Towneley Capital Management, Inc / DE Portfolio Holdings - 13F Filings | 13F Fund Database
Towneley Capital Management, Inc / DE 13F Holdings
CIK 0002004980 · Laguna Hills, CA
As of Sep 30, 2025, Towneley Capital Management, Inc / DE reported
38 positions worth $460.4M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 456,785 |
|
49.9M32.56% |
| VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND | VXUS | — | 812,159 | $59.7M | 12.96% |
| HARBOR ETF TRUST | WINN | — | 1,130,321 | $35.2M | 7.65% |
| VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND | VGIT | — | 564,292 | $33.9M | 7.36% |
| JANUS HENDERSON MORTGAGE-BACKED SECURITIES ETF | JMBS | — | 589,404 | $26.9M | 5.85% |
| VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND | VCSH | — | 322,940 | $25.8M | 5.61% |
| ABRDN GOLD ETF TRUST | SGOL | — | 607,311 | $22.4M | 4.86% |
| PUTNAM FOCUSED LARGE CAP VALUE ETF | PVAL | — | 426,103 |
8.2M | 3.95% |
| VANGUARD TAX-EXEMPT BOND INDEX FUND | VTEB | — | 331,247 |
6.6M | 3.60% |
| SCHWAB SHORT-TERM US TREASURY ETF | SCHO | — | 529,429 |
2.9M | 2.81% |
| AVANTIS US SMALL CAP VALUE ETF | AVUV | — | 93,794 | $9.3M | 2.03% |
| DIMENSIONAL EMERGING CORE EQUITY MARKET ETF | DFAE | — | 277,458 | $8.7M | 1.90% |
| ABRDN PRECIOUS METALS BASKET ETF TRUST | GLTR | — | 48,736 | $8.1M | 1.75% |
| ISHARES GOLD TRUST | IAU | — | 108,988 | $7.9M | 1.72% |
| VANGUARD LONG-TERM TREASURY INDEX FUND | VGLT | — | 133,323 | $7.6M | 1.65% |
| VANECK FALLEN ANGEL HIGH YIELD BOND ETF | ANGL | — | 130,576 | $3.9M | 0.84% |
| SPDR GOLD TRUST | GQ9 | — | 10,051 | $3.6M | 0.78% |
| VANGUARD SHORT-TERM TREASURY INDEX FUND | VGSH | — | 20,840 |
.2M | 0.27% |
| CHEVRON CORP | CHV | Energy | 7,808 |
.2M | 0.26% |
| ISHARES CORE S&P 500 ETF | IVV | — | 1,532 |
.0M | 0.22% |
| DIMENSIONAL US EQUITY MARKET ETF | DFUS | — | 9,924 | $718.9K | 0.16% |
| VANGUARD GROWTH INDEX FUND | VUG | — | 1,207 | $578.8K | 0.13% |
| SPDR(R) MSCI ACWI EX-US ETF | CWI | — | 14,240 | $497.3K | 0.11% |
| VANGUARD TOTAL BOND MARKET INDEX FUND | BND | — | 6,685 | $497.2K | 0.11% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 963 | $484.1K | 0.11% |