Towneley Capital Management, Inc / De Top Holdings and 13F Report (2025) About Towneley Capital Management, Inc / DeInvestment ActivityTowneley Capital Management, Inc / De has $420.99 million in total holdings as of December 31, 2024.Towneley Capital Management, Inc / De owns shares of 45 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 13.18% of the portfolio was purchased this quarter.About 11.54% of the portfolio was sold this quarter.This quarter, Towneley Capital Management, Inc / De has purchased 39 new stocks and bought additional shares in 14 stocks.Towneley Capital Management, Inc / De sold shares of 20 stocks and completely divested from 4 stocks this quarter.Largest Holdings Vanguard Total Stock Market ETF $127,109,630Vanguard Total International Stock ETF $48,382,502HARBOR ETF TRUST $30,708,036Vanguard Intermediate-Term Treasury Index ETF $27,396,857Vanguard Short-Term Corporate Bond ETF $26,721,553 Largest New Holdings this Quarter Eli Lilly and Company $6,314,188 HoldingInvesco QQQ $2,940,362 HoldingTechnology Select Sector SPDR Fund $1,155,392 HoldingMicrosoft $1,132,992 HoldingExxon Mobil $991,580 Holding Largest Purchases this Quarter Schwab US Dividend Equity ETF 480,506 shares (about $13.13M)Schwab Short-Term U.S. Treasury ETF 403,596 shares (about $9.71M)Vanguard Tax-Exempt Bond ETF 178,004 shares (about $8.92M)Eli Lilly and Company 8,179 shares (about $6.31M)Invesco QQQ 5,752 shares (about $2.94M) Largest Sales this Quarter PIMCO Intermediate Municipal Bond Exchange-Traded Fund 821,655 shares (about $42.50M)Vanguard Total Stock Market ETF 4,528 shares (about $1.31M)Dimensional U.S. Small Cap ETF 13,413 shares (about $872.87K)abrdn Physical Gold Shares ETF 21,361 shares (about $535.09K)Vanguard Growth ETF 862 shares (about $353.79K) 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$127,109,630$1,312,261 ▼-1.0%438,59630.2%ETFVXUSVanguard Total International Stock ETF$48,382,502$2,241,875 ▲4.9%821,01611.5%ETFHARBOR ETF TRUST$30,708,036$185,273 ▼-0.6%1,128,5577.3%LONG TERM GROWERVGITVanguard Intermediate-Term Treasury Index ETF$27,396,857$2,814,796 ▲11.5%472,3606.5%ETFVCSHVanguard Short-Term Corporate Bond ETF$26,721,553$651,696 ▲2.5%342,5406.3%ETFSCHDSchwab US Dividend Equity ETF$19,451,503$13,127,418 ▲207.6%711,9884.6%ETFJMBSJanus Henderson Mortgage-Backed Securities ETF$19,112,638$1,748,381 ▲10.1%432,6084.5%ETFSCHOSchwab Short-Term U.S. Treasury ETF$18,926,767$9,710,516 ▲105.4%786,6494.5%ETFSGOLabrdn Physical Gold Shares ETF$18,027,289$535,093 ▼-2.9%719,6524.3%ETFAVUVAvantis U.S. Small Cap Value ETF$16,534,540$1,585,024 ▲10.6%171,2893.9%ETFVTEBVanguard Tax-Exempt Bond ETF$14,815,405$8,923,331 ▲151.4%295,5403.5%ETFDFAEDimensional Emerging Core Equity Market ETF$7,049,048$62,385 ▲0.9%277,8501.7%ETFIAUiShares Gold Trust$6,834,510$93,574 ▼-1.4%138,0431.6%FinanceLLYEli Lilly and Company$6,314,188$6,314,188 ▲New Holding8,1791.5%MedicalGLTRAberdeen Standard Physical Precious Metals Basket Shares ETF$6,277,346$46,775 ▼-0.7%57,1711.5%ETFANGLVanEck Fallen Angel High Yield Bond ETF$3,403,669$195,472 ▲6.1%118,7190.8%ManufacturingVGLTVanguard Long-Term Treasury Index ETF$2,966,811$104,113 ▲3.6%53,6010.7%ETFGLDSPDR Gold Shares$2,959,071$32,688 ▼-1.1%12,2210.7%FinanceQQQInvesco QQQ$2,940,362$2,940,362 ▲New Holding5,7520.7%FinanceVGSHVanguard Short-Term Treasury Index ETF$1,344,361$18,676 ▲1.4%23,1070.3%ETFVTVanguard Total World Stock ETF$1,196,344$20,207 ▼-1.7%10,1830.3%ETFXLKTechnology Select Sector SPDR Fund$1,155,392$1,155,392 ▲New Holding4,9690.3%ETFMSFTMicrosoft$1,132,992$1,132,992 ▲New Holding2,6880.3%Computer and TechnologyXOMExxon Mobil$991,580$991,580 ▲New Holding9,2180.2%EnergyIVViShares Core S&P 500 ETF$990,299$73,007 ▼-6.9%1,6820.2%ETFVUGVanguard Growth ETF$900,484$353,791 ▼-28.2%2,1940.2%ETFDFUSDimensional U.S. Equity ETF$672,112$133,619 ▼-16.6%10,5430.2%ETFCWISPDR MSCI ACWI ex-US ETF$646,041$206,117 ▼-24.2%23,1220.2%ETFCASSCass Information Systems$611,367$611,367 ▲New Holding14,9440.1%Computer and TechnologyVTVVanguard Value ETF$550,231$317,949 ▼-36.6%3,2500.1%ETFMUNIPIMCO Intermediate Municipal Bond Exchange-Traded Fund$464,593$42,504,750 ▼-98.9%8,9810.1%ETFVOVanguard Mid-Cap ETF$442,001$338,700 ▼-43.4%1,6730.1%ETFBRK.BBerkshire Hathaway$436,5090.0%9630.1%FinanceDFUVDimensional US Marketwide Value ETF$404,485$37,891 ▼-8.6%9,8850.1%ETFCOPConocoPhillips$353,839$353,839 ▲New Holding3,5680.1%EnergyDFASDimensional U.S. Small Cap ETF$333,517$872,871 ▼-72.4%5,1250.1%ETFAGGiShares Core U.S. Aggregate Bond ETF$322,782$262,702 ▼-44.9%3,3310.1%FinanceDFSUDimensional US Sustainability Core 1 ETF$292,538$1,554 ▼-0.5%7,7190.1%ETFAAPLApple$288,734$288,734 ▲New Holding1,1530.1%Computer and TechnologyDFATDimensional U.S. Targeted Value ETF$286,976$1,113 ▲0.4%5,1560.1%ETFSMHVanEck Semiconductor ETF$280,917$280,917 ▲New Holding1,1600.1%ManufacturingVTIPVanguard Short-Term Inflation-Protected Securities ETF$273,514$87,685 ▼-24.3%5,6490.1%ManufacturingSELFGlobal Self Storage$240,298$3,321 ▲1.4%45,0840.1%FinanceMGKVanguard Mega Cap Growth ETF$225,964$225,964 ▲New Holding6580.1%ETFVEUVanguard FTSE All-World ex-US ETF$221,052$124,880 ▼-36.1%3,8500.1%ETFGVIiShares Intermediate Government/Credit Bond ETF$0$576,144 ▼-100.0%00.0%ETFBNDVanguard Total Bond Market ETF$0$244,164 ▼-100.0%00.0%ETFIGOViShares International Treasury Bond ETF$0$202,848 ▼-100.0%00.0%ETFNKGEN BIOTECH INC$0$3,780 ▼-100.0%00.0%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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