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The Analysis of Twele Capital Management, Inc.'s Holdings & P&L

Currently, Twele Capital Management, Inc. holds 40 types of securities in its portfolio with a total value $612.3M. In the most recent quarter, they have increased their positions in VO (+210.6K shares, valued at $17.0M), BND (+58.1K shares, valued at $4.3M), IEF (+44.9K shares, valued at $4.2M); decreased their positions in N/A (-5.0K shares, valued at $3.7M), VOO (-3.0K shares, valued at $2.0M), IEMG (-15.6K shares, valued at $1.3M); initiated new positions in TLT (+2.4K shares, valued at $208.4K).

1M P&L

+423.9K+0.09%

3M P&L

+10.9M+2.40%

HY P&L

-42.5M-8.40%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A461.0M

99.8%

2Consumer Electronics740.1K

0.2%

3Semiconductors299.4K

0.1%

Top Industries by Stock Count

1N/A35 stocks

94.6%

2Consumer Electronics1 stocks

2.7%

3Semiconductors1 stocks

2.7%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ISHARES TR ISHARES TR93.1K shares-5.09%2026-06-302026-07-14

VOO VANGUARD INDEX FDS95.8K shares-2.99%2026-06-302026-07-14

BND VANGUARD BD INDEX FDS806.6K shares7.76%2026-06-302026-07-14

IEF ISHARES TR542.0K shares9.04%2026-06-302026-07-14

ISHARES TR ISHARES TR515.6K shares8.46%2026-06-302026-07-14

VYM VANGUARD WHITEHALL FDS293.1K shares-1.73%2026-06-302026-07-14

ISHARES TR ISHARES TR305.1K shares1.80%2026-06-302026-07-14

IJH ISHARES TR378.9K shares-1.35%2026-06-302026-07-14

Sponsored

VEA VANGUARD TAX-MANAGED FDS404.6K shares-2.41%2026-06-302026-07-14

IJR ISHARES TR165.9K shares-4.42%2026-06-302026-07-14

VB VANGUARD INDEX FDS76.4K shares-2.18%2026-06-302026-07-14

VO VANGUARD INDEX FDS280.9K shares299.53%2026-06-302026-07-14

HYG ISHARES TR242.2K shares-0.20%2026-06-302026-07-14

IEMG ISHARES INC205.5K shares-7.07%2026-06-302026-07-14

VCSH VANGUARD SCOTTSDALE FDS200.4K shares7.22%2026-06-302026-07-14

VWO VANGUARD INTL EQUITY INDEX F253.4K shares-1.31%2026-06-302026-07-14

Sponsored

LQD ISHARES TR117.7K shares7.60%2026-06-302026-07-14

USHY ISHARES TR185.4K shares36.76%2026-06-302026-07-14

GOVT ISHARES TR187.3K shares19.94%2026-06-302026-07-14

EFA ISHARES TR18.9K shares-0.51%2026-06-302026-07-14

IEI ISHARES TR16.5K shares-1.64%2026-06-302026-07-14

MUB ISHARES TR16.6K shares48.83%2026-06-302026-07-14

SCHZ SCHWAB STRATEGIC TR60.0K shares5.18%2026-06-302026-07-14

VTEB VANGUARD MUN BD FDS25.6K shares-29.33%2026-06-302026-07-14

Sponsored

VCIT VANGUARD SCOTTSDALE FDS15.3K shares28.46%2026-06-302026-07-14

SCHX SCHWAB STRATEGIC TR38.4K shares-4.38%2026-06-302026-07-14

SCHA SCHWAB STRATEGIC TR30.1K shares-3.44%2026-06-302026-07-14

SCHO SCHWAB STRATEGIC TR45.0K shares-0.42%2026-06-302026-07-14

SCHF SCHWAB STRATEGIC TR34.9K shares-6.33%2026-06-302026-07-14

SCHB SCHWAB STRATEGIC TR27.3K shares-1.98%2026-06-302026-07-14

IWF ISHARES TR6.2K shares300.00%2026-06-302026-07-14

AAPL APPLE INC2.6K shares0.04%2026-06-302026-07-14

Sponsored

SCHM SCHWAB STRATEGIC TR18.2K shares-0.75%2026-06-302026-07-14

SCHR SCHWAB STRATEGIC TR23.1K shares10.03%2026-06-302026-07-14

VUG VANGUARD INDEX FDS6.6K shares482.23%2026-06-302026-07-14

SHY ISHARES TR5.4K shares5.16%2026-06-302026-07-14

SCHE SCHWAB STRATEGIC TR9.8K shares-2.68%2026-06-302026-07-14

DVY ISHARES TR2.2K shares-5.83%2026-06-302026-07-14

NVDA NVIDIA CORPORATION1.5K shares0.13%2026-06-302026-07-14

TLT ISHARES TR2.4K sharesnew addition2026-06-302026-07-14

Sponsored

ISHARES TR

-5.09%

Shares93.1K

Event2026-06-30

Filed2026-07-14

VOO

VANGUARD INDEX FDS

-2.99%

Shares95.8K

Event2026-06-30

Filed2026-07-14

BND

VANGUARD BD INDEX FDS

7.76%

Shares806.6K

Event2026-06-30

Filed2026-07-14

IEF

ISHARES TR

9.04%

Shares542.0K

Event2026-06-30

Filed2026-07-14

ISHARES TR

8.46%

Shares515.6K

Event2026-06-30

Filed2026-07-14

VYM

VANGUARD WHITEHALL FDS

-1.73%

Shares293.1K

Event2026-06-30

Filed2026-07-14

ISHARES TR

1.80%

Shares305.1K

Event2026-06-30

Filed2026-07-14

IJH

ISHARES TR

-1.35%

Shares378.9K

Event2026-06-30

Filed2026-07-14

VEA

VANGUARD TAX-MANAGED FDS

-2.41%

Shares404.6K

Event2026-06-30

Filed2026-07-14

IJR

ISHARES TR

-4.42%

Shares165.9K

Event2026-06-30

Filed2026-07-14

VANGUARD INDEX FDS

-2.18%

Shares76.4K

Event2026-06-30

Filed2026-07-14

VANGUARD INDEX FDS

299.53%

Shares280.9K

Event2026-06-30

Filed2026-07-14

HYG

ISHARES TR

-0.20%

Shares242.2K

Event2026-06-30

Filed2026-07-14

IEMG

ISHARES INC

-7.07%

Shares205.5K

Event2026-06-30

Filed2026-07-14

VCSH

VANGUARD SCOTTSDALE FDS

7.22%

Shares200.4K

Event2026-06-30

Filed2026-07-14

VWO

VANGUARD INTL EQUITY INDEX F

-1.31%

Shares253.4K

Event2026-06-30

Filed2026-07-14

LQD

ISHARES TR

7.60%

Shares117.7K

Event2026-06-30

Filed2026-07-14

USHY

ISHARES TR

36.76%

Shares185.4K

Event2026-06-30

Filed2026-07-14

GOVT

ISHARES TR

19.94%

Shares187.3K

Event2026-06-30

Filed2026-07-14

EFA

ISHARES TR

-0.51%

Shares18.9K

Event2026-06-30

Filed2026-07-14

IEI

ISHARES TR

-1.64%

Shares16.5K

Event2026-06-30

Filed2026-07-14

MUB

ISHARES TR

48.83%

Shares16.6K

Event2026-06-30

Filed2026-07-14

SCHZ

SCHWAB STRATEGIC TR

5.18%

Shares60.0K

Event2026-06-30

Filed2026-07-14

VTEB

VANGUARD MUN BD FDS

-29.33%

Shares25.6K

Event2026-06-30

Filed2026-07-14

VCIT

VANGUARD SCOTTSDALE FDS

28.46%

Shares15.3K

Event2026-06-30

Filed2026-07-14

SCHX

SCHWAB STRATEGIC TR

-4.38%

Shares38.4K

Event2026-06-30

Filed2026-07-14

SCHA

SCHWAB STRATEGIC TR

-3.44%

Shares30.1K

Event2026-06-30

Filed2026-07-14

SCHO

SCHWAB STRATEGIC TR

-0.42%

Shares45.0K

Event2026-06-30

Filed2026-07-14

SCHF

SCHWAB STRATEGIC TR

-6.33%

Shares34.9K

Event2026-06-30

Filed2026-07-14

SCHB

SCHWAB STRATEGIC TR

-1.98%

Shares27.3K

Event2026-06-30

Filed2026-07-14

IWF

ISHARES TR

300.00%

Shares6.2K

Event2026-06-30

Filed2026-07-14

AAPL

APPLE INC

0.04%

Shares2.6K

Event2026-06-30

Filed2026-07-14

SCHM

SCHWAB STRATEGIC TR

-0.75%

Shares18.2K

Event2026-06-30

Filed2026-07-14

SCHR

SCHWAB STRATEGIC TR

10.03%

Shares23.1K

Event2026-06-30

Filed2026-07-14

VUG

VANGUARD INDEX FDS

482.23%

Shares6.6K

Event2026-06-30

Filed2026-07-14

SHY

ISHARES TR

5.16%

Shares5.4K

Event2026-06-30

Filed2026-07-14

SCHE

SCHWAB STRATEGIC TR

-2.68%

Shares9.8K

Event2026-06-30

Filed2026-07-14

DVY

ISHARES TR

-5.83%

Shares2.2K

Event2026-06-30

Filed2026-07-14

NVDA

NVIDIA CORPORATION

0.13%

Shares1.5K

Event2026-06-30

Filed2026-07-14

TLT

ISHARES TR

New

Shares2.4K

Event2026-06-30

Filed2026-07-14

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available