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 Q3 2025 · Filed October 17, 2025 · Accession 0001172661-25-004322

Total Value
$460.4M
Positions
38
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (38)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INDEX FDS922908769456,785$149.9M32.56%
2VANGUARD STAR FDS921909768812,159$59.7M12.96%
3HARBOR ETF TRUST41151J4061,130,321$35.2M7.65%
4VANGUARD SCOTTSDALE FDS92206C706564,292$33.9M7.36%
5JANUS DETROIT STR TR47103U852589,404$26.9M5.85%
6VANGUARD SCOTTSDALE FDS92206C409322,940$25.8M5.61%
7ETFS GOLD TR00326A104607,311$22.4M4.86%
8PUTNAM ETF TRUST746729300426,103$18.2M3.95%
9VANGUARD MUN BD FDS922907746331,247$16.6M3.60%
10SCHWAB STRATEGIC TR808524862529,429$12.9M2.81%
11AMERICAN CENTY ETF TR02507287793,794$9.3M2.03%
12DIMENSIONAL ETF TRUST25434V302277,458$8.7M1.90%
13ABRDN PRECIOUS METALS BASKETGLTR48,736$8.1M1.75%
14ISHARES GOLD TRIAU108,988$7.9M1.72%
15VANGUARD SCOTTSDALE FDS92206C847133,323$7.6M1.65%
16VANECK ETF TRUST92189F437130,576$3.9M0.84%
17SPDR GOLD TRGLD10,051$3.6M0.78%
18VANGUARD SCOTTSDALE FDS92206C10220,840$1.2M0.27%
19CHEVRON CORP NEWCVX7,808$1.2M0.26%
20ISHARES TR4642872001,532$1.0M0.22%
21DIMENSIONAL ETF TRUST25434V4019,924$718,8800.16%
22VANGUARD INDEX FDS9229087361,207$578,8270.13%
23SPDR INDEX SHS FDS78463X84814,240$497,2650.11%
24VANGUARD BD INDEX FDS9219378356,685$497,1650.11%
25BERKSHIRE HATHAWAY INC DELBRK-A963$484,1390.11%
26DIMENSIONAL ETF TRUST25434V72410,015$447,5730.10%
27DIMENSIONAL ETF TRUST25434V7168,601$365,2930.08%
28VANGUARD INDEX FDS9229087441,807$337,0560.07%
29DIMENSIONAL ETF TRUST25434V5004,500$308,1000.07%
30DIMENSIONAL ETF TRUST25434V6095,220$303,8570.07%
31VANGUARD INTL EQUITY INDEX F9220427753,711$264,8360.06%
32VANGUARD MALVERN FDS9220208055,142$260,3150.06%
33GLOBAL SELF STORAGE INCSELF47,026$236,5380.05%
34VANGUARD INDEX FDS922908629766$225,0240.05%
35SPROTT ASSET MANAGEMENT LPSII7,510$222,4460.05%
36APPLE INCAAPL820$208,7970.05%
37ISHARES TR4642872262,066$207,1170.04%
38LOWES COS INC548661107800$201,0480.04%