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 |
|---|---|---|---|---|---|---|---|---|---|
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | 51 | $734,557 | 4,021 | 0.00 | 0.00 | 301 | 8.09 | 03-31-2024 |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 52 | $954,346 | 29,870 | 0.00 | 0.00 | 2,235 | 8.09 | 03-31-2024 |
| EXXON MOBIL CORP | COM | 53 | $579,646 | 4,987 | 0.00 | 0.00 | -71 | -1.40 | 03-31-2024 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 54 | $707,278 | 1,471 | 0.00 | 0.00 | 19 | 1.31 | 03-31-2024 |
