Titelia

Holdings of Towneley Capital Management, Inc / DE

37 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 86.9 % of the equity sleeve

Sector breakdown

  • Funds 0.4 %
  • Financials 0.1 %
  • Unattributed 99.5 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 100.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US37443.9M $100.00 %

Positions

RankCompanySharesValueWeight
1Vanguard Total Stock Market ETF 463,348148.6M $
2Vanguard Total International S 820,57263.3M $
3Vanguard Scottsdale Funds 598,18535.6M $
4Janus Henderson Mortgage-Backed Securities ETF 615,49827.8M $
5VANGUARD SHORT-TERM CORPORATE VANGUARD S/T CORP BOND ETF 339,67026.9M $
6abrdn Physical Gold Shares ETF 497,81322.2M $
7Putnam Focused Large Cap Value ETF 432,93720.1M $
8Vanguard Tax-Exempt Bond Index ETF 347,01617.3M $
9Schwab Short-Term U.S. Treasury ETF 549,18513.3M $
10ABRDN PRECIOUS METALS BASKET ETF TRUST 48,32010.6M $
11American Century ETF Trust 95,19010.5M $
12Ishares Gold Trust 108,9969.6M $
13Dimensional ETF Trust 273,9869.3M $
14Vanguard Scottsdale Funds 139,9857.7M $
15SPDR Gold Shares 10,1384.4M $
16VanEck Fallen Angel High Yield 136,0383.9M $
17PIMCO Enhanced Short Maturity 26,0682.6M $
18Vanguard Total World Stock ETF 10,1591.4M $
19Vanguard Scottsdale Funds 23,9441.4M $
20iShares Core S&P 500 ETF 1,494976K $
21iShares Trust 2,096747.4K $
22Dimensional ETF Trust 9,969706.9K $
23SPDR Index Shares Funds 14,445528.5K $
24Vanguard Growth ETF 1,195521.8K $
25DFA Dimensional US Marketwide Value ETF 10,087488.8K $
26Vanguard Value ETF 1,836360.2K $
27Berkshire Hathaway Inc 720345K $
28Dimensional U S Targeted Value ETF 5,258328.4K $
29Vanguard Total Bond Market ETF 4,220310.7K $
30Dimensional U S Small Cap ETF 4,052288.2K $
31Vanguard FTSE All-World ex-US ETF 3,643273.6K $
32Vanguard Malvern Funds 5,214260.4K $
33GLOBAL SELF STORAGE INC 48,375247.2K $
34Dimensional International Value ETF 4,375230.9K $
35Vanguard Mid-Cap ETF 775222.5K $
36Apple Inc 856217.2K $
37iShares Core U.S. Aggregate Bond ETF 2,066205.1K $