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  Name: Towneley Capital Management Inc / DE
  City: Laguna Hills
  State: CA
  Zip: 92653
   
Achive data
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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

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Holdings Found : 13     View All Holdings Currently Viewing:  Decreased Positions     Page 1 of 1
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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
   (VTI)1 Year Chart         VTI Vanguard Total Stock Market... 1 - $258.05 $87,611,000 337,096 21.54% 7,478,000 -705 0.034    Closed - End Fund - E...
   (MUNI)1 Year Chart         MUNI PIMCO Intermediate Municipa... 3 - $52.14 $45,599,000 869,041 11.21% -1,865,000 -29,901 0.966    Closed - End Fund - Debt
   (VUG)1 Year Chart         VUG Vanguard Growth VIPERS 6 - $343.81 $22,664,000 65,845 5.57% 1,486,000 -2,276 0.025    Closed - End Fund - E...
   (SGOL)1 Year Chart         SGOL Aberdeen Standard Physical ... 8 - $22.59 $16,990,000 799,908 4.18% 1,094,000 -5,340 0.542    Closed - End Fund - Debt
   (VTV)1 Year Chart         VTV Vanguard Value VIPERS 11 - $161.40 $14,654,000 89,977 3.6% 1,112,000 -602 0.016    Closed - End Fund - E...
   (VO)1 Year Chart         VO Vanguard Mid Cap VIPERS 12 - $245.74 $13,085,000 52,368 3.22% 870,000 -137 0.026    Closed - End Fund - E...
   (DFAS)1 Year Chart         DFAS Dimensional U S Small Cap Etf 13 - $61.34 $7,708,000 123,639 1.9% 261,000 -1,276 0.137    N/A
   (IAU)1 Year Chart         IAU iShares COMEX Gold Trust 15 - $44.68 $6,875,000 163,657 1.69% 426,000 -1,574 0.009    Closed - End Fund - E...
   (VTEB)1 Year Chart         VTEB Vanguard Tax Exempt Bond Etf 17 - $50.18 $5,022,000 99,255 1.23% -102,000 -1,110 0.006    N/A
   (GVI)1 Year Chart         GVI iShares Barclays Interm Gov... 20 - $0.00 $3,039,000 29,229 0.75% -209,000 -1,773 0.032    Closed - End Fund - E...
   (BRK.B)1 Year Chart         BRK.B Berkshire Hathaway B 28 - $412.05 $968,000 2,303 0.24% 146,000 -3 0    Property & Casualty I...
   (DFUS)1 Year Chart         DFUS Dimensional U S Equity Etf 30 - $56.68 $717,000 12,578 0.18% 48,000 -339 0.001    N/A
   (IGOV)1 Year Chart         IGOV iShares S&P/Citi Intl Treas... 31 - $38.91 $593,000 14,957 0.15% -93,000 -1,637 0.007    N/A
      13 Records Found
  1    
Page 1 of 1
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