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Home > Institutional Investor > Towneley Capital Management, Inc / De > 13F Holdings

Instuitional Investor - Towneley Capital Management, Inc / De

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 337,801 $80,133,043 20.53%
2.
Pimco Etf Trust
 898,942 $47,464,138 12.16%
3.
Vanguard Star Fds
 764,533 $44,312,317 11.35%
4.
Vanguard Scottsdale Funds
 316,720 $24,504,618 6.28%
5.
Vanguard Scottsdale Funds
 395,681 $23,471,809 6.01%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)