Towneley Capital Management, Inc / DE
Q3 2026 13F filing
Updated 27 days ago45 disclosed positions worth $504.7M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | V VANGUARD INDEX FDS | $168.8M | 451.2K | 33.45% | Trimmed(-1.5%) |
| 2 | V VANGUARD STAR FDS | $67.5M | 794.3K | 13.37% | Trimmed(-1.7%) |
| 3 | ? N/A HARBOR ETF TRUST | $39.3M | 1.14M | 7.78% | Trimmed(-0.2%) |
| 4 | V VANGUARD SCOTTSDALE FDS | $34.8M | 614.7K | 6.90% | Added(+1.2%) |
| 5 | J JANUS DETROIT STR TR | $26.8M | 634.0K | 5.31% | Added(+1.5%) |
| 6 | V VANGUARD SCOTTSDALE FDS | $26.1M | 337.5K | 5.17% | Added(+1.1%) |
| 7 | P PUTNAM ETF TRUST | $22M | 418.2K | 4.36% | Trimmed(-2.5%) |
| 8 | S ETFS GOLD TR | $19.6M | 494.8K | 3.88% | Trimmed(-0.7%) |
| 9 | V VANGUARD MUN BD FDS | $17.4M | 367.7K | 3.45% | Trimmed(-1.2%) |
| 10 | S SCHWAB STRATEGIC TR | $13.4M | 562.8K | 2.66% | Added(+1.0%) |
| 11 | ? N/A AMERICAN CENTY ETF TR | $10.6M | 89.7K | 2.09% | Added(+0.2%) |
| 12 | N DIMENSIONAL ETF TRUST | $10.2M | 258.3K | 2.01% | Trimmed(-1.1%) |
| 13 | G ABRDN PRECIOUS METALS BASKET | $9.1M | 48.6K | 1.80% | Added(+0.0%) |
| 14 | I ISHARES GOLD TR | $8.7M | 111.0K | 1.72% | Trimmed(-0.3%) |
| 15 | V VANGUARD SCOTTSDALE FDS | $7.3M | 144.9K | 1.44% | Added(+1.7%) |
| 16 | G SPDR GOLD TR | $4M | 10.6K | 0.80% | Unchanged |
| 17 | A VANECK ETF TRUST | $3.9M | 142.0K | 0.78% | Added(+2.0%) |
| 18 | V VANGUARD INTL EQUITY INDEX F | $1.6M | 10.2K | 0.32% | Unchanged |
| 19 | N BANK OF N T BUTTERFIELD & SO | $1.6M | 27.2K | 0.31% | Unchanged |
| 20 | P PIMCO ETF TR | $1.4M | 13.8K | 0.28% | Added(+0.4%) |
| 21 | E ISHARES TR | $1.1M | 1.5K | 0.23% | Trimmed(-0.3%) |
| 22 | E ISHARES TR | $872K | 2.1K | 0.17% | Unchanged |
| 23 | ? N/A DIMENSIONAL ETF TRUST | $820K | 9.9K | 0.16% | Trimmed(-1.2%) |
| 24 | V VANGUARD SCOTTSDALE FDS | $678K | 11.8K | 0.13% | Added(+0.9%) |
| 25 | V VANGUARD INDEX FDS | $646K | 7.2K | 0.13% | Unchanged |
| 26 | ? N/A DIMENSIONAL ETF TRUST | $559K | 10.2K | 0.11% | Added(+0.4%) |
| 27 | V VANGUARD INDEX FDS | $539K | 769 | 0.11% | Added(+0.3%) |
| 28 | S SPDR INDEX SHS FDS | $530K | 13.1K | 0.10% | Trimmed(-9.7%) |
| 29 | ? N/A DIMENSIONAL ETF TRUST | $418K | 8.9K | 0.08% | Added(+0.1%) |
| 30 | V VANGUARD INDEX FDS | $397K | 1.8K | 0.08% | Unchanged |
| 31 | B BERKSHIRE HATHAWAY INC DEL | $359K | 720 | 0.07% | Unchanged |
| 32 | ? N/A DIMENSIONAL ETF TRUST | $352K | 5.3K | 0.07% | Added(+0.4%) |
| 33 | ? N/A DIMENSIONAL ETF TRUST | $315K | 4.1K | 0.06% | Added(+0.3%) |
| 34 | C CAPITAL GROUP CORE EQUITY ET | $312K | 7.0K | 0.06% | Unchanged |
| 35 | F FIRST TR EXCHANGE-TRADED FD | $309K | 3.0K | 0.06% | Unchanged |
| 36 | V VANGUARD INTL EQUITY INDEX F | $302K | 3.6K | 0.06% | Unchanged |
| 37 | V VANGUARD BD INDEX FDS | $283K | 4.0K | 0.06% | Added(+0.5%) |
| 38 | V VANGUARD MALVERN FDS | $259K | 5.3K | 0.05% | Added(+0.7%) |
| 39 | M DIMENSIONAL ETF TRUST | $249K | 4.5K | 0.05% | Added(+0.5%) |
| 40 | V VANGUARD INDEX FDS | $243K | 3.1K | 0.05% | Unchanged |
| 41 | ? N/A GLOBAL SELF STORAGE INC | $241K | 49.0K | 0.05% | Unchanged |
| 42 | P SPROTT ASSET MANAGEMENT LP | $235K | 7.5K | 0.05% | Unchanged |
| 43 | N NUSHARES ETF TR | $229K | 4.1K | 0.05% | Unchanged |
| 44 | ? N/A DIMENSIONAL ETF TRUST | $225K | 5.0K | 0.04% | Added(+0.4%) |
| 45 | V VANGUARD WORLD FD | $219K | 2.7K | 0.04% | Added(+0.6%) |