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Twele Capital Management, Inc. 13F holdings

Filed 2026-07-14 · Twele Capital Management, Inc. · 40 positions · $612.3M

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Ticker	Company	Shares	Value	% of portfolio
IVV	ISHARES TR	93.1K	$69.7M	11.4%
VOO	VANGUARD INDEX FDS	95.8K	$65.8M	10.7%
BND	VANGUARD BD INDEX FDS	806.6K	$59.2M	9.7%
IEF	ISHARES TR	542.0K	$51.3M	8.4%
AGG	ISHARES TR	515.6K	$51.0M	8.3%
VYM	VANGUARD WHITEHALL FDS	293.1K	$46.3M	7.6%
IEFA	ISHARES TR	305.1K	$29.5M	4.8%
IJH	ISHARES TR	378.9K	$29.2M	4.8%
VEA	VANGUARD TAX-MANAGED FDS	404.6K	$28.8M	4.7%
IJR	ISHARES TR	165.9K	$24.6M	4.0%
VB	VANGUARD INDEX FDS	76.4K	$23.2M	3.8%
VO	VANGUARD INDEX FDS	280.9K	$22.6M	3.7%
HYG	ISHARES TR	242.2K	$19.4M	3.2%
ACWI	ISHARES INC	205.5K	$17.0M	2.8%
VCSH	VANGUARD SCOTTSDALE FDS	200.4K	$15.8M	2.6%
VWO	VANGUARD INTL EQUITY INDEX F	253.4K	$15.1M	2.5%
LQD	ISHARES TR	117.7K	$12.8M	2.1%
USHY	ISHARES TR	185.4K	$6.9M	1.1%
GOVT	ISHARES TR	187.3K	$4.3M	0.7%
EFA	ISHARES TR	18.9K	$2.0M	0.3%
IEI	ISHARES TR	16.5K	$1.9M	0.3%
MUB	ISHARES TR	16.6K	$1.8M	0.3%
SCHZ	SCHWAB STRATEGIC TR	60.0K	$1.4M	0.2%
VTEB	VANGUARD MUN BD FDS	25.6K	$1.3M	0.2%
VCIT	VANGUARD SCOTTSDALE FDS	15.3K	$1.3M	0.2%
SCHX	SCHWAB STRATEGIC TR	38.4K	$1.1M	0.2%
SCHA	SCHWAB STRATEGIC TR	30.1K	$1.1M	0.2%
SCHO	SCHWAB STRATEGIC TR	45.0K	$1.1M	0.2%
SCHF	SCHWAB STRATEGIC TR	34.9K	$965,542	0.2%
SCHB	SCHWAB STRATEGIC TR	27.3K	$790,000	0.1%
IWF	ISHARES TR	6.2K	$769,358	0.1%
AAPL	APPLE INC	2.6K	$740,102	0.1%
SCHM	SCHWAB STRATEGIC TR	18.2K	$670,334	0.1%
SCHR	SCHWAB STRATEGIC TR	23.1K	$569,178	0.1%
VUG	VANGUARD INDEX FDS	6.6K	$567,232	0.1%
SHY	ISHARES TR	5.4K	$439,782	0.1%
SCHE	SCHWAB STRATEGIC TR	9.8K	$357,002	0.1%
DVY	ISHARES TR	2.2K	$350,738	0.1%
NVDA	NVIDIA CORPORATION	1.5K	$299,369	0.0%
TLT	ISHARES TR	2.4K	$208,359	0.0%

Top Fund Holdings

13F

Top Fund Holdings

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

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