StockDriftsStockDriftsTop 50 Payne Capital LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHX | SCHWAB U.S. LARGE-CAP ETF | 10.67% | 453.2K | $11.6M | +224.59%(+313.61K) | $26.08(+11.84%) | 2026-03-31 | |
| SCHR | SCHWAB INTERMEDIATE-TERM US TREASURY ETF | 6.73% | 294.2K | $7.3M | -9.42%(-30.59K) | $25.08(-1.60%) | 2026-03-31 | |
| VTV | VANGUARD VALUE ETF | 6.69% | 37.1K | $7.3M | new | $193.60(+7.63%) | 2026-03-31 | |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | 6.66% | 236.4K | $7.3M | +1281.35%(+219.30K) | $28.90(+9.87%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP COM | 5.13% | 15.1K | $5.6M | -5.01%(-797) | $507.67(-20.18%) | 2026-03-31 | |
| DYNF | ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF | 4.77% | 89.3K | $5.2M | -17.51%(-18.95K) | $56.95(+16.66%) | 2026-03-31 | |
| FNDX | SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF | 4.64% | 181.3K | $5.0M | -25.14%(-60.86K) | $25.42(+19.93%) | 2026-03-31 | |
| BDYN | ISHARES DYNAMIC EQUITY ACTIVE ETF | 3.85% | 172.6K | $4.2M | new | $24.96(+9.73%) | 2026-03-31 | |
| VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | 2.89% | 38.1K | $3.2M | -0.01%(-3) | $83.56(-1.19%) | 2026-03-31 | |
| SPIB | STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF | 2.82% | 91.6K | $3.1M | -6.34%(-6.20K) | $33.74(-0.90%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -3.27% | -9.50% |
| Top 20 Holdings Unweighted | +0.79% | +2.39% |
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