
Entity | Amount | Change
09/30/2022 to 12/31/2022 |
Position Size ($ in 1000's) |
---|---|---|---|
![]() |
462,532 | -17,200 | $97,372 |
IWB | 462,532 | -17,200 | $97,372 |
![]() |
166,036 | -243 | $63,793 |
IVV | 166,036 | -243 | $63,793 |
![]() |
585,859 | -8,580 | $56,822 |
AGG | 585,859 | -8,580 | $56,822 |
![]() |
666,999 | +3,672 | $47,917 |
BND | 666,999 | +3,672 | $47,917 |
![]() |
835,598 | -30,225 | $39,022 |
IEMG | 835,598 | -30,225 | $39,022 |
![]() |
98,309 | -325 | $34,540 |
VOO | 98,309 | -325 | $34,540 |
![]() |
346,353 | +14,338 | $33,174 |
IEF | 346,353 | +14,338 | $33,174 |
![]() |
257,302 | -17,075 | $27,843 |
VYM | 257,302 | -17,075 | $27,843 |
![]() |
371,299 | -49,200 | $24,372 |
EFA | 371,299 | -49,200 | $24,372 |
![]() |
80,990 | -981 | $19,591 |
IJH | 80,990 | -981 | $19,591 |
![]() |
303,714 | -3,842 | $18,721 |
IEFA | 303,714 | -3,842 | $18,721 |
![]() |
187,467 | -2,068 | $17,742 |
IJR | 187,467 | -2,068 | $17,742 |
![]() |
229,767 | +1,625 | $16,918 |
HYG | 229,767 | +1,625 | $16,918 |
![]() |
373,246 | +950 | $15,665 |
VEA | 373,246 | +950 | $15,665 |
![]() |
148,115 | UNCH | $12,529 |
EMB | 148,115 | UNCH | $12,529 |
![]() |
158,362 | +4,372 | $11,907 |
VCSH | 158,362 | +4,372 | $11,907 |
![]() |
48,278 | +20 | $9,840 |
VO | 48,278 | +20 | $9,840 |
![]() |
91,879 | +3,734 | $9,687 |
LQD | 91,879 | +3,734 | $9,687 |
![]() |
221,106 | +192 | $8,619 |
VWO | 221,106 | +192 | $8,619 |
![]() |
45,374 | +65 | $8,328 |
VB | 45,374 | +65 | $8,328 |
![]() |
47,406 | UNCH | $8,266 |
IWM | 47,406 | UNCH | $8,266 |
![]() |
63,641 | UNCH | $5,358 |
IYR | 63,641 | UNCH | $5,358 |
![]() |
41,304 | UNCH | $2,786 |
IWR | 41,304 | UNCH | $2,786 |
![]() |
33,013 | +2,550 | $2,680 |
SHY | 33,013 | +2,550 | $2,680 |
![]() |
24,891 | +5,238 | $2,627 |
MUB | 24,891 | +5,238 | $2,627 |
![]() |
31,500 | +31,500 | $2,598 |
VNQ | 31,500 | +31,500 | $2,598 |
![]() |
16,047 | +625 | $1,844 |
IEI | 16,047 | +625 | $1,844 |
![]() |
29,285 | +183 | $1,337 |
SCHZ | 29,285 | +183 | $1,337 |
![]() |
27,209 | -113 | $1,313 |
SCHO | 27,209 | -113 | $1,313 |
![]() |
23,630 | UNCH | $1,067 |
SCHX | 23,630 | UNCH | $1,067 |
![]() |
24,228 | -1,023 | $780 |
SCHF | 24,228 | -1,023 | $780 |
![]() |
19,220 | -784 | $779 |
SCHA | 19,220 | -784 | $779 |
![]() |
13,803 | +1,779 | $680 |
SCHR | 13,803 | +1,779 | $680 |
![]() |
12,293 | +296 | $551 |
SCHB | 12,293 | +296 | $551 |
![]() |
2,386 | +2,386 | $508 |
VUG | 2,386 | +2,386 | $508 |
![]() |
7,237 | +7,237 | $475 |
SCHM | 7,237 | +7,237 | $475 |
![]() |
3,257 | UNCH | $393 |
DVY | 3,257 | UNCH | $393 |
![]() |
1,811 | +1,811 | $388 |
IWF | 1,811 | +1,811 | $388 |
![]() |
6,806 | UNCH | $258 |
EEM | 6,806 | UNCH | $258 |
![]() |
10,803 | +64 | $256 |
SCHE | 10,803 | +64 | $256 |
![]() |
0 | -47,866 | $0 (exited) |
ICF | 0 | -47,866 | $0 |
See Summary: Twele Capital Management Inc. Top Holdings
See Details: Top 10 Stocks Held By Twele Capital Management Inc.
Entity | Shares/Amount Change | Position Value Change |
---|---|---|
VNQ | +31,500 | +$2,598 |
VUG | +2,386 | +$508 |
SCHM | +7,237 | +$475 |
IWF | +1,811 | +$388 |
Entity | Shares/Amount Change | Position Value Change |
---|---|---|
ICF | -47,866 | -$2,568 |
Entity | Shares/Amount Change | Position Value Change |
---|---|---|
IEF | +14,338 | +$1,304 |
MUB | +5,238 | +$611 |
VCSH | +4,372 | +$469 |
LQD | +3,734 | +$657 |
BND | +3,672 | +$602 |
SHY | +2,550 | +$206 |
SCHR | +1,779 | +$89 |
HYG | +1,625 | +$631 |
VEA | +950 | +$2,128 |
IEI | +625 | +$82 |
Entity | Shares/Amount Change | Position Value Change |
---|---|---|
EFA | -49,200 | +$820 |
IEMG | -30,225 | +$1,809 |
IWB | -17,200 | +$2,706 |
VYM | -17,075 | +$1,810 |
AGG | -8,580 | -$446 |
IEFA | -3,842 | +$2,522 |
IJR | -2,068 | +$1,216 |
SCHF | -1,023 | +$70 |
IJH | -981 | +$1,618 |
![]() At 12/31/2022: $609,346 At 09/30/2022: $578,976 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 |