Twele Capital Management, Inc. 13F Holdings
CIK 0001411268
As of Sep 30, 2025, Twele Capital Management, Inc. reported 39 positions worth $541.9M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF | IVV | — | 94,488 | $63.2M | 11.67% |
| VANGUARD 500 INDEX FUND | VOO | — | 95,935 | $58.7M | 10.84% |
| VANGUARD TOTAL BOND MARKET INDEX FUND | BND | — | 696,668 | $51.8M | 9.56% |
| ISHARES 7-10 YEAR TREASURY BOND ETF | IEF | — | 473,893 | $45.7M | 8.44% |
| ISHARES CORE US AGGREGATE BOND ETF | AGG | — | 447,643 | $44.9M | 8.28% |
| VANGUARD HIGH DIVIDEND YIELD INDEX FUND | VYM | — | 296,573 | $41.8M | 7.71% |
| ISHARES CORE MSCI EAFE ETF | IEFA | — | 296,566 | $25.9M | 4.78% |
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 427,061 | $25.6M | 4.72% |
| ISHARES CORE S&P MID-CAP ETF | IJH | — | 375,647 | $24.5M | 4.52% |
| ISHARES CORE S&P SMALL-CAP ETF | IJR | — | 172,639 | $20.5M | 3.79% |
| VANGUARD MID-CAP INDEX FUND | VO | — | 69,135 | $20.3M | 3.75% |
| ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF | HYG | — | 244,371 |