Towneley Capital Management, Inc / DE

13F Filings History

Latest 13F report: Q3 2024 - Oct 8, 2024
Value $: $442M
Signature - Title: Robyn L. Clarke - Director of Fiduciary Services
Location: Laguna Hills, CA
Summary: This page shows a list of all the recent 13F filings made by Towneley Capital Management, Inc / DE. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Towneley Capital Management, Inc / DE reported 39 stock holdings with total value $442M as of Q3 2024. Top holdings included VTI, VXUS, MUNI, WINN, and VCSH.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q3 2024	39	$442M	+$3.23M	-$11M	-$7.72M	VTI, VXUS, MUNI, WINN, VCSH	13F-HR	10/8/2024, 08:10 AM
Q2 2024	39	$426M	+$81.9M	-$66.3M	+$15.6M	VTI, VXUS, MUNI, WINN, VCSH	13F-HR	7/23/2024, 09:26 AM
Q1 2024	47	$407M	+$3.03M	-$3.25M	-$221K	VTI, VXUS, MUNI, VCSH, VGIT	13F-HR	4/22/2024, 01:11 PM
Q4 2023	45	$390M	$0	$0		VTI, MUNI, VXUS, VCSH, VGIT	13F-HR	1/17/2024, 11:24 AM