Towneley Capital Management, Inc / DE

Towneley Capital Management, Inc / DE as of March 31, 2025

Portfolio Holdings for Towneley Capital Management, Inc / DE

Towneley Capital Management, Inc / DE holds 44 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 29.6 $127M 460k 274.84
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 12.5 $53M 859k 62.10
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 6.8 $29M 488k 59.40
Harbor Etf Trust Long Term Grower (WINN) 6.8 $29M 1.2M 24.50
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 6.5 $28M 353k 78.94
Etfs Gold Tr Physcl Gold Shs (SGOL) 5.2 $22M 739k 29.82
Schwab Strategic Tr Us Dividend Eq (SCHD) 4.8 $21M 733k 27.96
Janus Detroit Str Tr Henderson Mtg (JMBS) 4.7 $20M 448k 45.20
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 4.6 $20M 814k 24.34
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 3.7 $16M 318k 49.62
American Centy Etf Tr Us Sml Cp Valu (AVUV) 3.7 $16M 180k 87.17
Ishares Gold Tr Ishares New (IAU) 1.9 $8.3M 141k 58.96
Abrdn Precious Metals Basket Physcl Precs Met (GLTR) 1.8 $7.7M 60k 129.47
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 1.7 $7.4M 287k 25.89
Vaneck Etf Trust Fallen Angel Hg (ANGL) 0.8 $3.5M 123k 28.86
Spdr Gold Tr Gold Shs (GLD) 0.8 $3.4M 12k 288.14
Vanguard Scottsdale Fds Long Term Treas (VGLT) 0.8 $3.2M 56k 57.61
Apple (AAPL) 0.6 $2.5M 11k 222.14
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $1.4M 2.6k 532.58
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.3 $1.4M 23k 58.69
Ishares Tr Core S&p500 Etf (IVV) 0.2 $944k 1.7k 561.84
Vanguard Index Fds Growth Etf (VUG) 0.2 $766k 2.1k 370.78
Spdr Index Shs Fds Msci Acwi Exus (CWI) 0.2 $684k 23k 29.58
Dimensional Etf Trust Us Equity Market (DFUS) 0.1 $597k 9.9k 60.48
Vanguard Index Fds Value Etf (VTV) 0.1 $520k 3.0k 172.75
Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.1 $467k 9.1k 51.55
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.1 $409k 9.9k 41.21
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $402k 1.6k 258.63
Eli Lilly & Co. (LLY) 0.1 $331k 401.00 825.10
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.1 $301k 5.0k 59.75
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $300k 4.1k 73.46
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $299k 3.0k 98.93
Microsoft Corporation (MSFT) 0.1 $267k 711.00 375.54
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.1 $266k 5.2k 51.49
Dimensional Etf Trust Us Sustainabilty (DFSU) 0.1 $266k 7.4k 35.81
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.1 $261k 5.2k 49.90
Kimberly-Clark Corporation (KMB) 0.1 $250k 1.8k 142.26
Deere & Company (DE) 0.1 $247k 527.00 469.35
Travelers Companies (TRV) 0.1 $241k 912.00 264.43
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $234k 3.9k 60.66
Global Self Storage (SELF) 0.1 $231k 46k 5.04
Alphabet Cap Stk Cl C (GOOG) 0.0 $210k 1.3k 156.25
Alphabet Cap Stk Cl A (GOOGL) 0.0 $208k 1.3k 154.67
Loop Inds (LOOP) 0.0 $78k 68k 1.15