13F HOLDINGS REPORT
Towneley Capital Management, Inc / DE
Quarter ended Q1 2025 · Filed April 11, 2025 · Accession 0001172661-25-001485
Total Value
$427.5M
Positions
44
Other Managers
0
Confidential Omitted
No
Holdings (44)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908769 | 460,228 | $126.5M | 29.59% |
| 2 | VANGUARD STAR FDS | 921909768 | 858,852 | $53.3M | 12.48% |
| 3 | VANGUARD SCOTTSDALE FDS | 92206C706 | 488,406 | $29.0M | 6.79% |
| 4 | HARBOR ETF TRUST | 41151J406 | 1,183,767 | $29.0M | 6.78% |
| 5 | VANGUARD SCOTTSDALE FDS | 92206C409 | 353,133 | $27.9M | 6.52% |
| 6 | ETFS GOLD TR | 00326A104 | 738,788 | $22.0M | 5.15% |
| 7 | SCHWAB STRATEGIC TR | 808524797 | 732,531 | $20.5M | 4.79% |
| 8 | JANUS DETROIT STR TR | 47103U852 | 447,911 | $20.2M | 4.74% |
| 9 | SCHWAB STRATEGIC TR | 808524862 | 814,215 | $19.8M | 4.64% |
| 10 | VANGUARD MUN BD FDS | 922907746 | 317,590 | $15.8M | 3.69% |
| 11 | AMERICAN CENTY ETF TR | 025072877 | 180,367 | $15.7M | 3.68% |
| 12 | ISHARES GOLD TR | IAU | 141,321 | $8.3M | 1.95% |
| 13 | ABRDN PRECIOUS METALS BASKET | GLTR | 59,457 | $7.7M | 1.80% |
| 14 | DIMENSIONAL ETF TRUST | 25434V302 | 287,064 | $7.4M | 1.74% |
| 15 | VANECK ETF TRUST | 92189F437 | 122,805 | $3.5M | 0.83% |
| 16 | SPDR GOLD TR | GLD | 11,836 | $3.4M | 0.80% |
| 17 | VANGUARD SCOTTSDALE FDS | 92206C847 | 55,755 | $3.2M | 0.75% |
| 18 | APPLE INC | AAPL | 11,420 | $2.5M | 0.59% |
| 19 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 2,600 | $1.4M | 0.32% |
| 20 | VANGUARD SCOTTSDALE FDS | 92206C102 | 23,263 | $1.4M | 0.32% |
| 21 | ISHARES TR | 464287200 | 1,680 | $943,884 | 0.22% |
| 22 | VANGUARD INDEX FDS | 922908736 | 2,067 | $766,399 | 0.18% |
| 23 | SPDR INDEX SHS FDS | 78463X848 | 23,122 | $683,962 | 0.16% |
| 24 | DIMENSIONAL ETF TRUST | 25434V401 | 9,872 | $597,078 | 0.14% |
| 25 | VANGUARD INDEX FDS | 922908744 | 3,011 | $520,136 | 0.12% |
| 26 | PIMCO ETF TR | 72201R866 | 9,054 | $466,718 | 0.11% |
| 27 | DIMENSIONAL ETF TRUST | 25434V724 | 9,924 | $408,984 | 0.10% |
| 28 | VANGUARD INDEX FDS | 922908629 | 1,556 | $402,421 | 0.09% |
| 29 | ELI LILLY & CO | LLY | 401 | $330,865 | 0.08% |
| 30 | DIMENSIONAL ETF TRUST | 25434V500 | 5,032 | $300,648 | 0.07% |
| 31 | VANGUARD BD INDEX FDS | 921937835 | 4,080 | $299,702 | 0.07% |
| 32 | ISHARES TR | 464287226 | 3,022 | $298,962 | 0.07% |
| 33 | MICROSOFT CORP | MSFT | 711 | $267,011 | 0.06% |
| 34 | DIMENSIONAL ETF TRUST | 25434V609 | 5,172 | $266,291 | 0.06% |
| 35 | DIMENSIONAL ETF TRUST | 25434V716 | 7,433 | $266,182 | 0.06% |
| 36 | VANGUARD MALVERN FDS | 922020805 | 5,239 | $261,415 | 0.06% |
| 37 | KIMBERLY-CLARK CORP | KMB | 1,759 | $250,230 | 0.06% |
| 38 | DEERE & CO | DE | 527 | $247,347 | 0.06% |
| 39 | TRAVELERS COMPANIES INC | TRV | 912 | $241,164 | 0.06% |
| 40 | VANGUARD INTL EQUITY INDEX F | 922042775 | 3,862 | $234,281 | 0.05% |
| 41 | GLOBAL SELF STORAGE INC | SELF | 45,730 | $230,481 | 0.05% |
| 42 | ALPHABET INC | GOOG | 1,346 | $210,315 | 0.05% |
| 43 | ALPHABET INC | GOOG | 1,346 | $208,182 | 0.05% |
| 44 | LOOP INDS INC | 543518104 | 67,857 | $78,036 | 0.02% |