Lauer Wealth, LLC
61 holdingsFiling period: 2026-03-31Current AUM: $136.2Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | QQQ | INVESCO QQQ TR | 27.9K | $16.9M | $20.1M | 14.79% | -1,223 | 2026-03-31 |
| 2 | DGRW | WISDOMTREE TR | 157.0K | $14.2M | $15.6M | 11.45% | -398 | 2026-03-31 |
| 3 | ILCV | ISHARES TR | 143.9K | $13.8M | $15.5M | 11.41% | +2.0K | 2026-03-31 |
| 4 | USFR | WISDOMTREE TR | 244.9K | $12.3M | $12.3M | 9.06% | -34,668 | 2026-03-31 |
| 5 | DFAU | DIMENSIONAL ETF TRUST | 238.8K | $11.2M | $12.8M | 9.43% | +3.6K | 2026-03-31 |
| 6 | TSLA | TESLA INC | 19.9K | $6.8M | $5.7M | 4.19% | -2,746 | 2026-03-31 |
| 7 | VGSH | VANGUARD SCOTTSDALE FDS | 112.5K | $6.6M | $6.5M | 4.79% | +4.6K | 2026-03-31 |
| 8 | VGIT | VANGUARD SCOTTSDALE FDS | 106.0K | $6.3M | $6.2M | 4.54% | +4.6K | 2026-03-31 |
| 9 | DFAS | DIMENSIONAL ETF TRUST | 41.7K | $3.1M | $3.5M | 2.59% | +1.3K | 2026-03-31 |
| 10 | IBIT | ISHARES BITCOIN TRUST ETF | 432.4K | $3.0M | $2.8M | 2.02% | +201.5K | 2026-03-31 |
| 11 | EZM | WISDOMTREE TR | 36.9K | $2.6M | $2.9M | 2.13% | +464 | 2026-03-31 |
| 12 | DFAE | DIMENSIONAL ETF TRUST | 63.1K | $2.3M | $2.5M | 1.84% | -3,513 | 2026-03-31 |
| 13 | TLT | ISHARES TR | 23.9K | $2.1M | $2.0M | 1.45% | +3.4K | 2026-03-31 |
| 14 | NVDA | NVIDIA CORPORATION | 9.6K | $1.8M | $2.0M | 1.48% | +2.7K | 2026-03-31 |
| 15 | VCIT | VANGUARD SCOTTSDALE FDS | 18.0K | $1.5M | $1.5M | 1.08% | -- | 2026-03-31 |
| 16 | SHLD | GLOBAL X FDS | 19.1K | $1.4M | $1.3M | 0.94% | +3.4K | 2026-03-31 |
| 17 | BMNR | BITMINE IMMERSION TECNOLOGIE | 177.6K | $1.2M | $1.1M | 0.79% | +73.0K | 2026-03-31 |
| 18 | AMD | ADVANCED MICRO DEVICES INC | 5.1K | $1.2M | $2.8M | 2.02% | -2,100 | 2026-03-31 |
| 19 | EOSE | EOS ENERGY ENTERPRISES INC | 261.4K | $1.0M | $689K | 0.51% | -187,090 | 2026-03-31 |
| 20 | FTRI | FIRST TR EXCHANGE-TRADED FD | 53.6K | $977K | $906K | 0.67% | +9.8K | 2026-03-31 |
| 21 | VGT | VANGUARD WORLD FD | 1.3K | $975K | $1.3M | 0.93% | +852 | 2026-03-31 |
| 22 | PLTR | PALANTIR TECHNOLOGIES INC | 6.7K | $946K | $796K | 0.58% | +500 | 2026-03-31 |
| 23 | ETHA | ISHARES ETHEREUM TR | 88.0K | $942K | $837K | 0.61% | +57.8K | 2026-03-31 |
| 24 | VTI | VANGUARD INDEX FDS | 2.4K | $805K | $924K | 0.68% | -63 | 2026-03-31 |
| 25 | AMZN | AMAZON COM INC | 3.6K | $792K | $1.0M | 0.76% | -8,710 | 2026-03-31 |
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