Twele Capital Management

Twele Capital Management as of Dec. 31, 2022

Portfolio Holdings for Twele Capital Management

Twele Capital Management holds 40 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Rus 1000 Etf (IWB) 16.0 $97M 463k 210.52
Ishares Tr Core S&p500 Etf (IVV) 10.5 $64M 166k 384.21
Ishares Tr Core Us Aggbd Et (AGG) 9.3 $57M 586k 96.99
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 7.9 $48M 667k 71.84
Ishares Core Msci Emkt (IEMG) 6.4 $39M 836k 46.70
Vanguard Index Fds S&p 500 Etf Shs (VOO) 5.7 $35M 98k 351.34
Ishares Tr 7-10 Yr Trsy Bd (IEF) 5.4 $33M 346k 95.78
Vanguard Whitehall Fds High Div Yld (VYM) 4.6 $28M 257k 108.21
Ishares Tr Msci Eafe Etf (EFA) 4.0 $24M 371k 65.64
Ishares Tr Core S&p Mcp Etf (IJH) 3.2 $20M 81k 241.89
Ishares Tr Core Msci Eafe (IEFA) 3.1 $19M 304k 61.64
Ishares Tr Core S&p Scp Etf (IJR) 2.9 $18M 188k 94.64
Ishares Tr Iboxx Hi Yd Etf (HYG) 2.8 $17M 230k 73.63
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 2.6 $16M 373k 41.97
Ishares Tr Jpmorgan Usd Emg (EMB) 2.1 $13M 148k 84.59
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 2.0 $12M 158k 75.19
Vanguard Index Fds Mid Cap Etf (VO) 1.6 $9.8M 48k 203.81
Ishares Tr Iboxx Inv Cp Etf (LQD) 1.6 $9.7M 92k 105.43
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.4 $8.6M 221k 38.98
Vanguard Index Fds Small Cp Etf (VB) 1.4 $8.3M 45k 183.54
Ishares Tr Russell 2000 Etf (IWM) 1.4 $8.3M 47k 174.36
Ishares Tr U.s. Real Es Etf (IYR) 0.9 $5.4M 64k 84.19
Ishares Tr Rus Mid Cap Etf (IWR) 0.5 $2.8M 41k 67.45
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.4 $2.7M 33k 81.17
Ishares Tr National Mun Etf (MUB) 0.4 $2.6M 25k 105.52
Vanguard Index Fds Real Estate Etf (VNQ) 0.4 $2.6M 32k 82.48
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.3 $1.8M 16k 114.89
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.2 $1.3M 29k 45.65
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.2 $1.3M 27k 48.24
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.2 $1.1M 24k 45.15
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $780k 24k 32.21
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $779k 19k 40.51
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 0.1 $680k 14k 49.23
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $551k 12k 44.81
Vanguard Index Fds Growth Etf (VUG) 0.1 $509k 2.4k 213.11
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.1 $475k 7.2k 65.61
Ishares Tr Select Divid Etf (DVY) 0.1 $393k 3.3k 120.60
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $388k 1.8k 214.24
Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $258k 6.8k 37.90
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.0 $256k 11k 23.67