TC

Towneley Capital Management, Inc / DE

13F
Towneley Capital Management, Inc / DE
Last update 2024-10-08 39 Stocks (0 new)
Value $442.00 Mil Turnover 1 %
Countries:
Top Holdings: VTI(28.42%)VXUS(11.48%)MUNI(9.97%)WINN(6.59%)VCSH(6.01%)
Portfolio Report
Summary Stock Picks Current Portfolio
Towneley Capital Management, I... Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VTI 		Vanguard Total Stock Market ETF
443,124
125475.010
-5.05%
28.420
-1.48%
0.030
+11.80%
+20.27%
423658.824
 
VXUS 		Vanguard Total International Stock
782,973
50689.680
-0.31%
11.480
-0.03%
0.070
+8.20%
+8.33%
75506.320
 
MUNI 		PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
830,636
44007.080
-0.59%
9.970
-0.06%
2.880
-1.01%
-1.25%
1506.398
 
WINN 		Harbor Long-Term Growers ETF
1,135,366
29076.720
+1.14%
6.590
+0.07%
5.290
+14.97%
+25.93%
595.513
 
VCSH 		Vanguard Short-Term Corporate Bond ETF
334,186
26541.080
+1.60%
6.010
+0.09%
0.080
-0.17%
+1.14%
34292.030
 
VGIT 		Vanguard Intermediate-Term Government Bond ETF
423,829
25607.770
+1.95%
5.800
+0.11%
0.090
-2.56%
-1.21%
29706.457
 
SCHD 		Schwab US Dividend Equity ETF
231,482
19567.200
+0.63%
4.430
+0.03%
0.030
+7.79%
+11.82%
63886.218
 
SCHO 		Schwab Short-Term U.S. Treasury ETF
383,053
18761.920
+2.34%
4.250
+0.10%
0.160
-0.66%
-0.21%
11081.694
 
SGOL 		abrdn Physical Gold Shares ETF
741,013
18621.650
-5.17%
4.220
-0.21%
0.500
+13.87%
+32.67%
3891.834
 
JMBS 		Janus Henderson Mortgage-Backed Securities ETF
393,034
18335.030
+1.78%
4.150
+0.07%
0.390
-2.49%
-2.07%
4599.103
 

Towneley Capital Management, Inc / DE's Historical Top Holdings Breakdowns

Towneley Capital Management, Inc / DE's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VTI 		Vanguard Total Stock Market ETF2024-09-30Reduce
-1.48%
●
255.18 ($272.76) 283.2
$285.30
4.60%
Reduce -5.05%
443,124
-23,577
SGOL 		abrdn Physical Gold Shares ETF2024-09-30Reduce
-0.21%
●
22.26 ($23.66) 25.52
$26.19
10.69%
Reduce -5.17%
741,013
-40,359
AVUV 		Avantis U.S. Small Cap Value ETF2024-09-30Add
+0.16%
●
88.24 ($93.47) 99.7
$97.02
3.80%
Add 5.01%
154,869
7,386
VUG 		Vanguard Growth ETF2024-09-30Reduce
-0.13%
●
341.08 ($371.89) 391.94
$390.21
4.93%
Reduce -33.67%
3,056
-1,551
VGIT 		Vanguard Intermediate-Term Government Bond ETF2024-09-30Add
+0.11%
●
57.8 ($59.68) 60.8
$58.60
-1.81%
Add 1.95%
423,829
8,116
SCHO 		Schwab Short-Term U.S. Treasury ETF2024-09-30Add
+0.10%
●
47.93 ($48.61) 49.06
$24.18
-50.26%
Add 2.34%
383,053
8,756
VTV 		Vanguard Value ETF2024-09-30Reduce
-0.09%
●
159.75 ($167.43) 174.57
$173.57
3.67%
Reduce -30.5%
5,128
-2,250
VCSH 		Vanguard Short-Term Corporate Bond ETF2024-09-30Add
+0.09%
●
76.94 ($78.48) 79.54
$78.25
-0.29%
Add 1.6%
334,186
5,265
DFAS 		Dimensional U.S. Small Cap ETF2024-09-30Reduce
-0.07%
●
59.25 ($62.59) 65.33
$65.56
4.75%
Reduce -20.32%
18,538
-4,729
WINN 		Harbor Long-Term Growers ETF2024-09-30Add
+0.07%
●
22.64 ($24.89) 26.38
$26.03
4.58%
Add 1.14%
1,135,366
12,812

Towneley Capital Management, Inc / DE Total Holding History ($B)

To

Towneley Capital Management, Inc / DE's Asset Allocation

To

Towneley Capital Management, Inc / DE Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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Towneley Capital Management, Inc / DE's Hypothetical Growth since 2024-09-30

Towneley Capital Management, Inc / DE's Yearly Returns

Year Portfolio % % Excess Gain %

Towneley Capital Management, Inc / DE's Holdings Heat Map

Size field:

Towneley Capital Management, Inc / DE's Holdings Bubble Chart

Towneley Capital Management, Inc / DE News

  • 1

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