13F Holdings Screener
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83200 of
86,839 results.
| CIK | Fund Name | Issuer Name | CUSIP | Ticker | Value ($) | Shares | Avg Price | Reporting Date | Filing Date |
|---|---|---|---|---|---|---|---|---|---|
| 0001964760 | Team Hewins, LLC | VANGUARD INDEX FDS | 922908611 | 408,712.00 | 2,271.00 | 179.97 | 2025-03-31 | 2025-07-07 | |
| 0001964760 | Team Hewins, LLC | ISHARES TR | 46432F842 | 314,254.00 | 4,467.00 | 70.35 | 2025-03-31 | 2025-07-07 | |
| 0001964760 | Team Hewins, LLC | VANECK ETF TRUST | 92189F635 | 287,516.00 | 8,220.00 | 34.98 | 2025-03-31 | 2025-07-07 | |
| 0001964760 | Team Hewins, LLC | SCHWAB STRATEGIC TR | 808524797 | 278,193.00 | 3,654.00 | 76.13 | 2025-03-31 | 2025-07-07 | |
| 0001964760 | Team Hewins, LLC | ISHARES TR | 464288877 | 268,159.00 | 5,147.00 | 52.10 | 2025-03-31 | 2025-07-07 | |
| 0001964760 | Team Hewins, LLC | VANGUARD SPECIALIZED FUNDS | 921908844 | 250,148.00 | 1,468.00 | 170.40 | 2025-03-31 | 2025-07-07 | |
| 0001964760 | Team Hewins, LLC | AMERICAN CENTY ETF TR | 025072315 | 245,879.00 | 5,127.00 | 47.96 | 2025-03-31 | 2025-07-07 | |
| 0001964760 | Team Hewins, LLC | ISHARES TR | 464287879 | 235,000.00 | 2,280.00 | 103.07 | 2025-03-31 | 2025-07-07 | |
| 0001964760 | Team Hewins, LLC | VANGUARD INTL EQUITY INDEX F | 922042858 | VFINX | 217,789.00 | 5,299.00 | 41.10 | 2025-03-31 | 2025-07-07 |
| 0001994332 | Payne Capital Management, LLC | ABBVIE INC | 00287Y109 | ABBV | 248,300.00 | 1,185.00 | 209.54 | 2025-03-31 | 2025-11-25 |
| 0001994332 | Payne Capital Management, LLC | ABRDN ETFS | 003261104 | 14,355,695.00 | 668,951.00 | 21.46 | 2025-03-31 | 2025-11-25 | |
| 0001994332 | Payne Capital Management, LLC | ALPHABET INC | 02079K305 | GOOGL | 312,417.00 | 2,020.00 | 154.66 | 2025-03-31 | 2025-11-25 |
| 0001994332 | Payne Capital Management, LLC | ALPS ETF TR | 00162Q452 | AMLP | 2,687,958.00 | 51,751.00 | 51.94 | 2025-03-31 | 2025-11-25 |
| 0001994332 | Payne Capital Management, LLC | AMAZON COM INC | 023135106 | AMZN | 547,220.00 | 2,876.00 | 190.27 | 2025-03-31 | 2025-11-25 |
| 0001994332 | Payne Capital Management, LLC | APPLE INC | 037833100 | AAPL | 2,285,588.00 | 10,289.00 | 222.14 | 2025-03-31 | 2025-11-25 |
| 0001994332 | Payne Capital Management, LLC | BANK AMERICA CORP | 060505104 | BAC | 319,860.00 | 7,665.00 | 41.73 | 2025-03-31 | 2025-11-25 |
| 0001994332 | Payne Capital Management, LLC | BERKSHIRE HATHAWAY INC DEL | 084670702 | shares | 547,467.00 | 1,028.00 | 532.56 | 2025-03-31 | 2025-11-25 |
| 0001994332 | Payne Capital Management, LLC | BROADCOM INC | 11135F101 | AVGO | 264,824.00 | 1,582.00 | 167.40 | 2025-03-31 | 2025-11-25 |
| 0001994332 | Payne Capital Management, LLC | CHEVRON CORP NEW | 166764100 | CVX | 373,486.00 | 2,233.00 | 167.26 | 2025-03-31 | 2025-11-25 |
| 0001994332 | Payne Capital Management, LLC | CONSOLIDATED EDISON INC | 209115104 | ED | 228,479.00 | 2,066.00 | 110.59 | 2025-03-31 | 2025-11-25 |
| 0001994332 | Payne Capital Management, LLC | ESSEX PPTY TR INC | 297178105 | ESS | 227,475.00 | 742.00 | 306.57 | 2025-03-31 | 2025-11-25 |
| 0001994332 | Payne Capital Management, LLC | EXXON MOBIL CORP | 30231G102 | XOM | 1,941,471.00 | 16,324.00 | 118.93 | 2025-03-31 | 2025-11-25 |
| 0001994332 | Payne Capital Management, LLC | FIDELITY COVINGTON TRUST | 316092857 | 6,843,874.00 | 249,140.00 | 27.47 | 2025-03-31 | 2025-11-25 | |
| 0001994332 | Payne Capital Management, LLC | FIRST TR NAS100 EQ WEIGHTED | 337344105 | 205,581.00 | 1,700.00 | 120.93 | 2025-03-31 | 2025-11-25 | |
| 0001994332 | Payne Capital Management, LLC | GLOBAL X FDS | 37954Y293 | 22,374,391.00 | 350,641.00 | 63.81 | 2025-03-31 | 2025-11-25 | |
| 0001994332 | Payne Capital Management, LLC | GOLDMAN SACHS GROUP INC | 38141G104 | GS | 229,442.00 | 420.00 | 546.29 | 2025-03-31 | 2025-11-25 |
| 0001994332 | Payne Capital Management, LLC | HOME DEPOT INC | 437076102 | HD | 503,191.00 | 1,373.00 | 366.49 | 2025-03-31 | 2025-11-25 |
| 0001994332 | Payne Capital Management, LLC | INVESCO QQQ TR | 46090E103 | QQQ | 294,150.00 | 627.00 | 469.14 | 2025-03-31 | 2025-11-25 |
| 0001994332 | Payne Capital Management, LLC | ISHARES TR | 46432F842 | 310,744.00 | 4,108.00 | 75.64 | 2025-03-31 | 2025-11-25 | |
| 0001994332 | Payne Capital Management, LLC | ISHARES TR | 46434V647 | 1,140,317.00 | 47,004.00 | 24.26 | 2025-03-31 | 2025-11-25 | |
| 0001994332 | Payne Capital Management, LLC | ISHARES TR | 464288489 | 1,180,128.00 | 59,814.00 | 19.73 | 2025-03-31 | 2025-11-25 | |
| 0001994332 | Payne Capital Management, LLC | ISHARES TR | 46434V456 | 221,788.00 | 5,588.00 | 39.69 | 2025-03-31 | 2025-11-25 | |
| 0001994332 | Payne Capital Management, LLC | ISHARES TR | 464287101 | 243,747.00 | 900.00 | 270.83 | 2025-03-31 | 2025-11-25 | |
| 0001994332 | Payne Capital Management, LLC | ISHARES TR | 464287788 | 225,700.00 | 2,000.00 | 112.85 | 2025-03-31 | 2025-11-25 | |
| 0001994332 | Payne Capital Management, LLC | JOHNSON & JOHNSON | 478160104 | JNJ | 214,286.00 | 1,292.00 | 165.86 | 2025-03-31 | 2025-11-25 |
| 0001994332 | Payne Capital Management, LLC | JPMORGAN CHASE & CO. | 46625H100 | JPM | 687,331.00 | 2,802.00 | 245.30 | 2025-03-31 | 2025-11-25 |
| 0001994332 | Payne Capital Management, LLC | MCKESSON CORP | 58155Q103 | MCK | 454,268.00 | 675.00 | 672.99 | 2025-03-31 | 2025-11-25 |
| 0001994332 | Payne Capital Management, LLC | MERCK & CO INC | 58933Y105 | MRK | 226,981.00 | 2,529.00 | 89.75 | 2025-03-31 | 2025-11-25 |
| 0001994332 | Payne Capital Management, LLC | META PLATFORMS INC | 30303M102 | META | 484,534.00 | 841.00 | 576.14 | 2025-03-31 | 2025-11-25 |
| 0001994332 | Payne Capital Management, LLC | MICROSOFT CORP | 594918104 | MSFT | 460,306.00 | 1,226.00 | 375.45 | 2025-03-31 | 2025-11-25 |
| 0001994332 | Payne Capital Management, LLC | MORGAN STANLEY | 617446448 | MS | 526,882.00 | 4,516.00 | 116.67 | 2025-03-31 | 2025-11-25 |
| 0001994332 | Payne Capital Management, LLC | NETFLIX INC | 64110L106 | NFLX | 263,906.00 | 283.00 | 932.53 | 2025-03-31 | 2025-11-25 |
| 0001994332 | Payne Capital Management, LLC | NORTHROP GRUMMAN CORP | 666807102 | NOC | 1,008,404.00 | 1,970.00 | 511.88 | 2025-03-31 | 2025-11-25 |
| 0001994332 | Payne Capital Management, LLC | NVIDIA CORPORATION | 67066G104 | NVDA | 1,959,579.00 | 18,081.00 | 108.38 | 2025-03-31 | 2025-11-25 |
| 0001994332 | Payne Capital Management, LLC | OMNICOM GROUP INC | 681919106 | OMC | 206,446.00 | 2,490.00 | 82.91 | 2025-03-31 | 2025-11-25 |
| 0001994332 | Payne Capital Management, LLC | ORACLE CORP | 68389X105 | ORCL | 265,220.00 | 1,897.00 | 139.81 | 2025-03-31 | 2025-11-25 |
| 0001994332 | Payne Capital Management, LLC | PHILIP MORRIS INTL INC | 718172109 | PM | 440,952.00 | 2,778.00 | 158.73 | 2025-03-31 | 2025-11-25 |
| 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 |