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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 Q4 2025 · Filed January 30, 2026 · Accession 0002085853-26-000152

Total Value
$474.3M
Positions
40
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (40)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INDEX FDS922908769457,922$153.5M32.37%
2VANGUARD STAR FDS921909768826,594$62.4M13.15%
3HARBOR ETF TRUST41151J4061,130,654$35.2M7.41%
4VANGUARD SCOTTSDALE FDS92206C706574,729$34.4M7.26%
5JANUS DETROIT STR TR47103U852598,262$27.3M5.76%
6VANGUARD SCOTTSDALE FDS92206C409326,904$26.1M5.50%
7ETFS GOLD TR00326A104584,802$24.0M5.06%
8PUTNAM ETF TRUST746729300429,271$19.6M4.12%
9VANGUARD MUN BD FDS922907746329,923$16.6M3.50%
10SCHWAB STRATEGIC TR808524862537,693$13.1M2.76%
11ABRDN PRECIOUS METALS BASKETGLTR47,349$9.7M2.05%
12AMERICAN CENTY ETF TR02507287794,836$9.7M2.04%
13DIMENSIONAL ETF TRUST25434V302277,986$9.1M1.91%
14ISHARES GOLD TRIAU106,657$8.7M1.83%
15VANGUARD SCOTTSDALE FDS92206C847134,733$7.5M1.59%
16VANECK ETF TRUST92189F437132,528$3.9M0.82%
17SPDR GOLD TRGLD9,376$3.7M0.78%
18VANGUARD SCOTTSDALE FDS92206C10222,421$1.3M0.28%
19ISHARES TR4642872001,491$1.0M0.22%
20ISHARES TR4642876222,096$782,7300.17%
21DIMENSIONAL ETF TRUST25434V4019,945$737,6200.16%
22VANGUARD INDEX FDS9229087361,193$582,1900.12%
23SPDR INDEX SHS FDS78463X84814,445$518,8630.11%
24DIMENSIONAL ETF TRUST25434V72410,050$468,2420.10%
25BERKSHIRE HATHAWAY INC DELBRK-A863$433,7870.09%
26DIMENSIONAL ETF TRUST25434V7168,919$387,3330.08%
27VANGUARD INDEX FDS9229087441,826$348,7160.07%
28VANGUARD BD INDEX FDS9219378354,349$322,1450.07%
29DIMENSIONAL ETF TRUST25434V6095,241$312,0410.07%
30DIMENSIONAL ETF TRUST25434V5004,043$281,6530.06%
31VANGUARD INTL EQUITY INDEX F9220427753,637$267,5330.06%
32VANGUARD MALVERN FDS9220208055,214$257,8830.05%
33J P MORGAN EXCHANGE TRADED F46641Q6544,909$250,0640.05%
34ISHARES U S ETF TR46431W8384,961$249,6380.05%
35SPROTT ASSET MANAGEMENT LPSII7,510$247,9800.05%
36GLOBAL SELF STORAGE INCSELF47,693$243,2350.05%
37VANGUARD INDEX FDS922908629772$223,9820.05%
38DIMENSIONAL ETF TRUST25434V8074,366$217,8820.05%
39DIMENSIONAL ETF TRUST25434V6904,974$213,1100.04%
40ISHARES TR4642872262,066$206,3520.04%