Lane & Associates LLC

MOORESTOWN, NJ · CIK 2018909 · 13F filing filed 2025-05-01

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyMoorestown, NJ

$185.5m reported value -4.1% vs Q4 2024

115positions

46.1%in top 10

3 new 64 added 44 reduced 9 sold out vs Q4 2024

Holdings, Q1 2025

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	55,309	$15.2m8.19%	8.19%	Added +2.3k	+2,296 4.3%
2	SPDR SERIES TRUST PRTFLO S&P500 GW SPYG	SPYG	158,500	$12.7m6.87%	6.87%	Added +10.2k	+10,202 6.9%
3	SCHWAB STRATEGIC TR US LRG CAP ETF SCHX	SCHX	521,086	$11.5m6.20%	6.20%	New
4	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	19,765	$11.1m5.96%	5.96%	Reduced -22.2k	-22,215 -52.9%
5	ISHARES TR EAFE GRWTH ETF EFG	EFG	60,440	$6.0m3.26%	3.26%	Reduced -15.8k	-15,751 -20.7%
6	DIMENSIONAL ETF TRUST INTERNATNAL VAL DFIV	DFIV	153,257	$6.0m3.25%	3.25%	Reduced -7.6k	-7,601 -4.7%
7	ISHARES TR CORE MSCI EAFE IEFA	IEFA	79,434	$6.0m3.24%	3.24%	Added +43.6k	+43,580 121.5%
8	VANGUARD WHITEHALL FDS HIGH DIV YLD VYM	VYM	46,450	$6.0m3.23%	3.23%	Added +7.5k	+7,480 19.2%
9	VANGUARD ADMIRAL FDS INC 500 VAL IDX FD VOOV	VOOV	31,202	$5.7m3.10%	3.10%	Reduced -342	-342 -1.1%
10	SPDR INDEX SHS FDS MSCI EAFE STRTGC QEFA	QEFA	64,860	$5.1m2.76%	2.76%	Reduced -2.1k	-2,068 -3.1%
11	MICROSOFT CORP COM MSFT	MSFT	12,420	$4.7m2.51%	2.51%	Reduced -54	-54 -0.4%
12	JANUS DETROIT STR TR HENDRSON AAA CL JAAA	JAAA	84,630	$4.3m2.31%	2.31%	Reduced -347	-347 -0.4%
13	PACER FDS TR US CASH COWS 100 COWZ	COWZ	73,481	$4.0m2.17%	2.17%	Added +1.4k	+1,385 1.9%
14	APPLE INC COM AAPL	AAPL	16,836	$3.7m2.02%	2.02%	Added +166	+166 1.0%
15	ISHARES TR MSCI EAFE ETF EFA	EFA	41,476	$3.4m1.83%	1.83%	Reduced -292	-292 -0.7%
16	VANGUARD INDEX FDS SMALL CP ETF VB	VB	13,683	$3.0m1.64%	1.64%	Reduced -332	-332 -2.4%
17	PROCTER AND GAMBLE CO COM PG	PG	17,107	$2.9m1.57%	1.57%	Added +3.4k	+3,395 24.8%
18	VANGUARD INDEX FDS MID CAP ETF VO	VO	10,916	$2.8m1.52%	1.52%	Reduced -370	-370 -3.3%
19	ISHARES TR S&P 500 VAL ETF IVE	IVE	13,913	$2.7m1.43%	1.43%	Reduced -203	-203 -1.4%
20	ISHARES TR CORE S&P500 ETF IVV	IVV	4,401	$2.5m1.33%	1.33%	Added +184	+184 4.4%
21	PACER FDS TR PACER US SMALL CALF	CALF	63,531	$2.4m1.28%	1.28%	Added +4.9k	+4,888 8.3%
22	ISHARES TR CORE HIGH DV ETF HDV	HDV	19,289	$2.3m1.26%	1.26%	Added +224	+224 1.2%
23	ISHARES INC MSCI EMRG CHN EMXC	EMXC	42,150	$2.3m1.25%	1.25%	Added +1.6k	+1,625 4.0%
24	ISHARES TR U.S. TECH ETF IYW	IYW	16,514	$2.3m1.25%	1.25%	Added +513	+513 3.2%
25	ISHARES TR S&P 500 GRWT ETF IVW	IVW	24,255	$2.3m1.21%	1.21%	Reduced -401	-401 -1.6%
26	ELI LILLY & CO COM LLY	LLY	2,537	$2.1m1.13%	1.13%	Reduced -59	-59 -2.3%
27	ISHARES TR RUS 2000 GRW ETF IWO	IWO	8,049	$2.1m1.11%	1.11%	Added +444	+444 5.8%
28	VANGUARD INDEX FDS VALUE ETF VTV	VTV	10,971	$1.9m1.02%	1.02%	Added +1.4k	+1,361 14.2%
29	ISHARES TR CORE S&P MCP ETF IJH	IJH	27,833	$1.6m0.88%	0.88%	Added +145	+145 0.5%
30	ISHARES TR CORE S&P SCP ETF IJR	IJR	15,362	$1.6m0.87%	0.87%	Added +754	+754 5.2%
31	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	4,107	$1.5m0.82%	0.82%	Added +270	+270 7.0%
32	FIRST TR EXCHNG TRADED FD VI FT VEST LADDERED BUFR	BUFR	50,967	$1.5m0.82%	0.82%	Added +12.0k	+12,032 30.9%
33	ISHARES TR CORE MSCI TOTAL IXUS	IXUS	21,396	$1.5m0.81%	0.81%	Reduced -2.2k	-2,242 -9.5%
34	NVIDIA CORPORATION COM NVDA	NVDA	12,942	$1.4m0.76%	0.76%	Reduced -213	-213 -1.6%
35	PACER FDS TR GLOBL CASH ETF GCOW	GCOW	34,566	$1.3m0.69%	0.69%	Added +2.3k	+2,273 7.0%
36	SCHWAB STRATEGIC TR US AGGREGATE B SCHZ	SCHZ	54,021	$1.3m0.67%	0.67%	New
37	DIMENSIONAL ETF TRUST US CORE EQUITY 2 DFAC	DFAC	35,848	$1.2m0.64%	0.64%	Added +2.4k	+2,446 7.3%
38	SPDR SERIES TRUST S&P 600 SMCP GRW SLYG	SLYG	14,121	$1.2m0.63%	0.63%	Added +55	+55 0.4%
39	VANGUARD INTL EQUITY INDEX F ALLWRLD EX US VEU	VEU	19,072	$1.2m0.62%	0.62%	Reduced -336	-336 -1.7%
40	FIDELITY COMWLTH TR NASDAQ COMPSIT ONEQ	ONEQ	14,023	$954.4k0.51%	0.51%	Added +245	+245 1.8%
41	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	1,770	$909.8k0.49%	0.49%	Added +271	+271 18.1%
42	VISA INC COM CL A V	V	2,558	$896.6k0.48%	0.48%	Reduced -21	-21 -0.8%
43	SPDR DOW JONES INDL AVERAGE UT SER 1 DIA	DIA	2,079	$872.8k0.47%	0.47%	Reduced -1	-1 -0.1%
44	AUTOMATIC DATA PROCESSING IN COM ADP	ADP	2,831	$865.0k0.47%	0.47%	Reduced -11	-11 -0.4%
45	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	1,832	$858.9k0.46%	0.46%	Added +17	+17 0.9%
46	ISHARES INC CORE MSCI EMKT IEMG	IEMG	14,897	$804.0k0.43%	0.43%	Reduced -507	-507 -3.3%
47	ISHARES TR 10-20 YR TRS ETF TLH	TLH	7,168	$743.6k0.40%	0.40%	Added +4.1k	+4,055 130.3%
48	AMAZON COM INC COM AMZN	AMZN	3,628	$690.3k0.37%	0.37%	Added +92	+92 2.6%
49	JOHNSON & JOHNSON COM JNJ	JNJ	3,985	$660.9k0.36%	0.36%	Added +82	+82 2.1%
50	JPMORGAN CHASE & CO COM JPM	JPM	2,640	$647.5k0.35%	0.35%	Reduced -51	-51 -1.9%
51	VANGUARD INDEX FDS SML CP GRW ETF VBK	VBK	2,519	$634.1k0.34%	0.34%	Added +58	+58 2.4%
52	ISHARES TR IBOXX INV CP ETF LQD	LQD	5,706	$620.2k0.33%	0.33%	Reduced -138	-138 -2.4%
53	SCHWAB STRATEGIC TR US DIVIDEND EQ SCHD	SCHD	21,875	$611.6k0.33%	0.33%	Added +6.7k	+6,732 44.5%
54	AMPLIFY ETF TR CWP ENHANCED DIV DIVO	DIVO	14,360	$585.5k0.32%	0.32%	Added +56	+56 0.4%
55	VANGUARD WORLD FD MEGA GRWTH IND MGK	MGK	1,845	$569.8k0.31%	0.31%	Unchanged
56	ISHARES GOLD TR ISHARES NEW IAU	IAU	9,647	$568.8k0.31%	0.31%	Added +3.0k	+2,960 44.3%
57	VANGUARD INDEX FDS SM CP VAL ETF VBR	VBR	3,051	$568.4k0.31%	0.31%	Reduced -27	-27 -0.9%
58	VANGUARD INDEX FDS MCAP GR IDXVIP VOT	VOT	2,273	$556.0k0.30%	0.30%	Reduced -99	-99 -4.2%
59	WISDOMTREE TR US QTLY DIV GRT DGRW	DGRW	6,588	$526.1k0.28%	0.28%	Unchanged
60	ISHARES TR CORE DIV GRWTH DGRO	DGRO	8,512	$525.9k0.28%	0.28%	Added +962	+962 12.7%
61	FIRST TR EXCHNG TRADED FD VI FT VEST LADDERED BUFQ	BUFQ	17,180	$513.0k0.28%	0.28%	Added +3.5k	+3,500 25.6%
62	ISHARES TR EXPONENTIAL TECH XT	XT	8,883	$511.3k0.28%	0.28%	Reduced -191	-191 -2.1%
63	INVESCO EXCHANGE TRADED FD T BUYBACK ACHIEV PKW	PKW	4,500	$507.0k0.27%	0.27%	Reduced -134	-134 -2.9%
64	INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF QQQM	QQQM	2,550	$492.2k0.27%	0.27%	Reduced -349	-349 -12.0%
65	INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT RSP	RSP	2,835	$491.1k0.26%	0.26%	Reduced -54	-54 -1.9%
66	AMGEN INC COM AMGN	AMGN	1,563	$487.1k0.26%	0.26%	Added +64	+64 4.3%
67	CHEVRON CORP NEW COM CVX	CVX	2,851	$477.0k0.26%	0.26%	Added +20	+20 0.7%
68	ISHARES TR AGGRES ALLOC ETF AOA	AOA	6,192	$473.7k0.26%	0.26%	Added +129	+129 2.1%
69	EXXON MOBIL CORP COM XOM	XOM	3,961	$471.0k0.25%	0.25%	Reduced -162	-162 -3.9%
70	HARTFORD INSURANCE GROUP INC COM HIG	HIG	3,779	$467.6k0.25%	0.25%	Reduced -6	-6 -0.2%
71	TESLA INC COM TSLA	TSLA	1,706	$442.1k0.24%	0.24%	Added +210	+210 14.0%
72	MERCK & CO INC COM MRK	MRK	4,811	$431.8k0.23%	0.23%	Added +170	+170 3.7%
73	DIMENSIONAL ETF TRUST GLOBAL CORE PLUS DFGP	DFGP	7,728	$412.9k0.22%	0.22%	Added +275	+275 3.7%
74	LOWES COS INC COM LOW	LOW	1,756	$409.5k0.22%	0.22%	Added +51	+51 3.0%
75	UNUM GROUP COM UNM	UNM	5,013	$408.3k0.22%	0.22%	Reduced -129	-129 -2.5%
76	VERIZON COMMUNICATIONS INC COM VZ	VZ	8,948	$405.9k0.22%	0.22%	Added +335	+335 3.9%
77	ISHARES TR SP SMCP600VL ETF IJS	IJS	4,100	$399.7k0.22%	0.22%	Added +13	+13 0.3%
78	ISHARES TR MSCI EMG MKT ETF EEM	EEM	8,782	$383.8k0.21%	0.21%	Added +457	+457 5.5%
79	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	1,950	$378.3k0.20%	0.20%	Added +3	+3 0.1%
80	VANGUARD ADMIRAL FDS INC 500 GRTH IDX F VOOG	VOOG	1,126	$376.7k0.20%	0.20%	Added +1	+1 0.1%
81	GOLDMAN SACHS GROUP INC COM GS	GS	670	$365.8k0.20%	0.20%	Reduced -37	-37 -5.2%
82	J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM JEPI	JEPI	6,369	$363.9k0.20%	0.20%	Added +213	+213 3.5%
83	ALTRIA GROUP INC COM MO	MO	5,963	$357.9k0.19%	0.19%	Unchanged
84	KROGER CO COM KR	KR	5,257	$355.9k0.19%	0.19%	Reduced -74	-74 -1.4%
85	ISHARES TR GLOBAL 100 ETF IOO	IOO	3,656	$352.0k0.19%	0.19%	Unchanged
86	SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP MDY	MDY	653	$348.6k0.19%	0.19%	Added +41	+41 6.7%
87	PEPSICO INC COM PEP	PEP	2,221	$333.0k0.18%	0.18%	Added +122	+122 5.8%
88	HOME DEPOT INC COM HD	HD	898	$329.2k0.18%	0.18%	Added +68	+68 8.2%
89	PACER FDS TR US LRG CP CASH COWG	COWG	10,651	$328.0k0.18%	0.18%	Added +3.6k	+3,638 51.9%
90	MCDONALDS CORP COM MCD	MCD	1,045	$326.5k0.18%	0.18%	Added +111	+111 11.9%
91	VANGUARD MUN BD FDS TAX EXEMPT BD VTEB	VTEB	6,511	$323.1k0.17%	0.17%	Reduced -829	-829 -11.3%
92	SNAP ON INC COM SNA	SNA	933	$314.4k0.17%	0.17%	Reduced -12	-12 -1.3%
93	MORGAN STANLEY COM NEW MS	MS	2,680	$312.7k0.17%	0.17%	Reduced -209	-209 -7.2%
94	TEXAS INSTRS INC COM TXN	TXN	1,698	$305.0k0.16%	0.16%	Added +38	+38 2.3%
95	ALPHABET INC CAP STK CL C GOOG	GOOG	1,934	$302.2k0.16%	0.16%	Added +30	+30 1.6%
96	ISHARES TR US INFRASTRUC IFRA	IFRA	6,527	$294.2k0.16%	0.16%	Reduced -14.1k	-14,142 -68.4%
97	SPDR INDEX SHS FDS PORTFOLIO EMG MK SPEM	SPEM	7,286	$286.9k0.15%	0.15%	Reduced -1.4k	-1,377 -15.9%
98	BLACKROCK INC COM BLK	BLK	302	$285.4k0.15%	0.15%	Reduced -110	-110 -26.7%
99	BROADCOM INC COM AVGO	AVGO	1,682	$281.7k0.15%	0.15%	Added +163	+163 10.7%
100	SPDR GOLD TR GOLD SHS GLD	GLD	970	$279.5k0.15%	0.15%	Added +166	+166 20.6%

Sold out since Q4 2024

Security	Ticker	Shares held before	Value then
ISHARES TR TLT	TLT	12,358	$1.1m12.4k shares
ISHARES TR SHYG	SHYG	21,460	$926.4k21.5k shares
ISHARES TR GOVT	GOVT	29,691	$670.4k29.7k shares
THE TRADE DESK INC TTD	TTD	4,256	$505.1k4.3k shares
ISHARES TR MBB	MBB	4,937	$455.1k4.9k shares
ALPHABET INC GOOGL	GOOGL	1,056	$215.4k1.1k shares
ARES CAPITAL CORP ARCC	ARCC	8,891	$210.4k8.9k shares
SHOPIFY INC SHOP	SHOP	1,739	$203.1k1.7k shares
VANGUARD WORLD FD VGT	VGT	328	$202.5k328 shares