2025-02-10T12:01:16-05:00 2024-11-30 941687665 BANK OF AMERICA PO BOX 1532 AFT PENNINGTON NJ 08534 990PF 2023-12-01 823747731 LANIER FOUNDATION CHARITABLE TRUST LANI 8888663275 PO BOX 1532 AFT PENNINGTON NJ 08534 JERRY AND BRENDA LANIER TRUSTEE 8888663275 2025-01-20 true true KAREN J KISER P00146417 8888663275 2025-01-20 2023 2025-03-06 01:10:19Z X 1622161 326236 37263 37263 31162 231594 31162 0 394661 68425 0 0 0 0 0 0 1250 0 0 1250 6727 4036 2691 0 1008 416 0 0 0 0 0 0 0 100 100 9085 4452 0 4041 25000 25000 34085 4452 0 29041 360576 63973 0 1 7424 7424 69448 107389 107389 0 0 0 918750 1233969 1507348 988199 1348782 1622161 0 X 988199 1348782 988199 1348782 988199 1348782 988199 360576 7 1348782 0 1348782 108. FIDELITY MSCI UTILITIES INDEX ETF 2023-10-12 2024-02-14 4185 4126 59 59 3. FIDELITY MSCI UTILITIES INDEX ETF 2023-10-12 2024-09-10 149 115 34 34 9. FIRST TRUST CLOUD COMPUTING ETF 2022-11-25 2024-09-10 849 554 295 295 20. GLOBAL X FUNDS SHS US 2024-02-27 2024-10-10 823 748 75 75 3. INVESCO PREFERRED ETF 2022-02-09 2024-02-14 35 42 -7 -7 4. INVESCO PREFERRED ETF 2021-11-17 2024-02-14 47 59 -12 -12 4. INVESCO PREFERRED ETF 2021-10-20 2024-02-14 47 60 -13 -13 7. INVESCO KBW BANK ETF 2023-04-11 2024-02-14 335 293 42 42 4. INVESCO KBW BANK ETF 2024-09-10 2024-10-10 237 224 13 13 363. ISHARES EDGE MSCI MIN VOL EMERGING MKTS 2022-09-27 2024-09-10 21572 18589 2983 2983 2. ISHARES EDGE MSCI MIN VOL EMERGING MKTS 2023-07-20 2024-10-10 124 112 12 12 12. ISHARES 20 YEAR TREASURY BOND ETF 2023-10-12 2024-09-10 1206 1055 151 151 64. ISHARES 20 YEAR TREASURY BOND ETF 2024-02-27 2024-10-10 6013 5973 40 40 13. ISHARES NASDAQ BIOTECH ETF 2023-02-15 2023-12-11 1613 1729 -116 -116 9. ISHARES NASDAQ BIOTECH ETF 2023-01-11 2023-12-11 1117 1199 -82 -82 3. ISHARES NASDAQ BIOTECH ETF 2022-05-11 2024-09-10 434 330 104 104 8. ISHARES MBS ETF 2023-03-10 2024-02-14 733 749 -16 -16 81. ISHARES MBS ETF 2023-01-11 2024-02-14 7426 7703 -277 -277 2. ISHARES MBS ETF 2023-04-11 2024-02-14 183 189 -6 -6 11. ISHARES MBS ETF 2023-02-15 2024-02-14 1008 1033 -25 -25 1. ISHARES MBS ETF 2023-07-20 2024-02-14 92 93 -1 -1 5. ISHARES US AEROSPACE & DEFENSE ETF 2023-03-10 2024-09-10 712 569 143 143 1. ISHARES US AEROSPACE & DEFENSE ETF 2023-04-11 2024-09-10 142 116 26 26 8. ISHARES US AEROSPACE & DEFENSE ETF 2024-02-14 2024-09-10 1140 998 142 142 3. ISHARES US AEROSPACE & DEFENSE ETF 2023-02-15 2024-09-10 427 351 76 76 41. ISHARES US AEROSPACE & DEFENSE ETF 2023-01-18 2024-09-10 5841 4537 1304 1304 14. ISHARES US AEROSPACE & DEFENSE ETF 2023-10-19 2024-09-10 1994 1536 458 458 2. ISHARES US AEROSPACE & DEFENSE ETF 2023-07-20 2024-09-10 285 234 51 51 22. ISHARES US AEROSPACE & DEFENSE ETF 2024-02-27 2024-09-10 3134 2771 363 363 1. ISHARES EDGE MSCI MIN VOL EAFE ETF 2023-01-11 2024-09-10 76 65 11 11 311. ISHARES EDGE MSCI MIN VOL EAFE ETF 2022-09-27 2024-09-10 23654 17828 5826 5826 48. ISHARES CORE MSCI EMERGING MARKETS ETF 2023-01-11 2024-10-10 2756 2396 360 360 13. ISHARES CORE MSCI EMERGING MARKETS ETF 2023-07-20 2024-10-10 746 654 92 92 22. ISHARES TR 2023-07-20 2024-02-14 863 884 -21 -21 18. PACER BENCHMARK DATA AND 2023-03-10 2024-02-14 506 520 -14 -14 6. PACER BENCHMARK DATA AND 2022-10-11 2024-02-14 169 162 7 7 10. PACER BENCHMARK DATA AND 2023-07-20 2024-02-14 281 293 -12 -12 61. PACER BENCHMARK DATA AND 2023-07-20 2024-06-10 1674 1786 -112 -112 166. SCHWAB SHORT-TERM U.S. TREASURY ETF 2023-01-18 2024-02-14 8003 8079 -76 -76 22. HEALTH CARE SELECT SPDR 2022-05-11 2024-02-14 3158 2799 359 359 6. HEALTH CARE SELECT SPDR 2021-10-20 2024-02-14 861 782 79 79 19. HEALTH CARE SELECT SPDR 2021-06-28 2024-02-14 2727 2387 340 340 26. HEALTH CARE SELECT SPDR 2022-05-11 2024-09-10 4043 3307 736 736 108. SECTOR SPDR CONSMRS STPL 2023-12-11 2024-01-11 7821 7606 215 215 46. CONSUMER DISCRETIONARY SPDR 2022-11-25 2024-09-10 8544 6562 1982 1982 29. ENERGY SELECT SECTOR SPDR FUND 2023-10-19 2023-12-11 2380 2654 -274 -274 13. ENERGY SELECT SECTOR SPDR FUND 2022-01-03 2024-02-14 1082 740 342 342 7. ENERGY SELECT SECTOR SPDR FUND 2022-01-03 2024-09-10 598 399 199 199 38. ENERGY SELECT SECTOR SPDR FUND 2023-03-10 2024-10-10 3517 3204 313 313 108. ENERGY SELECT SECTOR SPDR FUND 2023-07-13 2024-10-10 9996 9036 960 960 27. ENERGY SELECT SECTOR SPDR FUND 2024-02-27 2024-10-10 2499 2318 181 181 43. SPDR US FINANCIAL SECTOR ETF 2023-03-10 2024-02-14 1674 1422 252 252 23. SPDR US FINANCIAL SECTOR ETF 2023-03-10 2024-09-10 1019 760 259 259 15. SPDR US FINANCIAL SECTOR ETF 2024-02-27 2024-10-10 685 600 85 85 30. COMM SERVICES SELECT 2022-11-25 2024-02-14 2368 1508 860 860 22. COMM SERVICES SELECT 2022-11-25 2024-09-10 1848 1106 742 742 16. COMM SERVICES SELECT 2024-02-27 2024-10-10 1444 1260 184 184 14. REAL ESTATE SELECT SECTOR SPDR FUND 2022-10-11 2024-09-10 623 482 141 141 3. REAL ESTATE SELECT SECTOR SPDR FUND 2023-01-11 2024-09-10 133 116 17 17 4. REAL ESTATE SELECT SECTOR SPDR FUND 2022-09-27 2024-09-10 178 147 31 31 8. VANECK VECTORS SEMICONDUCTOR ETF 2022-11-25 2024-02-14 1614 893 721 721 6. VANECK VECTORS SEMICONDUCTOR ETF 2024-09-10 2024-10-10 1533 1314 219 219 17. VANECK VECTORS BIOTECH ETF 2023-12-11 2024-01-11 2846 2639 207 207 24. VANGUARD CONSUMER STAPLES ETF 2022-01-03 2023-12-11 4486 4747 -261 -261 8. VANGUARD CONSUMER STAPLES ETF 2022-02-09 2023-12-11 1495 1576 -81 -81 9. VANGUARD CONSUMER STAPLES ETF 2022-05-11 2023-12-11 1682 1775 -93 -93 20. VANGUARD CONSUMER STAPLES ETF 2022-07-12 2024-02-14 3847 3770 77 77 9. VANGUARD CONSUMER STAPLES ETF 2021-06-28 2024-02-14 1731 1641 90 90 15. VANGUARD CONSUMER STAPLES ETF 2022-07-12 2024-09-10 3302 2827 475 475 20. VANGUARD ENERGY ETF 2023-12-11 2024-01-11 2287 2296 -9 -9 19. VANGUARD INDUSTRIALS ETF 2022-11-25 2024-09-10 4626 3613 1013 1013 3. VANGUARD INDUSTRIALS ETF 2024-02-27 2024-10-10 783 696 87 87 8. VANGUARD INFORMATION TECHNOLOGY ETF 2022-11-25 2024-02-14 4088 2742 1346 1346 26. VANGUARD INFORMATION TECHNOLOGY ETF 2022-11-25 2024-06-13 14981 8912 6069 6069 19. VANGUARD INFORMATION TECHNOLOGY ETF 2024-09-10 2024-10-10 11385 10307 1078 1078 113. VANGUARD INTRMDIATE-TERM 2022-11-25 2024-02-14 8995 8850 145 145 20. VANGUARD REAL ESTATE ETF 2024-06-10 2024-07-11 1732 1659 73 73 10. VANGUARD SMALL-CAP ETF 2024-09-10 2024-10-10 2352 2226 126 126 31162 889 0 889 0 889 300 0 0 300 0 589 0 0 false false false false false false false true true CA true false true false false true BANK OF AMERICA NA 8888663275 PO BOX 1532 AFT PENNINGTON NJ 08534 false false false false false false false false false false false false false false false false false false false false false JERRY LANIER 2215 N VERMONT AVE LOS ANGELES CA 90027 TRUSTEE 2 0 BRENDA LANIER 2215 N VERMONT AVE LOS ANGELES CA 90027 TRUSTEE 2 0 NONE 0 NONE 0 1328491 161427 0 1489918 0 0 1489918 22349 1467569 73378 73378 889 889 72489 0 72489 0 72489 29041 0 0 0 0 29041 72489 0 0 287730 1931 74130 0 29052 392843 29041 0 0 0 29041 0 43448 43448 349395 0 0 0 0 0 0 244282 105113 1931 74130 0 29052 JERRY AND BRENDA LANIER X INSTITUTE OF DIVINE METAPHYSICAL RESEARCH PO BOX 19877 LOS ANGELES CA 90019 NONE PC UNRESTRICTED GENERAL 25000 25000 14 37263 18 31162 68425 68425 false false false false false false false false false false X X 1 LANIER CLAT PO BOX 1532 AFT PENNINGTON NJ 08534 326236 X TAX PREPARATION FEE 1250 1250 464287432 ISHARES 20 YEAR TREA AT COST 41982 44542 464287457 ISHARES 1-3 YEAR TRE 92206C870 VANGUARD INTRMDIATE- AT COST 77413 80034 37954Y673 GLOBAL X FUNDS SHS U AT COST 10981 16143 46432F842 ISHARES CORE MSCI EA AT COST 182408 200844 81369Y852 COMM SERVICES SELECT AT COST 39831 66026 33733E302 FIRST TR EXCHANGE TR 81369Y209 HEALTH CARE SELECT S AT COST 64409 70462 78464A532 SPDR S&P TRANSPORTAT 78468R663 SPDR BLOOMBERG BARCL 81369Y407 CONSUMER DISCRETIONA AT COST 48006 68024 46434G103 ISHARES CORE MSCI EM AT COST 64052 70114 92204A801 VANGUARD MATERIALS E AT COST 11353 12959 33734X192 FIRST TRUST CLOUD CO AT COST 6517 11344 81369Y605 FINANCIAL SELECT SEC AT COST 64358 93593 92204A702 VANGUARD INFORMATION AT COST 104687 166763 81369Y506 ENERGY SELECT SECTOR AT COST 11833 16336 464287556 ISHARES NASDAQ BIOTE AT COST 11678 12740 92204A603 VANGUARD INDUSTRIALS AT COST 27111 37480 922908751 VANGUARD SMALL-CAP E AT COST 115842 147970 92206C409 VANGUARD SHORT-TERM AT COST 46785 48212 81369Y860 REAL ESTATE SELECT S AT COST 12301 14580 92204A207 VANGUARD CONSUMER ST AT COST 19635 23033 74347B169 PROSHARES ONLINE RET 464288588 ISHARES MBS ETF AT COST 27700 29588 46138E511 INVESCO PREFERRED ET AT COST 4753 4912 464288778 ISHARES US REGIONAL 69374H741 PACER BENCHMARK DATA AT COST 1816 1925 464287242 ISHARES IBOXX INVEST 316092865 FIDELITY MSCI UTILIT AT COST 10945 12758 92189F676 VANECK VECTORS SEMIC AT COST 30206 43826 92203J407 VANGUARD TOTAL INTER 464286533 ISHARES EDGE MSCI MI AT COST 26401 28718 46429B689 ISHARES EDGE MSCI MI AT COST 26675 29035 808524862 SCHWAB SHORT-TERM U. AT COST 33270 33320 46138E628 INVESCO KBW BANK ETF AT COST 8953 14277 464287176 ISHARES TIPS BOND ET AT COST 7282 7396 464288760 ISHARES US AEROSPACE 46435U713 ISHARES TR AT COST 11336 13313 92206C706 VANGUARD INTERMEDIAT AT COST 61617 62749 46137V100 INVESCO AEROSPACE & AT COST 8343 9226 464288752 ISHARES U.S. HOME CO AT COST 13490 15106 STATE FILING FEE 100 0 100 ROUNDING 7 INVESTMNT MNGMNT FEES (NON-DED 6727 4036 2691 LANIER CLAT PO BOX 1532 AFT PENNINGTON NJ 08534 FOREIGN TAXES 238 238 0 EXCISE TAX - PRIOR YEAR 292 0 0 EXCISE TAX ESTIMATES 300 0 0 FOREIGN TAXES ON NONQUALIFIED 178 178 0