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Home > Institutional Investor > Payne Capital Management, Llc > Profile

Instuitional Investor - Payne Capital Management, Llc

Fund Profile
Filing Period:
Fund Name: Payne Capital Management, Llc
Portfolio Value $375,038,078
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 SCHD 1,570,302 $43,497,373 11.6%
2.
Global X Fds
 420,592 $30,980,791 8.26%
3.
Vanguard Intl Equity Index Funds
 VWO 424,274 $25,324,928 6.75%
4.
Vanguard Tax-Managed Fds
 349,447 $24,898,126 6.64%
5.
Abrdn Etfs
 934,217 $20,870,410 5.56%
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.