account_balance
Investment manager · 13F filer · SEC CIK 1994332
Payne Capital Management, LLC
Reported value$384Mas of Sep 30, 2026
Positions89 6 new, 5 sold out
Top 10 weight62.6%SCHF alone is 12%
FiledNov 940 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SCHFSchwab Strategic Tr
11.6%
MLPXGlobal X FDS
8.1%
VWOVanguard Intl Equity Index F
6.7%
VEAVanguard Tax-Managed FDS
6.5%Trimmed −2%
BCIAbrdn Etfs
6.3%
SCHGSchwab Strategic Tr
5.4%
SCHVSchwab Strategic Tr
5.0%
VUGVanguard Index FDS
4.6%
VBKVanguard Index FDS
4.2%
VTVVanguard Index FDS
4.2%−2%
VOEVanguard Index FDS
4.2%
VBRVanguard Index FDS
4.1%
SCHFSchwab Strategic Tr
11.6%
MLPXGlobal X FDS
8.1%
VWOVanguard Intl Equity Index F
6.7%
VEAVanguard Tax-Managed FDS
6.5%−2%
BCIAbrdn Etfs
6.3%
SCHGSchwab Strategic Tr
5.4%
SCHVSchwab Strategic Tr
5.0%
VUGVanguard Index FDS
4.6%
VBKVanguard Index FDS
4.2%
VTV4.2%
VOE4.2%
VBR4.1%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SCHF Schwab Strategic Tr 11.6% Held
MLPX Global X FDS 8.1% Held
VWO Vanguard Intl Equity Index F 6.7% Held
VEA Vanguard Tax-Managed FDS 6.5% Trimmed −2%
BCI Abrdn Etfs 6.3% Held
SCHG Schwab Strategic Tr 5.4% Held
SCHV Schwab Strategic Tr 5.0% Held
VUG Vanguard Index FDS 4.6% Held
VBK Vanguard Index FDS 4.2% Held
VTV Vanguard Index FDS 4.2% Trimmed −2%
VOE Vanguard Index FDS 4.2% Held
VBR Vanguard Index FDS 4.1% Held
What changed
Biggest moves since Jun 30, 2026
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