The Analysis of Towneley Capital Management, Inc / DE's Holdings
Currently, Towneley Capital Management, Inc / DE holds 40 types of securities in its portfolio with a total value $474.3M. In the most recent quarter, they have increased their positions in VXUS (+14.4K shares, valued at $1.1M), IWB (+2.1K shares, valued at $782.7K), VGIT (+10.4K shares, valued at $625.5K); decreased their positions in N/A (-22.5K shares, valued at $924.7K), GLTR (-1.4K shares, valued at $285.2K), GLD (-675 shares, valued at $267.5K); initiated new positions in IWB (+2.1K shares, valued at $782.7K), JMST (+4.9K shares, valued at $250.1K), MEAR (+5.0K shares, valued at $249.6K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VTI VANGUARD INDEX FDS457.9K shares0.25%2025-12-312026-01-30
VXUS VANGUARD STAR FDS826.6K shares1.78%2025-12-312026-01-30 WINN HARBOR ETF TRUST1.1M shares0.03%2025-12-312026-01-30 VGIT VANGUARD SCOTTSDALE FDS574.7K shares1.85%2025-12-312026-01-30 JMBS JANUS DETROIT STR TR598.3K shares1.50%2025-12-312026-01-30 VCSH VANGUARD SCOTTSDALE FDS326.9K shares1.23%2025-12-312026-01-30 ETFS GOLD TR ETFS GOLD TR584.8K shares-3.71%2025-12-312026-01-30 PVAL PUTNAM ETF TRUST429.3K shares0.74%2025-12-312026-01-30 VTEB VANGUARD MUN BD FDS329.9K shares-0.40%2025-12-312026-01-30 SCHO SCHWAB STRATEGIC TR537.7K shares1.56%2025-12-312026-01-30 GLTR ABRDN PRECIOUS METALS BASKET47.3K shares-2.85%2025-12-312026-01-30 AVUV AMERICAN CENTY ETF TR94.8K shares1.11%2025-12-312026-01-30 DFAE DIMENSIONAL ETF TRUST278.0K shares0.19%2025-12-312026-01-30 VGLT VANGUARD SCOTTSDALE FDS134.7K shares1.06%2025-12-312026-01-30 ANGL VANECK ETF TRUST132.5K shares1.49%2025-12-312026-01-30 GLD SPDR GOLD TR9.4K shares-6.72%2025-12-312026-01-30 VGSH VANGUARD SCOTTSDALE FDS22.4K shares7.59%2025-12-312026-01-30 IVV ISHARES TR1.5K shares-2.68%2025-12-312026-01-30 IWB ISHARES TR2.1K sharesnew addition2025-12-312026-01-30 DFUS DIMENSIONAL ETF TRUST9.9K shares0.21%2025-12-312026-01-30 VUG VANGUARD INDEX FDS1.2K shares-1.16%2025-12-312026-01-30 CWI SPDR INDEX SHS FDS14.4K shares1.44%2025-12-312026-01-30 DFUV DIMENSIONAL ETF TRUST10.1K shares0.35%2025-12-312026-01-30 DFSU DIMENSIONAL ETF TRUST8.9K shares3.70%2025-12-312026-01-30 VTV VANGUARD INDEX FDS1.8K shares1.05%2025-12-312026-01-30 BND VANGUARD BD INDEX FDS4.3K shares-34.94%2025-12-312026-01-30 DFAT DIMENSIONAL ETF TRUST5.2K shares0.40%2025-12-312026-01-30 DFAS DIMENSIONAL ETF TRUST4.0K shares-10.16%2025-12-312026-01-30 VEU VANGUARD INTL EQUITY INDEX F3.6K shares-1.99%2025-12-312026-01-30 VTIP VANGUARD MALVERN FDS5.2K shares1.40%2025-12-312026-01-30 JMST J P MORGAN EXCHANGE TRADED F4.9K sharesnew addition2025-12-312026-01-30 MEAR ISHARES U S ETF TR5.0K sharesnew addition2025-12-312026-01-30 PHYS SPROTT ASSET MANAGEMENT LP7.5K shares0.00%2025-12-312026-01-30 SELF GLOBAL SELF STORAGE INC47.7K shares1.42%2025-12-312026-01-30 VO VANGUARD INDEX FDS772 shares0.78%2025-12-312026-01-30 DFIV DIMENSIONAL ETF TRUST4.4K sharesnew addition2025-12-312026-01-30 DFSI DIMENSIONAL ETF TRUST5.0K sharesnew addition2025-12-312026-01-30 AGG ISHARES TR2.1K shares0.00%2025-12-312026-01-30 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available