Towneley Capital Management, Inc / DE - Portfolio overview

Towneley Capital Management, Inc / DE has 44 reported holdings in this dataset, with the latest filing dated 2026-04-21.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Energy.

Largest reported holdings by portfolio allocation

1. VTI - VANGUARD INDEX FDS, 31.02%
2. VXUS - VANGUARD STAR FDS, 13.20%
3. VGIT - VANGUARD SCOTTSDALE FDS, 7.43%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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