Towneley Capital Management, Inc / De Top Holdings and 13F Report (2025) About Towneley Capital Management, Inc / DeInvestment ActivityTowneley Capital Management, Inc / De has $435.94 million in total holdings as of June 30, 2025.Towneley Capital Management, Inc / De owns shares of 34 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 3.67% of the portfolio was purchased this quarter.About 8.24% of the portfolio was sold this quarter.This quarter, Towneley Capital Management, Inc / De has purchased 44 new stocks and bought additional shares in 12 stocks.Towneley Capital Management, Inc / De sold shares of 22 stocks and completely divested from 10 stocks this quarter.Largest Holdings Vanguard Total Stock Market ETF $141,024,957Vanguard Total International Stock ETF $56,161,058HARBOR ETF TRUST $33,931,645Vanguard Intermediate-Term Treasury ETF $33,247,607Janus Henderson Mortgage-Backed Securities ETF $26,048,806 Largest Purchases this Quarter Janus Henderson Mortgage-Backed Securities ETF 130,309 shares (about $5.87M)Vanguard Long-Term Treasury ETF 74,196 shares (about $4.16M)Vanguard Intermediate-Term Treasury ETF 67,481 shares (about $4.04M)Vanguard Total Stock Market ETF 3,777 shares (about $1.15M)Vanguard Tax-Exempt Bond ETF 11,387 shares (about $558.30K) Largest Sales this Quarter Avantis U.S. Small Cap Value ETF 85,183 shares (about $7.76M)Schwab Short-Term U.S. Treasury ETF 279,044 shares (about $6.80M)abrdn Physical Gold Shares ETF 108,642 shares (about $3.43M)Vanguard Total International Stock ETF 45,984 shares (about $3.18M)Vanguard Short-Term Corporate Bond ETF 32,968 shares (about $2.62M) 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$141,024,957$1,147,943 ▲0.8%464,00532.3%ETFVXUSVanguard Total International Stock ETF$56,161,058$3,177,035 ▼-5.4%812,86812.9%ETFHARBOR ETF TRUST$33,931,645$545,570 ▼-1.6%1,165,0357.8%LONG TERM GROWERVGITVanguard Intermediate-Term Treasury ETF$33,247,607$4,036,039 ▲13.8%555,8877.6%ETFJMBSJanus Henderson Mortgage-Backed Securities ETF$26,048,806$5,870,419 ▲29.1%578,2206.0%ETFVCSHVanguard Short-Term Corporate Bond ETF$25,453,117$2,620,956 ▼-9.3%320,1655.8%ETFSGOLabrdn Physical Gold Shares ETF$19,874,813$3,426,570 ▼-14.7%630,1464.6%ETFSCHDSchwab US Dividend Equity ETF$17,931,239$1,480,819 ▼-7.6%676,6514.1%ETFVTEBVanguard Tax-Exempt Bond ETF$16,129,740$558,305 ▲3.6%328,9773.7%ETFSCHOSchwab Short-Term U.S. Treasury ETF$13,047,474$6,803,095 ▼-34.3%535,1713.0%ETFAVUVAvantis U.S. Small Cap Value ETF$8,671,293$7,760,199 ▼-47.2%95,1842.0%ETFDFAEDimensional Emerging Core Equity Market ETF$8,273,974$36,535 ▼-0.4%285,8021.9%ETFVGLTVanguard Long-Term Treasury ETF$7,292,877$4,163,895 ▲133.1%129,9511.7%ETFIAUiShares Gold Trust$7,149,659$1,663,146 ▼-18.9%114,6511.6%FinanceGLTRabrdn Physical Precious Metals Basket Shares ETF$7,065,092$1,148,849 ▼-14.0%51,1411.6%ETFANGLVanEck Fallen Angel High Yield Bond ETF$3,758,365$162,622 ▲4.5%128,3590.9%ManufacturingGLDSPDR Gold Shares$3,163,221$444,747 ▼-12.3%10,3770.7%FinanceVGSHVanguard Short-Term Treasury ETF$1,188,476$178,927 ▼-13.1%20,2190.3%ETFIVViShares Core S&P 500 ETF$949,815$93,119 ▼-8.9%1,5300.2%ETFVUGVanguard Growth ETF$696,544$209,533 ▼-23.1%1,5890.2%ETFDFUSDimensional U.S. Equity ETF$663,437$1,810 ▲0.3%9,8990.2%ETFCWISPDR MSCI ACWI ex-US ETF$474,429$280,751 ▼-37.2%14,5260.1%ETFBRK.BBerkshire Hathaway$467,797$795,206 ▼-63.0%9630.1%FinanceDFUVDimensional US Marketwide Value ETF$421,566$1,987 ▲0.5%9,9710.1%ETFVTVVanguard Value ETF$379,036$153,028 ▼-28.8%2,1450.1%ETFDFSUDimensional US Sustainability Core 1 ETF$325,707$33,952 ▲11.6%8,2980.1%ETFBNDVanguard Total Bond Market ETF$316,827$16,419 ▲5.5%4,3030.1%ETFDFASDimensional U.S. Small Cap ETF$285,929$34,658 ▼-10.8%4,4880.1%ETFAGGiShares Core U.S. Aggregate Bond ETF$281,430$18,352 ▼-6.1%2,8370.1%FinanceDFATDimensional U.S. Targeted Value ETF$280,340$1,241 ▲0.4%5,1950.1%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$257,342$6,033 ▼-2.3%5,1190.1%ManufacturingVEUVanguard FTSE All-World ex-US ETF$251,237$8,334 ▼-3.2%3,7380.1%ETFSELFGlobal Self Storage$247,522$3,322 ▲1.4%46,3520.1%FinanceVOVanguard Mid-Cap ETF$226,944$208,475 ▼-47.9%8110.1%ETFAAPLApple$0$2,536,836 ▼-100.0%00.0%Computer and TechnologyMUNIPIMCO Intermediate Municipal Bond Exchange-Traded Fund$0$466,718 ▼-100.0%00.0%ETFLLYEli Lilly and Company$0$330,865 ▼-100.0%00.0%MedicalMSFTMicrosoft$0$267,011 ▼-100.0%00.0%Computer and TechnologyKMBKimberly-Clark$0$250,230 ▼-100.0%00.0%Consumer StaplesDEDeere & Company$0$247,347 ▼-100.0%00.0%IndustrialsTRVTravelers Companies$0$241,164 ▼-100.0%00.0%FinanceGOOGAlphabet$0$210,315 ▼-100.0%00.0%Computer and TechnologyGOOGLAlphabet$0$208,182 ▼-100.0%00.0%Computer and TechnologyLOOPLoop Industries$0$78,036 ▼-100.0%00.0%Business ServicesShowing 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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