Towneley Capital Management, Inc / DE

Towneley Capital Management, Inc / DE as of Dec. 31, 2025

Portfolio Holdings for Towneley Capital Management, Inc / DE

Towneley Capital Management, Inc / DE holds 40 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 32.4 $154M 458k 335.27
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 13.1 $62M 827k 75.44
Harbor Etf Trust Long Term Grower (WINN) 7.4 $35M 1.1M 31.10
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 7.3 $34M 575k 59.93
Janus Detroit Str Tr Henderson Mtg (JMBS) 5.8 $27M 598k 45.69
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 5.5 $26M 327k 79.73
Etfs Gold Tr Physcl Gold Shs (SGOL) 5.1 $24M 585k 41.08
Putnam Etf Trust Focused Lar Cap (PVAL) 4.1 $20M 429k 45.57
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 3.5 $17M 330k 50.29
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 2.8 $13M 538k 24.37
Abrdn Precious Metals Basket Physcl Precs Met (GLTR) 2.1 $9.7M 47k 205.60
American Centy Etf Tr Us Sml Cp Valu (AVUV) 2.0 $9.7M 95k 101.98
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 1.9 $9.1M 278k 32.57
Ishares Gold Tr Ishares New (IAU) 1.8 $8.7M 107k 81.17
Vanguard Scottsdale Fds Long Term Treas (VGLT) 1.6 $7.5M 135k 55.80
Vaneck Etf Trust Fallen Angel Hg (ANGL) 0.8 $3.9M 133k 29.36
Spdr Gold Tr Gold Shs (GLD) 0.8 $3.7M 9.4k 396.31
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.3 $1.3M 22k 58.73
Ishares Tr Core S&p500 Etf (IVV) 0.2 $1.0M 1.5k 684.87
Ishares Tr Rus 1000 Etf (IWB) 0.2 $783k 2.1k 373.44
Dimensional Etf Trust Us Equity Market (DFUS) 0.2 $738k 9.9k 74.17
Vanguard Index Fds Growth Etf (VUG) 0.1 $582k 1.2k 488.00
Spdr Index Shs Fds Msci Acwi Exus (CWI) 0.1 $519k 14k 35.92
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.1 $468k 10k 46.59
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $434k 863.00 502.65
Dimensional Etf Trust Us Sustainabilty (DFSU) 0.1 $387k 8.9k 43.43
Vanguard Index Fds Value Etf (VTV) 0.1 $349k 1.8k 190.97
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $322k 4.3k 74.07
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.1 $312k 5.2k 59.54
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.1 $282k 4.0k 69.66
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $268k 3.6k 73.56
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.1 $258k 5.2k 49.46
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.1 $250k 4.9k 50.94
Ishares U S Etf Tr Short Maturity M (MEAR) 0.1 $250k 5.0k 50.32
Sprott Asset Management Physical Gold Tr (PHYS) 0.1 $248k 7.5k 33.02
Global Self Storage (SELF) 0.1 $243k 48k 5.10
Vanguard Index Fds Mid Cap Etf (VO) 0.0 $224k 772.00 290.13
Dimensional Etf Trust Internatnal Val (DFIV) 0.0 $218k 4.4k 49.90
Dimensional Etf Trust International (DFSI) 0.0 $213k 5.0k 42.84
Ishares Tr Core Us Aggbd Et (AGG) 0.0 $206k 2.1k 99.88