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Twele Capital Management, Inc. Portfolio
$604.8M across 39 positions as of 2026-09-30, with 75% of it in the ten largest. 4 quarters on file.
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| IVViShares Core S&P 500 ETF | $70.2M | 11.6% | 91,682 |
| VOOVanguard S&P 500 ETF | $67.2M | 11.1% | 95,872 |
| BNDVanguard Total Bond Market ETF | $59.3M | 9.8% | 845,628 |
| AGGiShares Core U.S. Aggregate Bond ETF | $51M | 8.4% | 539,155 |
| IEFiShares 7-10 Year Treasury Bond ETF | $50.2M | 8.3% | 562,022 |
| VYMVanguard High Dividend Yield ETF | $45.8M | 7.6% | 295,014 |
| IEFAiShares Core MSCI EAFE ETF | $29.6M | 4.9% | 305,503 |
| VEAVanguard FTSE Developed Markets ETF | $28.5M | 4.7% | 403,733 |
| IJHiShares Core S&P Mid-Cap ETF | $27.1M | 4.5% | 377,307 |
| IJRiShares Core S&P Small-Cap ETF | $22.6M | 3.7% | 166,290 |
| VOVanguard Mid-Cap ETF | $22.4M | 3.7% | 285,791 |
| VBVanguard Small-Cap ETF | $21.9M | 3.6% | 76,903 |
| HYGiShares iBoxx $ High Yield Corporate Bond ETF | $18.7M | 3.1% | 242,175 |
| IEMGiShares Core MSCI Emerging Markets ETF | $16.7M | 2.8% | 206,181 |
| VCSHVanguard Short-Term Corporate Bond ETF | $16M | 2.6% | 206,638 |
| VWOVanguard FTSE Emerging Markets ETF | $15.1M | 2.5% | 254,540 |
| LQDiShares iBoxx $ Investment Grade Corporate Bond ETF | $12.2M | 2.0% | 119,670 |
| USHYiShares Broad USD High Yield Corporate Bond ETF | $7M | 1.2% | 197,247 |
| GOVTiShares U.S. Treasury Bond ETF | $4M | 0.7% | 182,200 |
| EFAiShares MSCI EAFE ETF | $2M | 0.3% | 18,872 |
| VTEBVanguard Tax-Exempt Bond ETF | $1.9M | 0.3% | 40,307 |
| IEIiShares 3-7 Year Treasury Bond ETF | $1.8M | 0.3% | 15,476 |
| SCHZSchwab US Aggregate Bond ETF | $1.3M | 0.2% | 60,806 |
| MUBiShares National Muni Bond ETF | $1.2M | 0.2% | 12,290 |
| VCITVanguard Intermediate-Term Corporate Bond ETF | $1.2M | 0.2% | 15,681 |
| SCHXSchwab U.S. Large-Cap ETF | $1.1M | 0.2% | 37,972 |
| SCHOSchwab Short-Term U.S. Treasury ETF | $1.1M | 0.2% | 45,693 |
| SCHASchwab U.S. Small-Cap ETF | $972K | 0.2% | 29,787 |
| SCHFSchwab International Equity ETF | $941.4K | 0.2% | 34,269 |
| AAPLApple Inc | $852.1K | 0.1% | 2,559 |
| SCHBSchwab U.S. Broad Market ETF | $788.9K | 0.1% | 26,916 |
| IWFiShares Russell 1000 Growth ETF | $776.1K | 0.1% | 6,196 |
| SCHWAB STRATEGIC TR | $615.9K | 0.1% | 18,103 |
| VUGVanguard Growth ETF | $592.3K | 0.1% | 6,573 |
| SCHRSchwab Intermediate-Term U.S. Treasury ETF | $559.5K | 0.1% | 23,609 |
| SHYiShares 1-3 Year Treasury Bond ETF | $434.9K | 0.1% | 5,356 |
| DVYISHARES TR | $335.6K | 0.1% | 2,207 |
| SCHESchwab Emerging Markets Equity ETF | $330.4K | 0.1% | 9,064 |
| NVDANVIDIA Corp | $305.2K | 0.1% | 1,336 |
Quarter ending 2026-09-30.
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