Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LANE & ASSOCIATES LLC | 04-12-2024 | 12-31-2022 | 92 | 105,538,662 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TR | TR UNIT | 1 | $20,458,973 | 39,113 | 0.01 | 0.01 | 1,075 | 2.83 | 03-31-2024 |
| VANGUARD ADMIRAL FDS INC | 500 VAL IDX FD | 2 | $8,525,285 | 47,239 | 0.01 | 0.01 | 844 | 1.82 | 03-31-2024 |
| SPDR INDEX SHS FDS | MSCI EAFE STRTGC | 3 | $6,956,711 | 91,427 | 0.00 | 0.00 | 868 | 0.96 | 03-31-2024 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 4 | $10,602,738 | 40,795 | 0.01 | 0.01 | 11,726 | 40.34 | 03-31-2024 |
