Lane & Associates LLC quarter change: USA ETF, Added
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2024-12-31 to 2025-03-31, Lane & Associates LLC opened 4 positions, added to 38, reduced 26, sold out of 7 and left 3 unchanged. The largest increase in value was SCHX (+$11,505,569); the largest decrease was SPY (-$14,208,027).
- IEFA: Country of operation —; Class CORE MSCI EAFE; Shares 2024-12-31 35,854; Shares 2025-03-31 79,434.
- VYM: Country of operation —; Class HIGH DIV YLD; Shares 2024-12-31 38,970; Shares 2025-03-31 46,450.
- SPYG: Country of operation —; Class PRTFLO S&P500 GW; Shares 2024-12-31 148,298; Shares 2025-03-31 158,500.
- VTI: Country of operation —; Class TOTAL STK MKT; Shares 2024-12-31 53,013; Shares 2025-03-31 55,309.
Two Form 13F-HR filings compared (SEC CIK 2018909): 2024-12-31 (filed 2025-02-03) and 2025-03-31 (filed 2025-05-01). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
| Stock | Country of operation | Class | Shares 2024-12-31 | Shares 2025-03-31 | Share change | Value 2024-12-31 | Value 2025-03-31 | Value change |
|---|
IEFA
ISHARES TR | | CORE MSCI EAFE | 35,854 | 79,434 | +43,580 | $2,638,126 | $6,009,206 | +$3,371,080 |
|---|
VYM
VANGUARD WHITEHALL FDS | | HIGH DIV YLD | 38,970 | 46,450 | +7,480 | $5,158,091 | $5,990,242 | +$832,151 |
|---|
SPYG
SPDR SER TR | | PRTFLO S&P500 GW | 148,298 | 158,500 | +10,202 | $13,376,504 | $12,738,628 | -$637,876 |
|---|
VTI
VANGUARD INDEX FDS | | TOTAL STK MKT | 53,013 | 55,309 | +2,296 | $15,829,667 | $15,200,997 | -$628,670 |
|---|
TLH
ISHARES TR | | 10-20 YR TRS ETF | 3,113 | 7,168 | +4,055 | $312,082 | $743,633 | +$431,551 |
|---|
BUFR
FIRST TR EXCHNG TRADED FD VI | | FT VEST LADDERED | 38,935 | 50,967 | +12,032 | $1,206,206 | $1,513,210 | +$307,004 |
|---|
IYW
ISHARES TR | | U.S. TECH ETF | 16,001 | 16,514 | +513 | $2,554,939 | $2,319,216 | -$235,723 |
|---|
IWO
ISHARES TR | | RUS 2000 GRW ETF | 7,605 | 8,049 | +444 | $2,258,025 | $2,056,798 | -$201,227 |
|---|
VTV
VANGUARD INDEX FDS | | VALUE ETF | 9,610 | 10,971 | +1,361 | $1,698,124 | $1,895,055 | +$196,931 |
|---|
SCHD
SCHWAB STRATEGIC TR | | US DIVIDEND EQ | 15,143 | 21,875 | +6,732 | $421,430 | $611,622 | +$190,192 |
|---|
IJH
ISHARES TR | | CORE S&P MCP ETF | 27,688 | 27,833 | +145 | $1,790,048 | $1,624,043 | -$166,005 |
|---|
COWZ
PACER FDS TR | | US CASH COWS 100 | 72,096 | 73,481 | +1,385 | $4,185,151 | $4,023,796 | -$161,355 |
|---|
GCOW
PACER FDS TR | | GLOBL CASH ETF | 32,293 | 34,566 | +2,273 | $1,120,576 | $1,278,237 | +$157,661 |
|---|
HDV
ISHARES TR | | CORE HIGH DV ETF | 19,065 | 19,289 | +224 | $2,185,228 | $2,336,232 | +$151,004 |
|---|
SLYG
SPDR SER TR | | S&P 600 SMCP GRW | 14,066 | 14,121 | +55 | $1,320,628 | $1,172,030 | -$148,598 |
|---|
IJR
ISHARES TR | | CORE S&P SCP ETF | 14,608 | 15,362 | +754 | $1,730,117 | $1,606,387 | -$123,730 |
|---|
ONEQ
FIDELITY COMWLTH TR | | NASDAQ COMPSIT | 13,778 | 14,023 | +245 | $1,063,527 | $954,449 | -$109,078 |
|---|
COWG
PACER FDS TR | | US LRG CP CASH | 7,013 | 10,651 | +3,638 | $237,600 | $327,953 | +$90,353 |
|---|
QQQ
INVESCO QQQ TR | | UNIT SER 1 | 1,815 | 1,832 | +17 | $947,716 | $858,850 | -$88,866 |
|---|
VBK
VANGUARD INDEX FDS | | SML CP GRW ETF | 2,461 | 2,519 | +58 | $718,282 | $634,126 | -$84,156 |
|---|
VUG
VANGUARD INDEX FDS | | GROWTH ETF | 3,837 | 4,107 | +270 | $1,605,305 | $1,523,125 | -$82,180 |
|---|
VOO
VANGUARD INDEX FDS | | S&P 500 ETF SHS | 1,499 | 1,770 | +271 | $829,692 | $909,756 | +$80,064 |
|---|
IVV
ISHARES TR | | CORE S&P500 ETF | 4,217 | 4,401 | +184 | $2,549,849 | $2,472,862 | -$76,987 |
|---|
BUFQ
FIRST TR EXCHNG TRADED FD VI | | FT VEST LADDERED | 13,680 | 17,180 | +3,500 | $436,939 | $512,995 | +$76,056 |
|---|
IJS
ISHARES TR | | SP SMCP600VL ETF | 4,087 | 4,100 | +13 | $451,502 | $399,662 | -$51,840 |
|---|
DGRO
ISHARES TR | | CORE DIV GRWTH | 7,550 | 8,512 | +962 | $479,222 | $525,853 | +$46,631 |
|---|
VOOG
VANGUARD ADMIRAL FDS INC | | 500 GRTH IDX F | 1,125 | 1,126 | +1 | $422,445 | $376,740 | -$45,705 |
|---|
EMXC
ISHARES INC | | MSCI EMRG CHN | 40,525 | 42,150 | +1,625 | $2,286,446 | $2,322,018 | +$35,572 |
|---|
EEM
ISHARES TR | | MSCI EMG MKT ETF | 8,325 | 8,782 | +457 | $355,663 | $383,782 | +$28,119 |
|---|
BUFY
FIRST TR EXCHNG TRADED FD VI | | FT VEST LADDERED | 12,305 | 13,055 | +750 | $237,979 | $257,967 | +$19,988 |
|---|
DIVO
AMPLIFY ETF TR | | CWP ENHANCED DIV | 14,304 | 14,360 | +56 | $604,495 | $585,466 | -$19,029 |
|---|
DFGP
DIMENSIONAL ETF TRUST | | GLOBAL CORE PLUS | 7,453 | 7,728 | +275 | $396,147 | $412,921 | +$16,774 |
|---|
VIG
VANGUARD SPECIALIZED FUNDS | | DIV APP ETF | 1,947 | 1,950 | +3 | $393,671 | $378,287 | -$15,384 |
|---|
MDY
SPDR S&P MIDCAP 400 ETF TR | | UTSER1 S&PDCRP | 612 | 653 | +41 | $361,772 | $348,611 | -$13,161 |
|---|
DFAC
DIMENSIONAL ETF TRUST | | US CORE EQUITY 2 | 33,402 | 35,848 | +2,446 | $1,191,452 | $1,182,611 | -$8,841 |
|---|
BUFS
FIRST TR EXCHNG TRADED FD VI | | VEST LADDERED SM | 11,029 | 11,752 | +723 | $239,991 | $237,978 | -$2,013 |
|---|
JEPI
J P MORGAN EXCHANGE TRADED F | | EQUITY PREMIUM | 6,156 | 6,369 | +213 | $363,034 | $363,902 | +$868 |
|---|
DVY
ISHARES TR | | SELECT DIVID ETF | 2,037 | 2,040 | +3 | $274,523 | $274,009 | -$514 |
|---|
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