Lane & Associates LLC — 13F holdings

Lane & Associates LLC reported 115 holdings worth $186M in its 13F filing for Q1 2025, filed May 1, 2025.

Largest positions

1. VTI VANGUARD INDEX FDS — $15.2M (8.2%)
2. SPYG SPDR SERIES TRUST — $12.7M (6.9%)
3. SCHX SCHWAB STRATEGIC TR — $11.5M (6.2%)
4. SPY SPDR S&P 500 ETF TR — $11.1M (6.0%)
5. EFG ISHARES TR — $6.04M (3.3%)
6. DFIV DIMENSIONAL ETF TRUST — $6.03M (3.3%)
7. IEFA ISHARES TR — $6.01M (3.2%)
8. VYM VANGUARD WHITEHALL FDS — $5.99M (3.2%)
9. VOOV VANGUARD ADMIRAL FDS INC — $5.75M (3.1%)
10. QEFA SPDR INDEX SHS FDS — $5.12M (2.8%)