Towneley Capital Management, Inc / DE

Towneley Capital Management, Inc / DE as of March 31, 2024

Portfolio Holdings for Towneley Capital Management, Inc / DE

Towneley Capital Management, Inc / DE holds 47 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 21.5 $88M 337k 259.90
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 11.5 $47M 777k 60.30
Pimco Etf Tr Inter Mun Bd Act (MUNI) 11.2 $46M 869k 52.47
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 6.1 $25M 322k 77.31
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 5.8 $24M 404k 58.55
Vanguard Index Fds Growth Etf (VUG) 5.6 $23M 66k 344.20
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 4.3 $17M 359k 48.21
Abrdn Gold Etf Trust Physcl Gold Shs (SGOL) 4.2 $17M 800k 21.24
Janus Detroit Str Tr Henderson Mtg (JMBS) 4.1 $17M 374k 45.10
Schwab Strategic Tr Us Dividend Eq (SCHD) 4.1 $17M 206k 80.63
Vanguard Index Fds Value Etf (VTV) 3.6 $15M 90k 162.86
Vanguard Index Fds Mid Cap Etf (VO) 3.2 $13M 52k 249.86
Dimensional Etf Trust Us Small Cap Etf (DFAS) 1.9 $7.7M 124k 62.34
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 1.7 $7.0M 285k 24.72
Ishares Gold Tr Ishares New (IAU) 1.7 $6.9M 164k 42.01
Abrdn Precious Metals Basket Physcl Precs Met (GLTR) 1.4 $5.7M 59k 95.50
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.2 $5.0M 99k 50.60
Vaneck Etf Trust Fallen Angel Hg (ANGL) 0.8 $3.4M 117k 29.02
Vanguard Scottsdale Fds Long Term Treas (VGLT) 0.8 $3.2M 54k 59.24
Ishares Tr Intrm Gov Cr Etf (GVI) 0.7 $3.0M 29k 103.98
Spdr Gold Tr Gold Shs (GLD) 0.7 $2.8M 14k 205.72
Ishares Tr Core S&p500 Etf (IVV) 0.3 $1.3M 2.5k 525.68
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.3 $1.3M 22k 58.07
Spdr Index Shs Fds Msci Acwi Exus (CWI) 0.3 $1.2M 42k 28.40
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.3 $1.2M 20k 58.65
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.3 $1.1M 10k 110.50
Ishares Tr Core Us Aggbd Et (AGG) 0.3 $1.1M 11k 97.94
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $969k 2.3k 420.52
Spdr Ser Tr Bloomberg Intl T (BWX) 0.2 $725k 33k 22.24
Dimensional Etf Trust Us Equity Etf (DFUS) 0.2 $717k 13k 56.98
Ishares Tr Intl Trea Bd Etf (IGOV) 0.1 $593k 15k 39.63
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.1 $546k 11k 47.89
Spdr Ser Tr Bloomberg Short (BWZ) 0.1 $453k 17k 26.36
Spdr Ser Tr Ftse Int Gvt Etf (WIP) 0.1 $445k 11k 39.98
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.1 $438k 11k 40.90
Ishares Tr 3yrtb Etf (ISHG) 0.1 $404k 5.8k 69.89
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.1 $343k 3.1k 108.93
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.1 $310k 3.3k 94.67
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.1 $277k 5.1k 54.43
Dimensional Etf Trust Us Sustainabilty (DFSU) 0.1 $261k 7.6k 34.41
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 0.1 $252k 4.0k 63.85
Ishares Jp Morgan Em Etf (LEMB) 0.1 $243k 6.7k 36.08
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.1 $242k 2.6k 93.71
Spdr Ser Tr Bloomberg Intl (IBND) 0.1 $242k 8.3k 29.11
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.1 $241k 2.9k 81.77
Global Self Storage (SELF) 0.0 $192k 43k 4.45
Nkgen Biotech (NKGN) 0.0 $19k 10k 1.89