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Name: |
Towneley Capital Management Inc / DE |
City: |
Laguna Hills |
State: |
CA |
Zip: |
92653 |
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Holdings
Found :
22 |
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Ticker |
Company Name |
Position Rank |
New/Closed Postion |
Last Close |
Value |
Shares Held |
% of Portfolio |
Value Change |
Change In Shares Held |
% of Company |
Industry |
|
VXUS |
Vanguard Total Internationa... |
2 |
- |
$61.05 |
$46,855,000 |
777,027 |
11.52% |
2,543,000 |
12,494 |
0.135 |
Closed - End Fund - E... |
|
VCSH |
Vanguard Scottsdale Funds |
4 |
- |
$76.88 |
$24,879,000 |
321,809 |
6.12% |
374,000 |
5,089 |
0.077 |
N/A |
|
VGIT |
Vanguard Intermediate -Ter |
5 |
- |
$57.66 |
$23,625,000 |
403,507 |
5.81% |
153,000 |
7,826 |
0.045 |
Closed - End Fund - Debt |
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SCHO |
Schwab Short-Term U.S. Tre... |
7 |
- |
$47.92 |
$17,295,000 |
358,739 |
4.25% |
291,000 |
7,779 |
0.024 |
N/A |
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JMBS |
Janus Henderson Mortgagebac... |
9 |
- |
$44.13 |
$16,855,000 |
373,717 |
4.14% |
110,000 |
9,222 |
0.34 |
N/A |
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SCHD |
Schwab US Dividend Equity ETF |
10 |
- |
$79.30 |
$16,597,000 |
205,837 |
4.08% |
1,091,000 |
2,162 |
0.069 |
N/A |
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DFAE |
Dfa Dimensional Emerging Co... |
14 |
- |
$0.00 |
$7,039,000 |
284,743 |
1.73% |
215,000 |
1,705 |
0.047 |
N/A |
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GLTR |
Aberdeen Standard Physical ... |
16 |
- |
$103.05 |
$5,673,000 |
59,399 |
1.39% |
268,000 |
12 |
0.724 |
Closed - End Fund - E... |
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ANGL |
Vaneck Vectors Fallen Angel... |
18 |
- |
$28.54 |
$3,408,000 |
117,420 |
0.84% |
85,000 |
1,963 |
0.076 |
N/A |
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VGLT |
Vanguard Long-Term Governm |
19 |
- |
$56.66 |
$3,198,000 |
53,982 |
0.79% |
-72,000 |
845 |
0.022 |
N/A |
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GLD |
streetTRACKS Gold Trust |
21 |
- |
$218.71 |
$2,840,000 |
13,806 |
0.7% |
223,000 |
119 |
0.003 |
Closed - End Fund - E... |
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IVV |
iShares Core S&P 500 Etf |
22 |
- |
$523.39 |
$1,326,000 |
2,523 |
0.33% |
123,000 |
5 |
0 |
Closed - End Fund - E... |
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VEU |
Vanguard FTSE All-World ETF |
25 |
- |
$57.31 |
$1,170,000 |
19,950 |
0.29% |
52,000 |
28 |
0.004 |
Closed - End Fund - F... |
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AGG |
iShares Barclays Agency Bond |
27 |
- |
$96.24 |
$1,109,000 |
11,319 |
0.27% |
-11,000 |
39 |
0 |
Closed - End Fund - E... |
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BWZ |
SPDR Series Trust |
33 |
- |
$26.00 |
$452,000 |
17,164 |
0.11% |
-17,000 |
42 |
0.223 |
Closed - End Fund - Debt |
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WIP |
Spdr Db Int Gov Bd |
34 |
- |
$39.17 |
$445,000 |
11,119 |
0.11% |
-19,000 |
63 |
0.019 |
Closed - End Fund - E... |
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LQD |
iShares Trust Goldman Sachs |
37 |
- |
$106.31 |
$343,000 |
3,147 |
0.08% |
-3,000 |
19 |
0.001 |
Closed - End Fund - E... |
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IEF |
iShares Lehman 7-10 Year Tr... |
38 |
- |
$92.50 |
$310,000 |
3,272 |
0.08% |
-4,000 |
10 |
0.001 |
Closed - End Fund - E... |
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DFSU |
Dimensional Us Sustainabili... |
40 |
- |
$0.00 |
$261,000 |
7,576 |
0.06% |
32,000 |
210 |
0.008 |
N/A |
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VWOB |
Vanguard Emerging Markets G... |
41 |
- |
$63.14 |
$252,000 |
3,953 |
0.06% |
2,000 |
26 |
0.002 |
N/A |
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IBND |
Spdr Barclays Capital Inter... |
43 |
- |
$28.82 |
$242,000 |
8,314 |
0.06% |
-6,000 |
32 |
0.127 |
Closed - End Fund - E... |
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SHY |
Ishares Barclays 1-3 Treasu... |
45 |
- |
$81.28 |
$241,000 |
2,944 |
0.06% |
1,000 |
15 |
0 |
Closed - End Fund - E... |
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