Towneley Capital Management, Inc / DE

Towneley Capital Management, Inc / DE as of June 30, 2024

Portfolio Holdings for Towneley Capital Management, Inc / DE

Towneley Capital Management, Inc / DE holds 39 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 29.3 $125M 467k 267.51
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 11.1 $47M 785k 60.30
Pimco Etf Tr Inter Mun Bd Act (MUNI) 10.2 $44M 836k 52.06
Harbor Etf Trust Long Term Grower (WINN) 6.7 $28M 1.1M 25.29
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 6.0 $25M 329k 77.28
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 5.7 $24M 416k 58.23
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 4.2 $18M 374k 48.13
Schwab Strategic Tr Us Dividend Eq (SCHD) 4.2 $18M 230k 77.76
Etfs Gold Tr Physcl Gold Shs (SGOL) 4.1 $17M 781k 22.22
Janus Detroit Str Tr Henderson Mtg (JMBS) 4.0 $17M 386k 44.65
American Centy Etf Tr Us Sml Cp Valu (AVUV) 3.1 $13M 148k 89.72
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 1.7 $7.2M 278k 25.87
Ishares Gold Tr Ishares New (IAU) 1.5 $6.4M 145k 43.93
Abrdn Precious Metals Basket Physcl Precs Met (GLTR) 1.4 $6.0M 58k 102.98
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.3 $5.6M 111k 50.11
Vaneck Etf Trust Fallen Angel Hg (ANGL) 0.7 $3.2M 112k 28.30
Vanguard Scottsdale Fds Long Term Treas (VGLT) 0.7 $3.0M 52k 57.68
Spdr Gold Tr Gold Shs (GLD) 0.7 $2.8M 13k 215.01
Vanguard Index Fds Growth Etf (VUG) 0.4 $1.7M 4.6k 374.01
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.3 $1.4M 23k 60.08
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.3 $1.3M 23k 57.99
Vanguard Index Fds Value Etf (VTV) 0.3 $1.2M 7.4k 160.41
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.3 $1.2M 10k 112.64
Ishares Tr Core S&p500 Etf (IVV) 0.3 $1.1M 2.0k 547.21
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $987k 4.1k 242.08
Spdr Index Shs Fds Msci Acwi Exus (CWI) 0.2 $963k 34k 28.31
Dimensional Etf Trust Us Equity Etf (DFUS) 0.2 $742k 13k 58.85
Ishares Tr Core Us Aggbd Et (AGG) 0.2 $724k 7.5k 97.07
Ishares Tr Intrm Gov Cr Etf (GVI) 0.1 $557k 5.4k 103.73
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $552k 9.4k 58.64
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.1 $423k 11k 39.27
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.1 $412k 8.5k 48.54
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $351k 863.00 406.80
Ishares Tr Intl Trea Bd Etf (IGOV) 0.1 $282k 7.3k 38.61
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.1 $266k 5.1k 51.87
Dimensional Etf Trust Us Sustainabilty (DFSU) 0.1 $257k 7.4k 34.86
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $224k 3.1k 72.06
Global Self Storage (SELF) 0.0 $213k 44k 4.86
Nkgen Biotech (NKGN) 0.0 $13k 10k 1.27