Loading…
CIK 0001177416 • 3 13F filings • Mar 13, 2026 – Aug 5, 2026
Import this data to Google Sheets with:
=jivedata("lane-brothers-co-inc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Past 3 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBOTT LABS | COM | $317K | 0.2% | 2,532 SH | New |
| ABBVIE INC | COM | $367K | 0.3%Prev: 0.3% | 1,607 SH | Decreased-8 SH |
| ALPHABET INC | CAP STK CL A | $855K | 0.6%Prev: 0.6% | 2,732 SH | Decreased-4 SH |
| ALPHABET INC | CAP STK CL C | $262K | 0.2%Prev: 0.2% | 834 SH | Decreased+1 SH |
| ALTRIA GROUP INC | COM | $251K | 0.2%Prev: 0.2% | 4,347 SH | Decreased-175 SH |
| AMAZON COM INC | COM | $830K | 0.6%Prev: 0.6% | 3,595 SH | Decreased+43 SH |
| AMERICAN CENTY ETF TR | INTL EQT ETF | $7.6M | 5.5%Prev: 6.3% | 92,918 SH | Decreased-15,841 SH |
| AMERICAN CENTY ETF TR | US EQT ETF | $5.2M | 3.7%Prev: 6.3% | 46,174 SH | Decreased-29,578 SH |
| AMERICAN CENTY ETF TR | US QUALITY GROW | $8.9M | 6.5%Prev: 2.0% | 77,968 SH | Increased+52,019 SH |
| APPLE INC | COM | $2.1M | 1.5%Prev: 1.7% | 7,743 SH | Decreased-1,040 SH |
| BED BATH & BEYOND INC | COM | $142K | 0.1%Prev: 0.1% | 26,000 SH | Decreased-500 SH |
| BELPOINTE PREP LLC | UNIT RP LTD LB A | $402K | 0.3%Prev: 0.2% | 6,187 SH | Increased |
| BLACKROCK ETF TRUST | ISHARES US EQUIT | $1.0M | 0.7%Prev: 0.7% | 16,860 SH | Decreased+1,237 SH |
| BLACKROCK ETF TRUST II | ISHARES FLEXIBLE | $252K | 0.2% | 4,782 SH | New |
| BP PLC | SPONSORED ADR | $214K | 0.2%Prev: 0.2% | 6,148 SH | Decreased-149 SH |
| BROADCOM INC | COM | $352K | 0.3%Prev: 0.2% | 1,018 SH | Decreased+10 SH |
| CAMBRIA ETF TR | CAMBRIA FGN SHR | $1.9M | 1.4%Prev: 1.4% | 57,546 SH | Decreased-1,091 SH |
| CATERPILLAR INC | COM | $209K | 0.2%Prev: 0.3% | 365 SH | Decreased |
| CHEVRON CORP NEW | COM | $283K | 0.2% | 1,855 SH | New |
| COSTCO WHSL CORP NEW | COM | $540K | 0.4% | 626 SH | New |
| DIMENSIONAL ETF TRUST | CORE FIXED INCOM | $247K | 0.2% | 5,796 SH | New |
| DIMENSIONAL ETF TRUST | ULTRASHORT FIXED | $260K | 0.2% | 5,126 SH | New |
| EA SERIES TRUST | FREEDOM 100 EM | $565K | 0.4%Prev: 0.4% | 11,019 SH | Decreased+2,461 SH |
| EXXON MOBIL CORP | COM | $324K | 0.2%Prev: 0.2% | 2,688 SH | Decreased+22 SH |
| FIRST TR EXCHANGE TRADED FD | RBA INDL ETF | $3.1M | 2.2%Prev: 2.2% | 31,256 SH | Decreased+6,408 SH |
| FRANKLIN TEMPLETON ETF TR | INTL COR DIV TIL | $2.1M | 1.5%Prev: 1.5% | 53,027 SH | Decreased-681 SH |
| FREEPORT-MCMORAN INC | CL B | $235K | 0.2% | 4,634 SH | New |
| GE AEROSPACE | COM NEW | $379K | 0.3%Prev: 0.3% | 1,230 SH | Decreased+107 SH |
| GE VERNOVA INC | COM | $226K | 0.2%Prev: 0.3% | 346 SH | Decreased-1 SH |
| GLOBAL X FDS | US INFR DEV ETF | $3.6M | 2.6%Prev: 2.5% | 74,309 SH | Decreased+9,380 SH |
| INTERNATIONAL BUSINESS MACHS | COM | $314K | 0.2%Prev: 0.2% | 1,060 SH | Increased-7 SH |
| INVESCO ACTIVELY MANAGED EXC | S&P 500 EQUAL WE | $6.0M | 4.4% | 118,227 SH | New |
| INVESCO QQQ TR | UNIT SER 1 | $299K | 0.2%Prev: 0.2% | 487 SH | Increased+135 SH |
| ISHARES INC | MSCI EMRG CHN | $310K | 0.2%Prev: 0.3% | 4,269 SH | Decreased+510 SH |
| ISHARES TR | CONV BD ETF | $523K | 0.4%Prev: 0.4% | 5,312 SH | Decreased+4 SH |
| ISHARES TR | CORE S&P500 ETF | $7.1M | 5.2%Prev: 4.4% | 10,400 SH | Increased+1,493 SH |
| ISHARES TR | CORE UNIVRSL USD | $546K | 0.4%Prev: 0.3% | 11,734 SH | Increased+2,851 SH |
| ISHARES TR | EAFE GRWTH ETF | $333K | 0.2%Prev: 0.2% | 2,922 SH | Increased+371 SH |
| ISHARES TR | EAFE VALUE ETF | $517K | 0.4%Prev: 0.3% | 7,242 SH | Increased+725 SH |
| ISHARES TR | FLTG RATE NT ETF | $1.5M | 1.1%Prev: 1.1% | 30,103 SH | Decreased-1,772 SH |
| ISHARES TR | MSCI USA QLT FCT | $987K | 0.7%Prev: 0.6% | 4,968 SH | Increased+683 SH |
| ISHARES TR | S&P 500 GRWT ETF | $861K | 0.6%Prev: 0.6% | 6,985 SH | Decreased+566 SH |
| ISHARES TR | S&P 500 VAL ETF | $256K | 0.2%Prev: 0.2% | 1,208 SH | Increased+142 SH |
| ISHARES TR | U.S. TECH ETF | $1.0M | 0.7%Prev: 0.8% | 5,070 SH | Decreased+387 SH |
| ISHARES TR | US INFRASTRUC | $3.7M | 2.7%Prev: 2.5% | 70,763 SH | Decreased+9,123 SH |
| ISHARES U S ETF TR | SHORT DURATION B | $890K | 0.6% | 17,416 SH | New |
| J P MORGAN EXCHANGE TRADED F | INTRNL RES EQT | $1.6M | 1.1%Prev: 1.3% | 20,897 SH | Decreased-2,367 SH |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | $16.8M | 12.2%Prev: 11.3% | 331,906 SH | Decreased-9,754 SH |
| JOHNSON & JOHNSON | COM | $203K | 0.1%Prev: 0.2% | 979 SH | Decreased-6 SH |
| JPMORGAN CHASE & CO. | COM | $248K | 0.2% | 771 SH | New |
| LEGG MASON ETF INVT | FRANKLIN INTL LW | $2.0M | 1.4%Prev: 1.5% | 54,364 SH | Decreased-3,918 SH |
| META PLATFORMS INC | CL A | $434K | 0.3%Prev: 0.2% | 658 SH | Increased-18 SH |
| MICROSOFT CORP | COM | $1.9M | 1.4%Prev: 0.9% | 3,936 SH | Increased+68 SH |
| NVIDIA CORPORATION | COM | $3.5M | 2.6%Prev: 2.4% | 18,940 SH | Decreased+334 SH |
| OCCIDENTAL PETE CORP | COM | $273K | 0.2%Prev: 0.2% | 6,650 SH | Increased+1,200 SH |
| ORACLE CORP | COM | $204K | 0.1%Prev: 0.2% | 1,049 SH | Decreased-1,476 SH |
| PROCTER AND GAMBLE CO | COM | $293K | 0.2% | 2,045 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET ENE | $1.5M | 1.1% | 33,992 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET TEC | $417K | 0.3% | 2,894 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET UTI | $1.6M | 1.2% | 37,797 SH | New |
| SIMPLIFY EXCHANGE TRADED FUN | TREASURY OPT INC | $1.6M | 1.2%Prev: 2.7% | 67,154 SH | Decreased-108,024 SH |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | $696K | 0.5% | 15,681 SH | New |
| SPDR S&P 500 ETF TR | TR UNIT | $310K | 0.2% | 455 SH | New |
| SPDR SERIES TRUST | STATE STREET SPD | $6.8M | 4.9% | 84,425 SH | New |
| SSGA ACTIVE ETF TR | STATE STREET ULT | $233K | 0.2% | 5,752 SH | New |
| TESLA INC | COM | $415K | 0.3%Prev: 0.4% | 922 SH | Decreased-383 SH |
| TMC THE METALS COMPANY INC | COM | $62K | 0.0% | 10,054 SH | New |
| UNILEVER PLC | SPON ADR NEW | $956K | 0.7%Prev: 0.6% | 14,616 SH | Increased-19 SH |
| VALUED ADVISERS TR | REGAN FLTG RATE | $478K | 0.3%Prev: 0.2% | 18,625 SH | Increased+3,900 SH |
| VANECK ETF TRUST | IG FLOATING RATE | $15.0M | 10.9% | 588,788 SH | New |
| VANECK ETF TRUST | SEMICONDUCTR ETF | $536K | 0.4%Prev: 0.6% | 1,488 SH | Decreased+20 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $857K | 0.6%Prev: 0.6% | 1,757 SH | Increased-8,107 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $1.7M | 1.2%Prev: 1.2% | 5,034 SH | Decreased |
| VANGUARD STAR FDS | VG TL INTL STK F | $646K | 0.5%Prev: 0.5% | 8,568 SH | Decreased |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $7.1M | 5.2%Prev: 3.8% | 114,108 SH | Increased+33,169 SH |
| VANGUARD WORLD FD | INF TECH ETF | $369K | 0.3%Prev: 0.3% | 489 SH | Decreased-3,423 SH |
| WALMART INC | COM | $312K | 0.2%Prev: 0.2% | 2,804 SH | Decreased-2 SH |
| WELLS FARGO CO NEW | COM | $893K | 0.6% | 9,582 SH | New |
| 13F-HR |
| 0001177416-26-000008 |
| $137.2M |
| View |