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

Currently, Twele Capital Management, Inc. holds 39 types of securities in its portfolio with a total value $560.9M. In the most recent quarter, they have increased their positions in IVV (+2.4K shares, valued at $1.6M), N/A (+2.5K shares, valued at $1.5M), USHY (+28.9K shares, valued at $1.1M); decreased their positions in IEMG (-14.4K shares, valued at $1.0M), VEA (-14.3K shares, valued at $913.4K), VWO (-7.9K shares, valued at $427.5K).

1M P&L

+5.1M+0.97%

3M P&L

-63.1M-10.64%

HY P&L

-31.4M-5.60%

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/A500.9M

99.8%

2Consumer Electronics648.9K

0.1%

3Semiconductors260.6K

0.1%

Top Industries by Stock Count

1N/A36 stocks

94.7%

2Consumer Electronics1 stocks

2.6%

3Semiconductors1 stocks

2.6%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVV ISHARES TR98.1K shares2.51%2026-03-312026-04-07

VANGUARD INDEX FDS VANGUARD INDEX FDS98.8K shares2.59%2026-03-312026-04-07

BND VANGUARD BD INDEX FDS748.5K shares1.52%2026-03-312026-04-07

IEF ISHARES TR497.1K shares1.00%2026-03-312026-04-07

AGG ISHARES TR475.3K shares1.23%2026-03-312026-04-07

VYM VANGUARD WHITEHALL FDS298.2K shares-0.18%2026-03-312026-04-07

IEFA ISHARES TR299.7K shares0.40%2026-03-312026-04-07

VEA VANGUARD TAX-MANAGED FDS414.5K shares-3.32%2026-03-312026-04-07

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IJH ISHARES TR384.1K shares-0.26%2026-03-312026-04-07

IJR ISHARES TR173.6K shares-0.79%2026-03-312026-04-07

VB VANGUARD INDEX FDS78.1K shares0.00%2026-03-312026-04-07

VO VANGUARD INDEX FDS70.3K shares0.81%2026-03-312026-04-07

HYG ISHARES TR242.7K shares-1.24%2026-03-312026-04-07

IEMG ISHARES INC221.1K shares-6.11%2026-03-312026-04-07

VCSH VANGUARD SCOTTSDALE FDS186.9K shares2.55%2026-03-312026-04-07

VWO VANGUARD INTL EQUITY INDEX F256.8K shares-2.99%2026-03-312026-04-07

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LQD ISHARES TR109.4K shares5.79%2026-03-312026-04-07

USHY ISHARES TR135.5K shares27.13%2026-03-312026-04-07

GOVT ISHARES TR156.2K shares1.95%2026-03-312026-04-07

IEI ISHARES TR16.8K shares0.22%2026-03-312026-04-07

EFA ISHARES TR19.0K shares-4.92%2026-03-312026-04-07

VTEB VANGUARD MUN BD FDS36.3K shares2.54%2026-03-312026-04-07

SCHZ SCHWAB STRATEGIC TR57.0K shares3.79%2026-03-312026-04-07

MUB ISHARES TR11.2K shares-0.39%2026-03-312026-04-07

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SCHO SCHWAB STRATEGIC TR45.2K shares3.26%2026-03-312026-04-07

SCHX SCHWAB STRATEGIC TR40.1K shares0.11%2026-03-312026-04-07

VCIT VANGUARD SCOTTSDALE FDS11.9K shares1.75%2026-03-312026-04-07

SCHF SCHWAB STRATEGIC TR37.2K shares-1.37%2026-03-312026-04-07

SCHA SCHWAB STRATEGIC TR31.2K shares-0.27%2026-03-312026-04-07

SCHB SCHWAB STRATEGIC TR27.8K shares-0.41%2026-03-312026-04-07

IWF ISHARES TR1.5K shares0.00%2026-03-312026-04-07

AAPL APPLE INC2.6K shares0.04%2026-03-312026-04-07

Sponsored

SCHM SCHWAB STRATEGIC TR18.3K shares-1.58%2026-03-312026-04-07

SCHR SCHWAB STRATEGIC TR21.0K shares0.53%2026-03-312026-04-07

VUG VANGUARD INDEX FDS1.1K shares0.00%2026-03-312026-04-07

SHY ISHARES TR5.1K shares-3.56%2026-03-312026-04-07

DVY ISHARES TR2.4K shares-0.75%2026-03-312026-04-07

SCHE SCHWAB STRATEGIC TR10.1K shares0.41%2026-03-312026-04-07

NVDA NVIDIA CORPORATION1.5K shares0.00%2026-03-312026-04-07

IVV

ISHARES TR

2.51%

Shares98.1K

Event2026-03-31

Filed2026-04-07

VANGUARD INDEX FDS

2.59%

Shares98.8K

Event2026-03-31

Filed2026-04-07

BND

VANGUARD BD INDEX FDS

1.52%

Shares748.5K

Event2026-03-31

Filed2026-04-07

IEF

ISHARES TR

1.00%

Shares497.1K

Event2026-03-31

Filed2026-04-07

AGG

ISHARES TR

1.23%

Shares475.3K

Event2026-03-31

Filed2026-04-07

VYM

VANGUARD WHITEHALL FDS

-0.18%

Shares298.2K

Event2026-03-31

Filed2026-04-07

IEFA

ISHARES TR

0.40%

Shares299.7K

Event2026-03-31

Filed2026-04-07

VEA

VANGUARD TAX-MANAGED FDS

-3.32%

Shares414.5K

Event2026-03-31

Filed2026-04-07

IJH

ISHARES TR

-0.26%

Shares384.1K

Event2026-03-31

Filed2026-04-07

IJR

ISHARES TR

-0.79%

Shares173.6K

Event2026-03-31

Filed2026-04-07

VANGUARD INDEX FDS

0.00%

Shares78.1K

Event2026-03-31

Filed2026-04-07

VANGUARD INDEX FDS

0.81%

Shares70.3K

Event2026-03-31

Filed2026-04-07

HYG

ISHARES TR

-1.24%

Shares242.7K

Event2026-03-31

Filed2026-04-07

IEMG

ISHARES INC

-6.11%

Shares221.1K

Event2026-03-31

Filed2026-04-07

VCSH

VANGUARD SCOTTSDALE FDS

2.55%

Shares186.9K

Event2026-03-31

Filed2026-04-07

VWO

VANGUARD INTL EQUITY INDEX F

-2.99%

Shares256.8K

Event2026-03-31

Filed2026-04-07

LQD

ISHARES TR

5.79%

Shares109.4K

Event2026-03-31

Filed2026-04-07

USHY

ISHARES TR

27.13%

Shares135.5K

Event2026-03-31

Filed2026-04-07

GOVT

ISHARES TR

1.95%

Shares156.2K

Event2026-03-31

Filed2026-04-07

IEI

ISHARES TR

0.22%

Shares16.8K

Event2026-03-31

Filed2026-04-07

EFA

ISHARES TR

-4.92%

Shares19.0K

Event2026-03-31

Filed2026-04-07

VTEB

VANGUARD MUN BD FDS

2.54%

Shares36.3K

Event2026-03-31

Filed2026-04-07

SCHZ

SCHWAB STRATEGIC TR

3.79%

Shares57.0K

Event2026-03-31

Filed2026-04-07

MUB

ISHARES TR

-0.39%

Shares11.2K

Event2026-03-31

Filed2026-04-07

SCHO

SCHWAB STRATEGIC TR

3.26%

Shares45.2K

Event2026-03-31

Filed2026-04-07

SCHX

SCHWAB STRATEGIC TR

0.11%

Shares40.1K

Event2026-03-31

Filed2026-04-07

VCIT

VANGUARD SCOTTSDALE FDS

1.75%

Shares11.9K

Event2026-03-31

Filed2026-04-07

SCHF

SCHWAB STRATEGIC TR

-1.37%

Shares37.2K

Event2026-03-31

Filed2026-04-07

SCHA

SCHWAB STRATEGIC TR

-0.27%

Shares31.2K

Event2026-03-31

Filed2026-04-07

SCHB

SCHWAB STRATEGIC TR

-0.41%

Shares27.8K

Event2026-03-31

Filed2026-04-07

IWF

ISHARES TR

0.00%

Shares1.5K

Event2026-03-31

Filed2026-04-07

AAPL

APPLE INC

0.04%

Shares2.6K

Event2026-03-31

Filed2026-04-07

SCHM

SCHWAB STRATEGIC TR

-1.58%

Shares18.3K

Event2026-03-31

Filed2026-04-07

SCHR

SCHWAB STRATEGIC TR

0.53%

Shares21.0K

Event2026-03-31

Filed2026-04-07

VUG

VANGUARD INDEX FDS

0.00%

Shares1.1K

Event2026-03-31

Filed2026-04-07

SHY

ISHARES TR

-3.56%

Shares5.1K

Event2026-03-31

Filed2026-04-07

DVY

ISHARES TR

-0.75%

Shares2.4K

Event2026-03-31

Filed2026-04-07

SCHE

SCHWAB STRATEGIC TR

0.41%

Shares10.1K

Event2026-03-31

Filed2026-04-07

NVDA

NVIDIA CORPORATION

0.00%

Shares1.5K

Event2026-03-31

Filed2026-04-07

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available