Towneley Capital Management, Inc / De Top Holdings and 13F Report (2024) About Towneley Capital Management, Inc / DeInvestment ActivityTowneley Capital Management, Inc / De has $441.53 million in total holdings as of September 30, 2024.Towneley Capital Management, Inc / De owns shares of 39 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 0.73% of the portfolio was purchased this quarter.About 2.48% of the portfolio was sold this quarter.This quarter, Towneley Capital Management, Inc / De has purchased 39 new stocks and bought additional shares in 19 stocks.Towneley Capital Management, Inc / De sold shares of 19 stocks and completely divested from 0 stocks this quarter.Largest Holdings Vanguard Total Stock Market ETF $125,475,007Vanguard Total International Stock ETF $50,689,682PIMCO Intermediate Municipal Bond Exchange-Traded Fund $44,007,082HARBOR ETF TRUST $29,076,723Vanguard Short-Term Corporate Bond ETF $26,541,076 Largest Purchases this Quarter Avantis U.S. Small Cap Value ETF 7,386 shares (about $708.69K)Vanguard Intermediate-Term Treasury Index ETF 8,116 shares (about $490.37K)Schwab Short-Term U.S. Treasury ETF 8,756 shares (about $428.87K)Vanguard Short-Term Corporate Bond ETF 5,265 shares (about $418.15K)HARBOR ETF TRUST 12,812 shares (about $328.12K) Largest Sales this Quarter Vanguard Total Stock Market ETF 23,577 shares (about $6.68M)abrdn Physical Gold Shares ETF 40,359 shares (about $1.01M)Vanguard Growth ETF 1,551 shares (about $595.52K)Vanguard Value ETF 2,250 shares (about $392.77K)Dimensional U.S. Small Cap ETF 4,729 shares (about $306.73K) Sector Allocation Over TimeMap of 500 Largest Holdings ofTowneley Capital Management, Inc / De Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVTIVanguard Total Stock Market ETF$125,475,007$6,676,064 ▼-5.1%443,12428.4%ETFVXUSVanguard Total International Stock ETF$50,689,682$156,930 ▼-0.3%782,97311.5%ETFMUNIPIMCO Intermediate Municipal Bond Exchange-Traded Fund$44,007,082$261,668 ▼-0.6%830,63610.0%ETFHARBOR ETF TRUST$29,076,723$328,115 ▲1.1%1,135,3666.6%LONG TERM GROWERVCSHVanguard Short-Term Corporate Bond ETF$26,541,076$418,147 ▲1.6%334,1866.0%ETFVGITVanguard Intermediate-Term Treasury Index ETF$25,607,770$490,369 ▲2.0%423,8295.8%ETFSCHDSchwab US Dividend Equity ETF$19,567,199$122,061 ▲0.6%231,4824.4%ETFSCHOSchwab Short-Term U.S. Treasury ETF$18,761,915$428,868 ▲2.3%383,0534.2%ETFSGOLabrdn Physical Gold Shares ETF$18,621,646$1,014,221 ▼-5.2%741,0134.2%ETFJMBSJanus Henderson Mortgage-Backed Securities ETF$18,335,032$321,325 ▲1.8%393,0344.2%ETFAVUVAvantis U.S. Small Cap Value ETF$14,859,712$708,688 ▲5.0%154,8693.4%ETFDFAEDimensional Emerging Core Equity Market ETF$7,548,454$58,712 ▼-0.8%275,3911.7%ETFIAUiShares Gold Trust$6,954,671$239,504 ▼-3.3%139,9331.6%FinanceGLTRAberdeen Standard Physical Precious Metals Basket Shares ETF$6,525,190$70,353 ▼-1.1%57,5971.5%ETFVTEBVanguard Tax-Exempt Bond ETF$6,008,435$317,966 ▲5.6%117,5361.4%ETFANGLVanEck Fallen Angel High Yield Bond ETF$3,291,000$4,000 ▲0.1%111,9010.7%ManufacturingVGLTVanguard Long-Term Treasury Index ETF$3,182,859$14,523 ▼-0.5%51,7200.7%ETFGLDSPDR Gold Shares$3,003,249$138,544 ▼-4.4%12,3560.7%FinanceVGSHVanguard Short-Term Treasury Index ETF$1,344,829$14,165 ▲1.1%22,7860.3%ETFVTVanguard Total World Stock ETF$1,239,442$120 ▲0.0%10,3550.3%ETFDFASDimensional U.S. Small Cap ETF$1,202,406$306,731 ▼-20.3%18,5380.3%ETFVUGVanguard Growth ETF$1,173,371$595,516 ▼-33.7%3,0560.3%ETFIVViShares Core S&P 500 ETF$1,041,995$115,393 ▼-10.0%1,8060.2%ETFCWISPDR MSCI ACWI ex-US ETF$928,392$106,510 ▼-10.3%30,4990.2%ETFVTVVanguard Value ETF$895,169$392,771 ▼-30.5%5,1280.2%ETFDFUSDimensional U.S. Equity ETF$786,146$1,679 ▲0.2%12,6390.2%ETFVOVanguard Mid-Cap ETF$779,625$296,548 ▼-27.6%2,9550.2%ETFAGGiShares Core U.S. Aggregate Bond ETF$611,903$143,608 ▼-19.0%6,0420.1%FinanceGVIiShares Intermediate Government/Credit Bond ETF$576,144$1,500 ▲0.3%5,3790.1%ETFDFUVDimensional US Marketwide Value ETF$450,712$1,918 ▲0.4%10,8110.1%ETFBRK.BBerkshire Hathaway$443,230$46,026 ▲11.6%9630.1%FinanceVEUVanguard FTSE All-World ex-US ETF$379,575$213,948 ▼-36.0%6,0250.1%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$367,847$50,148 ▼-12.0%7,4600.1%ManufacturingDFSUDimensional US Sustainability Core 1 ETF$288,508$13,942 ▲5.1%7,7600.1%ETFDFATDimensional U.S. Targeted Value ETF$285,735$1,001 ▲0.4%5,1360.1%ETFBNDVanguard Total Bond Market ETF$244,164$10,890 ▲4.7%3,2510.1%ETFSELFGlobal Self Storage$231,642$3,215 ▲1.4%44,4610.1%FinanceIGOViShares International Treasury Bond ETF$202,848$101,989 ▼-33.5%4,8510.0%ETFNKGEN BIOTECH INC$3,7800.0%10,0000.0%COMShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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