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Home > Institutional Investor > Payne Capital Llc > 13F Holdings

Instuitional Investor - Payne Capital Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 SCHD 368,774 $10,853,007 9.04%
2.
Schwab Strategic Trust
 SCHD 289,355 $8,998,934 7.5%
3.
Vanguard Index Fds - VALUE ETF
 37,088 $8,082,588 6.74%
4.
Schwab Strategic Trust
 SCHD 236,418 $7,496,815 6.25%
5.
Schwab Strategic Trust
 SCHD 293,454 $7,236,572 6.03%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.