0001754960-23-000233.txt : 20230803 0001754960-23-000233.hdr.sgml : 20230803 20230803135128 ACCESSION NUMBER: 0001754960-23-000233 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230803 DATE AS OF CHANGE: 20230803 EFFECTIVENESS DATE: 20230803 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Lauer Wealth, LLC CENTRAL INDEX KEY: 0001860063 IRS NUMBER: 812709636 STATE OF INCORPORATION: SD FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-23239 FILM NUMBER: 231139241 BUSINESS ADDRESS: STREET 1: 196 E 112 S CITY: VALPARAISO STATE: IN ZIP: 46383 BUSINESS PHONE: 219-243-8129 MAIL ADDRESS: STREET 1: 196 E 112 S CITY: VALPARAISO STATE: IN ZIP: 46383 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001860063 XXXXXXXX 06-30-2023 06-30-2023 Lauer Wealth, LLC
196 E 112 S VALPARAISO IN 46383
13F HOLDINGS REPORT 028-23239 N
Aryn Sands Agent 844-844-3453 Aryn Sands Reno NV 08-03-2023 0 44 96738108 false
INFORMATION TABLE 2 InformationTableOutput.xml INNOVIZ TECHNOLOGIES LTDSHSM5R63510840690 13000 SH SOLE 0 0 13000 GENCO SHIPPING & TRADING LTDSHSY2685T131167272 12060 SH SOLE 0 0 12060 AT&T INCCOM00206R102291995 20124 SH SOLE 0 0 20124 ALPHABET INCCAP STK CL C02079K1071399090 10773 SH SOLE 0 0 10773 APPLE INCCOM037833100598802 3099 SH SOLE 0 0 3099 BLACKSTONE INCCOM09260D107454948 4405 SH SOLE 0 0 4405 CVS HEALTH CORPCOM1266501001027901 13620 SH SOLE 0 0 13620 CITIZENS FINL GROUP INCCOM174610105509699 15963 SH SOLE 0 0 15963 DIMENSIONAL ETF TRUSTUS CORE EQT MKT25434V104762258 24046 SH SOLE 0 0 24046 DIMENSIONAL ETF TRUSTEMGR CRE EQT MNG25434V3021452691 59855 SH SOLE 0 0 59855 DIMENSIONAL ETF TRUSTUS TARGETED VLU25434V6091367376 28020 SH SOLE 0 0 28020 DIMENSIONAL ETF TRUSTUS MKTWIDE VALUE25434V7241430400 40000 SH SOLE 0 0 40000 DOW INCCOM260557103321014 5843 SH SOLE 0 0 5843 ENBRIDGE INCCOM29250N105363141 9876 SH SOLE 0 0 9876 GSK PLCSPONSORED ADR37733W204313647 8744 SH SOLE 0 0 8744 INVESCO QQQ TRUNIT SER 146090E10311176588 29676 SH SOLE 0 0 29676 ISHARES TR20 YR TR BD ETF4642874323714357 37405 SH SOLE 0 0 37405 ISHARES TRISHARES BIOTECH4642875561565275 12237 SH SOLE 0 0 12237 ISHARES TRCORE S&P SCP ETF464287804808241 7828 SH SOLE 0 0 7828 ISHARES TRMORNINGSTAR VALU4642881096576527 95777 SH SOLE 0 0 95777 ISHARES TR3 7 YR TREAS BD4642886614984135 43442 SH SOLE 0 0 43442 KINDER MORGAN INC DELCOM49456B101270702 15208 SH SOLE 0 0 15208 MP MATERIALS CORPCOM CL A553368101273008 11702 SH SOLE 0 0 11702 NVE CORPCOM NEW629445206295473 3629 SH SOLE 0 0 3629 PAYPAL HLDGS INCCOM70450Y103392395 23584 SH SOLE 0 0 23584 QUALCOMM INCCOM747525103731063 5809 SH SOLE 0 0 5809 SPDR S&P 500 ETF TRTR UNIT78462F103135831 16700 SH PutSOLE 0 0 16700 SPDR SER TRS&P 600 SMCP VAL78464A3002531294 31452 SH SOLE 0 0 31452 SPDR SER TRS&P HOMEBUILD78464A888460130 5500 SH SOLE 0 0 5500 SOFI TECHNOLOGIES INCCOM83406F102372297 51021 SH CallSOLE 0 0 51021 SOUTHERN COPPER CORPCOM84265V105395919 4715 SH SOLE 0 0 4715 TESLA INCCOM88160R1017200522 33777 SH SOLE 0 0 33777 US BANCORP DELCOM NEW902973304385832 9939 SH SOLE 0 0 9939 VANGUARD SCOTTSDALE FDSSHRT TRM CORP BD92206C4095875323 77665 SH SOLE 0 0 77665 VANGUARD SCOTTSDALE FDSINT-TERM CORP92206C8706748924 85952 SH SOLE 0 0 85952 VANGUARD INDEX FDSS&P 500 ETF SHS9229083632802211 6739 SH SOLE 0 0 6739 VANGUARD INDEX FDSVALUE ETF922908744333258 2279 SH SOLE 0 0 2279 VANGUARD INDEX FDSTOTAL STK MKT922908769570710 2533 SH SOLE 0 0 2533 VERIZON COMMUNICATIONS INCCOM92343V104414886 30589 SH SOLE 0 0 30589 WALGREENS BOOTS ALLIANCE INCCOM9314271081083232 35365 SH SOLE 0 0 35365 WISDOMTREE TRUS MIDCAP FUND97717W5704743929 86869 SH SOLE 0 0 86869 WISDOMTREE TRUS QTLY DIV GRT97717X66917559549 258723 SH SOLE 0 0 258723 WISDOMTREE TRFLOATNG RAT TREA97717Y5273247259 64545 SH SOLE 0 0 64545 ZOOM VIDEO COMMUNICATIONS INCL A98980L101588314 8127 SH SOLE 0 0 8127