Twele Capital Management

Twele Capital Management as of March 31, 2022

Portfolio Holdings for Twele Capital Management

Twele Capital Management holds 41 positions in its portfolio as reported in the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Rus 1000 Etf (IWB) 17.8 $132M 526k 250.07
Ishares Tr Core S&p500 Etf (IVV) 10.5 $77M 171k 453.69
Ishares Tr Core Us Aggbd Et (AGG) 9.2 $68M 638k 107.10
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 7.5 $56M 701k 79.54
Ishares Tr Msci Eafe Etf (EFA) 7.0 $52M 700k 73.60
Ishares Core Msci Emkt (IEMG) 5.7 $42M 761k 55.55
Vanguard Index Fds S&p 500 Etf Shs (VOO) 5.4 $40M 97k 415.17
Vanguard Whitehall Fds High Div Yld (VYM) 4.3 $32M 286k 112.25
Ishares Tr Barclays 7 10 Yr (IEF) 3.9 $29M 266k 107.47
Ishares Tr Core S&p Mcp Etf (IJH) 3.0 $22M 82k 268.34
Ishares Tr Core S&p Scp Etf (IJR) 2.8 $21M 192k 107.88
Ishares Tr Iboxx Hi Yd Etf (HYG) 2.6 $19M 231k 82.29
Ishares Tr Jpmorgan Usd Emg (EMB) 2.1 $16M 159k 97.76
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 2.1 $16M 322k 48.03
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 1.8 $13M 168k 78.09
Ishares Tr 1 3 Yr Treas Bd (SHY) 1.6 $12M 143k 83.35
Vanguard Index Fds Mid Cap Etf (VO) 1.5 $11M 47k 237.84
Ishares Tr Russell 2000 Etf (IWM) 1.5 $11M 53k 205.28
Ishares Tr Iboxx Inv Cp Etf (LQD) 1.5 $11M 89k 120.94
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.3 $9.4M 203k 46.13
Vanguard Index Fds Small Cp Etf (VB) 1.2 $9.2M 43k 212.51
Ishares Tr Msci Emg Mkt Etf (EEM) 1.1 $8.3M 184k 45.15
Ishares Tr U.s. Real Es Etf (IYR) 0.9 $6.9M 64k 108.23
Ishares Tr Rus Mid Cap Etf (IWR) 0.5 $3.6M 46k 78.04
Ishares Tr Cohen Steer Reit (ICF) 0.5 $3.4M 48k 71.01
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.3 $2.5M 21k 122.06
Ishares Tr Core Msci Eafe (IEFA) 0.3 $2.5M 36k 69.50
Ishares Tr National Mun Etf (MUB) 0.3 $2.5M 22k 109.66
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.3 $1.9M 38k 50.56
Ishares Tr Tips Bd Etf (TIP) 0.2 $1.8M 14k 124.60
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.2 $1.4M 28k 49.55
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.2 $1.3M 24k 53.85
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $923k 20k 47.37
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $906k 25k 36.74
Schwab Strategic Tr Intrm Trm Tres (SCHR) 0.1 $761k 14k 53.24
Vanguard Index Fds Growth Etf (VUG) 0.1 $673k 2.3k 287.48
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $638k 12k 53.41
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.1 $582k 7.7k 75.86
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $514k 1.9k 277.54
Ishares Tr Select Divid Etf (DVY) 0.1 $417k 3.3k 128.03
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.0 $293k 11k 27.79