Towneley Capital Management, Inc / DE

Towneley Capital Management, Inc / DE as of June 30, 2025

Portfolio Holdings for Towneley Capital Management, Inc / DE

Towneley Capital Management, Inc / DE holds 34 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 32.3 $141M 464k 303.93
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 12.9 $56M 813k 69.09
Harbor Etf Trust Long Term Grower (WINN) 7.8 $34M 1.2M 29.12
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 7.6 $33M 556k 59.81
Janus Detroit Str Tr Henderson Mtg (JMBS) 6.0 $26M 578k 45.05
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 5.8 $26M 320k 79.50
Etfs Gold Tr Physcl Gold Shs (SGOL) 4.6 $20M 630k 31.54
Schwab Strategic Tr Us Dividend Eq (SCHD) 4.1 $18M 677k 26.50
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 3.7 $16M 329k 49.03
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 3.0 $13M 535k 24.38
American Centy Etf Tr Us Sml Cp Valu (AVUV) 2.0 $8.7M 95k 91.10
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 1.9 $8.3M 286k 28.95
Vanguard Scottsdale Fds Long Term Treas (VGLT) 1.7 $7.3M 130k 56.12
Ishares Gold Tr Ishares New (IAU) 1.6 $7.1M 115k 62.36
Abrdn Precious Metals Basket Physcl Precs Met (GLTR) 1.6 $7.1M 51k 138.15
Vaneck Etf Trust Fallen Angel Hg (ANGL) 0.9 $3.8M 128k 29.28
Spdr Gold Tr Gold Shs (GLD) 0.7 $3.2M 10k 304.83
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.3 $1.2M 20k 58.78
Ishares Tr Core S&p500 Etf (IVV) 0.2 $950k 1.5k 620.79
Vanguard Index Fds Growth Etf (VUG) 0.2 $697k 1.6k 438.35
Dimensional Etf Trust Us Equity Market (DFUS) 0.2 $663k 9.9k 67.02
Spdr Index Shs Fds Msci Acwi Exus (CWI) 0.1 $474k 15k 32.66
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $468k 963.00 485.77
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.1 $422k 10k 42.28
Vanguard Index Fds Value Etf (VTV) 0.1 $379k 2.1k 176.71
Dimensional Etf Trust Us Sustainabilty (DFSU) 0.1 $326k 8.3k 39.25
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $317k 4.3k 73.63
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.1 $286k 4.5k 63.71
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $281k 2.8k 99.20
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.1 $280k 5.2k 53.96
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.1 $257k 5.1k 50.27
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $251k 3.7k 67.21
Global Self Storage (SELF) 0.1 $248k 46k 5.34
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $227k 811.00 279.83