0001172661-24-001917.txt : 20240422 0001172661-24-001917.hdr.sgml : 20240422 20240422131144 ACCESSION NUMBER: 0001172661-24-001917 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240422 DATE AS OF CHANGE: 20240422 EFFECTIVENESS DATE: 20240422 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: 24860608 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 03-31-2024 03-31-2024 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 04-22-2024 0 47 406665631 INFORMATION TABLE 2 infotable.xml ABRDN GOLD ETF TRUST PHYSCL GOLD SHS 00326A104 16990037 799908 SH SOLE 0 0 799908 ABRDN PRECIOUS METALS BASKET PHYSCL PRECS MET 003263100 5672587 59399 SH SOLE 0 0 59399 AMERICAN CENTY ETF TR US SML CP VALU 025072877 242334 2586 SH SOLE 0 0 2586 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 968458 2303 SH SOLE 0 0 2303 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 7707661 123639 SH SOLE 0 0 123639 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 277430 5097 SH SOLE 0 0 5097 DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 716694 12578 SH SOLE 0 0 12578 DIMENSIONAL ETF TRUST US MKTWIDE VALUE 25434V724 438325 10717 SH SOLE 0 0 10717 DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 25434V302 7038855 284743 SH SOLE 0 0 284743 DIMENSIONAL ETF TRUST US SUSTAINABILTY 25434V716 260698 7576 SH SOLE 0 0 7576 GLOBAL SELF STORAGE INC COM 37955N106 192200 43191 SH SOLE 0 0 43191 ISHARES GOLD TR ISHARES NEW 464285204 6875210 163657 SH SOLE 0 0 163657 ISHARES INC JP MORGAN EM ETF 464286517 242972 6735 SH SOLE 0 0 6735 ISHARES TR IBOXX INV CP ETF 464287242 342793 3147 SH SOLE 0 0 3147 ISHARES TR 3YRTB ETF 464288125 403755 5777 SH SOLE 0 0 5777 ISHARES TR INTL TREA BD ETF 464288117 592750 14957 SH SOLE 0 0 14957 ISHARES TR 7-10 YR TRSY BD 464287440 309754 3272 SH SOLE 0 0 3272 ISHARES TR CORE US AGGBD ET 464287226 1108546 11319 SH SOLE 0 0 11319 ISHARES TR 1 3 YR TREAS BD 464287457 240744 2944 SH SOLE 0 0 2944 ISHARES TR INTRM GOV CR ETF 464288612 3039231 29229 SH SOLE 0 0 29229 ISHARES TR CORE S&P500 ETF 464287200 1326288 2523 SH SOLE 0 0 2523 JANUS DETROIT STR TR HENDERSON MTG 47103U852 16854615 373717 SH SOLE 0 0 373717 NKGEN BIOTECH INC COM 65488A101 18900 10000 SH SOLE 0 0 10000 PIMCO ETF TR INTER MUN BD ACT 72201R866 45598581 869041 SH SOLE 0 0 869041 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 17294816 358739 SH SOLE 0 0 358739 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 16596634 205837 SH SOLE 0 0 205837 SPDR GOLD TR GOLD SHS 78463V107 2840239 13806 SH SOLE 0 0 13806 SPDR INDEX SHS FDS MSCI ACWI EXUS 78463X848 1202969 42358 SH SOLE 0 0 42358 SPDR SER TR BLOOMBERG INTL T 78464A516 724846 32592 SH SOLE 0 0 32592 SPDR SER TR BLOOMBERG INTL 78464A151 242007 8314 SH SOLE 0 0 8314 SPDR SER TR FTSE INT GVT ETF 78464A490 444552 11119 SH SOLE 0 0 11119 SPDR SER TR BLOOMBERG SHORT 78464A334 452454 17164 SH SOLE 0 0 17164 VANECK ETF TRUST FALLEN ANGEL HG 92189F437 3407532 117420 SH SOLE 0 0 117420 VANGUARD INDEX FDS VALUE ETF 922908744 14653633 89977 SH SOLE 0 0 89977 VANGUARD INDEX FDS TOTAL STK MKT 922908769 87611350 337096 SH SOLE 0 0 337096 VANGUARD INDEX FDS MID CAP ETF 922908629 13084647 52368 SH SOLE 0 0 52368 VANGUARD INDEX FDS GROWTH ETF 922908736 22663968 65845 SH SOLE 0 0 65845 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 1144157 10354 SH SOLE 0 0 10354 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 1170085 19950 SH SOLE 0 0 19950 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 545887 11399 SH SOLE 0 0 11399 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 5022294 99255 SH SOLE 0 0 99255 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 1294613 22294 SH SOLE 0 0 22294 VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 23625361 403507 SH SOLE 0 0 403507 VANGUARD SCOTTSDALE FDS LONG TERM TREAS 92206C847 3197923 53982 SH SOLE 0 0 53982 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 24879080 321809 SH SOLE 0 0 321809 VANGUARD STAR FDS VG TL INTL STK F 921909768 46854749 777027 SH SOLE 0 0 777027 VANGUARD WHITEHALL FDS EM MK GOV BD ETF 921946885 252417 3953 SH SOLE 0 0 3953