Towneley Capital Management, Inc / DE

Towneley Capital Management, Inc / DE as of Sept. 30, 2025

Portfolio Holdings for Towneley Capital Management, Inc / DE

Towneley Capital Management, Inc / DE holds 38 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 32.6 $150M 457k 328.17
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 13.0 $60M 812k 73.46
Harbor Etf Trust Long Term Grower (WINN) 7.7 $35M 1.1M 31.16
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 7.4 $34M 564k 60.03
Janus Detroit Str Tr Henderson Mtg (JMBS) 5.8 $27M 589k 45.67
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 5.6 $26M 323k 79.93
Etfs Gold Tr Physcl Gold Shs (SGOL) 4.9 $22M 607k 36.81
Putnam Etf Trust Focused Lar Cap (PVAL) 4.0 $18M 426k 42.72
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 3.6 $17M 331k 50.07
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 2.8 $13M 529k 24.40
American Centy Etf Tr Us Sml Cp Valu (AVUV) 2.0 $9.3M 94k 99.53
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 1.9 $8.7M 278k 31.53
Abrdn Precious Metals Basket Physcl Precs Met (GLTR) 1.8 $8.1M 49k 165.45
Ishares Gold Tr Ishares New (IAU) 1.7 $7.9M 109k 72.77
Vanguard Scottsdale Fds Long Term Treas (VGLT) 1.6 $7.6M 133k 56.86
Vaneck Etf Trust Fallen Angel Hg (ANGL) 0.8 $3.9M 131k 29.73
Spdr Gold Tr Gold Shs (GLD) 0.8 $3.6M 10k 355.47
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.3 $1.2M 21k 58.85
Chevron Corporation (CVX) 0.3 $1.2M 7.8k 155.29
Ishares Tr Core S&p500 Etf (IVV) 0.2 $1.0M 1.5k 669.09
Dimensional Etf Trust Us Equity Market (DFUS) 0.2 $719k 9.9k 72.44
Vanguard Index Fds Growth Etf (VUG) 0.1 $579k 1.2k 479.56
Spdr Index Shs Fds Msci Acwi Exus (CWI) 0.1 $497k 14k 34.92
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $497k 6.7k 74.37
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $484k 963.00 502.74
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.1 $448k 10k 44.69
Dimensional Etf Trust Us Sustainabilty (DFSU) 0.1 $365k 8.6k 42.47
Vanguard Index Fds Value Etf (VTV) 0.1 $337k 1.8k 186.53
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.1 $308k 4.5k 68.47
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.1 $304k 5.2k 58.21
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $265k 3.7k 71.37
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.1 $260k 5.1k 50.63
Global Self Storage (SELF) 0.1 $237k 47k 5.03
Vanguard Index Fds Mid Cap Etf (VO) 0.0 $225k 766.00 293.76
Sprott Asset Management Physical Gold Tr (PHYS) 0.0 $222k 7.5k 29.62
Apple (AAPL) 0.0 $209k 820.00 254.63
Ishares Tr Core Us Aggbd Et (AGG) 0.0 $207k 2.1k 100.25
Lowe's Companies (LOW) 0.0 $201k 800.00 251.31