HoldingsChannel.com
All Stocks Held By Twele Capital Management Inc.
As of  03/31/2024, we find all stocks held by Twele Capital Management Inc. to be as follows, presented in the table below with each row detailing each Twele Capital Management Inc. position, ordered by largest to smallest position size. The all-stocks-held-by-Twele Capital Management Inc. table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Twele Capital Management Inc. as of the latest filing.

   EntityAmountChange
 12/31/2023 to 03/31/2024
Position Size
($ in 1000's)
ISHARES TR (IVV) 99,562 -46,234 $52,343
     IVV99,562-46,234$52,343
VANGUARD INDEX FDS (VOO) 96,942 -3,825 $46,600
     VOO96,942-3,825$46,600
VANGUARD BD INDEX FDS (BND) 560,128 -82,886 $40,682
     BND560,128-82,886$40,682
ISHARES TR (IEF) 400,910 +24,290 $37,950
     IEF400,910+24,290$37,950
ISHARES TR (AGG) 376,873 -170,154 $36,911
     AGG376,873-170,154$36,911
VANGUARD WHITEHALL FDS (VYM) 295,808 -6,264 $35,790
     VYM295,808-6,264$35,790
ISHARES TR (IJH) 370,644 +295,945 $22,513
     IJH370,644+295,945$22,513
ISHARES TR (IEFA) 288,055 +882 $21,379
     IEFA288,055+882$21,379
VANGUARD TAX MANAGED FDS (VEA) 408,801 -16 $20,510
     VEA408,801-16$20,510
ISHARES TR (HYG) 245,088 +6,596 $19,051
     HYG245,088+6,596$19,051
ISHARES TR (IJR) 164,904 +1,429 $18,225
     IJR164,904+1,429$18,225
VANGUARD INDEX FDS (VO) 62,857 -16 $15,705
     VO62,857-16$15,705
VANGUARD INDEX FDS (VB) 65,266 -140 $14,919
     VB65,266-140$14,919
VANGUARD SCOTTSDALE FDS (VCSH) 150,285 +2,495 $11,619
     VCSH150,285+2,495$11,619
ISHARES INC (IEMG) 223,554 -498,898 $11,535
     IEMG223,554-498,898$11,535
VANGUARD INTL EQUITY INDEX F (VWO) 244,624 +5,318 $10,218
     VWO244,624+5,318$10,218
ISHARES TR (LQD) 87,036 +3,842 $9,480
     LQD87,036+3,842$9,480
ISHARES TR (IEI) 16,402 +766 $1,900
     IEI16,402+766$1,900
ISHARES TR (EFA) 21,131 -279,767 $1,688
     EFA21,131-279,767$1,688
VANGUARD MUN BD FDS (VTEB) 29,871 -975 $1,511
     VTEB29,871-975$1,511
ISHARES TR (GOVT) 57,917 +6,816 $1,319
     GOVT57,917+6,816$1,319
SCHWAB STRATEGIC TR 25,028 +1,599 $1,151
     SCHZ25,028+1,599$1,151
ISHARES TR (MUB) 10,155 +276 $1,093
     MUB10,155+276$1,093
SCHWAB STRATEGIC TR 16,801 -1,191 $1,043
     SCHX16,801-1,191$1,043
SCHWAB STRATEGIC TR 19,146 +884 $923
     SCHO19,146+884$923
SCHWAB STRATEGIC TR 15,578 -111 $767
     SCHA15,578-111$767
SCHWAB STRATEGIC TR 18,028 +240 $703
     SCHF18,028+240$703
SCHWAB STRATEGIC TR 10,053 +19 $614
     SCHB10,053+19$614
VANGUARD INDEX FDS (VUG) 1,594 -21 $549
     VUG1,594-21$549
ISHARES TR (IWF) 1,556 -141 $524
     IWF1,556-141$524
SCHWAB STRATEGIC TR 10,557 +715 $518
     SCHR10,557+715$518
SCHWAB STRATEGIC TR 6,345 -65 $517
     SCHM6,345-65$517
ISHARES TR (SHY) 5,598 -24,732 $458
     SHY5,598-24,732$458
ISHARES TR (DVY) 3,233 -20 $398
     DVY3,233-20$398
VANGUARD SCOTTSDALE FDS (VCIT) 4,521 +393 $364
     VCIT4,521+393$364
NVIDIA CORPORATION 400 +400 $361
     NVDA400+400$361
SCHWAB STRATEGIC TR 8,539 +365 $216
     SCHE8,539+365$216
APPLE INC $0 (exited)
     AAPL0-1,200$0
ISHARES TR $0 (exited)
     EEM0-5,632$0
ISHARES TR $0 (exited)
     EMB0-116,865$0
ISHARES TR $0 (exited)
     IWB0-328,172$0
ISHARES TR $0 (exited)
     IWM0-41,606$0
ISHARES TR 0 -14,203 $0 (exited)
     IWR0-14,203$0

See Summary: Twele Capital Management Inc. Top Holdings
See Details: Top 10 Stocks Held By Twele Capital Management Inc.

EntityShares/Amount
Change
Position Value
Change
NVDA +400+$361
EntityShares/Amount
Change
Position Value
Change
IWB -328,172-$86,066
EMB -116,865-$10,408
IWM -41,606-$8,351
IWR -14,203-$1,104
AAPL -1,200-$231
EEM -5,632-$226
EntityShares/Amount
Change
Position Value
Change
IJH +295,945+$1,810
IEF +24,290+$1,648
GOVT +6,816+$142
HYG +6,596+$594
VWO +5,318+$383
LQD +3,842+$274
VCSH +2,495+$184
SCHZ +1,599+$59
IJR +1,429+$529
SCHO +884+$38
EntityShares/Amount
Change
Position Value
Change
IEMG -498,898-$25,007
EFA -279,767-$20,985
AGG -170,154-$17,381
BND -82,886-$6,612
IVV -46,234-$17,294
SHY -24,732-$2,030
VYM -6,264+$2,070
VOO -3,825+$2,585
SCHX -1,191+$28
Size ($ 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

All Stocks Held By Twele Capital Management Inc. | www.HoldingsChannel.com

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