Twele Capital Management
Latest statistics and disclosures from Twele Capital Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IWB, IVV, AGG, BND, VOO, and represent 48.40% of Twele Capital Management's stock portfolio.
- Added to shares of these 9 stocks: IEF, VTEB, BND, HYG, VCSH, AGG, VB, LQD, SHY.
- Started 1 new stock position in VTEB.
- Reduced shares in these 10 stocks: IWB (-$7.8M), IVV, IJR, IEMG, MUB, VO, EMB, VEA, VOO, EFA.
- Twele Capital Management was a net seller of stock by $-12M.
- Twele Capital Management has $623M in assets under management (AUM), dropping by 6.81%.
- Central Index Key (CIK): 0001411268
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Twele Capital Management holds 42 positions in its portfolio as reported in the December 2023 quarterly 13F filing
Past Filings by Twele Capital Management
SEC 13F filings are viewable for Twele Capital Management going back to 2011
- Twele Capital Management 2023 Q4 filed Jan. 16, 2024
- Twele Capital Management 2023 Q3 filed Oct. 12, 2023
- Twele Capital Management 2023 Q2 filed July 24, 2023
- Twele Capital Management 2023 Q1 filed April 25, 2023
- Twele Capital Management 2022 Q4 filed Jan. 31, 2023
- Twele Capital Management 2022 Q3 filed Oct. 26, 2022
- Twele Capital Management 2022 Q2 filed July 19, 2022
- Twele Capital Management 2022 Q1 filed April 14, 2022
- Twele Capital Management 2021 Q4 filed Jan. 26, 2022
- Twele Capital Management 2021 Q3 filed Oct. 21, 2021
- Twele Capital Management 2021 Q2 filed July 20, 2021
- Twele Capital Management 2021 Q1 filed April 20, 2021
- Twele Capital Management 2020 Q4 filed Jan. 22, 2021
- Twele Capital Management 2020 Q3 filed Oct. 14, 2020
- Twele Capital Management 2020 Q2 filed July 20, 2020
- Twele Capital Management 2020 Q1 filed April 16, 2020