Lauer Wealth, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
LW Lauer Wealth, LLC | Institutional Filer | ▼ 6.50% | $125.4M | 57 |
Current Portfolio Holdings
Showing all 57 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | QQQ | Invesco QQQ Trust | — | 28K | $16.9M | 13.48% |
| 2 | DGRW | WISDOMTREE TR | — | 157K | $14.2M | 11.33% |
| 3 | ILCV | ISHARES TR | — | 144K | $13.8M | 10.97% |
| 4 | USFR | WISDOMTREE TR | — | 245K | $12.3M | 9.84% |
| 5 | DFAU | DIMENSIONAL ETF TRUST | — | 239K | $11.2M | 8.93% |
| 6 | TSLA | Tesla, Inc. | Consumer Cyclical | 20K | $6.8M | 5.44% |
| 7 | VGSH | VANGUARD SCOTTSDALE FDS | — | 113K | $6.6M | 5.24% |
| 8 | VGIT | VANGUARD SCOTTSDALE FDS | — | 106K | $6.3M | 5.03% |
| 9 | DFAS | DIMENSIONAL ETF TRUST | — | 42K | $3.1M | 2.47% |
| 10 | IBIT | ISHARES BITCOIN TRUST ETF | — | 432K | $3.0M | 2.37% |
| 11 | EZM | WISDOMTREE TR | — | 37K | $2.6M | 2.05% |
| 12 | DFAE | DIMENSIONAL ETF TRUST | — | 63K | $2.3M | 1.81% |
| 13 | TLT | ISHARES TR | — | 24K | $2.1M | 1.66% |
| 14 | NVDA | NVIDIA Corporation | Technology | 10K | $1.8M | 1.40% |
| 15 | VCIT | VANGUARD SCOTTSDALE FDS | — | 18K | $1.5M | 1.19% |
Showing 1 to 15 of 57 holdings