Towneley Capital Management, Inc / DE 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
TC Towneley Capital Management, Inc / DE | Institutional Filer | ▲ 0.74% | $477.8M | 42 |
Current Portfolio Holdings
Showing all 42 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | — | 463K | $148.6M | 31.11% |
| 2 | VXUS | VANGUARD STAR FDS | — | 821K | $63.3M | 13.24% |
| 3 | VGIT | VANGUARD SCOTTSDALE FDS | — | 598K | $35.6M | 7.45% |
| 4 | WINN | HARBOR ETF TRUST | — | 1.1M | $31.7M | 6.63% |
| 5 | JMBS | JANUS DETROIT STR TR | — | 615K | $27.8M | 5.82% |
| 6 | VCSH | VANGUARD SCOTTSDALE FDS | — | 340K | $26.9M | 5.63% |
| 7 | SGOL | ETFS GOLD TR | — | 498K | $22.2M | 4.65% |
| 8 | PVAL | PUTNAM ETF TRUST | — | 433K | $20.1M | 4.20% |
| 9 | VTEB | VANGUARD MUN BD FDS | — | 347K | $17.3M | 3.62% |
| 10 | SCHO | SCHWAB STRATEGIC TR | — | 549K | $13.3M | 2.79% |
| 11 | GLTR | ABRDN PRECIOUS METALS BASKET | — | 48K | $10.6M | 2.21% |
| 12 | AVUV | AMERICAN CENTY ETF TR | — | 95K | $10.5M | 2.20% |
| 13 | IAU | ISHARES GOLD TR | — | 109K | $9.6M | 2.01% |
| 14 | DFAE | DIMENSIONAL ETF TRUST | — | 274K | $9.3M | 1.94% |
| 15 | VGLT | VANGUARD SCOTTSDALE FDS | — | 140K | $7.7M | 1.62% |
Showing 1 to 15 of 42 holdings