Towneley Capital Management, Inc / De Top Holdings and 13F Report (2025) About Towneley Capital Management, Inc / DeInvestment ActivityTowneley Capital Management, Inc / De has $427.47 million in total holdings as of March 31, 2025.Towneley Capital Management, Inc / De owns shares of 44 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 5.03% of the portfolio was purchased this quarter.About 3.57% of the portfolio was sold this quarter.This quarter, Towneley Capital Management, Inc / De has purchased 45 new stocks and bought additional shares in 24 stocks.Towneley Capital Management, Inc / De sold shares of 12 stocks and completely divested from 8 stocks this quarter.Largest Holdings Vanguard Total Stock Market ETF $126,489,181Vanguard Total International Stock ETF $53,334,697Vanguard Intermediate-Term Treasury Index ETF $29,011,311HARBOR ETF TRUST $29,002,292Vanguard Short-Term Corporate Bond ETF $27,876,341 Largest New Holdings this Quarter 921937835 - Vanguard Total Bond Market ETF $299,702 Holding494368103 - Kimberly-Clark $250,230 Holding244199105 - Deere & Company $247,347 Holding89417E109 - Travelers Companies $241,164 Holding02079K107 - Alphabet $210,315 Holding Largest Purchases this Quarter Vanguard Total Stock Market ETF 21,632 shares (about $5.95M)Vanguard Total International Stock ETF 37,836 shares (about $2.35M)Apple 10,267 shares (about $2.28M)HARBOR ETF TRUST 55,210 shares (about $1.35M)Vanguard Tax-Exempt Bond ETF 22,050 shares (about $1.09M) Largest Sales this Quarter Eli Lilly and Company 7,778 shares (about $6.42M)Microsoft 1,977 shares (about $742.45K)SPDR Gold Shares 385 shares (about $110.93K)Vanguard Growth ETF 127 shares (about $47.09K)Vanguard Value ETF 239 shares (about $41.29K) 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$126,489,181$5,945,344 ▲4.9%460,22829.6%ETFVXUSVanguard Total International Stock ETF$53,334,697$2,349,615 ▲4.6%858,85212.5%ETFVGITVanguard Intermediate-Term Treasury Index ETF$29,011,311$953,132 ▲3.4%488,4066.8%ETFHARBOR ETF TRUST$29,002,292$1,352,645 ▲4.9%1,183,7676.8%LONG TERM GROWERVCSHVanguard Short-Term Corporate Bond ETF$27,876,341$836,212 ▲3.1%353,1336.5%ETFSGOLabrdn Physical Gold Shares ETF$22,030,666$570,636 ▲2.7%738,7885.2%ETFSCHDSchwab US Dividend Equity ETF$20,481,569$574,382 ▲2.9%732,5314.8%ETFJMBSJanus Henderson Mortgage-Backed Securities ETF$20,245,583$691,696 ▲3.5%447,9114.7%ETFSCHOSchwab Short-Term U.S. Treasury ETF$19,817,986$670,956 ▲3.5%814,2154.6%ETFVTEBVanguard Tax-Exempt Bond ETF$15,758,801$1,094,120 ▲7.5%317,5903.7%ETFAVUVAvantis U.S. Small Cap Value ETF$15,722,581$791,329 ▲5.3%180,3673.7%ETFIAUiShares Gold Trust$8,332,287$193,271 ▲2.4%141,3211.9%FinanceGLTRAberdeen Standard Physical Precious Metals Basket Shares ETF$7,697,863$295,967 ▲4.0%59,4571.8%ETFDFAEDimensional Emerging Core Equity Market ETF$7,432,075$238,550 ▲3.3%287,0641.7%ETFANGLVanEck Fallen Angel High Yield Bond ETF$3,544,166$117,922 ▲3.4%122,8050.8%ManufacturingGLDSPDR Gold Shares$3,410,425$110,934 ▼-3.2%11,8360.8%FinanceVGLTVanguard Long-Term Treasury Index ETF$3,212,059$124,092 ▲4.0%55,7550.8%ETFAAPLApple$2,536,836$2,280,709 ▲890.5%11,4200.6%Computer and TechnologyBRK.BBerkshire Hathaway$1,384,708$871,833 ▲170.0%2,6000.3%FinanceVGSHVanguard Short-Term Treasury Index ETF$1,365,333$9,156 ▲0.7%23,2630.3%ETFIVViShares Core S&P 500 ETF$943,884$1,124 ▼-0.1%1,6800.2%ETFVUGVanguard Growth ETF$766,399$47,089 ▼-5.8%2,0670.2%ETFCWISPDR MSCI ACWI ex-US ETF$683,9620.0%23,1220.2%ETFDFUSDimensional U.S. Equity ETF$597,078$40,583 ▼-6.4%9,8720.1%ETFVTVVanguard Value ETF$520,136$41,286 ▼-7.4%3,0110.1%ETFMUNIPIMCO Intermediate Municipal Bond Exchange-Traded Fund$466,718$3,763 ▲0.8%9,0540.1%ETFDFUVDimensional US Marketwide Value ETF$408,984$1,607 ▲0.4%9,9240.1%ETFVOVanguard Mid-Cap ETF$402,421$30,259 ▼-7.0%1,5560.1%ETFLLYEli Lilly and Company$330,865$6,417,626 ▼-95.1%4010.1%MedicalDFASDimensional U.S. Small Cap ETF$300,648$5,556 ▼-1.8%5,0320.1%ETFBNDVanguard Total Bond Market ETF$299,702$299,702 ▲New Holding4,0800.1%ETFAGGiShares Core U.S. Aggregate Bond ETF$298,962$30,569 ▼-9.3%3,0220.1%FinanceMSFTMicrosoft$267,011$742,448 ▼-73.5%7110.1%Computer and TechnologyDFATDimensional U.S. Targeted Value ETF$266,291$824 ▲0.3%5,1720.1%ETFDFSUDimensional US Sustainability Core 1 ETF$266,182$10,242 ▼-3.7%7,4330.1%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$261,415$20,458 ▼-7.3%5,2390.1%ManufacturingKMBKimberly-Clark$250,230$250,230 ▲New Holding1,7590.1%Consumer StaplesDEDeere & Company$247,347$247,347 ▲New Holding5270.1%IndustrialsTRVTravelers Companies$241,164$241,164 ▲New Holding9120.1%FinanceVEUVanguard FTSE All-World ex-US ETF$234,281$728 ▲0.3%3,8620.1%ETFSELFGlobal Self Storage$230,481$3,256 ▲1.4%45,7300.1%FinanceGOOGAlphabet$210,315$210,315 ▲New Holding1,3460.0%Computer and TechnologyGOOGLAlphabet$208,182$208,182 ▲New Holding1,3460.0%Computer and TechnologyLOOPLoop Industries$78,036$78,036 ▲New Holding67,8570.0%Business ServicesQQQInvesco QQQ$0$2,940,362 ▼-100.0%00.0%FinanceVTVanguard Total World Stock ETF$0$1,196,344 ▼-100.0%00.0%ETFXLKTechnology Select Sector SPDR Fund$0$1,155,392 ▼-100.0%00.0%ETFXOMExxon Mobil$0$991,580 ▼-100.0%00.0%EnergyCASSCass Information Systems$0$611,367 ▼-100.0%00.0%Computer and TechnologyCOPConocoPhillips$0$353,839 ▼-100.0%00.0%EnergySMHVanEck Semiconductor ETF$0$280,917 ▼-100.0%00.0%ManufacturingMGKVanguard Mega Cap Growth ETF$0$225,964 ▼-100.0%00.0%ETFShowing 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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