Top 42 Towneley Capital Management, Inc / DE Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 31.11% | 463.3K | $148.6M | +1.18%(+5.43K) | $239.51(+52.28%) | 2026-03-31 | |
| VXUS | VANGUARD STAR FDS | 13.24% | 820.6K | $63.3M | -0.73%(-6.02K) | $56.63(+50.24%) | 2026-03-31 | |
| VGIT | VANGUARD SCOTTSDALE FDS | 7.45% | 598.2K | $35.6M | +4.08%(+23.46K) | $58.62(+0.62%) | 2026-03-31 | |
| WINN | HARBOR ETF TRUST | 6.63% | 1.14M | $31.7M | +1.04%(+11.73K) | $24.51(+32.87%) | 2026-03-31 | |
| JMBS | JANUS DETROIT STR TR | 5.82% | 615.5K | $27.8M | +2.88%(+17.24K) | $44.89(+0.54%) | 2026-03-31 | |
| VCSH | VANGUARD SCOTTSDALE FDS | 5.63% | 339.7K | $26.9M | +3.91%(+12.77K) | $76.63(+3.12%) | 2026-03-31 | |
| SGOL | ETFS GOLD TR | 4.65% | 497.8K | $22.2M | -14.87%(-86.99K) | $18.94(+135.79%) | 2026-03-31 | |
| PVAL | PUTNAM ETF TRUST | 4.2% | 432.9K | $20.1M | +0.85%(+3.67K) | $41.53(+19.59%) | 2026-03-31 | |
| VTEB | VANGUARD MUN BD FDS | 3.62% | 347.0K | $17.3M | +5.18%(+17.09K) | $50.19(-0.18%) | 2026-03-31 | |
| SCHO | SCHWAB STRATEGIC TR | 2.79% | 549.2K | $13.3M | +2.14%(+11.49K) | $24.13(+0.07%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.90% | +36.38% |
| Top 20 Holdings Unweighted | +11.66% | +39.23% |
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