0001754960-24-000060.txt : 20240129 0001754960-24-000060.hdr.sgml : 20240129 20240129145822 ACCESSION NUMBER: 0001754960-24-000060 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240129 DATE AS OF CHANGE: 20240129 EFFECTIVENESS DATE: 20240129 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Lauer Wealth, LLC CENTRAL INDEX KEY: 0001860063 ORGANIZATION NAME: 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: 24572938 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 12-31-2023 12-31-2023 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 01-29-2024 0 45 107982956 false
INFORMATION TABLE 2 InformationTableOutput.xml INNOVIZ TECHNOLOGIES LTDSHSM5R63510824050 13000 SH SOLE 0 0 13000 STAR BULK CARRIERS CORP.SHS PARY8162K204234626 11125 SH SOLE 0 0 11125 AT&T INCCOM00206R102342985 20416 SH SOLE 0 0 20416 ALPHABET INCCAP STK CL C02079K1071265727 8569 SH SOLE 0 0 8569 APPLE INCCOM037833100553570 2855 SH SOLE 0 0 2855 CVS HEALTH CORPCOM126650100659086 8915 SH SOLE 0 0 8915 CITIZENS FINL GROUP INCCOM174610105422354 12733 SH SOLE 0 0 12733 DEVON ENERGY CORP NEWCOM25179M103238844 5800 SH SOLE 0 0 5800 DIMENSIONAL ETF TRUSTUS CORE EQT MKT25434V104987382 29334 SH SOLE 0 0 29334 DIMENSIONAL ETF TRUSTEMGR CRE EQT MNG25434V3021499466 65194 SH SOLE 0 0 65194 DIMENSIONAL ETF TRUSTUS TARGETED VLU25434V6091441349 28020 SH SOLE 0 0 28020 DIMENSIONAL ETF TRUSTUS LARGE CAP VAL25434V6665997311 222700 SH SOLE 0 0 222700 DIMENSIONAL ETF TRUSTUS MKTWIDE VALUE25434V724739400 20000 SH SOLE 0 0 20000 DOW INCCOM260557103301811 5635 SH SOLE 0 0 5635 GSK PLCSPONSORED ADR37733W204337349 8534 SH SOLE 0 0 8534 INVESCO QQQ TRUNIT SER 146090E10312497605 29634 SH SOLE 0 0 29634 ISHARES TR20 YR TR BD ETF4642874326614605 69885 SH SOLE 0 0 69885 ISHARES TRISHARES BIOTECH4642875561804910 13309 SH SOLE 0 0 13309 ISHARES TRCORE S&P SCP ETF464287804827813 7778 SH SOLE 0 0 7778 ISHARES TRMORNINGSTAR VALU4642881097004220 98862 SH SOLE 0 0 98862 ISHARES TR3 7 YR TREAS BD4642886614946662 42431 SH SOLE 0 0 42431 KINDER MORGAN INC DELCOM49456B101295615 17227 SH SOLE 0 0 17227 MP MATERIALS CORPCOM CL A553368101343320 21404 SH SOLE 0 0 21404 PAYPAL HLDGS INCCOM70450Y103258784 4060 SH SOLE 0 0 4060 PRIMEENERGY RESOURCES CORPCOM74158E104299940 3000 SH SOLE 0 0 3000 PROSHARES TRULTRAPRO QQQ74347X831241546 4411 SH SOLE 0 0 4411 PUBLIC STORAGECOM74460D109342396 1166 SH SOLE 0 0 1166 QUALCOMM INCCOM747525103727050 4756 SH SOLE 0 0 4756 SPDR S&P 500 ETF TRTR UNIT78462F103267348 553 SH SOLE 0 0 553 SPDR SER TRS&P 600 SMCP VAL78464A3002782472 34437 SH SOLE 0 0 34437 SPDR SER TRS&P HOMEBUILD78464A8881151532 11830 SH SOLE 0 0 11830 SOFI TECHNOLOGIES INCCOM83406F102249931 31557 SH SOLE 0 0 31557 SOUTHERN COPPER CORPCOM84265V105328355 4083 SH SOLE 0 0 4083 TESLA INCCOM88160R1019303606 44558 SH SOLE 0 0 44558 3M COCOM88579Y101348689 3228 SH SOLE 0 0 3228 US BANCORP DELCOM NEW902973304418468 10016 SH SOLE 0 0 10016 VANGUARD SCOTTSDALE FDSSHRT TRM CORP BD92206C4093147854 40712 SH SOLE 0 0 40712 VANGUARD SCOTTSDALE FDSINT-TERM CORP92206C8707040266 87489 SH SOLE 0 0 87489 VANGUARD INDEX FDSVALUE ETF922908744341098 2279 SH SOLE 0 0 2279 VANGUARD INDEX FDSTOTAL STK MKT922908769826873 3437 SH SOLE 0 0 3437 VERIZON COMMUNICATIONS INCCOM92343V104491566 22690 SH SOLE 0 0 22690 WALGREENS BOOTS ALLIANCE INCCOM931427108932267 41324 SH SOLE 0 0 41324 WISDOMTREE TRUS MIDCAP FUND97717W5705157907 90537 SH SOLE 0 0 90537 WISDOMTREE TRUS QTLY DIV GRT97717X66912128134 169387 SH SOLE 0 0 169387 WISDOMTREE TRFLOATNG RAT TREA97717Y52711816814 234414 SH SOLE 0 0 234414