Towneley Capital Management, Inc / DE

Towneley Capital Management, Inc / DE as of Dec. 31, 2024

Portfolio Holdings for Towneley Capital Management, Inc / DE

Towneley Capital Management, Inc / DE holds 45 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 30.2 $127M 439k 289.81
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 11.5 $48M 821k 58.93
Harbor Etf Trust Long Term Grower (WINN) 7.3 $31M 1.1M 27.21
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 6.5 $27M 472k 58.00
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 6.3 $27M 343k 78.01
Schwab Strategic Tr Us Dividend Eq (SCHD) 4.6 $20M 712k 27.32
Janus Detroit Str Tr Henderson Mtg (JMBS) 4.5 $19M 433k 44.18
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 4.5 $19M 787k 24.06
Etfs Gold Tr Physcl Gold Shs (SGOL) 4.3 $18M 720k 25.05
American Centy Etf Tr Us Sml Cp Valu (AVUV) 3.9 $17M 171k 96.53
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 3.5 $15M 296k 50.13
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 1.7 $7.0M 278k 25.37
Ishares Gold Tr Ishares New (IAU) 1.6 $6.8M 138k 49.51
Eli Lilly & Co. (LLY) 1.5 $6.3M 8.2k 772.00
Abrdn Precious Metals Basket Physcl Precs Met (GLTR) 1.5 $6.3M 57k 109.80
Vaneck Etf Trust Fallen Angel Hg (ANGL) 0.8 $3.4M 119k 28.67
Vanguard Scottsdale Fds Long Term Treas (VGLT) 0.7 $3.0M 54k 55.35
Spdr Gold Tr Gold Shs (GLD) 0.7 $3.0M 12k 242.13
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.7 $2.9M 5.8k 511.19
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.3 $1.3M 23k 58.18
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.3 $1.2M 10k 117.48
Select Sector Spdr Tr Technology (XLK) 0.3 $1.2M 5.0k 232.52
Microsoft Corporation (MSFT) 0.3 $1.1M 2.7k 421.50
Exxon Mobil Corporation (XOM) 0.2 $992k 9.2k 107.57
Ishares Tr Core S&p500 Etf (IVV) 0.2 $990k 1.7k 588.76
Vanguard Index Fds Growth Etf (VUG) 0.2 $901k 2.2k 410.43
Dimensional Etf Trust Us Equity Market (DFUS) 0.2 $672k 11k 63.75
Spdr Index Shs Fds Msci Acwi Exus (CWI) 0.2 $646k 23k 27.94
Cass Information Systems (CASS) 0.1 $611k 15k 40.91
Vanguard Index Fds Value Etf (VTV) 0.1 $550k 3.3k 169.30
Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.1 $465k 9.0k 51.73
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $442k 1.7k 264.20
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $437k 963.00 453.28
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.1 $405k 9.9k 40.92
ConocoPhillips (COP) 0.1 $354k 3.6k 99.17
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.1 $334k 5.1k 65.08
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $323k 3.3k 96.90
Dimensional Etf Trust Us Sustainabilty (DFSU) 0.1 $293k 7.7k 37.90
Apple (AAPL) 0.1 $289k 1.2k 250.42
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.1 $287k 5.2k 55.66
Vaneck Etf Trust Semiconductr Etf (SMH) 0.1 $281k 1.2k 242.17
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.1 $274k 5.6k 48.42
Global Self Storage (SELF) 0.1 $240k 45k 5.33
Vanguard World Mega Grwth Ind (MGK) 0.1 $226k 658.00 343.41
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $221k 3.9k 57.42