The Analysis of Towneley Capital Management, Inc / DE's Holdings
Currently, Towneley Capital Management, Inc / DE holds 38 types of securities in its portfolio with a total value $460.4M. In the most recent quarter, they have increased their positions in PVAL (+426.1K shares, valued at $18.2M), CVX (+7.8K shares, valued at $1.2M), JMBS (+11.2K shares, valued at $510.8K); decreased their positions in VTI (-7.2K shares, valued at $2.4M), WINN (-34.7K shares, valued at $1.1M), SGOL (-22.8K shares, valued at $840.6K); initiated new positions in PVAL (+426.1K shares, valued at $18.2M), CVX (+7.8K shares, valued at $1.2M), PHYS (+7.5K shares, valued at $222.4K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VTI VANGUARD INDEX FDS456.8K shares-1.56%2025-09-302025-10-17
VXUS VANGUARD STAR FDS812.2K shares-0.09%2025-09-302025-10-17 WINN HARBOR ETF TRUST1.1M shares-2.98%2025-09-302025-10-17 VGIT VANGUARD SCOTTSDALE FDS564.3K shares1.51%2025-09-302025-10-17 JMBS JANUS DETROIT STR TR589.4K shares1.93%2025-09-302025-10-17 VCSH VANGUARD SCOTTSDALE FDS322.9K shares0.87%2025-09-302025-10-17 SGOL ETFS GOLD TR607.3K shares-3.62%2025-09-302025-10-17 PVAL PUTNAM ETF TRUST426.1K sharesnew addition2025-09-302025-10-17 VTEB VANGUARD MUN BD FDS331.2K shares0.69%2025-09-302025-10-17 SCHO SCHWAB STRATEGIC TR529.4K shares-1.07%2025-09-302025-10-17 AVUV AMERICAN CENTY ETF TR93.8K shares-1.46%2025-09-302025-10-17 DFAE DIMENSIONAL ETF TRUST277.5K shares-2.92%2025-09-302025-10-17 GLTR ABRDN PRECIOUS METALS BASKET48.7K shares-4.70%2025-09-302025-10-17 IAU ISHARES GOLD TR109.0K shares-4.94%2025-09-302025-10-17 VGLT VANGUARD SCOTTSDALE FDS133.3K shares2.59%2025-09-302025-10-17 ANGL VANECK ETF TRUST130.6K shares1.73%2025-09-302025-10-17 GLD SPDR GOLD TR10.1K shares-3.14%2025-09-302025-10-17 VGSH VANGUARD SCOTTSDALE FDS20.8K shares3.07%2025-09-302025-10-17 CVX CHEVRON CORP NEW7.8K sharesnew addition2025-09-302025-10-17 IVV ISHARES TR1.5K shares0.13%2025-09-302025-10-17 DFUS DIMENSIONAL ETF TRUST9.9K shares0.25%2025-09-302025-10-17 VUG VANGUARD INDEX FDS1.2K shares-24.04%2025-09-302025-10-17 CWI SPDR INDEX SHS FDS14.2K shares-1.97%2025-09-302025-10-17 BND VANGUARD BD INDEX FDS6.7K shares55.36%2025-09-302025-10-17 BRK.B BERKSHIRE HATHAWAY INC DEL963 shares0.00%2025-09-302025-10-17 DFUV DIMENSIONAL ETF TRUST10.0K shares0.44%2025-09-302025-10-17 DFSU DIMENSIONAL ETF TRUST8.6K shares3.65%2025-09-302025-10-17 VTV VANGUARD INDEX FDS1.8K shares-15.76%2025-09-302025-10-17 DFAS DIMENSIONAL ETF TRUST4.5K shares0.27%2025-09-302025-10-17 DFAT DIMENSIONAL ETF TRUST5.2K shares0.48%2025-09-302025-10-17 VEU VANGUARD INTL EQUITY INDEX F3.7K shares-0.72%2025-09-302025-10-17 VTIP VANGUARD MALVERN FDS5.1K shares0.45%2025-09-302025-10-17 SELF GLOBAL SELF STORAGE INC47.0K shares1.45%2025-09-302025-10-17 VO VANGUARD INDEX FDS766 shares-5.55%2025-09-302025-10-17 PHYS SPROTT ASSET MANAGEMENT LP7.5K sharesnew addition2025-09-302025-10-17 AAPL APPLE INC820 sharesnew addition2025-09-302025-10-17 AGG ISHARES TR2.1K shares-27.18%2025-09-302025-10-17 LOW LOWES COS INC800 sharesnew addition2025-09-302025-10-17 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available