Filer Name: TOWNELEY CAPITAL MANAGEMENT, INC / DE
CIK: 2004980
Period: 2024-12-31
Filed At: 2025-01-29
Number of Holdings: 45
Portfolio Value: $0.42B

Towneley Capital Management, Inc / De Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
VTI US VANGUARD TOTAL STOCK MKT ETF 438,596 $127M 30.19% -1.0% -
VXUS US VANGUARD TOTAL INTL STOCK 821,016 $48M 11.49% 4.9% -
WINN US HARBOR LONG-TERM GROWERS ETF 1,128,557 $31M 7.29% -0.6% -
VGIT US VANGUARD INTERMEDIATE-TERM T 472,360 $27M 6.51% 11.5% -
VCSH US VANGUARD S/T CORP BOND ETF 342,540 $27M 6.35% 2.5% -
SCHD US SCHWAB US DVD EQUITY ETF 711,988 $19M 4.62% 207.6% -
JMBS US JANUS HENDERSON MORTG BACKED 432,608 $19M 4.54% 10.1% -
SCHO US SCHWAB SHORT-TERM US TREAS 786,649 $19M 4.50% 105.4% -
SGOL US ABRDN PHYSICAL GOLD SHARES 719,652 $18M 4.28% -2.9% -
AVUV US AVANTIS US SMALL CAP VALUE 171,289 $17M 3.93% 10.6% -
VTEB US VANGUARD TAX-EXEMPT BOND ETF 295,540 $15M 3.52% 151.4% -
DFAE US DIMENSIONAL EMERGING CORE EQ 277,850 $7M 1.67% 0.9% -
IAU US ISHARES GOLD TRUST 138,043 $7M 1.62% -1.4% -
LLY US ELI LILLY & CO 8,179 $6M 1.50% 100.0% -
GLTR US ABRDN PHYSICAL PRECIOUS MET 57,171 $6M 1.49% -0.7% -
ANGL US VANECK FALLEN ANGEL HIGH YLD 118,719 $3M 0.81% 6.1% -
GLD US SPDR GOLD SHARES 12,221 $3M 0.70% -1.1% -
QQQ US INVESCO QQQ TRUST SERIES 1 5,752 $3M 0.70% 100.0% -
VGLT US VANGUARD LONG-TERM TREASURY 53,601 $3M 0.70% 3.6% -
VGSH US VANGUARD SHORT-TERM TREASURY 23,107 $1M 0.32% 1.4% -
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