Lane & Associates LLC - Portfolio overview

Lane & Associates LLC has 115 reported holdings in this dataset, with the latest filing dated 2025-05-01.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Defensive.

Largest reported holdings by portfolio allocation

1. VTI - VANGUARD INDEX FDS, 8.19%
2. SPYG - SPDR SER TR, 6.87%
3. SCHX - SCHWAB STRATEGIC TR, 6.20%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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