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Robyn L. Clarke

Towneley Capital Management, Inc De

Assets Managed
$477.836M
Holdings
42
Last Quarter
2026 - Q1
Filed Date
1mo 5d ago
Growth Rate
0.75%(2Q avg: 1.89%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Towneley Capital Management, Inc De's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 42 positions.

Assets under management

The assets under management (AUM) of Towneley Capital Management, Inc De over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 477.836M in assets, with a quarterly growth rate of 0.75% and a 2-quarter average growth rate of 1.89%. The portfolio is managed by Robyn L. Clarke, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Increased 1.19%
31.11%
$148.647M
463,348 shares@ $320.81 avg price
VXUS
Vanguard Total Intl Stock
Recent Activity
Decreased -0.72%
13.25%
$63.274M
820,572 shares@ $77.12 avg price
VGIT
Vanguard Intermediate-term T
Recent Activity
Increased 4.09%
7.46%
$35.622M
598,185 shares@ $59.56 avg price
WINN
Harbor Long-term Growers Etf
Recent Activity
Increased 1.04%
6.63%
$31.676M
1.142M shares@ $27.73 avg price
JMBS
Janus Henderson Mortg Backed
Recent Activity
Increased 2.89%
5.82%
$27.808M
615,498 shares@ $45.18 avg price
VCSH
Vanguard S T Corp Bond Etf
Recent Activity
Increased 3.91%
5.64%
$26.926M
339,670 shares@ $79.27 avg price
SGOL
Abrdn Physical Gold Shares
Recent Activity
Decreased -14.87%
4.65%
$22.212M
497,813 shares@ $44.62 avg price
PVAL
Putnam Focused Lrg Cap Value
Recent Activity
Increased 0.86%
4.21%
$20.088M
432,937 shares@ $46.41 avg price
VTEB
Vanguard Tax-exempt Bond Etf
Recent Activity
Increased 5.19%
3.63%
$17.313M
347,016 shares@ $49.89 avg price
SCHO
Schwab Short-term Us Treas
Recent Activity
Increased 2.14%
2.79%
$13.329M
549,185 shares@ $24.28 avg price

1-10 of 42