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  Name: Lane & Associates LLC
  City: MOORESTOWN
  State: NJ
  Zip: 08057
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $158,876,000
  Total Value Change : $21,432,000
  Securities Held Change : 11
   
All Securities Held : 113
  New Positions : 12
  Closed Positions : 2
  Increased Positions : 59
  Unchanged Positions : 4
  Decreased Positions : 38

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Holdings Found : 12     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (VEU)1 Year Chart         VEU Vanguard FTSE All-World ETF 31 New $57.31 $1,138,000 19,408 0.72% 1,138,000 19,408 0.004    Closed - End Fund - F...
   (CALF)1 Year Chart         CALF Pacer Us Small Cap Cash Cow... 40 New $0.00 $974,000 19,815 0.61% 974,000 19,815 0.019    N/A
   (VZ)1 Year Chart         VZ Verizon Communications Inc 94 New $41.15 $274,000 6,521 0.17% 274,000 6,521 0    Telecom Services - Do...
   (CNQ)1 Year Chart         CNQ Canadian Natural Resource (... 97 New $76.83 $261,000 3,423 0.16% 261,000 3,423 0    Independent Oil & Gas
   (UNM)1 Year Chart         UNM Unum Group 101 New $53.86 $244,000 4,548 0.15% 244,000 4,548 0.002    Life & Health Insurance
   (VXUS)1 Year Chart         VXUS Vanguard Total Internationa... 102 New $61.27 $234,000 3,884 0.15% 234,000 3,884 0.002    Closed - End Fund - E...
   (BNDX)1 Year Chart         BNDX Vanguard Total Internationa... 104 New $48.46 $232,000 4,722 0.15% 232,000 4,722 0.001    N/A
   (MDY)1 Year Chart         MDY Standrd Poor Mdcp 400 SPDR 105 New $546.18 $228,000 410 0.14% 228,000 410 0.001    Closed - End Fund - E...
   (EAGG)1 Year Chart         EAGG Ishares Esg Us Aggregate Bo... 107 New $46.36 $224,000 4,750 0.14% 224,000 4,750 0.002    N/A
   (MGV)1 Year Chart         MGV Vanguard Mega Cap 300 Value... 110 New $116.05 $206,000 1,727 0.13% 206,000 1,727 0.002    Closed - End Fund - E...
   (FB)1 Year Chart         FB Meta Platforms Inc 111 New $466.83 $200,000 412 0.13% 200,000 412 0    Internet Service Prov...
   (GRAB)1 Year Chart         GRAB Grab Holdings Ord Shs Class A 113 New $0.00 $39,000 12,375 0.02% 39,000 12,375 0    N/A
      12 Records Found
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