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Towneley Capital Management, Inc / DE

Latest statistics and disclosures from Towneley Capital Management, Inc / DE's latest quarterly 13F-HR filing:

Top 5 stock holdings are VTI, VXUS, VGIT, WINN, VCSH, and represent 62.16% of Towneley Capital Management, Inc / DE's stock portfolio.
Added to shares of these 10 stocks: VTI (+$5.9M), VXUS, AAPL, WINN, VTEB, VGIT, BRK.B, VCSH, AVUV, JMBS.
Started 7 new stock positions in BND, TRV, DE, GOOG, LOOP, KMB, GOOGL.
Reduced shares in these 10 stocks: LLY (-$6.4M), QQQ, VT, , , MSFT, , , SMH, MGK.
Sold out of its positions in CASS, COP, XOM, QQQ, XLK, SMH, MGK, VT.
Towneley Capital Management, Inc / DE was a net buyer of stock by $6.3M.
Towneley Capital Management, Inc / DE has $428M in assets under management (AUM), dropping by 1.54%.
Central Index Key (CIK): 0002004980

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Portfolio Holdings for Towneley Capital Management, Inc / DE

Towneley Capital Management, Inc / DE holds 44 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Total Stk Mkt (VTI)	29.6	$127M	+4%	460k	274.84	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	12.5	$53M	+4%	859k	62.10	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	6.8	$29M	+3%	488k	59.40	View chart
Harbor Etf Trust Long Term Grower (WINN)	6.8	$29M	+4%	1.2M	24.50	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	6.5	$28M	+3%	353k	78.94	View chart
Etfs Gold Tr Physcl Gold Shs (SGOL)	5.2	$22M	+2%	739k	29.82	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	4.8	$21M	+2%	733k	27.96	View chart
Janus Detroit Str Tr Henderson Mtg (JMBS)	4.7	$20M	+3%	448k	45.20	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	4.6	$20M	+3%	814k	24.34	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	3.7	$16M	+7%	318k	49.62	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	3.7	$16M	+5%	180k	87.17	View chart
Ishares Gold Tr Ishares New (IAU)	1.9	$8.3M	+2%	141k	58.96	View chart
Abrdn Precious Metals Basket Physcl Precs Met (GLTR)	1.8	$7.7M	+3%	60k	129.47	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	1.7	$7.4M	+3%	287k	25.89	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	0.8	$3.5M	+3%	123k	28.86	View chart
Spdr Gold Tr Gold Shs (GLD)	0.8	$3.4M	-3%	12k	288.14	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.8	$3.2M	+4%	56k	57.61	View chart
Apple (AAPL)	0.6	$2.5M	+890%	11k	222.14	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$1.4M	+169%	2.6k	532.58	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.3	$1.4M		23k	58.69	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$944k		1.7k	561.84	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$766k	-5%	2.1k	370.78	View chart
Spdr Index Shs Fds Msci Acwi Exus (CWI)	0.2	$684k		23k	29.58	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.1	$597k	-6%	9.9k	60.48	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$520k	-7%	3.0k	172.75	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.1	$467k		9.1k	51.55	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.1	$409k		9.9k	41.21	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$402k	-6%	1.6k	258.63	View chart
Eli Lilly & Co. (LLY)	0.1	$331k	-95%	401.00	825.10	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.1	$301k		5.0k	59.75	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$300k	NEW	4.1k	73.46	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$299k	-9%	3.0k	98.93	View chart
Microsoft Corporation (MSFT)	0.1	$267k	-73%	711.00	375.54	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.1	$266k		5.2k	51.49	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.1	$266k	-3%	7.4k	35.81	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.1	$261k	-7%	5.2k	49.90	View chart
Kimberly-Clark Corporation (KMB)	0.1	$250k	NEW	1.8k	142.26	View chart
Deere & Company (DE)	0.1	$247k	NEW	527.00	469.35	View chart
Travelers Companies (TRV)	0.1	$241k	NEW	912.00	264.43	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$234k		3.9k	60.66	View chart
Global Self Storage (SELF)	0.1	$231k		46k	5.04	View chart
Alphabet Cap Stk Cl C (GOOG)	0.0	$210k	NEW	1.3k	156.25	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.0	$208k	NEW	1.3k	154.67	View chart
Loop Inds (LOOP)	0.0	$78k	NEW	68k	1.15	View chart

Past Filings by Towneley Capital Management, Inc / DE

SEC 13F filings are viewable for Towneley Capital Management, Inc / DE going back to 2023

Towneley Capital Management, Inc / DE 2025 Q1 filed April 11, 2025
Towneley Capital Management, Inc / DE 2024 Q4 filed Jan. 29, 2025
Towneley Capital Management, Inc / DE 2024 Q3 filed Oct. 8, 2024
Towneley Capital Management, Inc / DE 2024 Q2 filed July 23, 2024
Towneley Capital Management, Inc / DE 2024 Q1 filed April 22, 2024
Towneley Capital Management, Inc / DE 2023 Q4 filed Jan. 17, 2024

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