Lane & Associates LLC
data from 31/03/2025
Capitalization
$ 185.518 M
-4.14 %
Performance
$ 34.241 M
27.47 %
| Date | Ticket | Name | Weight | Capitalization | Share number | First added | Performance ($) | Performance (%) |
|---|---|---|---|---|---|---|---|---|
| 2025/03/31 | VTI | VANGUARD INDEX FDS | 8.19% | 15.201 M $ | 55309 | 2022/12/31 | -793.604 K $ | -5.01 % |
| 2025/03/31 | SPYG | SPDR SER TR | 6.87% | 12.739 M $ | 158500 | 2022/12/31 | -1.117 M $ | -8.35 % |
| 2025/03/31 | SCHX | SCHWAB STRATEGIC TR | 6.20% | 11.506 M $ | 521086 | 2025/03/31 | 0.000 $ | 0.00 % |
| 2025/03/31 | SPY | SPDR S&P 500 ETF TR | 5.96% | 11.057 M $ | 19765 | 2022/12/31 | -1.120 M $ | -4.43 % |
| 2025/03/31 | EFG | ISHARES TR | 3.26% | 6.044 M $ | 60440 | 2022/12/31 | 241.525 K $ | 3.11 % |
| 2025/03/31 | DFIV | DIMENSIONAL ETF TRUST | 3.25% | 6.032 M $ | 153257 | 2022/12/31 | 624.129 K $ | 10.44 % |
| 2025/03/31 | IEFA | ISHARES TR | 3.24% | 6.009 M $ | 79434 | 2022/12/31 | 192.535 K $ | 7.30 % |
| 2025/03/31 | VYM | VANGUARD WHITEHALL FDS | 3.23% | 5.990 M $ | 46450 | 2022/12/31 | 53.388 K $ | 1.04 % |
| 2025/03/31 | VOOV | VANGUARD ADMIRAL FDS INC | 3.10% | 5.747 M $ | 31202 | 2022/12/31 | -10.094 K $ | -0.17 % |
| 2025/03/31 | QEFA | SPDR INDEX SHS FDS | 2.76% | 5.121 M $ | 64860 | 2022/12/31 | 431.685 K $ | 8.52 % |
| 2025/03/31 | MSFT | MICROSOFT CORP | 2.51% | 4.662 M $ | 12420 | 2022/12/31 | -575.176 K $ | -11.11 % |
| 2025/03/31 | JAAA | JANUS DETROIT STR TR | 2.31% | 4.292 M $ | 84630 | 2022/12/31 | 0.000 $ | 0.00 % |
| 2025/03/31 | COWZ | PACER FDS TR | 2.17% | 4.024 M $ | 73481 | 2023/06/30 | -124.005 K $ | -2.96 % |
| 2025/03/31 | AAPL | APPLE INC | 2.02% | 3.740 M $ | 16836 | 2022/12/31 | -471.594 K $ | -11.99 % |
| 2025/03/31 | EFA | ISHARES TR | 1.83% | 3.390 M $ | 41476 | 2022/12/31 | 255.620 K $ | 7.72 % |
| 2025/03/31 | VB | VANGUARD INDEX FDS | 1.64% | 3.034 M $ | 13683 | 2022/12/31 | -259.697 K $ | -7.42 % |
| 2025/03/31 | PG | PROCTER AND GAMBLE CO | 1.57% | 2.915 M $ | 17107 | 2024/06/30 | 37.982 K $ | 1.67 % |
| 2025/03/31 | VO | VANGUARD INDEX FDS | 1.52% | 2.823 M $ | 10916 | 2022/12/31 | -62.185 K $ | -2.00 % |
| 2025/03/31 | IVE | ISHARES TR | 1.43% | 2.652 M $ | 13913 | 2022/12/31 | -4.234 K $ | -0.15 % |
| 2025/03/31 | IVV | ISHARES TR | 1.33% | 2.473 M $ | 4401 | 2022/12/31 | -112.931 K $ | -4.43 % |
| 2025/03/31 | CALF | PACER FDS TR | 1.28% | 2.382 M $ | 63531 | 2024/03/31 | -381.765 K $ | -14.76 % |
| 2025/03/31 | HDV | ISHARES TR | 1.26% | 2.336 M $ | 19289 | 2022/12/31 | 168.915 K $ | 7.73 % |
| 2025/03/31 | EMXC | ISHARES INC | 1.25% | 2.322 M $ | 42150 | 2024/09/30 | -14.588 K $ | -0.64 % |
| 2025/03/31 | IYW | ISHARES TR | 1.25% | 2.319 M $ | 16514 | 2023/03/31 | -305.299 K $ | -11.95 % |
| 2025/03/31 | IVW | ISHARES TR | 1.21% | 2.252 M $ | 24255 | 2022/12/31 | -214.507 K $ | -8.35 % |
| 2025/03/31 | LLY | ELI LILLY & CO | 1.13% | 2.095 M $ | 2537 | 2022/12/31 | 139.950 K $ | 6.65 % |
| 2025/03/31 | IWO | ISHARES TR | 1.11% | 2.057 M $ | 8049 | 2023/09/30 | -245.565 K $ | -10.88 % |
| 2025/03/31 | VTV | VANGUARD INDEX FDS | 1.02% | 1.895 M $ | 10971 | 2022/12/31 | 33.058 K $ | 1.95 % |
| 2025/03/31 | IJH | ISHARES TR | 0.88% | 1.624 M $ | 27833 | 2022/12/31 | -109.644 K $ | -6.13 % |
| 2025/03/31 | IJR | ISHARES TR | 0.87% | 1.606 M $ | 15362 | 2022/12/31 | -155.575 K $ | -8.99 % |
| 2025/03/31 | VUG | VANGUARD INDEX FDS | 0.82% | 1.523 M $ | 4107 | 2022/12/31 | -152.021 K $ | -9.47 % |
| 2025/03/31 | BUFR | FIRST TR EXCHNG TRADED FD VI | 0.82% | 1.513 M $ | 50967 | 2024/12/31 | -30.369 K $ | -2.52 % |
| 2025/03/31 | IXUS | ISHARES TR | 0.81% | 1.494 M $ | 21396 | 2022/12/31 | 86.751 K $ | 5.37 % |
| 2025/03/31 | NVDA | NVIDIA CORPORATION | 0.76% | 1.403 M $ | 12942 | 2023/09/30 | -340.846 K $ | -21.58 % |
| 2025/03/31 | GCOW | PACER FDS TR | 0.69% | 1.278 M $ | 34566 | 2023/03/31 | 104.629 K $ | 9.34 % |
| 2025/03/31 | SCHZ | SCHWAB STRATEGIC TR | 0.67% | 1.251 M $ | 54021 | 2025/03/31 | 0.000 $ | 0.00 % |
| 2025/03/31 | DFAC | DIMENSIONAL ETF TRUST | 0.64% | 1.183 M $ | 35848 | 2022/12/31 | -53.443 K $ | -4.49 % |
| 2025/03/31 | SLYG | SPDR SER TR | 0.63% | 1.172 M $ | 14121 | 2022/12/31 | -103.385 K $ | -7.83 % |
| 2025/03/31 | VEU | VANGUARD INTL EQUITY INDEX F | 0.62% | 1.157 M $ | 19072 | 2024/03/31 | 63.076 K $ | 5.47 % |
| 2025/03/31 | ONEQ | FIDELITY COMWLTH TR | 0.51% | 954.449 K $ | 14023 | 2022/12/31 | -110.086 K $ | -10.35 % |
| 2025/03/31 | VOO | VANGUARD INDEX FDS | 0.49% | 909.756 K $ | 1770 | 2022/12/31 | -37.325 K $ | -4.50 % |
| 2025/03/31 | V | VISA INC | 0.48% | 896.593 K $ | 2558 | 2022/12/31 | 88.769 K $ | 10.07 % |
| 2025/03/31 | DIA | SPDR DOW JONES INDL AVERAGE | 0.47% | 872.788 K $ | 2079 | 2022/12/31 | -11.689 K $ | -1.26 % |
| 2025/03/31 | ADP | AUTOMATIC DATA PROCESSING IN | 0.47% | 865.007 K $ | 2831 | 2024/06/30 | 36.377 K $ | 4.22 % |
| 2025/03/31 | QQQ | INVESCO QQQ TR | 0.46% | 858.850 K $ | 1832 | 2022/12/31 | -76.792 K $ | -8.10 % |
| 2025/03/31 | IEMG | ISHARES INC | 0.43% | 803.974 K $ | 14897 | 2023/03/31 | 26.957 K $ | 3.30 % |
| 2025/03/31 | TLH | ISHARES TR | 0.40% | 743.633 K $ | 7168 | 2023/03/31 | 13.105 K $ | 4.20 % |
| 2025/03/31 | AMZN | AMAZON COM INC | 0.37% | 690.263 K $ | 3628 | 2022/12/31 | -103.003 K $ | -12.26 % |
| 2025/03/31 | JNJ | JOHNSON & JOHNSON | 0.36% | 660.934 K $ | 3985 | 2022/12/31 | 82.821 K $ | 13.95 % |
| 2025/03/31 | JPM | JPMORGAN CHASE & CO. | 0.35% | 647.518 K $ | 2640 | 2023/03/31 | 15.042 K $ | 2.09 % |
| 2025/03/31 | VBK | VANGUARD INDEX FDS | 0.34% | 634.126 K $ | 2519 | 2022/12/31 | -69.621 K $ | -9.69 % |
| 2025/03/31 | LQD | ISHARES TR | 0.33% | 620.187 K $ | 5706 | 2023/09/30 | 10.811 K $ | 1.72 % |
| 2025/03/31 | SCHD | SCHWAB STRATEGIC TR | 0.33% | 611.622 K $ | 21875 | 2024/12/31 | 9.691 K $ | 2.30 % |
| 2025/03/31 | DIVO | AMPLIFY ETF TR | 0.32% | 585.466 K $ | 14360 | 2023/12/31 | 4.148 K $ | 0.69 % |
| 2025/03/31 | MGK | VANGUARD WORLD FD | 0.31% | 569.828 K $ | 1845 | 2024/09/30 | -63.707 K $ | -9.92 % |
| 2025/03/31 | IAU | ISHARES GOLD TR | 0.31% | 568.787 K $ | 9647 | 2024/12/31 | 63.192 K $ | 17.87 % |
| 2025/03/31 | VBR | VANGUARD INDEX FDS | 0.31% | 568.419 K $ | 3051 | 2022/12/31 | -36.597 K $ | -5.79 % |
| 2025/03/31 | VOT | VANGUARD INDEX FDS | 0.30% | 555.992 K $ | 2273 | 2022/12/31 | -21.608 K $ | -3.37 % |
| 2025/03/31 | DGRW | WISDOMTREE TR | 0.28% | 526.118 K $ | 6588 | 2023/03/31 | -7.049 K $ | -1.28 % |
| 2025/03/31 | DGRO | ISHARES TR | 0.28% | 525.853 K $ | 8512 | 2022/12/31 | 3.321 K $ | 0.69 % |
| 2025/03/31 | BUFQ | FIRST TR EXCHNG TRADED FD VI | 0.28% | 512.995 K $ | 17180 | 2024/12/31 | -21.477 K $ | -4.92 % |
| 2025/03/31 | XT | ISHARES TR | 0.28% | 511.288 K $ | 8883 | 2022/12/31 | -19.055 K $ | -3.38 % |
| 2025/03/31 | PKW | INVESCO EXCHANGE TRADED FD T | 0.27% | 506.968 K $ | 4500 | 2022/12/31 | -11.399 K $ | -2.05 % |
| 2025/03/31 | QQQM | INVESCO EXCH TRADED FD TR II | 0.27% | 492.203 K $ | 2550 | 2022/12/31 | -50.529 K $ | -8.11 % |
| 2025/03/31 | RSP | INVESCO EXCHANGE TRADED FD T | 0.26% | 491.106 K $ | 2835 | 2023/09/30 | -5.778 K $ | -1.10 % |
| 2025/03/31 | AMGN | AMGEN INC | 0.26% | 487.077 K $ | 1563 | 2023/03/31 | 76.314 K $ | 17.84 % |
| 2025/03/31 | CVX | CHEVRON CORP NEW | 0.26% | 476.985 K $ | 2851 | 2022/12/31 | 63.555 K $ | 15.05 % |
| 2025/03/31 | AOA | ISHARES TR | 0.26% | 473.685 K $ | 6192 | 2022/12/31 | -666.000 $ | -0.14 % |
| 2025/03/31 | XOM | EXXON MOBIL CORP | 0.25% | 471.030 K $ | 3961 | 2022/12/31 | 46.837 K $ | 10.63 % |
| 2025/03/31 | HIG | HARTFORD INSURANCE GROUP INC | 0.25% | 467.629 K $ | 3779 | 2022/12/31 | 54.239 K $ | 12.84 % |
| 2025/03/31 | TSLA | TESLA INC | 0.24% | 442.127 K $ | 1706 | 2024/09/30 | -216.441 K $ | -35.76 % |
| 2025/03/31 | MRK | MERCK & CO INC | 0.23% | 431.841 K $ | 4811 | 2022/12/31 | -45.110 K $ | -9.84 % |
| 2025/03/31 | DFGP | DIMENSIONAL ETF TRUST | 0.22% | 412.921 K $ | 7728 | 2024/09/30 | 4.471 K $ | 1.13 % |
| 2025/03/31 | LOW | LOWES COS INC | 0.22% | 409.516 K $ | 1756 | 2024/09/30 | -23.136 K $ | -5.22 % |
| 2025/03/31 | UNM | UNUM GROUP | 0.22% | 408.341 K $ | 5013 | 2024/03/31 | 43.347 K $ | 11.06 % |
| 2025/03/31 | VZ | VERIZON COMMUNICATIONS INC | 0.22% | 405.886 K $ | 8948 | 2024/03/31 | 46.251 K $ | 13.63 % |
| 2025/03/31 | IJS | ISHARES TR | 0.22% | 399.662 K $ | 4100 | 2022/12/31 | -45.488 K $ | -10.07 % |
| 2025/03/31 | EEM | ISHARES TR | 0.21% | 383.782 K $ | 8782 | 2023/12/31 | 15.651 K $ | 4.40 % |
| 2025/03/31 | VIG | VANGUARD SPECIALIZED FUNDS | 0.20% | 378.287 K $ | 1950 | 2022/12/31 | -3.582 K $ | -0.91 % |
| 2025/03/31 | VOOG | VANGUARD ADMIRAL FDS INC | 0.20% | 376.740 K $ | 1126 | 2022/12/31 | -35.527 K $ | -8.41 % |
| 2025/03/31 | GS | GOLDMAN SACHS GROUP INC | 0.20% | 365.848 K $ | 670 | 2023/03/31 | -18.615 K $ | -4.11 % |
| 2025/03/31 | JEPI | J P MORGAN EXCHANGE TRADED F | 0.20% | 363.902 K $ | 6369 | 2024/09/30 | -2.400 K $ | -0.66 % |
| 2025/03/31 | MO | ALTRIA GROUP INC | 0.19% | 357.888 K $ | 5963 | 2022/12/31 | 46.093 K $ | 14.80 % |
| 2025/03/31 | KR | KROGER CO | 0.19% | 355.874 K $ | 5257 | 2023/03/31 | 34.864 K $ | 10.61 % |
| 2025/03/31 | IOO | ISHARES TR | 0.19% | 352.036 K $ | 3656 | 2022/12/31 | -16.378 K $ | -4.38 % |
| 2025/03/31 | MDY | SPDR S&P MIDCAP 400 ETF TR | 0.19% | 348.611 K $ | 653 | 2024/03/31 | -22.093 K $ | -6.11 % |
| 2025/03/31 | PEP | PEPSICO INC | 0.18% | 332.991 K $ | 2221 | 2022/12/31 | -4.449 K $ | -1.41 % |
| 2025/03/31 | HD | HOME DEPOT INC | 0.18% | 329.206 K $ | 898 | 2022/12/31 | -18.675 K $ | -5.46 % |
| 2025/03/31 | COWG | PACER FDS TR | 0.18% | 327.953 K $ | 10651 | 2024/12/31 | -8.766 K $ | -3.69 % |
| 2025/03/31 | MCD | MCDONALDS CORP | 0.18% | 326.489 K $ | 1045 | 2022/12/31 | 20.996 K $ | 7.78 % |
| 2025/03/31 | VTEB | VANGUARD MUN BD FDS | 0.17% | 323.058 K $ | 6511 | 2022/12/31 | -3.743 K $ | -1.02 % |
| 2025/03/31 | SNA | SNAP ON INC | 0.17% | 314.450 K $ | 933 | 2023/03/31 | -2.334 K $ | -0.70 % |
| 2025/03/31 | MS | MORGAN STANLEY | 0.17% | 312.723 K $ | 2680 | 2024/09/30 | -26.145 K $ | -6.54 % |
| 2025/03/31 | TXN | TEXAS INSTRS INC | 0.16% | 305.046 K $ | 1698 | 2023/03/31 | -12.964 K $ | -4.23 % |
| 2025/03/31 | GOOG | ALPHABET INC | 0.16% | 302.200 K $ | 1934 | 2023/09/30 | -65.135 K $ | -16.64 % |
| 2025/03/31 | IFRA | ISHARES TR | 0.16% | 294.159 K $ | 6527 | 2023/09/30 | -25.216 K $ | -2.57 % |
| 2025/03/31 | SPEM | SPDR INDEX SHS FDS | 0.15% | 286.858 K $ | 7286 | 2022/12/31 | 8.663 K $ | 2.58 % |
| 2025/03/31 | BLK | BLACKROCK INC | 0.15% | 285.372 K $ | 302 | 2024/12/31 | -32.395 K $ | -7.31 % |
| 2025/03/31 | AVGO | BROADCOM INC | 0.15% | 281.667 K $ | 1682 | 2024/09/30 | -97.838 K $ | -29.10 % |
| 2025/03/31 | GLD | SPDR GOLD TR | 0.15% | 279.496 K $ | 970 | 2024/12/31 | 36.992 K $ | 17.79 % |