Towneley Capital Management, Inc / DE

LAGUNA HILLS, CA · CIK 2004980 · 13F filing filed 2026-07-30

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyLaguna Hills, CA

$509.5m reported value +6.6% vs Q1 2026

46positions

86.2%in top 10

5 new 21 added 13 reduced 1 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	457,869	$169.4m33.25%	33.25%	Reduced -5.5k	-5,479 -1.2%
2	VANGUARD STAR FDS VG TL INTL STK F VXUS	VXUS	808,202	$69.1m13.56%	13.56%	Reduced -12.4k	-12,370 -1.5%
3	HARBOR ETF TRUST LONG TERM GROWER WINN	WINN	1,146,114	$37.2m7.30%	7.30%	Added +3.7k	+3,726 0.3%
4	VANGUARD SCOTTSDALE FDS INTER TERM TREAS VGIT	VGIT	607,217	$35.8m7.03%	7.03%	Added +9.0k	+9,032 1.5%
5	JANUS DETROIT STR TR HENDERSON MTG JMBS	JMBS	624,815	$28.1m5.52%	5.52%	Added +9.3k	+9,317 1.5%
6	VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD VCSH	VCSH	333,820	$26.4m5.18%	5.18%	Reduced -5.8k	-5,850 -1.7%
7	PUTNAM ETF TRUST FOCUSED LAR CAP PVAL	PVAL	429,046	$21.9m4.29%	4.29%	Reduced -3.9k	-3,891 -0.9%
8	ETFS GOLD TR PHYSCL GOLD SHS SGOL	SGOL	498,155	$19.0m3.74%	3.74%	Added +342	+342 0.1%
9	VANGUARD MUN BD FDS TAX EXEMPT BD VTEB	VTEB	372,164	$18.8m3.69%	3.69%	Added +25.1k	+25,148 7.2%
10	SCHWAB STRATEGIC TR SHT TM US TRES SCHO	SCHO	557,119	$13.4m2.64%	2.64%	Added +7.9k	+7,934 1.4%
11	AMERICAN CENTY ETF TR US SML CP VALU AVUV	AVUV	89,555	$11.2m2.19%	2.19%	Reduced -5.6k	-5,635 -5.9%
12	DIMENSIONAL ETF TRUST EMGR CRE EQT MNG DFAE	DFAE	261,269	$10.5m2.06%	2.06%	Reduced -12.7k	-12,717 -4.6%
13	ABRDN PRECIOUS METALS BASKET PHYSCL PRECS MET GLTR	GLTR	48,619	$8.8m1.73%	1.73%	Added +299	+299 0.6%
14	ISHARES GOLD TR ISHARES NEW IAU	IAU	111,410	$8.4m1.65%	1.65%	Added +2.4k	+2,414 2.2%
15	VANGUARD SCOTTSDALE FDS LONG TERM TREAS VGLT	VGLT	142,551	$7.9m1.54%	1.54%	Added +2.6k	+2,566 1.8%
16	VANECK ETF TRUST FALLEN ANGEL HG ANGL	ANGL	139,119	$4.1m0.80%	0.80%	Added +3.1k	+3,081 2.3%
17	SPDR GOLD TR GOLD SHS GLD	GLD	10,620	$3.9m0.77%	0.77%	Added +482	+482 4.8%
18	BANK OF NT BUTTERFIELD&SON L SHS NEW NTB	NTB	27,155	$1.6m0.32%	0.32%	Unchanged
19	VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF VT	VT	10,159	$1.6m0.31%	0.31%	Unchanged
20	PIMCO ETF TR ENHAN SHRT MA AC MINT	MINT	13,790	$1.4m0.27%	0.27%	Reduced -12.3k	-12,278 -47.1%
21	ISHARES TR CORE S&P500 ETF IVV	IVV	1,488	$1.1m0.22%	0.22%	Reduced -6	-6 -0.4%
22	ISHARES TR RUS 1000 ETF IWB	IWB	2,096	$858.3k0.17%	0.17%	Unchanged
23	DIMENSIONAL ETF TRUST US EQUITY MARKET DFUS	DFUS	9,993	$818.9k0.16%	0.16%	Added +24	+24 0.2%
24	VANGUARD SCOTTSDALE FDS SHORT TERM TREAS VGSH	VGSH	11,681	$679.8k0.13%	0.13%	Reduced -12.3k	-12,263 -51.2%
25	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	7,167	$617.3k0.12%	0.12%	Reduced -3	-3 -0.0%
26	SPDR INDEX SHS FDS MSCI ACWI EXUS CWI	CWI	14,514	$590.3k0.12%	0.12%	Added +69	+69 0.5%
27	DIMENSIONAL ETF TRUST US MKTWIDE VALUE DFUV	DFUV	10,121	$556.7k0.11%	0.11%	Added +34	+34 0.3%
28	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	767	$526.9k0.10%	0.10%	New
29	DIMENSIONAL ETF TRUST US SUSTAINABILTY DFSU	DFSU	8,846	$412.5k0.08%	0.08%	Reduced -24	-24 -0.3%
30	VANGUARD INDEX FDS VALUE ETF VTV	VTV	1,836	$400.1k0.08%	0.08%	Unchanged
31	DIMENSIONAL ETF TRUST US TARGETED VLU DFAT	DFAT	5,276	$368.8k0.07%	0.07%	Added +18	+18 0.3%
32	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	720	$360.3k0.07%	0.07%	Unchanged
33	DIMENSIONAL ETF TRUST US SMALL CAP ETF DFAS	DFAS	4,064	$334.6k0.07%	0.07%	Added +12	+12 0.3%
34	CAPITAL GROUP CORE EQUITY ET SHS CREATION UNI CGUS	CGUS	7,000	$311.4k0.06%	0.06%	New
35	VANGUARD INTL EQUITY INDEX F ALLWRLD EX US VEU	VEU	3,644	$305.2k0.06%	0.06%	Added +1	+1 0.0%
36	VANGUARD BD INDEX FDS TOTAL BND MRKT BND	BND	4,008	$294.3k0.06%	0.06%	Reduced -212	-212 -5.0%
37	FIRST TR EXCHANGE TRADED FD NASDAQ CYB ETF CIBR	CIBR	3,000	$269.6k0.05%	0.05%	New
38	VANGUARD MALVERN FDS STRM INFPROIDX VTIP	VTIP	5,215	$262.0k0.05%	0.05%	Added +1	+1 0.0%
39	GLOBAL SELF STORAGE INC COM SELF	SELF	49,047	$257.0k0.05%	0.05%	Added +672	+672 1.4%
40	VANGUARD INDEX FDS MID CAP ETF VO	VO	3,099	$249.7k0.05%	0.05%	Reduced -1	-1 -0.0%
41	DIMENSIONAL ETF TRUST INTERNATNAL VAL DFIV	DFIV	4,440	$239.8k0.05%	0.05%	Added +65	+65 1.5%
42	SPROTT PHYSICAL GOLD TR UNIT PHYS	PHYS	7,510	$226.6k0.04%	0.04%	Unchanged
43	DIMENSIONAL ETF TRUST INTERNATIONAL DFSI	DFSI	4,971	$224.2k0.04%	0.04%	Added +23	+23 0.5%
44	NUSHARES ETF TR ESG LARGE CAP NULC	NULC	4,110	$222.5k0.04%	0.04%	New
45	VANGUARD WORLD FD ESG INTL STK ETF VSGX	VSGX	2,691	$221.6k0.04%	0.04%	New
46	ISHARES TR CORE US AGGBD ET AGG	AGG	2,066	$204.5k0.04%	0.04%	Unchanged

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
APPLE INC AAPL	AAPL	856	$217.2k856 shares