StockDriftsStockDriftsTop 50 Payne Capital Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHF | SCHWAB STRATEGIC TR | 11.53% | 1.54M | $38.1M | +1.10%(+16.67K) | $19.87(+38.22%) | 2026-03-31 | |
| MLPX | GLOBAL X FDS | 9.37% | 418.2K | $30.9M | +1.55%(+6.36K) | $58.39(+24.96%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 6.81% | 351.1K | $22.5M | +2.49%(+8.52K) | $52.30(+35.39%) | 2026-03-31 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 6.79% | 415.0K | $22.4M | +3.31%(+13.28K) | $46.96(+25.73%) | 2026-03-31 | |
| BCI | ABRDN ETFS | 6.74% | 916.2K | $22.3M | +16.31%(+128.50K) | $20.49(+8.82%) | 2026-03-31 | |
| SCHV | SCHWAB STRATEGIC TR | 5.02% | 543.7K | $16.6M | +2.65%(+14.03K) | $26.79(+28.51%) | 2026-03-31 | |
| SCHG | SCHWAB STRATEGIC TR | 4.96% | 562.3K | $16.4M | +3.34%(+18.16K) | $27.25(+25.21%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 4.54% | 34.3K | $15.0M | -1.80%(-629) | $68.18(+25.39%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 4.34% | 73.0K | $14.3M | -0.26%(-190) | $173.82(+26.09%) | 2026-03-31 | |
| VOE | VANGUARD INDEX FDS | 4.25% | 76.2K | $14.0M | +2.53%(+1.88K) | $165.95(+20.61%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.75% | +47.18% |
| Top 20 Holdings Unweighted | +13.22% | +45.12% |
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