Towneley Capital Management, Inc / DE

Towneley Capital Management, Inc / DE as of Dec. 31, 2023

Portfolio Holdings for Towneley Capital Management, Inc / DE

Towneley Capital Management, Inc / DE holds 45 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 20.5 $80M 338k 237.22
Pimco Etf Tr Inter Mun Bd Act (MUNI) 12.2 $48M 899k 52.80
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 11.4 $44M 765k 57.96
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 6.3 $25M 317k 77.37
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 6.0 $24M 396k 59.32
Vanguard Index Fds Growth Etf (VUG) 5.4 $21M 68k 310.88
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 4.4 $17M 351k 48.45
Janus Detroit Str Tr Henderson Mtg (JMBS) 4.3 $17M 365k 45.94
Abrdn Gold Etf Trust Physcl Gold Shs (SGOL) 4.1 $16M 805k 19.74
Schwab Strategic Tr Us Dividend Eq (SCHD) 4.0 $16M 204k 76.13
Vanguard Index Fds Value Etf (VTV) 3.5 $14M 91k 149.50
Vanguard Index Fds Mid Cap Etf (VO) 3.1 $12M 53k 232.64
Dimensional Etf Trust Us Small Cap Etf (DFAS) 1.9 $7.4M 125k 59.62
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 1.7 $6.8M 283k 24.11
Ishares Gold Tr Ishares New (IAU) 1.7 $6.4M 165k 39.03
Abrdn Precious Metals Basket Physcl Precs Met (GLTR) 1.4 $5.4M 59k 91.02
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.3 $5.1M 100k 51.05
Vaneck Etf Trust Fallen Angel Hg (ANGL) 0.9 $3.3M 116k 28.78
Vanguard Scottsdale Fds Long Term Treas (VGLT) 0.8 $3.3M 53k 61.53
Ishares Tr Intrm Gov Cr Etf (GVI) 0.8 $3.2M 31k 104.76
Spdr Gold Tr Gold Shs (GLD) 0.7 $2.6M 14k 191.17
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.3 $1.3M 22k 58.33
Ishares Tr Core S&p500 Etf (IVV) 0.3 $1.2M 2.5k 477.57
Spdr Index Shs Fds Msci Acwi Exus (CWI) 0.3 $1.1M 42k 27.04
Ishares Tr Core Us Aggbd Et (AGG) 0.3 $1.1M 11k 99.25
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.3 $1.1M 20k 56.14
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.3 $1.1M 10k 102.88
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $823k 2.3k 356.66
Spdr Ser Tr Bloomberg Intl T (BWX) 0.2 $756k 33k 23.18
Ishares Tr Intl Trea Bd Etf (IGOV) 0.2 $686k 17k 41.33
Dimensional Etf Trust Us Equity Etf (DFUS) 0.2 $670k 13k 51.83
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.1 $541k 11k 47.49
Spdr Ser Tr Bloomberg Short (BWZ) 0.1 $469k 17k 27.40
Spdr Ser Tr Ftse Int Gvt Etf (WIP) 0.1 $464k 11k 41.94
Ishares Tr 3yrtb Etf (ISHG) 0.1 $416k 5.8k 72.07
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.1 $399k 11k 37.22
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.1 $346k 3.1k 110.67
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.1 $314k 3.3k 96.38
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.1 $267k 5.1k 52.33
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 0.1 $250k 3.9k 63.75
Spdr Ser Tr Bloomberg Intl (IBND) 0.1 $248k 8.3k 29.93
Ishares Jp Morgan Em Etf (LEMB) 0.1 $247k 6.7k 36.72
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.1 $240k 2.9k 82.05
Dimensional Etf Trust Us Sustainabilty (DFSU) 0.1 $229k 7.4k 31.13
Global Self Storage (SELF) 0.1 $200k 43k 4.63