0001754960-24-000142.txt : 20240416 0001754960-24-000142.hdr.sgml : 20240416 20240416133416 ACCESSION NUMBER: 0001754960-24-000142 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240416 DATE AS OF CHANGE: 20240416 EFFECTIVENESS DATE: 20240416 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Lauer Wealth, LLC CENTRAL INDEX KEY: 0001860063 ORGANIZATION NAME: IRS NUMBER: 812709636 STATE OF INCORPORATION: SD FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-23239 FILM NUMBER: 24847033 BUSINESS ADDRESS: STREET 1: 196 E 112 S CITY: VALPARAISO STATE: IN ZIP: 46383 BUSINESS PHONE: 219-243-8129 MAIL ADDRESS: STREET 1: 196 E 112 S CITY: VALPARAISO STATE: IN ZIP: 46383 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001860063 XXXXXXXX 03-31-2024 03-31-2024 Lauer Wealth, LLC

196 E 112 S VALPARAISO IN 46383

13F HOLDINGS REPORT 028-23239 N Aryn Sands 844-844-3453 Aryn Sands Reno NV 04-16-2024 0 42 115134836 false INFORMATION TABLE 2 InformationTableOutput.xml ALPS ETF TRALERIAN MLP00162Q452214128 4553 SH SOLE 0 0 4553 AT&T INCCOM00206R102328511 20007 SH SOLE 0 0 20007 ALPHABET INCCAP STK CL C02079K1071377810 8569 SH SOLE 0 0 8569 APPLE INCCOM037833100479623 2740 SH SOLE 0 0 2740 CVS HEALTH CORPCOM126650100615177 8821 SH SOLE 0 0 8821 CITIZENS FINL GROUP INCCOM174610105413381 12314 SH SOLE 0 0 12314 DEVON ENERGY CORP NEWCOM25179M103314507 5835 SH SOLE 0 0 5835 DIMENSIONAL ETF TRUSTUS CORE EQT MKT25434V1041464442 40600 SH SOLE 0 0 40600 DIMENSIONAL ETF TRUSTEMGR CRE EQT MNG25434V3021679143 67085 SH SOLE 0 0 67085 DIMENSIONAL ETF TRUSTUS TARGETED VLU25434V6091464886 28020 SH SOLE 0 0 28020 DIMENSIONAL ETF TRUSTUS LARGE CAP VAL25434V6666522883 222700 SH SOLE 0 0 222700 DIMENSIONAL ETF TRUSTUS MKTWIDE VALUE25434V724796800 20000 SH SOLE 0 0 20000 INVESCO QQQ TRUNIT SER 146090E10315362654 34494 SH SOLE 0 0 34494 ISHARES TR20 YR TR BD ETF4642874325813147 64727 SH SOLE 0 0 64727 ISHARES TRISHARES BIOTECH4642875561721957 13013 SH SOLE 0 0 13013 ISHARES TRCORE S&P SCP ETF464287804824262 7768 SH SOLE 0 0 7768 ISHARES TRMORNINGSTAR VALU4642881098557720 113857 SH SOLE 0 0 113857 ISHARES TR3 7 YR TREAS BD4642886614826220 42425 SH SOLE 0 0 42425 KINDER MORGAN INC DELCOM49456B101311161 16957 SH SOLE 0 0 16957 MP MATERIALS CORPCOM CL A553368101420252 24292 SH SOLE 0 0 24292 PROSHARES TRULTRAPRO QQQ74347X831270616 4386 SH SOLE 0 0 4386 PUBLIC STORAGECOM74460D109332968 1210 SH SOLE 0 0 1210 QUALCOMM INCCOM747525103801745 4578 SH SOLE 0 0 4578 SPDR S&P 500 ETF TRTR UNIT78462F103366744 708 SH SOLE 0 0 708 SPDR S&P 500 ETF TRTR UNIT78462F10345655 11500 SH PutSOLE 0 0 11500 SPDR SER TRS&P 600 SMCP VAL78464A3001959102 24818 SH SOLE 0 0 24818 SPDR SER TRS&P HOMEBUILD78464A8881239784 11830 SH SOLE 0 0 11830 SOFI TECHNOLOGIES INCCOM83406F102338123 44257 SH SOLE 0 0 44257 SOFI TECHNOLOGIES INCNOTE 10/183406FAB844556 13600 SH CallSOLE 0 0 13600 SOUTHERN COPPER CORPCOM84265V105436457 3732 SH SOLE 0 0 3732 TESLA INCCOM88160R1018427156 48266 SH SOLE 0 0 48266 3M COCOM88579Y101305724 3281 SH SOLE 0 0 3281 US BANCORP DELCOM NEW902973304416559 9937 SH SOLE 0 0 9937 VANGUARD SCOTTSDALE FDSSHRT TRM CORP BD92206C4093335232 43572 SH SOLE 0 0 43572 VANGUARD SCOTTSDALE FDSINT-TERM CORP92206C8706582136 83668 SH SOLE 0 0 83668 VANGUARD INDEX FDSVALUE ETF922908744361427 2279 SH SOLE 0 0 2279 VANGUARD INDEX FDSTOTAL STK MKT9229087691057861 4121 SH SOLE 0 0 4121 VERIZON COMMUNICATIONS INCCOM92343V104417825 10404 SH SOLE 0 0 10404 WALGREENS BOOTS ALLIANCE INCCOM931427108670513 37086 SH SOLE 0 0 37086 WISDOMTREE TRUS MIDCAP FUND97717W5704461841 75933 SH SOLE 0 0 75933 WISDOMTREE TRUS QTLY DIV GRT97717X66913318344 178770 SH SOLE 0 0 178770 WISDOMTREE TRFLOATNG RAT TREA97717Y52716435804 325978 SH SOLE 0 0 325978