Towneley Capital Management, Inc / DE

Est. AUM

$477.8M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD INDEX FDS	TOTAL STK MKT	$148.6M	463348	31.11%	SOLE
2	VANGUARD STAR FDS	VG TL INTL STK F	$63.3M	820572	13.24%	SOLE
3	VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$35.6M	598185	7.45%	SOLE
4	HARBOR ETF TRUST	LONG TERM GROWER	$31.7M	1142388	6.63%	SOLE
5	JANUS DETROIT STR TR	HENDERSON MTG	$27.8M	615498	5.82%	SOLE
6	VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$26.9M	339670	5.63%	SOLE
7	ETFS GOLD TR	PHYSCL GOLD SHS	$22.2M	497813	4.65%	SOLE
8	PUTNAM ETF TRUST	FOCUSED LAR CAP	$20.1M	432937	4.20%	SOLE
9	VANGUARD MUN BD FDS	TAX EXEMPT BD	$17.3M	347016	3.62%	SOLE
10	SCHWAB STRATEGIC TR	SHT TM US TRES	$13.3M	549185	2.79%	SOLE
11	ABRDN PRECIOUS METALS BASKET	PHYSCL PRECS MET	$10.6M	48320	2.21%	SOLE
12	AMERICAN CENTY ETF TR	US SML CP VALU	$10.5M	95190	2.20%	SOLE
13	ISHARES GOLD TR	ISHARES NEW	$9.6M	108996	2.01%	SOLE
14	DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$9.3M	273986	1.94%	SOLE
15	VANGUARD SCOTTSDALE FDS	LONG TERM TREAS	$7.7M	139985	1.62%	SOLE
16	SPDR GOLD TR	GOLD SHS	$4.4M	10138	0.91%	SOLE
17	VANECK ETF TRUST	FALLEN ANGEL HG	$3.9M	136038	0.82%	SOLE
18	PIMCO ETF TR	ENHAN SHRT MA AC	$2.6M	26068	0.55%	SOLE
19	BANK OF N T BUTTERFIELD & SO	SHS NEW	$1.4M	27155	0.30%	SOLE
20	VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$1.4M	10159	0.29%	SOLE
21	VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$1.4M	23944	0.29%	SOLE
22	ISHARES TR	CORE S&P500 ETF	$976K	1494	0.20%	SOLE
23	ISHARES TR	RUS 1000 ETF	$747K	2096	0.16%	SOLE
24	DIMENSIONAL ETF TRUST	US EQUITY MARKET	$707K	9969	0.15%	SOLE
25	SPDR INDEX SHS FDS	STATE STREET SPD	$529K	14445	0.11%	SOLE
26	VANGUARD INDEX FDS	GROWTH ETF	$522K	1195	0.11%	SOLE
27	DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$489K	10087	0.10%	SOLE
28	DIMENSIONAL ETF TRUST	US SUSTAINABILTY	$364K	8870	0.08%	SOLE
29	VANGUARD INDEX FDS	VALUE ETF	$360K	1836	0.08%	SOLE
30	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$345K	720	0.07%	SOLE
31	DIMENSIONAL ETF TRUST	US TARGETED VLU	$328K	5258	0.07%	SOLE
32	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$311K	4220	0.07%	SOLE
33	DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$288K	4052	0.06%	SOLE
34	VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$274K	3643	0.06%	SOLE
35	SPROTT ASSET MANAGEMENT LP	PHYSICAL GOLD TR	$266K	7510	0.06%	SOLE
36	VANGUARD MALVERN FDS	STRM INFPROIDX	$260K	5214	0.05%	SOLE
37	GLOBAL SELF STORAGE INC	COM	$247K	48375	0.05%	SOLE
38	DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$231K	4375	0.05%	SOLE
39	VANGUARD INDEX FDS	MID CAP ETF	$222K	775	0.05%	SOLE
40	APPLE INC	COM	$217K	856	0.05%	SOLE
41	DIMENSIONAL ETF TRUST	INTERNATIONAL	$210K	4948	0.04%	SOLE
42	ISHARES TR	CORE US AGGBD ET	$205K	2066	0.04%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.