Towneley Capital Management, Inc / DE has disclosed 39 total holdings in their latest 13F filing with the SEC for the portfolio
date of 2024-09-30. The current portfolio value is calculated to be $442.00 Mil. The turnover rate is 1%.
In Towneley Capital Management, Inc / DE's current portfolio as of 2024-09-30, the top 5 holdings are
Vanguard Total Stock Market ETF (VTI), Vanguard Total International Stock (VXUS), PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI), Harbor Long-Term Growers ETF (WINN), Vanguard Short-Term Corporate Bond ETF (VCSH), not including call and put options.
Towneley Capital Management, Inc / DE did not buy any new stocks in the current portfolio.
Please visit the "Current Portfolio" tab to see the current and past 13F holdings for Towneley Capital Management, Inc / DE, as well as holding map,
valuations for each stock, which positions are undervalued, have low PE Ratios, are considered high quality and recently traded at
52-week lows, etc.
Please visit the "Stock Picks" tab to see the latest guru trades and stock picks for Towneley Capital Management, Inc / DE, which include data from
13F quarterly reports, 13D/G beneficial ownership reports and form 4 insider ownership change reports.
Please visit the "Summary" page to see the top 10 holdings, recent stock picks, performance, sector / industry breakdown details, as well as past holding history summary for Towneley Capital Management, Inc / DE.