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Size ($ in 1000's)
At 03/31/2024: $406,668
At 12/31/2023: $390,192
Towneley Capital Management Inc DE holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Towneley Capital Management Inc DE 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, below is a summary of the Towneley Capital Management Inc DE top holdings by largest position size, as per the latest 13f filing made by Towneley Capital Management Inc DE.
In the Towneley Capital Management Inc DE-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Towneley Capital Management Inc DE in that top holding, then the share count change between reporting periods, and finally the Towneley Capital Management Inc DE top holding position size
for that row.
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
|---|
| VANGUARD INDEX FDS (VTI) |
337,096 |
-705 |
$87,611 | | VTI | 337,096 | -705 | $87,611 | | VANGUARD STAR FDS (VXUS) |
777,027 |
+12,494 |
$46,855 | | VXUS | 777,027 | +12,494 | $46,855 | | PIMCO ETF TR (MUNI) |
869,041 |
-29,901 |
$45,599 | | MUNI | 869,041 | -29,901 | $45,599 | | VANGUARD SCOTTSDALE FDS (VCSH) |
321,809 |
+5,089 |
$24,879 | | VCSH | 321,809 | +5,089 | $24,879 | | VANGUARD SCOTTSDALE FDS (VGIT) |
403,507 |
+7,826 |
$23,625 | | VGIT | 403,507 | +7,826 | $23,625 | | VANGUARD INDEX FDS (VUG) |
65,845 |
-2,276 |
$22,664 | | VUG | 65,845 | -2,276 | $22,664 | | SCHWAB STRATEGIC TR |
358,739 |
+7,779 |
$17,295 | | SCHO | 358,739 | +7,779 | $17,295 | | ABRDN GOLD ETF TRUST (SGOL) |
799,908 |
-5,340 |
$16,990 | | SGOL | 799,908 | -5,340 | $16,990 | | JANUS DETROIT STR TR |
373,717 |
+9,222 |
$16,855 | | JMBS | 373,717 | +9,222 | $16,855 | | SCHWAB STRATEGIC TR |
205,837 |
+2,162 |
$16,597 | | SCHD | 205,837 | +2,162 | $16,597 | | VANGUARD INDEX FDS (VTV) |
89,977 |
-602 |
$14,654 | | VTV | 89,977 | -602 | $14,654 | | VANGUARD INDEX FDS (VO) |
52,368 |
-137 |
$13,085 | | VO | 52,368 | -137 | $13,085 | | DIMENSIONAL ETF TRUST (DFAS) |
123,639 |
-1,276 |
$7,708 | | DFAS | 123,639 | -1,276 | $7,708 | | DIMENSIONAL ETF TRUST (DFAE) |
284,743 |
+1,705 |
$7,039 | | DFAE | 284,743 | +1,705 | $7,039 | | ISHARES GOLD TR (IAU) |
163,657 |
-1,574 |
$6,875 | | IAU | 163,657 | -1,574 | $6,875 | | ABRDN PRECIOUS METALS BASKET |
59,399 |
+12 |
$5,673 | | GLTR | 59,399 | +12 | $5,673 | | VANGUARD MUN BD FDS (VTEB) |
99,255 |
-1,110 |
$5,022 | | VTEB | 99,255 | -1,110 | $5,022 | | VANECK ETF TRUST (ANGL) |
117,420 |
+1,963 |
$3,408 | | ANGL | 117,420 | +1,963 | $3,408 | | VANGUARD SCOTTSDALE FDS (VGLT) |
53,982 |
+845 |
$3,198 | | VGLT | 53,982 | +845 | $3,198 | | ISHARES TR (GVI) |
29,229 |
-1,773 |
$3,039 | | GVI | 29,229 | -1,773 | $3,039 | | SPDR GOLD TR (GLD) |
13,806 |
+119 |
$2,840 | | GLD | 13,806 | +119 | $2,840 | | ISHARES TR (IVV) |
2,523 |
+5 |
$1,326 | | IVV | 2,523 | +5 | $1,326 | | VANGUARD SCOTTSDALE FDS (VGSH) |
22,294 |
UNCH |
$1,295 | | VGSH | 22,294 | UNCH | $1,295 | | SPDR INDEX SHS FDS (CWI) |
42,358 |
UNCH |
$1,203 | | CWI | 42,358 | UNCH | $1,203 | | VANGUARD INTL EQUITY INDEX F (VEU) |
19,950 |
+28 |
$1,170 | | VEU | 19,950 | +28 | $1,170 | | VANGUARD INTL EQUITY INDEX F (VT) |
10,354 |
UNCH |
$1,144 | | VT | 10,354 | UNCH | $1,144 | | ISHARES TR (AGG) |
11,319 |
+39 |
$1,109 | | AGG | 11,319 | +39 | $1,109 |  BERKSHIRE HATHAWAY INC DEL |
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$968 | | BRK.B | 2,303 | -3 | $968 | | SPDR SER TR (BWX) |
32,592 |
UNCH |
$725 | | BWX | 32,592 | UNCH | $725 | | DIMENSIONAL ETF TRUST (DFUS) |
12,578 |
-339 |
$717 | | DFUS | 12,578 | -339 | $717 | | ISHARES TR (IGOV) |
14,957 |
-1,637 |
$593 | | IGOV | 14,957 | -1,637 | $593 | | VANGUARD MALVERN FDS (VTIP) |
11,399 |
UNCH |
$546 | | VTIP | 11,399 | UNCH | $546 | | SPDR SER TR (BWZ) |
17,164 |
+42 |
$452 | | BWZ | 17,164 | +42 | $452 | | SPDR SER TR (WIP) |
11,119 |
+63 |
$445 | | WIP | 11,119 | +63 | $445 | | DIMENSIONAL ETF TRUST (DFUV) |
10,717 |
UNCH |
$438 | | DFUV | 10,717 | UNCH | $438 | | ISHARES TR (ISHG) |
5,777 |
UNCH |
$404 | | ISHG | 5,777 | UNCH | $404 | | ISHARES TR (LQD) |
3,147 |
+19 |
$343 | | LQD | 3,147 | +19 | $343 | | ISHARES TR (IEF) |
3,272 |
+10 |
$310 | | IEF | 3,272 | +10 | $310 | | DIMENSIONAL ETF TRUST (DFAT) |
5,097 |
UNCH |
$277 | | DFAT | 5,097 | UNCH | $277 | | DIMENSIONAL ETF TRUST (DFSU) |
7,576 |
+210 |
$261 | | DFSU | 7,576 | +210 | $261 | | VANGUARD WHITEHALL FDS (VWOB) |
3,953 |
+26 |
$252 | | VWOB | 3,953 | +26 | $252 | | ISHARES INC (LEMB) |
6,735 |
UNCH |
$243 | | LEMB | 6,735 | UNCH | $243 | | AMERICAN CENTY ETF TR (AVUV) |
2,586 |
+2,586 |
$242 | | AVUV | 2,586 | +2,586 | $242 | | SPDR SER TR (IBND) |
8,314 |
+32 |
$242 | | IBND | 8,314 | +32 | $242 | | ISHARES TR (SHY) |
2,944 |
+15 |
$241 | | SHY | 2,944 | +15 | $241 | | GLOBAL SELF STORAGE INC |
43,191 |
UNCH |
$192 | | SELF | 43,191 | UNCH | $192 |
See Full List: All Stocks Held By Towneley Capital Management Inc DE
— Including:
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See Details: Top 10 Stocks Held By Towneley Capital Management Inc DE
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