Twele Capital Management, Inc. Top Holdings and 13F Report (2025) About Twele Capital Management, Inc.Investment ActivityTwele Capital Management, Inc. has $471.73 million in total holdings as of December 31, 2024.Twele Capital Management, Inc. owns shares of 40 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 3.96% of the portfolio was purchased this quarter.About 1.68% of the portfolio was sold this quarter.This quarter, Twele Capital Management, Inc. has purchased 40 new stocks and bought additional shares in 31 stocks.Twele Capital Management, Inc. sold shares of 8 stocks and completely divested from 0 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $55,422,525Vanguard S&P 500 ETF $50,360,955Vanguard Total Bond Market ETF $44,828,838iShares 7-10 Year Treasury Bond ETF $40,262,068iShares Core U.S. Aggregate Bond ETF $39,401,672 Largest Purchases this Quarter Vanguard FTSE Developed Markets ETF 50,203 shares (about $2.40M)Vanguard Total Bond Market ETF 31,699 shares (about $2.28M)iShares 7-10 Year Treasury Bond ETF 23,605 shares (about $2.18M)iShares Core U.S. Aggregate Bond ETF 19,154 shares (about $1.86M)iShares Core MSCI EAFE ETF 23,961 shares (about $1.68M) Largest Sales this Quarter iShares Core S&P 500 ETF 4,621 shares (about $2.72M)Vanguard S&P 500 ETF 4,807 shares (about $2.59M)iShares Core S&P Mid-Cap ETF 29,156 shares (about $1.82M)Vanguard High Dividend Yield ETF 5,169 shares (about $659.51K)Vanguard Small-Cap ETF 227 shares (about $54.54K) 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$55,422,525$2,720,294 ▼-4.7%94,14711.7%ETFVOOVanguard S&P 500 ETF$50,360,955$2,590,060 ▼-4.9%93,46710.7%ETFBNDVanguard Total Bond Market ETF$44,828,838$2,279,475 ▲5.4%623,4029.5%ETFIEFiShares 7-10 Year Treasury Bond ETF$40,262,068$2,182,282 ▲5.7%435,5018.5%ETFAGGiShares Core U.S. Aggregate Bond ETF$39,401,672$1,856,023 ▲4.9%406,6228.4%FinanceVYMVanguard High Dividend Yield ETF$36,775,521$659,513 ▼-1.8%288,2327.8%ETFIEFAiShares Core MSCI EAFE ETF$22,234,835$1,683,979 ▲8.2%316,3754.7%ETFVEAVanguard FTSE Developed Markets ETF$21,950,241$2,400,707 ▲12.3%459,0184.7%ETFIJHiShares Core S&P Mid-Cap ETF$21,701,049$1,816,708 ▼-7.7%348,2764.6%ETFIJRiShares Core S&P Small-Cap ETF$19,499,230$120,866 ▲0.6%169,2354.1%ETFHYGiShares iBoxx $ High Yield Corporate Bond ETF$19,265,318$111,290 ▲0.6%244,9504.1%ETFVOVanguard Mid-Cap ETF$17,740,292$1,200,735 ▲7.3%67,1653.8%ETFVBVanguard Small-Cap ETF$15,524,251$54,544 ▼-0.4%64,6093.3%ETFVCSHVanguard Short-Term Corporate Bond ETF$12,772,500$424,530 ▲3.4%163,7292.7%ETFIEMGiShares Core MSCI Emerging Markets ETF$11,941,670$284,181 ▲2.4%228,6802.5%ETFVWOVanguard FTSE Emerging Markets ETF$11,448,110$665,048 ▲6.2%259,9482.4%ETFLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$10,135,270$730,251 ▲7.8%94,8642.1%FinanceGOVTiShares U.S. Treasury Bond ETF$2,423,517$223,526 ▲10.2%105,4620.5%ETFIEIiShares 3-7 Year Treasury Bond ETF$1,863,129$46,336 ▲2.6%16,1240.4%ETFVTEBVanguard Tax-Exempt Bond ETF$1,790,393$51,183 ▲2.9%35,7150.4%ETFEFAiShares MSCI EAFE ETF$1,601,118$3,402 ▲0.2%21,1760.3%FinanceUSHYiShares Broad USD High Yield Corporate Bond ETF$1,568,984$761,553 ▲94.3%42,6470.3%ETFSCHZSchwab U.S. Aggregate Bond ETF$1,170,305$575,993 ▲96.9%51,5550.2%ETFSCHXSchwab US Large-Cap ETF$1,012,062$641,391 ▲173.0%43,6610.2%ETFSCHOSchwab Short-Term U.S. Treasury ETF$950,563$493,134 ▲107.8%39,5080.2%ETFMUBiShares National Muni Bond ETF$913,927$31,967 ▲3.6%8,5770.2%ETFSCHASchwab US Small-Cap ETF$802,106$410,608 ▲104.9%31,0170.2%ETFSCHFSchwab International Equity ETF$712,270$371,296 ▲108.9%38,5010.2%ETFAAPLApple$710,502$52,843 ▼-6.9%2,8370.2%Computer and TechnologySCHBSchwab US Broad Market ETF$659,050$435,545 ▲194.9%29,0330.1%ETFIWFiShares Russell 1000 Growth ETF$624,8590.0%1,5560.1%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$561,810$59,801 ▲11.9%6,9990.1%ETFSCHMSchwab U.S. Mid-Cap ETF$511,804$337,591 ▲193.8%18,4700.1%ETFVUGVanguard Growth ETF$492,528$4,104 ▼-0.8%1,2000.1%ETFSCHRSchwab Intermediate-Term U.S. Treasury ETF$454,321$232,456 ▲104.8%18,7040.1%ETFSHYiShares 1-3 Year Treasury Bond ETF$434,167$17,298 ▲4.1%5,2960.1%ManufacturingDVYiShares Select Dividend ETF$404,111$15,098 ▼-3.6%3,0780.1%ETFNVDANVIDIA$358,275$134 ▲0.0%2,6680.1%Computer and TechnologySCHESchwab Emerging Markets Equity ETF$259,153$22,714 ▲9.6%9,7320.1%ETFEEMiShares MSCI Emerging Markets ETF$190,281$2,091 ▲1.1%4,5500.0%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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