13F Holdings Screener
Showing 83101 -
83150 of
86,839 results.
| CIK | Fund Name | Issuer Name | CUSIP | Ticker | Value ($) | Shares | Avg Price | Reporting Date | Filing Date |
|---|---|---|---|---|---|---|---|---|---|
| 0001994332 | Payne Capital Management, LLC | SCHWAB STRATEGIC TR | 808524706 | 4,720,232.00 | 171,209.00 | 27.57 | 2025-03-31 | 2025-11-25 | |
| 0001994332 | Payne Capital Management, LLC | SCHWAB STRATEGIC TR | 808524805 | 27,315,981.00 | 1,380,990.00 | 19.78 | 2025-03-31 | 2025-11-25 | |
| 0001994332 | Payne Capital Management, LLC | SCHWAB STRATEGIC TR | 808524888 | 220,524.00 | 6,146.00 | 35.88 | 2025-03-31 | 2025-11-25 | |
| 0001994332 | Payne Capital Management, LLC | SCHWAB STRATEGIC TR | 808524797 | 279,908.00 | 10,011.00 | 27.96 | 2025-03-31 | 2025-11-25 | |
| 0001994332 | Payne Capital Management, LLC | SCHWAB STRATEGIC TR | 808524300 | 13,133,306.00 | 524,493.00 | 25.04 | 2025-03-31 | 2025-11-25 | |
| 0001994332 | Payne Capital Management, LLC | SCHWAB STRATEGIC TR | 808524409 | 12,300,478.00 | 462,772.00 | 26.58 | 2025-03-31 | 2025-11-25 | |
| 0001994332 | Payne Capital Management, LLC | SELECT SECTOR SPDR TR | 81369Y803 | 215,565.00 | 1,044.00 | 206.48 | 2025-03-31 | 2025-11-25 | |
| 0001994332 | Payne Capital Management, LLC | SERVICENOW INC | 81762P102 | NOW | 699,011.00 | 878.00 | 796.14 | 2025-03-31 | 2025-11-25 |
| 0001994332 | Payne Capital Management, LLC | SPDR S&P 500 ETF TR | 78462F103 | SPY | 1,588,575.00 | 2,840.00 | 559.36 | 2025-03-31 | 2025-11-25 |
| 0001994332 | Payne Capital Management, LLC | SPDR SER TR | 78464A821 | 784,462.00 | 9,872.00 | 79.46 | 2025-03-31 | 2025-11-25 | |
| 0001994332 | Payne Capital Management, LLC | SPDR SER TR | 78464A839 | 1,308,129.00 | 16,978.00 | 77.05 | 2025-03-31 | 2025-11-25 | |
| 0001994332 | Payne Capital Management, LLC | SPDR SER TR | 78464A201 | 621,272.00 | 7,485.00 | 83.00 | 2025-03-31 | 2025-11-25 | |
| 0001994332 | Payne Capital Management, LLC | SPDR SER TR | 78464A300 | 1,081,551.00 | 13,795.00 | 78.40 | 2025-03-31 | 2025-11-25 | |
| 0001994332 | Payne Capital Management, LLC | SPDR SER TR | 78464A763 | SDY | 815,576.00 | 6,011.00 | 135.68 | 2025-03-31 | 2025-11-25 |
| 0001994332 | Payne Capital Management, LLC | TESLA INC | 88160R101 | TSLA | 330,630.00 | 1,276.00 | 259.11 | 2025-03-31 | 2025-11-25 |
| 0001994332 | Payne Capital Management, LLC | UNION PAC CORP | 907818108 | UNP | 420,507.00 | 1,780.00 | 236.24 | 2025-03-31 | 2025-11-25 |
| 0001994332 | Payne Capital Management, LLC | VANGUARD INDEX FDS | 922908736 | 10,386,264.00 | 28,009.00 | 370.82 | 2025-03-31 | 2025-11-25 | |
| 0001994332 | Payne Capital Management, LLC | VANGUARD INDEX FDS | 922908538 | 10,376,561.00 | 42,416.00 | 244.64 | 2025-03-31 | 2025-11-25 | |
| 0001994332 | Payne Capital Management, LLC | VANGUARD INDEX FDS | 922908512 | 10,100,865.00 | 62,918.00 | 160.54 | 2025-03-31 | 2025-11-25 | |
| 0001994332 | Payne Capital Management, LLC | VANGUARD INDEX FDS | 922908553 | 3,152,993.00 | 34,824.00 | 90.54 | 2025-03-31 | 2025-11-25 | |
| 0001994332 | Payne Capital Management, LLC | VANGUARD INDEX FDS | 922908363 | VOO | 505,992.00 | 985.00 | 513.70 | 2025-03-31 | 2025-11-25 |
| 0001994332 | Payne Capital Management, LLC | VANGUARD INDEX FDS | 922908611 | 9,888,087.00 | 53,079.00 | 186.29 | 2025-03-31 | 2025-11-25 | |
| 0001994332 | Payne Capital Management, LLC | VANGUARD INDEX FDS | 922908595 | 9,605,972.00 | 38,154.00 | 251.77 | 2025-03-31 | 2025-11-25 | |
| 0001994332 | Payne Capital Management, LLC | VANGUARD INDEX FDS | 922908769 | 465,039.00 | 1,692.00 | 274.85 | 2025-03-31 | 2025-11-25 | |
| 0001994332 | Payne Capital Management, LLC | VANGUARD INDEX FDS | 922908744 | 9,989,476.00 | 57,830.00 | 172.74 | 2025-03-31 | 2025-11-25 | |
| 0001994332 | Payne Capital Management, LLC | VANGUARD INTL EQUITY INDEX F | 922042858 | VFINX | 15,891,449.00 | 351,115.00 | 45.26 | 2025-03-31 | 2025-11-25 |
| 0001994332 | Payne Capital Management, LLC | VANGUARD INTL EQUITY INDEX F | 922042718 | 1,025,306.00 | 8,869.00 | 115.61 | 2025-03-31 | 2025-11-25 | |
| 0001994332 | Payne Capital Management, LLC | VANGUARD INTL EQUITY INDEX F | 922042676 | 7,423,865.00 | 183,487.00 | 40.46 | 2025-03-31 | 2025-11-25 | |
| 0001994332 | Payne Capital Management, LLC | VANGUARD TAX-MANAGED FDS | 921943858 | VTMFX | 13,380,589.00 | 263,242.00 | 50.83 | 2025-03-31 | 2025-11-25 |
| 0001994332 | Payne Capital Management, LLC | VANGUARD WHITEHALL FDS | 921946406 | 309,504.00 | 2,400.00 | 128.96 | 2025-03-31 | 2025-11-25 | |
| 0001994332 | Payne Capital Management, LLC | VANGUARD WHITEHALL FDS | 921946810 | 234,388.00 | 2,826.00 | 82.94 | 2025-03-31 | 2025-11-25 | |
| 0001994332 | Payne Capital Management, LLC | VANGUARD WORLD FD | 92204A702 | 459,396.00 | 847.00 | 542.38 | 2025-03-31 | 2025-11-25 | |
| 0001994332 | Payne Capital Management, LLC | VISA INC | 92826C839 | V | 221,140.00 | 631.00 | 350.46 | 2025-03-31 | 2025-11-25 |
| 0001964760 | Team Hewins, LLC | DIMENSIONAL ETF TRUST | 25434V807 | 60,017,221.00 | 1,746,718.00 | 34.36 | 2025-03-31 | 2025-07-07 | |
| 0001964760 | Team Hewins, LLC | DIMENSIONAL ETF TRUST | 25434V609 | 52,618,389.00 | 1,005,511.00 | 52.33 | 2025-03-31 | 2025-07-07 | |
| 0001964760 | Team Hewins, LLC | DIMENSIONAL ETF TRUST | 25434V724 | 43,195,455.00 | 1,160,544.00 | 37.22 | 2025-03-31 | 2025-07-07 | |
| 0001964760 | Team Hewins, LLC | AMERICAN CENTY ETF TR | 025072877 | 29,616,854.00 | 329,809.00 | 89.80 | 2025-03-31 | 2025-07-07 | |
| 0001964760 | Team Hewins, LLC | DIMENSIONAL ETF TRUST | 25434V666 | 18,521,997.00 | 684,732.00 | 27.05 | 2025-03-31 | 2025-07-07 | |
| 0001964760 | Team Hewins, LLC | AMERICAN CENTY ETF TR | 025072604 | 6,329,997.00 | 112,254.00 | 56.39 | 2025-03-31 | 2025-07-07 | |
| 0001964760 | Team Hewins, LLC | ISHARES TR | 464287648 | 5,853,983.00 | 23,210.00 | 252.22 | 2025-03-31 | 2025-07-07 | |
| 0001964760 | Team Hewins, LLC | SPDR S&P 500 ETF TR | 78462F103 | SPY | 1,875,761.00 | 3,931.00 | 477.17 | 2025-03-31 | 2025-07-07 |
| 0001964760 | Team Hewins, LLC | VANGUARD WORLD FD | 921910691 | 1,370,846.00 | 21,629.00 | 63.38 | 2025-03-31 | 2025-07-07 | |
| 0001964760 | Team Hewins, LLC | VANGUARD INDEX FDS | 922908744 | 1,219,621.00 | 8,158.00 | 149.50 | 2025-03-31 | 2025-07-07 | |
| 0001964760 | Team Hewins, LLC | PIMCO ETF TR | 72201R866 | 1,177,873.00 | 22,245.00 | 52.95 | 2025-03-31 | 2025-07-07 | |
| 0001964760 | Team Hewins, LLC | ISHARES TR | 464287200 | IVV | 866,925.00 | 1,815.00 | 477.64 | 2025-03-31 | 2025-07-07 |
| 0001964760 | Team Hewins, LLC | DIMENSIONAL ETF TRUST | 25434V815 | 687,728.00 | 23,617.00 | 29.12 | 2025-03-31 | 2025-07-07 | |
| 0001964760 | Team Hewins, LLC | DIMENSIONAL ETF TRUST | 25434V401 | 664,461.00 | 12,820.00 | 51.83 | 2025-03-31 | 2025-07-07 | |
| 0001964760 | Team Hewins, LLC | VANGUARD INDEX FDS | 922908751 | 602,871.00 | 2,826.00 | 213.33 | 2025-03-31 | 2025-07-07 | |
| 0001964760 | Team Hewins, LLC | AMERICAN CENTY ETF TR | 025072299 | 541,662.00 | 10,052.00 | 53.89 | 2025-03-31 | 2025-07-07 | |
| 0001964760 | Team Hewins, LLC | VANGUARD INDEX FDS | 922908736 | 477,601.00 | 1,536.00 | 310.94 | 2025-03-31 | 2025-07-07 |