account_balance
Investment manager · 13F filer · SEC CIK 2004980
Towneley Capital Management, Inc
Reported value$505Mas of Sep 30, 2026
Positions45 0 new, 1 sold out
Top 10 weight86.3%VTI alone is 33%
FiledOct 99 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VTIVanguard Index FDS
33.5%
VXUSVanguard Star FDS
13.4%
WINNHarbor ETF Trust
7.8%
VGITVanguard Scottsdale FDS
6.9%
JMBSJanus Detroit STR Tr
5.3%
VCSHVanguard Scottsdale FDS
5.2%
PVALPutnam ETF Trust
4.4%Trimmed −3%
SGOLabrdn Gold ETF Trust
3.9%
VTEBVanguard Mun Bd FDS
3.5%
SCHOSchwab Strategic Tr
2.7%
AVUVAmerican Centy ETF Tr
2.1%
DFAEDimensional ETF Trust
2.0%
VTIVanguard Index FDS
33.5%
VXUSVanguard Star FDS
13.4%
WINNHarbor ETF Trust
7.8%
VGITVanguard Scottsdale FDS
6.9%
JMBSJanus Detroit STR Tr
5.3%
VCSHVanguard Scottsdale FDS
5.2%
PVALPutnam ETF Trust
4.4%
VTEB
AVUV2.1%
DFAE
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VTI Vanguard Index FDS 33.5% Held
VXUS Vanguard Star FDS 13.4% Held
WINN Harbor ETF Trust 7.8% Held
VGIT Vanguard Scottsdale FDS 6.9% Held
JMBS Janus Detroit STR Tr 5.3% Held
VCSH Vanguard Scottsdale FDS 5.2% Held
PVAL Putnam ETF Trust 4.4% Trimmed −3%
SGOL abrdn Gold ETF Trust 3.9% HeldVTEB Vanguard Mun Bd FDS 3.5% Held
SCHO Schwab Strategic Tr 2.7% Held
AVUV American Centy ETF Tr 2.1% Held
DFAE Dimensional ETF Trust 2.0% Held
What changed
Biggest moves since Jun 30, 2026
add_circleNew
None
arrow_upwardAdded
- ANGL +2%
arrow_downwardTrimmed
- PVAL −3%
remove_circleSold out
- AGG $204K
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