Towneley Capital Management, Inc / De Portfolio Holdings by Sector
Towneley Capital Management, Inc / De
- $436 Billion
- Q2 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
VXUS WINN VGIT JMBS VCSH SGOL SCHD VTEB 30 stocks |
$294 Million
67.46% of portfolio
|
9
|
21
|
- | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$141 Million
32.37% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$467,797
0.11% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
REIT—Industrial | Real Estate
SELF 1 stocks |
$247,522
0.06% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|