Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: Towneley Capital Management Inc / DE
  City: Laguna Hills
  State: CA
  Zip: 92653
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $406,668,000
  Total Value Change : $16,476,000
  Securities Held Change : 2
   
All Securities Held : 47
  New Positions : 2
  Closed Positions : 0
  Increased Positions : 22
  Unchanged Positions : 10
  Decreased Positions : 13

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

   
Holdings Found : 10     View All Holdings Currently Viewing:  Unchanged Positions     Page 1 of 1
     Menu
Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (VGSH)1 Year Chart         VGSH Vanguard Scottsdale Funds 23 - $57.74 $1,295,000 22,294 0.32% -5,000 0 0.002    Closed - End Fund - Debt
   (CWI)1 Year Chart         CWI streetTRACKS Spdr Ms 24 - $28.75 $1,203,000 42,358 0.3% 58,000 0 0.08    Closed - End Fund - E...
   (VT)1 Year Chart         VT Vanguard Total World Stock ... 26 - $110.58 $1,144,000 10,354 0.28% 79,000 0 0.006    Closed - End Fund - E...
   (BWX)1 Year Chart         BWX Spdr Brcly Cap Int Trs Bon 29 - $21.73 $725,000 32,592 0.18% -30,000 0 0.089    Closed - End Fund - E...
   (VTIP)1 Year Chart         VTIP Vanguard Short Term Inflati... 32 - $48.06 $546,000 11,399 0.13% 5,000 0 0.001    N/A
   (DFUV)1 Year Chart         DFUV DFA Dimensional Us Marketwi... 35 - $40.04 $438,000 10,717 0.11% 39,000 0 0.001    N/A
   (ISHG)1 Year Chart         ISHG iShares S&P/Citi 1-3 Yr Int... 36 - $69.50 $404,000 5,777 0.1% -12,000 0 0.825    Closed - End Fund - Debt
   (DFAT)1 Year Chart         DFAT Dimensional U S Targeted Va... 39 - $53.58 $277,000 5,097 0.07% 10,000 0 0.001    N/A
   (LEMB)1 Year Chart         LEMB Ishares Emerging Markets Lo... 42 - $35.43 $243,000 6,735 0.06% -4,000 0 0.056    N/A
   (SELF)1 Year Chart         SELF Global Self Storage Inc 46 - $5.15 $192,000 43,191 0.05% -8,000 0 0.461    Closed - End Fund - F...

      10 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results