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Home > Institutional Investor > Towneley Capital Management, Inc / De > Profile

Instuitional Investor - Towneley Capital Management, Inc / De

Fund Profile
Filing Period:
Fund Name: Towneley Capital Management, Inc / De
Portfolio Value $504,706,270
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 451,179 $168,849,368 33.45%
2.
Vanguard Star Fds
 794,281 $67,482,119 13.37%
3.
Si Financial Group Inc.
 SIFI 1,144,161 $39,256,176 7.78%
4.
Vanguard Scottsdale Funds
 VCIT 614,724 $34,830,251 6.9%
5.
Janus Detroit Str Tr
 633,992 $26,792,508 5.31%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.