Lane & Associates LLC
CIK 2018909 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $185.5M
- Posisi
- 115
- Per tanggal
- 31 Maret 2025 Data per Q1 2025
#6.699 dari 9.443 berdasarkan nilai 13F · top 70.9%
Nilai portofolio QoQ: -4.1% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 46,06%
- Bobot 25 kepemilikan teratas
- 70,65%
- Posisi di atas 1%
- 28
- Jumlah posisi efektif
- 32,8
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q1 2025: 11,07% Perkiraan pembelian $22.693.791 · penjualan $20.972.869
- Posisi baru
- 3
- Meningkat
- 64
- Menurun
- 44
- Tertutup
- 9
Di halaman ini
- Rincian sektor Bagaimana portofolio terbagi di berbagai sektor pasar.
- Portofolio Setiap saham yang dilaporkan dimiliki oleh institusi ini, dari 13F terbarunya.
- Taruhan baru terbesar Posisi baru yang dibuka pada kuartal terakhir.
- Pergerakan Teratas Peningkatan dan penurunan posisi terbesar pada kuartal ini.
- Posisi yang keluar Posisi yang sepenuhnya dijual oleh manajer pada kuartal lalu.
Rincian sektor
Technology
5,6%
Healthcare
2,0%
Consumer products
1,6%
Financial Services
1,0%
Retail
1,0%
Financials
1,0%
Industrials
0,7%
Energy
0,6%
Consumer Discretionary
0,5%
Consumer Staples
0,5%
Communication Services
0,3%
Telecommunication
0,2%
Logistics & Transportation
0,1%
Materials
0,1%
Lainnya/Tidak terpetakan
84,9%
Portofolio lengkap 115 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| VTI | $15.200.997 | 8,19% | 55.309 | $-628.670 | Naik ×1 | ||
| SPYG | $12.738.628 | 6,87% | 158.500 | $-637.876 | Naik ×1 | ||
| SCHX | $11.505.569 | 6,20% | 521.086 | Naik ×1 | |||
| SPY SPY | $11.056.577 | 5,96% | 19.765 | $-14.208.027 | Turun ×1 | ||
| EFG | $6.044.017 | 3,26% | 60.440 | $-1.710.697 | Turun ×1 | ||
| DFIV | $6.032.183 | 3,25% | 153.257 | $51.487 | Turun ×1 | ||
| IEFA | $6.009.206 | 3,24% | 79.434 | $3.371.080 | Naik ×1 | ||
| VYM | $5.990.242 | 3,23% | 46.450 | $832.151 | Naik ×1 | ||
| VOOV | $5.747.019 | 3,10% | 31.202 | $-240.306 | Turun ×1 | ||
| QEFA | $5.121.098 | 2,76% | 64.860 | $52.651 | Turun ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $4.662.377 | 2,51% | 12.420 | $-514.965 | Turun ×1 | ||
| JAAA | $4.291.613 | 2,31% | 84.630 | $-45.596 | Turun ×1 | ||
| COWZ | $4.023.796 | 2,17% | 73.481 | $-161.355 | Naik ×1 | ||
| AAPL Apple Inc. - Common Stock | $3.739.766 | 2,02% | 16.836 | $-194.447 | Naik ×1 | ||
| EFA | $3.389.843 | 1,83% | 41.476 | $80.133 | Turun ×1 | ||
| VB | $3.034.162 | 1,64% | 13.683 | $-464.501 | Turun ×1 | ||
| PG Procter & Gamble Company (The) Common Stock | $2.915.312 | 1,57% | 17.107 | $639.209 | Naik ×1 | ||
| VO | $2.823.080 | 1,52% | 10.916 | $-287.422 | Turun ×1 | ||
| IVE | $2.651.578 | 1,43% | 13.913 | $-117.652 | Turun ×1 | ||
| IVV | $2.472.862 | 1,33% | 4.401 | $-76.987 | Naik ×1 | ||
| CALF | $2.382.425 | 1,28% | 63.531 | $-204.311 | Naik ×1 | ||
| HDV | $2.336.232 | 1,26% | 19.289 | $151.004 | Naik ×1 | ||
| EMXC iShares MSCI Emerging Markets ex China ETF | $2.322.018 | 1,25% | 42.150 | $35.572 | Naik ×1 | ||
| IYW | $2.319.216 | 1,25% | 16.514 | $-235.723 | Naik ×1 | ||
| IVW | $2.251.587 | 1,21% | 24.255 | $-317.352 | Turun ×1 | ||
| LLY Eli Lilly and Company Common Stock | $2.094.988 | 1,13% | 2.537 | $-10.963 | Turun ×1 | ||
| IWO | $2.056.798 | 1,11% | 8.049 | $-201.227 | Naik ×1 | ||
| VTV | $1.895.055 | 1,02% | 10.971 | $196.931 | Naik ×1 | ||
| IJH | $1.624.043 | 0,88% | 27.833 | $-166.005 | Naik ×1 | ||
| IJR | $1.606.387 | 0,87% | 15.362 | $-123.730 | Naik ×1 | ||
| VUG | $1.523.125 | 0,82% | 4.107 | $-82.180 | Naik ×1 | ||
| BUFR | $1.513.210 | 0,82% | 50.967 | $307.004 | Naik ×1 | ||
| IXUS iShares Core MSCI Total International Stock ETF | $1.493.654 | 0,81% | 21.396 | $-123.167 | Turun ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $1.402.635 | 0,76% | 12.942 | $-176.927 | Turun ×1 | ||
| GCOW | $1.278.237 | 0,69% | 34.566 | $157.661 | Naik ×1 | ||
| SCHZ | $1.251.126 | 0,67% | 54.021 | Naik ×1 | |||
| DFAC | $1.182.611 | 0,64% | 35.848 | $-8.841 | Naik ×1 | ||
| SLYG | $1.172.030 | 0,63% | 14.121 | $-148.598 | Naik ×1 | ||
| VEU | $1.156.908 | 0,62% | 19.072 | $4.656 | Turun ×1 | ||
| ONEQ Fidelity Nasdaq Composite Index ETF | $954.449 | 0,51% | 14.023 | $-109.078 | Naik ×1 | ||
| VOO | $909.756 | 0,49% | 1.770 | $80.064 | Naik ×1 | ||
| V Visa Inc. | $896.593 | 0,48% | 2.558 | $15.100 | Turun ×1 | ||
| DIA | $872.788 | 0,47% | 2.079 | $-53.449 | Turun ×1 | ||
| ADP Automatic Data Processing, Inc. - Common Stock | $865.007 | 0,47% | 2.831 | $3.801 | Turun ×1 | ||
| QQQ Invesco QQQ Trust, Series 1 | $858.850 | 0,46% | 1.832 | $-88.866 | Naik ×1 | ||
| IEMG | $803.974 | 0,43% | 14.897 | $-12.287 | Turun ×1 | ||
| TLH | $743.633 | 0,40% | 7.168 | $431.551 | Naik ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $690.263 | 0,37% | 3.628 | $-150.173 | Naik ×1 | ||
| JNJ Johnson & Johnson Common Stock | $660.934 | 0,36% | 3.985 | $67.168 | Naik ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $647.518 | 0,35% | 2.640 | $-71.705 | Turun ×1 | ||
| VBK | $634.126 | 0,34% | 2.519 | $-84.156 | Naik ×1 | ||
| LQD | $620.187 | 0,33% | 5.706 | $-7.858 | Turun ×1 | ||
| SCHD | $611.622 | 0,33% | 21.875 | $190.192 | Naik ×1 | ||
| DIVO | $585.466 | 0,32% | 14.360 | $-19.029 | Naik ×1 | ||
| MGK | $569.828 | 0,31% | 1.845 | $-72.414 | |||
| IAU | $568.787 | 0,31% | 9.647 | $215.245 | Naik ×1 | ||
| VBR | $568.419 | 0,31% | 3.051 | $-63.599 | Turun ×1 | ||
| VOT | $555.992 | 0,30% | 2.273 | $-85.412 | Turun ×1 | ||
| DGRW WisdomTree U.S. Quality Dividend Growth Fund | $526.118 | 0,28% | 6.588 | $-22.662 | |||
| DGRO | $525.853 | 0,28% | 8.512 | $46.631 | Naik ×1 | ||
| BUFQ | $512.995 | 0,28% | 17.180 | $76.056 | Naik ×1 | ||
| XT iShares Future Exponential Technologies ETF | $511.288 | 0,28% | 8.883 | $-51.858 | Turun ×1 | ||
| PKW Invesco BuyBack Achievers ETF | $506.968 | 0,27% | 4.500 | $-48.130 | Turun ×1 | ||
| QQQM Invesco NASDAQ 100 ETF | $492.203 | 0,27% | 2.550 | $-131.124 | Turun ×1 | ||
| RSP | $491.106 | 0,26% | 2.835 | $-32.417 | Turun ×1 | ||
| AMGN Amgen Inc. - Common Stock | $487.077 | 0,26% | 1.563 | $59.253 | Naik ×1 | ||
| CVX Chevron Corporation Common Stock | $476.985 | 0,26% | 2.851 | $54.595 | Naik ×1 | ||
| AOA | $473.685 | 0,26% | 6.192 | $-2.051 | Naik ×1 | ||
| XOM Exxon Mobil Corporation Common Stock | $471.030 | 0,25% | 3.961 | $30.614 | Turun ×1 | ||
| HIG The Hartford Insurance Group, Inc. Common Stock | $467.629 | 0,25% | 3.779 | $45.365 | Turun ×1 | ||
| TSLA Tesla, Inc. - Common Stock | $442.127 | 0,24% | 1.706 | $-163.155 | Naik ×1 | ||
| MRK Merck & Company, Inc. Common Stock (new) | $431.841 | 0,23% | 4.811 | $-26.789 | Naik ×1 | ||
| DFGP Dimensional Global Core Plus Fixed Income ETF | $412.921 | 0,22% | 7.728 | $16.774 | Naik ×1 | ||
| LOW Lowe's Companies, Inc. Common Stock | $409.516 | 0,22% | 1.756 | $-33.783 | Naik ×1 | ||
| UNM Unum Group Common Stock | $408.341 | 0,22% | 5.013 | $16.240 | Turun ×1 | ||
| VZ Verizon Communications Inc. Common Stock | $405.886 | 0,22% | 8.948 | $66.622 | Naik ×1 | ||
| IJS | $399.662 | 0,22% | 4.100 | $-51.840 | Naik ×1 | ||
| EEM | $383.782 | 0,21% | 8.782 | $28.119 | Naik ×1 | ||
| VIG | $378.287 | 0,20% | 1.950 | $-15.384 | Naik ×1 | ||
| VOOG | $376.740 | 0,20% | 1.126 | $-45.705 | Naik ×1 | ||
| GS Goldman Sachs Group, Inc. (The) Common Stock | $365.848 | 0,20% | 670 | $-87.066 | Turun ×1 | ||
| JEPI | $363.902 | 0,20% | 6.369 | $868 | Naik ×1 | ||
| MO Altria Group, Inc. | $357.888 | 0,19% | 5.963 | $46.450 | |||
| KR Kroger Company (The) Common Stock | $355.874 | 0,19% | 5.257 | $27.244 | Turun ×1 | ||
| IOO | $352.036 | 0,19% | 3.656 | $-21.680 | |||
| MDY | $348.611 | 0,19% | 653 | $-13.161 | Naik ×1 | ||
| PEP PepsiCo, Inc. - Common Stock | $332.991 | 0,18% | 2.221 | $16.618 | Naik ×1 | ||
| HD Home Depot, Inc. (The) Common Stock | $329.206 | 0,18% | 898 | $-12.941 | Naik ×1 | ||
| COWG Pacer US Large Cap Cash Cows Growth Leaders ETF | $327.953 | 0,18% | 10.651 | $90.353 | Naik ×1 | ||
| MCD McDonald's Corporation Common Stock | $326.489 | 0,18% | 1.045 | $56.708 | Naik ×1 | ||
| VTEB | $323.058 | 0,17% | 6.511 | $-44.919 | Turun ×1 | ||
| SNA Snap-On Incorporated Common Stock | $314.450 | 0,17% | 933 | $-21.320 | Turun ×1 | ||
| MS Morgan Stanley Common Stock | $312.723 | 0,17% | 2.680 | $-87.265 | Turun ×1 | ||
| TXN Texas Instruments Incorporated - Common Stock | $305.046 | 0,16% | 1.698 | $-1.331 | Naik ×1 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $302.200 | 0,16% | 1.934 | $-89.284 | Naik ×1 | ||
| IFRA | $294.159 | 0,16% | 6.527 | $-685.951 | Turun ×1 | ||
| SPEM | $286.858 | 0,15% | 7.286 | $-48.662 | Turun ×1 | ||
| BLK BlackRock, Inc. Common Stock | $285.372 | 0,15% | 302 | $-157.651 | Turun ×1 | ||
| AVGO Broadcom Inc. - Common Stock | $281.667 | 0,15% | 1.682 | $-54.529 | Naik ×1 | ||
| GLD | $279.496 | 0,15% | 970 | $71.614 | Naik ×1 | ||
| Tidak ada hasil | |||||||
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
| Sekuritas | Nilai | Saham | % dari portofolio |
|---|---|---|---|
| SCHX | $11.505.569 | 521.086 | 6,20% |
| SCHZ | $1.251.126 | 54.021 | 0,67% |
| HSY | $241.405 | 1.411 | 0,13% |
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| SPY | Dipangkas | -22K | -$14.2M |
| IEFA | Beli lebih banyak | +44K | +$3.4M |
| EFG | Dipangkas | -16K | -$1.7M |
| VYM | Beli lebih banyak | +7K | +$832K |
| IFRA | Dipangkas | -14K | -$686K |
| PG | Beli lebih banyak | +3K | +$639K |
| SPYG | Beli lebih banyak | +10K | -$638K |
| VTI | Beli lebih banyak | +2K | -$629K |
| MSFT | Dipangkas | -54 | -$515K |
| VB | Dipangkas | -332 | -$465K |
Posisi yang keluar
Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan
Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.
| Sekuritas | Kuartal | Saham sebelumnya | Nilai sebelumnya | Harga sejak keluar |
|---|---|---|---|---|
| TLT | 31 Maret 2025 | 12.358 | $1.084.508 | |
| SHYG | 31 Maret 2025 | 21.460 | $926.426 | Tidak lagi dilacak |
| GOVT | 31 Maret 2025 | 29.691 | $670.420 | Tidak lagi dilacak |
| TTD | 31 Maret 2025 | 4.256 | $505.102 | -75,4% |
| MBB | 31 Maret 2025 | 4.937 | $455.106 | |
| GOOGL | 31 Maret 2025 | 1.056 | $215.387 | 121,8% |
| ARCC | 31 Maret 2025 | 8.891 | $210.444 | -10,3% |
| SHOP | 31 Maret 2025 | 1.739 | $203.115 | 52,9% |
| VGT | 31 Maret 2025 | 328 | $202.531 | Tidak lagi dilacak |