Instuitional Investor - Lane & Associates Llc
Fund Profile
Filing Period:
Fund Name: | Lane & Associates Llc |
Portfolio Value | $183,296,874 |
Top 13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | SPY | 41,980 | $25,264,604 | 13.05% | |
2. | Vanguard Index Fds | 53,013 | $15,829,667 | 8.17% | |
3. | Spdr Series Trust | 148,298 | $13,376,504 | 6.91% | |
4. | Ishares Tr - EAFE GRWTH ETF | 76,191 | $7,754,714 | 4% | |
5. | Vanguard Admiral Fds Inc | 31,544 | $5,987,325 | 3.09% |