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  Name: Lauer Wealth LLC
  City: VALPARAISO
  State: IN
  Zip: 46383
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $115,046,000
  Total Value Change : $7,063,000
  Securities Held Change : -5
   
All Securities Held : 40
  New Positions : 1
  Closed Positions : 6
  Increased Positions : 15
  Unchanged Positions : 6
  Decreased Positions : 18

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 15     View All Holdings Currently Viewing:  Increased 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
   (USFR)1 Year Chart         USFR Wisdomtree Bloomberg Floati... 1 - $50.43 $16,436,000 325,978 14.29% 4,619,000 91,564 0.062    N/A
   (QQQ)1 Year Chart         QQQ Invesco QQQ Trust Series I 2 - $442.06 $15,363,000 34,494 13.35% 2,865,000 4,860 0.007    Closed - End Fund - Debt
   (DGRW)1 Year Chart         DGRW Wisdomtree Us Dividend Grow... 3 - $75.52 $13,318,000 178,770 11.58% 1,190,000 9,383 0.135    N/A
   (JKF)1 Year Chart         JKF iShares Morningstar Large V... 4 - $76.09 $8,558,000 113,857 7.44% 1,554,000 14,995 0.245    Closed - End Fund - E...
   (TSLA)1 Year Chart         TSLA Tesla Motors Inc 5 - $177.81 $8,427,000 48,266 7.32% -877,000 3,708 0.002    Auto Manufacturers
   (VCSH)1 Year Chart         VCSH Vanguard Scottsdale Funds 11 - $76.88 $3,335,000 43,572 2.9% 187,000 2,860 0.01    N/A
   (DFAE)1 Year Chart         DFAE Dfa Dimensional Emerging Co... 14 - $0.00 $1,679,000 67,085 1.46% 180,000 1,891 0.011    N/A
   (DFAU)1 Year Chart         DFAU Dfa Dimensional Us Core Equ... 16 - $0.00 $1,464,000 40,600 1.27% 477,000 11,266 0.045    N/A
   (VTI)1 Year Chart         VTI Vanguard Total Stock Market... 19 - $258.05 $1,058,000 4,121 0.92% 231,000 684 0    Closed - End Fund - E...
   (MP)1 Year Chart         MP Mp Materials Ord Shs Class A 27 - $16.13 $420,000 24,292 0.37% 77,000 2,888 0.014    N/A
   (SPY)1 Year Chart         SPY Standard & Poors Depository... 31 - $520.84 $367,000 708 0.32% 100,000 155 0    Closed - End Fund - E...
   (SOFI)1 Year Chart         SOFI SoFi Technologies, Inc 33 - $6.94 $338,000 44,257 0.29% 88,000 12,700 0.006    N/A
   (PSA)1 Year Chart         PSA Public Storage Inc 34 - $275.94 $333,000 1,210 0.29% -9,000 44 0.001    REIT - Industrial
   (DVN)1 Year Chart         DVN Devon Energy Corp 36 - $50.12 $315,000 5,835 0.27% 76,000 35 0.001    Independent Oil & Gas
   (MMM)1 Year Chart         MMM 3M Co 38 - $98.93 $306,000 3,281 0.27% -43,000 53 0.001    Conglomerates
      15 Records Found
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