Twele Capital Management, Inc. Top Holdings and 13F Report (2025) About Twele Capital Management, Inc.Investment ActivityTwele Capital Management, Inc. has $471.58 million in total holdings as of March 31, 2025.Twele Capital Management, Inc. owns shares of 39 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 1.75% of the portfolio was purchased this quarter.About 1.33% of the portfolio was sold this quarter.This quarter, Twele Capital Management, Inc. has purchased 40 new stocks and bought additional shares in 24 stocks.Twele Capital Management, Inc. sold shares of 14 stocks and completely divested from 1 stock this quarter.Largest Holdings iShares Core S&P 500 ETF $54,897,134Vanguard S&P 500 ETF $50,316,929Vanguard Total Bond Market ETF $44,922,241iShares 7-10 Year Treasury Bond ETF $39,875,914iShares Core U.S. Aggregate Bond ETF $39,123,949 Largest Purchases this Quarter Vanguard S&P 500 ETF 4,443 shares (about $2.28M)Vanguard Small-Cap ETF 9,432 shares (about $2.09M)iShares Core S&P 500 ETF 3,552 shares (about $2.00M)iShares Core S&P Mid-Cap ETF 26,908 shares (about $1.57M)iShares U.S. Treasury Bond ETF 3,347 shares (about $76.93K) Largest Sales this Quarter iShares 7-10 Year Treasury Bond ETF 17,383 shares (about $1.66M)iShares Core MSCI EAFE ETF 17,395 shares (about $1.32M)iShares Core U.S. Aggregate Bond ETF 11,111 shares (about $1.10M)Vanguard FTSE Developed Markets ETF 19,383 shares (about $985.24K)Vanguard Total Bond Market ETF 11,799 shares (about $866.64K) Sector Allocation Over TimeMap of 500 Largest Holdings ofTwele Capital Management, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$54,897,134$1,995,871 ▲3.8%97,69911.6%ETFVOOVanguard S&P 500 ETF$50,316,929$2,283,302 ▲4.8%97,91010.7%ETFBNDVanguard Total Bond Market ETF$44,922,241$866,637 ▼-1.9%611,6039.5%ETFIEFiShares 7-10 Year Treasury Bond ETF$39,875,914$1,657,817 ▼-4.0%418,1188.5%ETFAGGiShares Core U.S. Aggregate Bond ETF$39,123,949$1,099,100 ▼-2.7%395,5118.3%FinanceVYMVanguard High Dividend Yield ETF$37,123,071$47,328 ▼-0.1%287,8657.9%ETFIEFAiShares Core MSCI EAFE ETF$22,617,837$1,315,932 ▼-5.5%298,9804.8%ETFVEAVanguard FTSE Developed Markets ETF$22,346,648$985,238 ▼-4.2%439,6354.7%ETFIJHiShares Core S&P Mid-Cap ETF$21,891,960$1,570,080 ▲7.7%375,1844.6%ETFHYGiShares iBoxx $ High Yield Corporate Bond ETF$19,328,050$3,945 ▲0.0%245,0004.1%ETFIJRiShares Core S&P Small-Cap ETF$17,680,566$16,313 ▼-0.1%169,0793.7%ETFVOVanguard Mid-Cap ETF$17,390,902$20,690 ▲0.1%67,2453.7%ETFVBVanguard Small-Cap ETF$16,418,592$2,091,546 ▲14.6%74,0413.5%ETFVCSHVanguard Short-Term Corporate Bond ETF$12,952,239$27,471 ▲0.2%164,0772.7%ETFIEMGiShares Core MSCI Emerging Markets ETF$12,359,292$17,432 ▲0.1%229,0032.6%ETFVWOVanguard FTSE Emerging Markets ETF$11,795,028$29,781 ▲0.3%260,6062.5%ETFLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$10,310,334$435 ▼0.0%94,8602.2%FinanceGOVTiShares U.S. Treasury Bond ETF$2,500,975$76,931 ▲3.2%108,8090.5%ETFIEIiShares 3-7 Year Treasury Bond ETF$1,929,145$24,336 ▲1.3%16,3300.4%ETFVTEBVanguard Tax-Exempt Bond ETF$1,771,087$1,092 ▼-0.1%35,6930.4%ETFEFAiShares MSCI EAFE ETF$1,641,221$89,494 ▼-5.2%20,0810.3%FinanceUSHYiShares Broad USD High Yield Corporate Bond ETF$1,569,211$626 ▼0.0%42,6300.3%ETFSCHZSchwab U.S. Aggregate Bond ETF$1,200,945$6,925 ▲0.6%51,8540.3%ETFSCHXSchwab US Large-Cap ETF$973,397$9,362 ▲1.0%44,0850.2%ETFSCHOSchwab Short-Term U.S. Treasury ETF$969,025$7,399 ▲0.8%39,8120.2%ETFMUBiShares National Muni Bond ETF$917,376$12,970 ▲1.4%8,7000.2%ETFSCHFSchwab International Equity ETF$769,958$8,407 ▲1.1%38,9260.2%ETFSCHASchwab US Small-Cap ETF$729,827$3,093 ▲0.4%31,1490.2%ETFAAPLApple$630,517$444 ▲0.1%2,8390.1%Computer and TechnologySCHBSchwab US Broad Market ETF$626,717$1,636 ▲0.3%29,1090.1%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$621,949$49,710 ▲8.7%7,6070.1%ETFIWFiShares Russell 1000 Growth ETF$560,773$1,083 ▼-0.2%1,5530.1%ETFSCHMSchwab U.S. Mid-Cap ETF$484,255$341 ▲0.1%18,4830.1%ETFSCHRSchwab Intermediate-Term U.S. Treasury ETF$477,089$12,107 ▲2.6%19,1910.1%ETFVUGVanguard Growth ETF$443,501$1,483 ▼-0.3%1,1960.1%ETFSHYiShares 1-3 Year Treasury Bond ETF$441,448$3,309 ▲0.8%5,3360.1%ManufacturingDVYiShares Select Dividend ETF$411,331$2,014 ▼-0.5%3,0630.1%ETFNVDANVIDIA$289,1490.0%2,6680.1%Computer and TechnologySCHESchwab Emerging Markets Equity ETF$272,022$3,722 ▲1.4%9,8670.1%ETFEEMiShares MSCI Emerging Markets ETF$0$190,281 ▼-100.0%00.0%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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