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Towneley Capital Management, Inc / DE

Portfolio Manager
Towneley Capital Management, Inc / DE
Performance
-1.04% (2026 Q1)
AUM (13F)
$477.84M
# of Holdings
42
Performance Rank
Allocation (Top 20)
97.99%

Towneley Capital Management, Inc / DE Holdings Map

Top 42 Towneley Capital Management, Inc / DE Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
VTI
VANGUARD INDEX FDS
31.11%463.3K$148.6M
+1.18%(+5.43K)
2025-Q1: 460.2K shares2025-Q2: 464.0K shares2025-Q3: 456.8K shares2025-Q4: 457.9K shares2026-Q1: 463.3K shares
$239.51(+52.28%)
2026-03-31
VXUS
VANGUARD STAR FDS
13.24%820.6K$63.3M
-0.73%(-6.02K)
2025-Q1: 858.9K shares2025-Q2: 812.9K shares2025-Q3: 812.2K shares2025-Q4: 826.6K shares2026-Q1: 820.6K shares
$56.63(+50.24%)
2026-03-31
VGIT
VANGUARD SCOTTSDALE FDS
7.45%598.2K$35.6M
+4.08%(+23.46K)
2025-Q1: 488.4K shares2025-Q2: 555.9K shares2025-Q3: 564.3K shares2025-Q4: 574.7K shares2026-Q1: 598.2K shares
$58.62(+0.62%)
2026-03-31
WINN
HARBOR ETF TRUST
6.63%1.14M$31.7M
+1.04%(+11.73K)
2025-Q1: 1.18M shares2025-Q2: 1.17M shares2025-Q3: 1.13M shares2025-Q4: 1.13M shares2026-Q1: 1.14M shares
$24.51(+32.87%)
2026-03-31
JMBS
JANUS DETROIT STR TR
5.82%615.5K$27.8M
+2.88%(+17.24K)
2025-Q1: 447.9K shares2025-Q2: 578.2K shares2025-Q3: 589.4K shares2025-Q4: 598.3K shares2026-Q1: 615.5K shares
$44.89(+0.54%)
2026-03-31
VCSH
VANGUARD SCOTTSDALE FDS
5.63%339.7K$26.9M
+3.91%(+12.77K)
2025-Q1: 353.1K shares2025-Q2: 320.2K shares2025-Q3: 322.9K shares2025-Q4: 326.9K shares2026-Q1: 339.7K shares
$76.63(+3.12%)
2026-03-31
SGOL
ETFS GOLD TR
4.65%497.8K$22.2M
-14.87%(-86.99K)
2025-Q1: 738.8K shares2025-Q2: 630.1K shares2025-Q3: 607.3K shares2025-Q4: 584.8K shares2026-Q1: 497.8K shares
$18.94(+135.79%)
2026-03-31
PVAL
PUTNAM ETF TRUST
4.2%432.9K$20.1M
+0.85%(+3.67K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 426.1K shares2025-Q4: 429.3K shares2026-Q1: 432.9K shares
$41.53(+19.59%)
2026-03-31
VTEB
VANGUARD MUN BD FDS
3.62%347.0K$17.3M
+5.18%(+17.09K)
2025-Q1: 317.6K shares2025-Q2: 329.0K shares2025-Q3: 331.2K shares2025-Q4: 329.9K shares2026-Q1: 347.0K shares
$50.19(-0.18%)
2026-03-31
SCHO
SCHWAB STRATEGIC TR
2.79%549.2K$13.3M
+2.14%(+11.49K)
2025-Q1: 814.2K shares2025-Q2: 535.2K shares2025-Q3: 529.4K shares2025-Q4: 537.7K shares2026-Q1: 549.2K shares
$24.13(+0.07%)
2026-03-31

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