0001172661-24-000252.txt : 20240117 0001172661-24-000252.hdr.sgml : 20240117 20240117112418 ACCESSION NUMBER: 0001172661-24-000252 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240117 DATE AS OF CHANGE: 20240117 EFFECTIVENESS DATE: 20240117 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Towneley Capital Management, Inc / DE CENTRAL INDEX KEY: 0002004980 ORGANIZATION NAME: IRS NUMBER: 463728846 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-23507 FILM NUMBER: 24537187 BUSINESS ADDRESS: STREET 1: 23197 LA CADENA DRIVE STREET 2: SUITE 103 CITY: LAGUNA HILLS STATE: CA ZIP: 92653 BUSINESS PHONE: 949-837-3580 MAIL ADDRESS: STREET 1: 23197 LA CADENA DRIVE STREET 2: SUITE 103 CITY: LAGUNA HILLS STATE: CA ZIP: 92653 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0002004980 XXXXXXXX 12-31-2023 12-31-2023 false Towneley Capital Management, Inc / DE

23197 La Cadena Drive Suite 103 Laguna Hills CA 92653

13F HOLDINGS REPORT 028-23507 000169863 801-78957 N Tracy Kuntz 949-837-3580 /s/ Tracy Kuntz Laguna Hills CA 01-17-2024 0 45 390192964 INFORMATION TABLE 2 infotable.xml ABRDN GOLD ETF TRUST PHYSCL GOLD SHS 00326A104 15895587 805248 SH SOLE 0 0 805248 ABRDN PRECIOUS METALS BASKET PHYSCL PRECS MET 003263100 5405388 59387 SH SOLE 0 0 59387 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 822458 2306 SH SOLE 0 0 2306 DIMENSIONAL ETF TRUST US MKTWIDE VALUE 25434V724 398887 10717 SH SOLE 0 0 10717 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 266726 5097 SH SOLE 0 0 5097 DIMENSIONAL ETF TRUST US SUSTAINABILTY 25434V716 229298 7366 SH SOLE 0 0 7366 DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 25434V302 6824056 283038 SH SOLE 0 0 283038 DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 669488 12917 SH SOLE 0 0 12917 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 7447452 124915 SH SOLE 0 0 124915 GLOBAL SELF STORAGE INC COM 37955N106 199974 43191 SH SOLE 0 0 43191 ISHARES GOLD TR ISHARES NEW 464285204 6448946 165231 SH SOLE 0 0 165231 ISHARES INC JP MORGAN EM ETF 464286517 247317 6735 SH SOLE 0 0 6735 ISHARES TR INTRM GOV CR ETF 464288612 3247770 31002 SH SOLE 0 0 31002 ISHARES TR 1 3 YR TREAS BD 464287457 240319 2929 SH SOLE 0 0 2929 ISHARES TR CORE US AGGBD ET 464287226 1119532 11280 SH SOLE 0 0 11280 ISHARES TR INTL TREA BD ETF 464288117 685835 16594 SH SOLE 0 0 16594 ISHARES TR 3YRTB ETF 464288125 416348 5777 SH SOLE 0 0 5777 ISHARES TR 7-10 YR TRSY BD 464287440 314400 3262 SH SOLE 0 0 3262 ISHARES TR IBOXX INV CP ETF 464287242 346171 3128 SH SOLE 0 0 3128 ISHARES TR CORE S&P500 ETF 464287200 1202533 2518 SH SOLE 0 0 2518 JANUS DETROIT STR TR HENDERSON MTG 47103U852 16744888 364495 SH SOLE 0 0 364495 PIMCO ETF TR INTER MUN BD ACT 72201R866 47464138 898942 SH SOLE 0 0 898942 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 15505811 203675 SH SOLE 0 0 203675 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 17004001 350960 SH SOLE 0 0 350960 SPDR GOLD TR GOLD SHS 78463V107 2616608 13687 SH SOLE 0 0 13687 SPDR INDEX SHS FDS MSCI ACWI EXUS 78463X848 1145362 42358 SH SOLE 0 0 42358 SPDR SER TR BLOOMBERG INTL 78464A151 247868 8282 SH SOLE 0 0 8282 SPDR SER TR FTSE INT GVT ETF 78464A490 463680 11056 SH SOLE 0 0 11056 SPDR SER TR BLOOMBERG INTL T 78464A516 755483 32592 SH SOLE 0 0 32592 SPDR SER TR BLOOMBERG SHORT 78464A334 469155 17122 SH SOLE 0 0 17122 VANECK ETF TRUST FALLEN ANGEL HG 92189F437 3322847 115457 SH SOLE 0 0 115457 VANGUARD INDEX FDS VALUE ETF 922908744 13541518 90579 SH SOLE 0 0 90579 VANGUARD INDEX FDS TOTAL STK MKT 922908769 80133043 337801 SH SOLE 0 0 337801 VANGUARD INDEX FDS MID CAP ETF 922908629 12214823 52505 SH SOLE 0 0 52505 VANGUARD INDEX FDS GROWTH ETF 922908736 21177579 68121 SH SOLE 0 0 68121 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 1065257 10354 SH SOLE 0 0 10354 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 1118429 19922 SH SOLE 0 0 19922 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 541327 11399 SH SOLE 0 0 11399 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 5123610 100365 SH SOLE 0 0 100365 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 24504618 316720 SH SOLE 0 0 316720 VANGUARD SCOTTSDALE FDS LONG TERM TREAS 92206C847 3269538 53137 SH SOLE 0 0 53137 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 1300409 22294 SH SOLE 0 0 22294 VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 23471809 395681 SH SOLE 0 0 395681 VANGUARD STAR FDS VG TL INTL STK F 921909768 44312317 764533 SH SOLE 0 0 764533 VANGUARD WHITEHALL FDS EM MK GOV BD ETF 921946885 250361 3927 SH SOLE 0 0 3927