Towneley Capital Management, Inc / De Portfolio Holdings by Sector
Towneley Capital Management, Inc / De
- $442 Billion
- Q3 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
VXUS MUNI WINN VCSH VGIT SCHD SCHO SGOL 34 stocks |
$315 Million
71.41% of portfolio
|
16
|
18
|
- | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$125 Million
28.44% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$443,230
0.1% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Industrial | Real Estate
SELF 1 stocks |
$231,642
0.05% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|