CIK 2004980
Towneley Capital Management, Inc / DE
Institutional 13F holdings & portfolio
Holdings
40
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 1–40 of 40
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 458K | $1M+ | SH |
| VXUS | VANGUARD STAR FDS | 827K | $1M+ | SH |
| WINN | HARBOR ETF TRUST | 1.1M | $1M+ | SH |
| VGIT | VANGUARD SCOTTSDALE FDS | 575K | $1M+ | SH |
| JMBS | JANUS DETROIT STR TR | 598K | $1M+ | SH |
| VCSH | VANGUARD SCOTTSDALE FDS | 327K | $1M+ | SH |
| SGOL | ETFS GOLD TR | 585K | $1M+ | SH |
| PVAL | PUTNAM ETF TRUST | 429K | $1M+ | SH |
| VTEB | VANGUARD MUN BD FDS | 330K | $1M+ | SH |
| SCHO | SCHWAB STRATEGIC TR | 538K | $1M+ | SH |
| GLTR | ABRDN PRECIOUS METALS BASKET | 47K | $1M+ | SH |
| AVUV | AMERICAN CENTY ETF TR | 95K | $1M+ | SH |
| DFAE | DIMENSIONAL ETF TRUST | 278K | $1M+ | SH |
| IAU | ISHARES GOLD TR | 107K | $1M+ | SH |
| VGLT | VANGUARD SCOTTSDALE FDS | 135K | $1M+ | SH |
| ANGL | VANECK ETF TRUST | 133K | $1M+ | SH |
| GLD | SPDR GOLD TR | 9K | $1M+ | SH |
| VGSH | VANGUARD SCOTTSDALE FDS | 22K | $1M+ | SH |
| IVV | ISHARES TR | 1K | $1M+ | SH |
| IWB | ISHARES TR | 2K | $500K+ | SH |
| DFUS | DIMENSIONAL ETF TRUST | 10K | $500K+ | SH |
| VUG | VANGUARD INDEX FDS | 1K | $500K+ | SH |
| CWI | SPDR INDEX SHS FDS | 14K | $500K+ | SH |
| DFUV | DIMENSIONAL ETF TRUST | 10K | $100K–$500K | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 863 | $100K–$500K | SH |
| DFSU | DIMENSIONAL ETF TRUST | 9K | $100K–$500K | SH |
| VTV | VANGUARD INDEX FDS | 2K | $100K–$500K | SH |
| BND | VANGUARD BD INDEX FDS | 4K | $100K–$500K | SH |
| DFAT | DIMENSIONAL ETF TRUST | 5K | $100K–$500K | SH |
| DFAS | DIMENSIONAL ETF TRUST | 4K | $100K–$500K | SH |
| VEU | VANGUARD INTL EQUITY INDEX F | 4K | $100K–$500K | SH |
| VTIP | VANGUARD MALVERN FDS | 5K | $100K–$500K | SH |
| JMST | J P MORGAN EXCHANGE TRADED F | 5K | $100K–$500K | SH |
| MEAR | ISHARES U S ETF TR | 5K | $100K–$500K | SH |
| PHYS | SPROTT ASSET MANAGEMENT LP | 8K | $100K–$500K | SH |
| SELF | GLOBAL SELF STORAGE INC | 48K | $100K–$500K | SH |
| VO | VANGUARD INDEX FDS | 772 | $100K–$500K | SH |
| DFIV | DIMENSIONAL ETF TRUST | 4K | $100K–$500K | SH |
| DFSI | DIMENSIONAL ETF TRUST | 5K | $100K–$500K | SH |
| AGG | ISHARES TR | 2K | $100K–$500K | SH |