Chief Operating Officer

0002018909-25-000001.txt : 20250203 0002018909-25-000001.hdr.sgml : 20250203 20250203135149 ACCESSION NUMBER: 0002018909-25-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20241231 FILED AS OF DATE: 20250203 DATE AS OF CHANGE: 20250203 EFFECTIVENESS DATE: 20250203 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Lane & Associates LLC CENTRAL INDEX KEY: 0002018909 ORGANIZATION NAME: IRS NUMBER: 571180771 STATE OF INCORPORATION: NJ FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-24053 FILM NUMBER: 25581813 BUSINESS ADDRESS: STREET 1: 155 E. 3RD STREET CITY: MOORESTOWN STATE: NJ ZIP: 08057 BUSINESS PHONE: 8566381855 MAIL ADDRESS: STREET 1: 155 E. 3RD STREET CITY: MOORESTOWN STATE: NJ ZIP: 08057 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0002018909 XXXXXXXX 12-31-2024 12-31-2024 Lane & Associates LLC

155 E. 3RD STREET MOORESTOWN NJ 08057

13F HOLDINGS REPORT 028-24053 000165321 N Michael Stringer Chief Operating Officer 856-638-1855 Michael Stringer Moorestown NJ 02-03-2025 0 115 183296874 false INFORMATION TABLE 2 Q4_2024_LaneAssociates_13f.xml ACCURAY INC COM 004397105 25212 11306 SH SOLE 0 0 0 11306 ALPHABET INC CAP STK CL A 02079K305 215387 1056 SH SOLE 0 0 0 1056 ALPHABET INC CAP STK CL C 02079K107 391484 1904 SH SOLE 0 0 0 1904 ALTRIA GROUP INC COM 02209S103 311438 5963 SH SOLE 0 0 0 5963 AMAZON COM INC COM 023135106 840436 3536 SH SOLE 0 0 0 3536 AMGEN INC COM 031162100 427824 1499 SH SOLE 0 0 0 1499 AMPLIFY ETF TR CWP ENHANCED DIV 032108409 604495 14304 SH SOLE 0 0 0 14304 APPLE INC COM 037833100 3934213 16670 SH SOLE 0 0 0 16670 ARES CAPITAL CORP COM 04010L103 210444 8891 SH SOLE 0 0 0 8891 AUTOMATIC DATA PROCESSING IN COM 053015103 861206 2842 SH SOLE 0 0 0 2842 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 208089 444 SH SOLE 0 0 0 444 BLACKROCK INC COM 09290D101 443023 412 SH SOLE 0 0 0 412 BROADCOM INC COM 11135F101 336196 1519 SH SOLE 0 0 0 1519 CANADIAN NAT RES LTD COM 136385101 240584 7927 SH SOLE 0 0 0 7927 CHEVRON CORP NEW COM 166764100 422390 2831 SH SOLE 0 0 0 2831 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 1191452 33402 SH SOLE 0 0 0 33402 DIMENSIONAL ETF TRUST INTERNATNAL VAL 25434V807 5980696 160858 SH SOLE 0 0 0 160858 DIMENSIONAL ETF TRUST GLOBAL CORE PLUS 25434V583 396147 7453 SH SOLE 0 0 0 7453 ELI LILLY & CO COM 532457108 2105951 2596 SH SOLE 0 0 0 2596 EXXON MOBIL CORP COM 30231G102 440416 4123 SH SOLE 0 0 0 4123 FIDELITY COMWLTH TR NASDAQ COMPSIT 315912808 1063527 13778 SH SOLE 0 0 0 13778 FIGS INC CL A 30260D103 85919 15100 SH SOLE 0 0 0 15100 FIRST TR EXCHNG TRADED FD VI VEST LADDERED SM 33740F243 239991 11029 SH SOLE 0 0 0 11029 FIRST TR EXCHNG TRADED FD VI FT VEST LADDERED 33740F169 237979 12305 SH SOLE 0 0 0 12305 FIRST TR EXCHNG TRADED FD VI FT VEST LADDERED 33740U752 436939 13680 SH SOLE 0 0 0 13680 FIRST TR EXCHNG TRADED FD VI FT VEST LADDERED 33740F755 1206206 38935 SH SOLE 0 0 0 38935 GOLDMAN SACHS GROUP INC COM 38141G104 452914 707 SH SOLE 0 0 0 707 GRAB HOLDINGS LIMITED CLASS A ORD G4124C109 58326 12735 SH SOLE 0 0 0 12735 HARTFORD FINL SVCS GROUP INC COM 416515104 422264 3785 SH SOLE 0 0 0 3785 HOME DEPOT INC COM 437076102 342147 830 SH SOLE 0 0 0 830 INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF 46138G649 623327 2899 SH SOLE 0 0 0 2899 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 523523 2889 SH SOLE 0 0 0 2889 INVESCO EXCHANGE TRADED FD T BUYBACK ACHIEV 46137V308 555098 4634 SH SOLE 0 0 0 4634 INVESCO QQQ TR UNIT SER 1 46090E103 947716 1815 SH SOLE 0 0 0 1815 ISHARES GOLD TR ISHARES NEW 464285204 353542 6687 SH SOLE 0 0 0 6687 ISHARES INC MSCI EMRG CHN 46434G764 2286446 40525 SH SOLE 0 0 0 40525 ISHARES INC CORE MSCI EMKT 46434G103 816261 15404 SH SOLE 0 0 0 15404 ISHARES TR CORE MSCI TOTAL 46432F834 1616821 23638 SH SOLE 0 0 0 23638 ISHARES TR CORE MSCI EAFE 46432F842 2638126 35854 SH SOLE 0 0 0 35854 ISHARES TR AGGRES ALLOC ETF 464289859 475736 6063 SH SOLE 0 0 0 6063 ISHARES TR 0-5YR HI YL CP 46434V407 926426 21460 SH SOLE 0 0 0 21460 ISHARES TR CORE HIGH DV ETF 46429B663 2185228 19065 SH SOLE 0 0 0 19065 ISHARES TR US TREAS BD ETF 46429B267 670420 29691 SH SOLE 0 0 0 29691 ISHARES TR US INFRASTRUC 46435U713 980110 20669 SH SOLE 0 0 0 20669 ISHARES TR CORE DIV GRWTH 46434V621 479222 7550 SH SOLE 0 0 0 7550 ISHARES TR EXPONENTIAL TECH 46434V381 563146 9074 SH SOLE 0 0 0 9074 ISHARES TR EAFE GRWTH ETF 464288885 7754714 76191 SH SOLE 0 0 0 76191 ISHARES TR 10-20 YR TRS ETF 464288653 312082 3113 SH SOLE 0 0 0 3113 ISHARES TR MBS ETF 464288588 455106 4937 SH SOLE 0 0 0 4937 ISHARES TR PFD AND INCM SEC 464288687 518826 16310 SH SOLE 0 0 0 16310 ISHARES TR MSCI EMG MKT ETF 464287234 355663 8325 SH SOLE 0 0 0 8325 ISHARES TR SELECT DIVID ETF 464287168 274523 2037 SH SOLE 0 0 0 2037 ISHARES TR CORE S&P MCP ETF 464287507 1790048 27688 SH SOLE 0 0 0 27688 ISHARES TR CORE S&P SCP ETF 464287804 1730117 14608 SH SOLE 0 0 0 14608 ISHARES TR SP SMCP600VL ETF 464287879 451502 4087 SH SOLE 0 0 0 4087 ISHARES TR S&P 500 VAL ETF 464287408 2769230 14116 SH SOLE 0 0 0 14116 ISHARES TR CORE S&P500 ETF 464287200 2549849 4217 SH SOLE 0 0 0 4217 ISHARES TR S&P 500 GRWT ETF 464287309 2568939 24656 SH SOLE 0 0 0 24656 ISHARES TR MSCI EAFE ETF 464287465 3309710 41768 SH SOLE 0 0 0 41768 ISHARES TR RUS 2000 GRW ETF 464287648 2258025 7605 SH SOLE 0 0 0 7605 ISHARES TR 20 YR TR BD ETF 464287432 1084508 12358 SH SOLE 0 0 0 12358 ISHARES TR IBOXX INV CP ETF 464287242 628045 5844 SH SOLE 0 0 0 5844 ISHARES TR GLOBAL 100 ETF 464287572 373716 3656 SH SOLE 0 0 0 3656 ISHARES TR U.S. TECH ETF 464287721 2554939 16001 SH SOLE 0 0 0 16001 J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 46641Q332 363034 6156 SH SOLE 0 0 0 6156 JANUS DETROIT STR TR HENDRSON AAA CL 47103U845 4337209 84977 SH SOLE 0 0 0 84977 JOHNSON & JOHNSON COM 478160104 593766 3903 SH SOLE 0 0 0 3903 JPMORGAN CHASE & CO. COM 46625H100 719223 2691 SH SOLE 0 0 0 2691 KROGER CO COM 501044101 328630 5331 SH SOLE 0 0 0 5331 LOWES COS INC COM 548661107 443299 1705 SH SOLE 0 0 0 1705 MCDONALDS CORP COM 580135101 269781 934 SH SOLE 0 0 0 934 MERCK & CO INC COM 58933Y105 458630 4641 SH SOLE 0 0 0 4641 META PLATFORMS INC CL A 30303M102 313046 454 SH SOLE 0 0 0 454 MICROSOFT CORP COM 594918104 5177342 12474 SH SOLE 0 0 0 12474 MORGAN STANLEY COM NEW 617446448 399988 2889 SH SOLE 0 0 0 2889 NVIDIA CORPORATION COM 67066G104 1579562 13155 SH SOLE 0 0 0 13155 PACER FDS TR US LRG CP CASH 69374H360 237600 7013 SH SOLE 0 0 0 7013 PACER FDS TR US CASH COWS 100 69374H881 4185151 72096 SH SOLE 0 0 0 72096 PACER FDS TR PACER US SMALL 69374H857 2586736 58643 SH SOLE 0 0 0 58643 PACER FDS TR GLOBL CASH ETF 69374H709 1120576 32293 SH SOLE 0 0 0 32293 PEPSICO INC COM 713448108 316373 2099 SH SOLE 0 0 0 2099 PERPETUA RESOURCES CORP COM 714266103 188647 15987 SH SOLE 0 0 0 15987 PROCTER AND GAMBLE CO COM 742718109 2276103 13712 SH SOLE 0 0 0 13712 REGIONS FINANCIAL CORP NEW COM 7591EP100 316706 12853 SH SOLE 0 0 0 12853 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 421430 15143 SH SOLE 0 0 0 15143 SHOPIFY INC CL A 82509L107 203115 1739 SH SOLE 0 0 0 1739 SNAP ON INC COM 833034101 335770 945 SH SOLE 0 0 0 945 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 926237 2080 SH SOLE 0 0 0 2080 SPDR GOLD TR GOLD SHS 78463V107 207882 804 SH SOLE 0 0 0 804 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 335520 8663 SH SOLE 0 0 0 8663 SPDR INDEX SHS FDS MSCI EAFE STRTGC 78463X434 5068447 66928 SH SOLE 0 0 0 66928 SPDR S&P 500 ETF TR TR UNIT 78462F103 25264604 41980 SH SOLE 0 0 0 41980 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 361772 612 SH SOLE 0 0 0 612 SPDR SER TR S&P 600 SMCP GRW 78464A201 1320628 14066 SH SOLE 0 0 0 14066 SPDR SER TR PRTFLO S&P500 GW 78464A409 13376504 148298 SH SOLE 0 0 0 148298 TESLA INC COM 88160R101 605282 1496 SH SOLE 0 0 0 1496 TEXAS INSTRS INC COM 882508104 306377 1660 SH SOLE 0 0 0 1660 THE TRADE DESK INC COM CL A 88339J105 505102 4256 SH SOLE 0 0 0 4256 UNITED PARCEL SERVICE INC CL B 911312106 261812 2292 SH SOLE 0 0 0 2292 UNUM GROUP COM 91529Y106 392101 5142 SH SOLE 0 0 0 5142 VANGUARD ADMIRAL FDS INC 500 GRTH IDX F 921932505 422445 1125 SH SOLE 0 0 0 1125 VANGUARD ADMIRAL FDS INC 500 VAL IDX FD 921932703 5987325 31544 SH SOLE 0 0 0 31544 VANGUARD INDEX FDS VALUE ETF 922908744 1698124 9610 SH SOLE 0 0 0 9610 VANGUARD INDEX FDS MID CAP ETF 922908629 3110502 11286 SH SOLE 0 0 0 11286 VANGUARD INDEX FDS SM CP VAL ETF 922908611 632018 3078 SH SOLE 0 0 0 3078 VANGUARD INDEX FDS SML CP GRW ETF 922908595 718282 2461 SH SOLE 0 0 0 2461 VANGUARD INDEX FDS SMALL CP ETF 922908751 3498663 14015 SH SOLE 0 0 0 14015 VANGUARD INDEX FDS GROWTH ETF 922908736 1605305 3837 SH SOLE 0 0 0 3837 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 829692 1499 SH SOLE 0 0 0 1499 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 641404 2372 SH SOLE 0 0 0 2372 VANGUARD INDEX FDS TOTAL STK MKT 922908769 15829667 53013 SH SOLE 0 0 0 53013 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 1152252 19408 SH SOLE 0 0 0 19408 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 367977 7340 SH SOLE 0 0 0 7340 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 393671 1947 SH SOLE 0 0 0 1947 VANGUARD STAR FDS VG TL INTL STK F 921909768 250490 4112 SH SOLE 0 0 0 4112 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 5158091 38970 SH SOLE 0 0 0 38970 VANGUARD WORLD FD MEGA GRWTH IND 921910816 642242 1845 SH SOLE 0 0 0 1845 VANGUARD WORLD FD INF TECH ETF 92204A702 202531 328 SH SOLE 0 0 0 328 VERIZON COMMUNICATIONS INC COM 92343V104 339264 8613 SH SOLE 0 0 0 8613 VISA INC COM CL A 92826C839 881493 2579 SH SOLE 0 0 0 2579 WISDOMTREE TR US QTLY DIV GRT 97717X669 548780 6588 SH SOLE 0 0 0 6588