Towneley Capital Management, Inc / De Portfolio Holdings by Sector
Towneley Capital Management, Inc / De
- $426 Billion
- Q2 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
VXUS MUNI WINN VCSH VGIT SCHO SCHD SGOL 34 stocks |
$301 Million
70.57% of portfolio
|
  14  
|
  19  
|
  2  
|
- |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$125 Million
29.3% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$351,068
0.08% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
REIT—Industrial | Real Estate
SELF 1 stocks |
$213,081
0.05% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|