Towneley Capital Management, Inc / DE: 13F holdings
CIK 20049802026Q2
| Positions | 46 |
|---|
| Reported value | $509.5m |
|---|
| Filed | 2026-07-30 |
|---|
Change since last quarter
| Positions | 46 (+4 vs prior quarter) |
|---|
| Reported value | $509.5m (+6.6%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VTI VANGUARD INDEX FDS | 457,869 | $169.4m | 33.3% |
| VXUS VANGUARD STAR FDS | 808,202 | $69.1m | 13.6% |
| WINN HARBOR ETF TRUST | 1,146,114 | $37.2m | 7.3% |
| VGIT VANGUARD SCOTTSDALE FDS | 607,217 | $35.8m | 7.0% |
| JMBS JANUS DETROIT STR TR | 624,815 | $28.1m | 5.5% |
| VCSH VANGUARD SCOTTSDALE FDS | 333,820 | $26.4m | 5.2% |
| PVAL PUTNAM ETF TRUST | 429,046 | $21.9m | 4.3% |
| SGOL ETFS GOLD TR | 498,155 | $19.0m | 3.7% |
| VTEB VANGUARD MUN BD FDS | 372,164 | $18.8m | 3.7% |
| SCHO SCHWAB STRATEGIC TR | 557,119 | $13.4m | 2.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2004980")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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