Towneley Capital Management, Inc / DE
CIK: 0002004980SEC EDGAR →
Portfolio Value
$474.3M
Holdings
40
As of
Q4 2025
New Positions
40
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 457,922 | $153.5M | 32.37% |
| 2 | VANGUARD STAR FDS | 826,594 | $62.4M | 13.15% |
| 3 | HARBOR ETF TRUST | 1,130,654 | $35.2M | 7.41% |
| 4 | VANGUARD SCOTTSDALE FDS | 574,729 | $34.4M | 7.26% |
| 5 | JANUS DETROIT STR TR | 598,262 | $27.3M | 5.76% |
| 6 | VANGUARD SCOTTSDALE FDS | 326,904 | $26.1M | 5.50% |
| 7 | ETFS GOLD TR | 584,802 | $24.0M | 5.06% |
| 8 | PUTNAM ETF TRUST | 429,271 | $19.6M | 4.12% |
| 9 | VANGUARD MUN BD FDS | 329,923 | $16.6M | 3.50% |
| 10 | SCHWAB STRATEGIC TR | 537,693 | $13.1M | 2.76% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (40)
$153.5M · 458K shares
$62.4M · 827K shares
$35.2M · 1.1M shares
$34.4M · 575K shares
$27.3M · 598K shares
$26.1M · 327K shares
$24.0M · 585K shares
$19.6M · 429K shares
$16.6M · 330K shares
$13.1M · 538K shares
$9.7M · 47K shares
$9.7M · 95K shares
$9.1M · 278K shares
$8.7M · 107K shares
$7.5M · 135K shares
$3.9M · 133K shares
$3.7M · 9K shares
$1.3M · 22K shares
$1.0M · 1K shares
$782K · 2K shares
$737K · 10K shares
$582K · 1K shares
$518K · 14K shares
$468K · 10K shares
$433K · 863 shares
$387K · 9K shares
$348K · 2K shares
$322K · 4K shares
$312K · 5K shares
$281K · 4K shares
$267K · 4K shares
$257K · 5K shares
$250K · 5K shares
$249K · 5K shares
$247K · 8K shares
$243K · 48K shares
$223K · 772 shares
$217K · 4K shares
$213K · 5K shares
$206K · 2K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 34 | $451.3M | 95.1% |
| Unknown | 4 | $13.1M | 2.8% |
| Technology | 1 | $9.7M | 2.1% |
| Real Estate | 1 | $243K | 0.1% |