Towneley Capital Management, Inc / De Purchases in Q1 2025

Towneley Capital Management, Inc / De

  • $427 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
37.8K
+ 4.61%
$58.01 - $64.46 $2.19M - $2.44M
859K $53.3B
SGOL
Abrdn Gold ETF Trust

ETFs
19.1K
+ 2.66%
$25.14 - $29.39 $481K - $562K
739K $22B
AAPL
Apple Inc.

Technology
10.3K
+ 890.46%
$209.68 - $247.1 $2.15M - $2.54M
11.4K $2.54B
VGIT
Vanguard Intermediate Term Tre

ETFs
16K
+ 3.4%
$57.44 - $59.3 $922K - $952K
488K $29B
IAU
Ishares Gold Trust

ETFs
3.28K
+ 2.37%
$49.74 - $58.96 $163K - $193K
141K $8.33B
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
2.29K
+ 4.0%
$111.19 - $128.1 $254K - $293K
59.5K $7.7B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
10.6K
+ 3.09%
$77.7 - $78.94 $823K - $836K
353K $27.9B
JMBS
Janus Detroit Str Tr Henderson

ETFs
15.3K
+ 3.54%
$43.53 - $45.42 $666K - $695K
448K $20.2B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
20.5K
+ 2.89%
$27.01 - $28.54 $555K - $586K
733K $20.5B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.64K
+ 169.99%
$442.66 - $534.52 $725K - $875K
2.6K $1.38B
SCHO
Schwab Short Term Us Treasury

ETFs
27.6K
+ 3.5%
$24.1 - $24.33 $664K - $671K
814K $19.8B
DFAE
Dimensional ETF Tr

ETFs
9.21K
+ 3.32%
$24.64 - $26.86 $227K - $247K
287K $7.43B
BND
Vanguard Bd Index Fd Inc Total

ETFs
4.08K
New
$71.17 - $73.66 $290K - $301K
4.08K $300M
KMB
Kimberly Clark Corp

Consumer Defensive
1.76K
New
$124.46 - $147.4 $219K - $259K
1.76K $250M
DE
Deere & CO

Industrials
527
New
$408.57 - $509.27 $215K - $268K
527 $247M
VGLT
Vanguard Long Term Treasury Et

ETFs
2.15K
+ 4.02%
$53.99 - $58.43 $116K - $126K
55.8K $3.21B
TRV
Travelers Companies, Inc.

Financial Services
912
New
$232.43 - $265.13 $212K - $242K
912 $241M
GOOG
Alphabet Inc.

Communication Services
1.35K
New
$156.06 - $207.71 $210K - $280K
1.35K $210M
GOOGL
Alphabet Inc.

Communication Services
1.35K
New
$154.33 - $206.19 $208K - $278K
1.35K $208M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
4.09K
+ 3.44%
$28.55 - $29.09 $117K - $119K
123K $3.54B
LOOP
Loop Industries, Inc.

Basic Materials
67.9K
New
$0.97 - $1.47 $65.8K - $99.7K
67.9K $78M
VGSH
Vanguard

ETFs
156
+ 0.68%
$58.07 - $58.68 $9.06K - $9.15K
23.3K $1.37B
VEU
Vanguard Ftse All World Ex Us

ETFs
12
+ 0.31%
$56.51 - $62.98 $678 - $756
3.86K $234M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
39
+ 0.39%
$39.96 - $43.3 $1.56K - $1.69K
9.92K $409M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
73
+ 0.81%
$51.26 - $52.53 $3.74K - $3.83K
9.05K $467M
SELF
Global Self Storage, Inc.

Real Estate
646
+ 1.43%
$5.0 - $5.28 $3.23K - $3.41K
45.7K $230M
DFAT
Dimensional ETF Tr U S Target

ETFs
16
+ 0.31%
$50.44 - $58.1 $807 - $930
5.17K $266M
VTI
Vanguard Total Stock Market Et

ETFs
21.6K
+ 4.93%
$271.18 - $303.12 $5.87M - $6.56M
460K $126B
AVUV
American Centy ETF Tr Avantis

ETFs
9.08K
+ 5.3%
$84.95 - $100.62 $771K - $913K
180K $15.7B
WINN
Harbor ETF Tr Harbor Long Term

ETFs
55.2K
+ 4.89%
N/A
1.18M $29B
Activity Summary
Buys All Purchases 31 New Holdings 7 Increased Positions 24 Sells All Sells 12 Reductions 12 Sold out 0 Options Calls 0 Puts 0
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