Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Towneley Capital Management, Inc / DE

Quarter ended Q2 2024 · Filed July 23, 2024 · Accession 0001172661-24-002856

Total Value
$426.4M
Positions
39
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (39)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INDEX FDS922908769466,701$124.8M29.28%
2VANGUARD STAR FDS921909768785,397$47.4M11.11%
3PIMCO ETF TR72201R866835,575$43.5M10.20%
4HARBOR ETF TRUST41151J4061,122,554$28.4M6.66%
5VANGUARD SCOTTSDALE FDS92206C409328,921$25.4M5.96%
6VANGUARD SCOTTSDALE FDS92206C706415,713$24.2M5.68%
7SCHWAB STRATEGIC TR808524862374,297$18.0M4.23%
8SCHWAB STRATEGIC TR808524797230,038$17.9M4.20%
9ETFS GOLD TR00326A104781,372$17.4M4.07%
10JANUS DETROIT STR TR47103U852386,146$17.2M4.04%
11AMERICAN CENTY ETF TR025072877147,483$13.2M3.10%
12DIMENSIONAL ETF TRUST25434V302277,533$7.2M1.68%
13ISHARES GOLD TRIAU144,752$6.4M1.49%
14ABRDN PRECIOUS METALS BASKETGLTR58,218$6.0M1.41%
15VANGUARD MUN BD FDS922907746111,316$5.6M1.31%
16VANECK ETF TRUST92189F437111,765$3.2M0.74%
17VANGUARD SCOTTSDALE FDS92206C84751,956$3.0M0.70%
18SPDR GOLD TRGLD12,926$2.8M0.65%
19VANGUARD INDEX FDS9229087364,607$1.7M0.40%
20DIMENSIONAL ETF TRUST25434V50023,267$1.4M0.33%
21VANGUARD SCOTTSDALE FDS92206C10222,546$1.3M0.31%
22VANGUARD INDEX FDS9229087447,378$1.2M0.28%
23VANGUARD INTL EQUITY INDEX F92204274210,354$1.2M0.27%
24ISHARES TR4642872002,006$1.1M0.26%
25VANGUARD INDEX FDS9229086294,079$987,4250.23%
26SPDR INDEX SHS FDS78463X84833,998$962,4960.23%
27DIMENSIONAL ETF TRUST25434V40112,612$742,2450.17%
28ISHARES TR4642872267,460$724,1720.17%
29ISHARES TR4642886125,365$556,5030.13%
30VANGUARD INTL EQUITY INDEX F9220427759,421$552,4290.13%
31DIMENSIONAL ETF TRUST25434V72410,765$422,7560.10%
32VANGUARD MALVERN FDS9220208058,477$411,4790.10%
33BERKSHIRE HATHAWAY INC DELBRK-A863$351,0680.08%
34ISHARES TR4642881177,290$281,4620.07%
35DIMENSIONAL ETF TRUST25434V6095,118$265,4650.06%
36DIMENSIONAL ETF TRUST25434V7167,385$257,4340.06%
37VANGUARD BD INDEX FDS9219378353,106$223,8220.05%
38GLOBAL SELF STORAGE INCSELF43,844$213,0810.05%
39NKGEN BIOTECH INC65488A10110,000$12,7000.00%