Towneley Capital Management, Inc / DE

Towneley Capital Management, Inc / DE as of June 30, 2026

Portfolio Holdings for Towneley Capital Management, Inc / DE

Towneley Capital Management, Inc / DE holds 46 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 33.3 $169M 458k 370.04
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 13.6 $69M 808k 85.49
Harbor Etf Trust Long Term Grower (WINN) 7.3 $37M 1.1M 32.47
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 7.0 $36M 607k 58.98
Janus Detroit Str Tr Henderson Mtg (JMBS) 5.5 $28M 625k 44.99
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 5.2 $26M 334k 79.03
Putnam Etf Trust Focused Lar Cap (PVAL) 4.3 $22M 429k 50.95
Etfs Gold Tr Physcl Gold Shs (SGOL) 3.7 $19M 498k 38.23
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 3.7 $19M 372k 50.58
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 2.6 $13M 557k 24.14
American Centy Etf Tr Us Sml Cp Valu (AVUV) 2.2 $11M 90k 124.76
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 2.1 $11M 261k 40.21
Abrdn Precious Metals Basket Physcl Precs Met (GLTR) 1.7 $8.8M 49k 181.15
Ishares Gold Tr Ishares New (IAU) 1.7 $8.4M 111k 75.51
Vanguard Scottsdale Fds Long Term Treas (VGLT) 1.5 $7.9M 143k 55.18
Vaneck Etf Trust Fallen Angel Hg (ANGL) 0.8 $4.1M 139k 29.24
Spdr Gold Tr Gold Shs (GLD) 0.8 $3.9M 11k 368.38
Bank Of N T Butterfield & So Shs New (NTB) 0.3 $1.6M 27k 59.50
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.3 $1.6M 10k 156.95
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.3 $1.4M 14k 100.81
Ishares Tr Core S&p500 Etf (IVV) 0.2 $1.1M 1.5k 748.98
Ishares Tr Rus 1000 Etf (IWB) 0.2 $858k 2.1k 409.50
Dimensional Etf Trust Us Equi Mark Etf (DFUS) 0.2 $819k 10k 81.94
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.1 $680k 12k 58.20
Vanguard Index Fds Growth Etf (VUG) 0.1 $617k 7.2k 86.14
Spdr Index Shs Fds St Str Acwi Etf (CWI) 0.1 $590k 15k 40.67
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.1 $557k 10k 55.01
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $527k 767.00 686.98
Dimensional Etf Trust Us Sustainabilty (DFSU) 0.1 $413k 8.8k 46.63
Vanguard Index Fds Value Etf (VTV) 0.1 $400k 1.8k 217.92
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.1 $369k 5.3k 69.90
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $360k 720.00 500.39
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.1 $335k 4.1k 82.33
Capital Group Core Equity Et Shs Creat Unit (CGUS) 0.1 $311k 7.0k 44.48
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $305k 3.6k 83.74
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $294k 4.0k 73.42
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR) 0.1 $270k 3.0k 89.85
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.1 $262k 5.2k 50.23
Global Self Storage (SELF) 0.1 $257k 49k 5.24
Vanguard Index Fds Mid Cap Etf (VO) 0.0 $250k 3.1k 80.56
Dimensional Etf Trust Internatnal Val (DFIV) 0.0 $240k 4.4k 54.02
Sprott Asset Management Physical Gold Tr (PHYS) 0.0 $227k 7.5k 30.17
Dimensional Etf Trust International (DFSI) 0.0 $224k 5.0k 45.10
Nushares Etf Tr Esg Large Cap (NULC) 0.0 $223k 4.1k 54.14
Vanguard World Esg Intl Stk Etf (VSGX) 0.0 $222k 2.7k 82.33
Ishares Tr Core Us Aggbd Et (AGG) 0.0 $205k 2.1k 98.98