HoldingsChannel.com
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
|---|---|---|---|
 ISHARES TR (IVV) |
99,562 | -46,234 | $52,343 |
| IVV | 99,562 | -46,234 | $52,343 |
| VANGUARD INDEX FDS (VOO) |
96,942 | -3,825 | $46,600 |
| VOO | 96,942 | -3,825 | $46,600 |
| VANGUARD BD INDEX FDS (BND) |
560,128 | -82,886 | $40,682 |
| BND | 560,128 | -82,886 | $40,682 |
| ISHARES TR (IEF) |
400,910 | +24,290 | $37,950 |
| IEF | 400,910 | +24,290 | $37,950 |
| ISHARES TR (AGG) |
376,873 | -170,154 | $36,911 |
| AGG | 376,873 | -170,154 | $36,911 |
| VANGUARD WHITEHALL FDS (VYM) |
295,808 | -6,264 | $35,790 |
| VYM | 295,808 | -6,264 | $35,790 |
| ISHARES TR (IJH) |
370,644 | +295,945 | $22,513 |
| IJH | 370,644 | +295,945 | $22,513 |
| ISHARES TR (IEFA) |
288,055 | +882 | $21,379 |
| IEFA | 288,055 | +882 | $21,379 |
| VANGUARD TAX MANAGED FDS (VEA) |
408,801 | -16 | $20,510 |
| VEA | 408,801 | -16 | $20,510 |
| ISHARES TR (HYG) |
245,088 | +6,596 | $19,051 |
| HYG | 245,088 | +6,596 | $19,051 |
| ISHARES TR (IJR) |
164,904 | +1,429 | $18,225 |
| IJR | 164,904 | +1,429 | $18,225 |
| VANGUARD INDEX FDS (VO) |
62,857 | -16 | $15,705 |
| VO | 62,857 | -16 | $15,705 |
| VANGUARD INDEX FDS (VB) |
65,266 | -140 | $14,919 |
| VB | 65,266 | -140 | $14,919 |
| VANGUARD SCOTTSDALE FDS (VCSH) |
150,285 | +2,495 | $11,619 |
| VCSH | 150,285 | +2,495 | $11,619 |
| ISHARES INC (IEMG) |
223,554 | -498,898 | $11,535 |
| IEMG | 223,554 | -498,898 | $11,535 |
| VANGUARD INTL EQUITY INDEX F (VWO) |
244,624 | +5,318 | $10,218 |
| VWO | 244,624 | +5,318 | $10,218 |
| ISHARES TR (LQD) |
87,036 | +3,842 | $9,480 |
| LQD | 87,036 | +3,842 | $9,480 |
| ISHARES TR (IEI) |
16,402 | +766 | $1,900 |
| IEI | 16,402 | +766 | $1,900 |
| ISHARES TR (EFA) |
21,131 | -279,767 | $1,688 |
| EFA | 21,131 | -279,767 | $1,688 |
| VANGUARD MUN BD FDS (VTEB) |
29,871 | -975 | $1,511 |
| VTEB | 29,871 | -975 | $1,511 |
| ISHARES TR (GOVT) |
57,917 | +6,816 | $1,319 |
| GOVT | 57,917 | +6,816 | $1,319 |
| SCHWAB STRATEGIC TR |
25,028 | +1,599 | $1,151 |
| SCHZ | 25,028 | +1,599 | $1,151 |
| ISHARES TR (MUB) |
10,155 | +276 | $1,093 |
| MUB | 10,155 | +276 | $1,093 |
| SCHWAB STRATEGIC TR |
16,801 | -1,191 | $1,043 |
| SCHX | 16,801 | -1,191 | $1,043 |
| SCHWAB STRATEGIC TR |
19,146 | +884 | $923 |
| SCHO | 19,146 | +884 | $923 |
| SCHWAB STRATEGIC TR |
15,578 | -111 | $767 |
| SCHA | 15,578 | -111 | $767 |
| SCHWAB STRATEGIC TR |
18,028 | +240 | $703 |
| SCHF | 18,028 | +240 | $703 |
| SCHWAB STRATEGIC TR |
10,053 | +19 | $614 |
| SCHB | 10,053 | +19 | $614 |
| VANGUARD INDEX FDS (VUG) |
1,594 | -21 | $549 |
| VUG | 1,594 | -21 | $549 |
| ISHARES TR (IWF) |
1,556 | -141 | $524 |
| IWF | 1,556 | -141 | $524 |
| SCHWAB STRATEGIC TR |
10,557 | +715 | $518 |
| SCHR | 10,557 | +715 | $518 |
| SCHWAB STRATEGIC TR |
6,345 | -65 | $517 |
| SCHM | 6,345 | -65 | $517 |
| ISHARES TR (SHY) |
5,598 | -24,732 | $458 |
| SHY | 5,598 | -24,732 | $458 |
| ISHARES TR (DVY) |
3,233 | -20 | $398 |
| DVY | 3,233 | -20 | $398 |
| VANGUARD SCOTTSDALE FDS (VCIT) |
4,521 | +393 | $364 |
| VCIT | 4,521 | +393 | $364 |
| NVIDIA CORPORATION |
400 | +400 | $361 |
| NVDA | 400 | +400 | $361 |
See Full List: All Stocks Held By Twele Capital Management Inc.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Twele Capital Management Inc.
|
Size ($ in 1000's)
At 03/31/2024: $442,047 At 12/31/2023: $622,557 Twele Capital Management Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Twele Capital Management Inc. 13F filings. Link to 13F filings: SEC filings |
