-31 | |
| IVV | ISHARES TR | 4.56% | 9.6K | $6.3M | -7.82%(-813) | $677.12(+10.53%) | 2026-03-31 | |
| AVUS | AMERICAN CENTY ETF TR | 3.38% | 41.7K | $4.6M | -9.66%(-4.46K) | $110.24(+15.28%) | 2026-03-31 | |
| IFRA | ISHARES TR | 2.85% | 68.3K | $3.9M | -3.44%(-2.44K) | $52.72(+18.04%) | 2026-03-31 | |
| PAVE | GLOBAL X FDS | 2.56% | 69.2K | $3.5M | -6.81%(-5.06K) | $47.71(+19.79%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -0.95% | -2.82% |
| Top 20 Holdings Unweighted | +0.92% | +2.79% |
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