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CIK 0002004980 • 6 13F filings • Apr 11, 2025 – Jul 30, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABRDN PRECIOUS METALS BASKET | PHYSCL PRECS MET | $8.1M | 1.8%Prev: 1.7% | 48,736 SH | Decreased+117 SH |
| AMERICAN CENTY ETF TR | US SML CP VALU | $9.3M | 2.0%Prev: 2.2% | 93,794 SH | Decreased+4,239 SH |
| APPLE INC | COM | $209K | 0.0% | 820 SH | New |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $484K | 0.1%Prev: 0.1% | 963 SH | Increased+243 SH |
| CHEVRON CORP NEW | COM | $1.2M | 0.3% | 7,808 SH | New |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | $8.7M | 1.9%Prev: 2.1% | 277,458 SH | Decreased+16,189 SH |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | $719K | 0.2% | 9,924 SH | New |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | $448K | 0.1%Prev: 0.1% | 10,015 SH | Decreased-106 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $308K | 0.1%Prev: 0.1% | 4,500 SH | Decreased+436 SH |
| DIMENSIONAL ETF TRUST | US SUSTAINABILTY | $365K | 0.1%Prev: 0.1% | 8,601 SH | Decreased-245 SH |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $304K | 0.1%Prev: 0.1% | 5,220 SH | Decreased-56 SH |
| ETFS GOLD TR | PHYSCL GOLD SHS | $22.4M | 4.9%Prev: 3.7% | 607,311 SH | Increased+109,156 SH |
| GLOBAL SELF STORAGE INC | COM | $237K | 0.1%Prev: 0.1% | 47,026 SH | Decreased-2,021 SH |
| HARBOR ETF TRUST | LONG TERM GROWER | $35.2M | 7.7%Prev: 7.3% | 1,130,321 SH | Decreased-15,793 SH |
| ISHARES GOLD TR | ISHARES NEW | $7.9M | 1.7%Prev: 1.7% | 108,988 SH | Decreased-2,422 SH |
| ISHARES TR | CORE S&P500 ETF | $1.0M | 0.2%Prev: 0.2% | 1,532 SH | Decreased+44 SH |
| ISHARES TR | CORE US AGGBD ET | $207K | 0.0%Prev: 0.0% | 2,066 SH | Increased |
| JANUS DETROIT STR TR | HENDERSON MTG | $26.9M | 5.8%Prev: 5.5% | 589,404 SH | Decreased-35,411 SH |
| LOWES COS INC | COM | $201K | 0.0% | 800 SH | New |
| PUTNAM ETF TRUST | FOCUSED LAR CAP | $18.2M | 4.0%Prev: 4.3% | 426,103 SH | Decreased-2,943 SH |
| SCHWAB STRATEGIC TR | SHT TM US TRES | $12.9M | 2.8%Prev: 2.6% | 529,429 SH | Decreased-27,690 SH |
| SPDR GOLD TR | GOLD SHS | $3.6M | 0.8%Prev: 0.8% | 10,051 SH | Decreased-569 SH |
| SPDR INDEX SHS FDS | MSCI ACWI EXUS | $497K | 0.1% | 14,240 SH | New |
| SPROTT ASSET MANAGEMENT LP | PHYSICAL GOLD TR | $222K | 0.0%Prev: 0.0% | 7,510 SH | Decreased |
| VANECK ETF TRUST | FALLEN ANGEL HG | $3.9M | 0.8%Prev: 0.8% | 130,576 SH | Decreased-8,543 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $497K | 0.1%Prev: 0.1% | 6,685 SH | Increased+2,677 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $579K | 0.1%Prev: 0.1% | 1,207 SH | Decreased-5,960 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $225K | 0.0%Prev: 0.0% | 766 SH | Decreased-2,333 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $149.9M | 32.6%Prev: 33.3% | 456,785 SH | Decreased-1,084 SH |
| VANGUARD INDEX FDS | VALUE ETF | $337K | 0.1%Prev: 0.1% | 1,807 SH | Decreased-29 SH |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $265K | 0.1%Prev: 0.1% | 3,711 SH | Decreased+67 SH |
| VANGUARD MALVERN FDS | STRM INFPROIDX | $260K | 0.1%Prev: 0.1% | 5,142 SH | Decreased-73 SH |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $16.6M | 3.6%Prev: 3.7% | 331,247 SH | Decreased-40,917 SH |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | $33.9M | 7.4%Prev: 7.0% | 564,292 SH | Decreased-42,925 SH |
| VANGUARD SCOTTSDALE FDS | LONG TERM TREAS | $7.6M | 1.6%Prev: 1.5% | 133,323 SH | Decreased-9,228 SH |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | $1.2M | 0.3%Prev: 0.1% | 20,840 SH | Increased+9,159 SH |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $25.8M | 5.6%Prev: 5.2% | 322,940 SH | Decreased-10,880 SH |
| VANGUARD STAR FDS | VG TL INTL STK F | $59.7M | 13.0%Prev: 13.6% | 812,159 SH | Decreased+3,957 SH |
| Q3 2025 |
| 13F-HR |
| 0001172661-25-004322 |
| $460.4M |
| View |
| Jul 30, 2026 | Q2 2026 | 13F-HR | 0002085853-26-000908 | $509.5M | View |
| Jul 30, 2025 | Q2 2025 | 13F-HR | 0001172661-25-002786 | $435.9M | View |
| Apr 21, 2026 | Q1 2026 | 13F-HR | 0002085853-26-000439 | $477.8M | View |
| Apr 11, 2025 | Q1 2025 | 13F-HR | 0001172661-25-001485 | $427.5M | View |