Towneley Capital Management, Inc / De has filed its 13F form on July 23, 2024 for Q2 2024 where it was disclosed a total value porftolio of $426 Billion distributed in 39 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $125B, Vanguard Star Fd Vanguard Tota with a value of $47.4B, Pimco ETF Tr Inter Mun Bd Acti with a value of $43.5B, Harbor ETF Tr Harbor Long Term with a value of $28.4B, and Vanguard Sht Term Corp Bd ETF with a value of $25.4B.

Examining the 13F form we can see an increase of $19.7B in the current position value, from $407B to 426B.

Towneley Capital Management, Inc / De is based out at Laguna Hills, CA

Below you can find more details about Towneley Capital Management, Inc / De portfolio as well as his latest detailed transactions.

Portfolio value $426 Billion
ETFs: $426 Billion
Financial Services: $351 Million
Real Estate: $213 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 39
  • Current Value $426 Billion
  • Prior Value $407 Billion
  • Filing
  • Period Q2 2024
  • Filing Date July 23, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 2 stocks
  • Additional Purchases 14 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 21 stocks
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