Towneley Capital Management, Inc / DE

Towneley Capital Management, Inc / DE as of Sept. 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 September 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 28.4 $126M 443k 283.16
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 11.5 $51M 783k 64.74
Pimco Etf Tr Inter Mun Bd Act (MUNI) 10.0 $44M 831k 52.98
Harbor Etf Trust Long Term Grower (WINN) 6.6 $29M 1.1M 25.61
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 6.0 $27M 334k 79.42
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 5.8 $26M 424k 60.42
Schwab Strategic Tr Us Dividend Eq (SCHD) 4.4 $20M 232k 84.53
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 4.2 $19M 383k 48.98
Etfs Gold Tr Physcl Gold Shs (SGOL) 4.2 $19M 741k 25.13
Janus Detroit Str Tr Henderson Mtg (JMBS) 4.2 $18M 393k 46.65
American Centy Etf Tr Us Sml Cp Valu (AVUV) 3.4 $15M 155k 95.95
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 1.7 $7.5M 275k 27.41
Ishares Gold Tr Ishares New (IAU) 1.6 $7.0M 140k 49.70
Abrdn Precious Metals Basket Physcl Precs Met (GLTR) 1.5 $6.5M 58k 113.29
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.4 $6.0M 118k 51.12
Vaneck Etf Trust Fallen Angel Hg (ANGL) 0.7 $3.3M 112k 29.41
Vanguard Scottsdale Fds Long Term Treas (VGLT) 0.7 $3.2M 52k 61.54
Spdr Gold Tr Gold Shs (GLD) 0.7 $3.0M 12k 243.06
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.3 $1.3M 23k 59.02
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.3 $1.2M 10k 119.69
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.3 $1.2M 19k 64.86
Vanguard Index Fds Growth Etf (VUG) 0.3 $1.2M 3.1k 383.96
Ishares Tr Core S&p500 Etf (IVV) 0.2 $1.0M 1.8k 576.96
Spdr Index Shs Fds Msci Acwi Exus (CWI) 0.2 $928k 31k 30.44
Vanguard Index Fds Value Etf (VTV) 0.2 $895k 5.1k 174.56
Dimensional Etf Trust Us Equity Market (DFUS) 0.2 $786k 13k 62.20
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $780k 3.0k 263.83
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $612k 6.0k 101.27
Ishares Tr Intrm Gov Cr Etf (GVI) 0.1 $576k 5.4k 107.11
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.1 $451k 11k 41.69
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $443k 963.00 460.26
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $380k 6.0k 63.00
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.1 $368k 7.5k 49.31
Dimensional Etf Trust Us Sustainabilty (DFSU) 0.1 $289k 7.8k 37.18
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.1 $286k 5.1k 55.63
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $244k 3.3k 75.10
Global Self Storage (SELF) 0.1 $232k 45k 5.21
Ishares Tr Intl Trea Bd Etf (IGOV) 0.0 $203k 4.9k 41.82
Nkgen Biotech (NKGN) 0.0 $3.8k 10k 0.38