The Analysis of Twele Capital Management, Inc.'s Holdings
Currently, Twele Capital Management, Inc. holds 39 types of securities in its portfolio with a total value $559.6M. In the most recent quarter, they have increased their positions in BND (+40.6K shares, valued at $3.0M), AGG (+21.9K shares, valued at $2.2M), IEF (+18.2K shares, valued at $1.8M); decreased their positions in AAPL (-85 shares, valued at $23.1K), SCHB (-439 shares, valued at $11.5K), SCHX (-337 shares, valued at $9.1K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IVV ISHARES TR95.7K shares1.26%2025-12-312026-01-09
BND VANGUARD BD INDEX FDS737.3K shares5.83%2025-12-312026-01-09 IEF ISHARES TR492.1K shares3.85%2025-12-312026-01-09 AGG ISHARES TR469.6K shares4.90%2025-12-312026-01-09 VYM VANGUARD WHITEHALL FDS298.8K shares0.74%2025-12-312026-01-09 VEA VANGUARD TAX-MANAGED FDS428.8K shares0.40%2025-12-312026-01-09 IEFA ISHARES TR298.5K shares0.67%2025-12-312026-01-09 IJH ISHARES TR385.1K shares2.52%2025-12-312026-01-09 IJR ISHARES TR175.0K shares1.36%2025-12-312026-01-09 VO VANGUARD INDEX FDS69.7K shares0.87%2025-12-312026-01-09 VB VANGUARD INDEX FDS78.1K shares0.52%2025-12-312026-01-09 HYG ISHARES TR245.7K shares0.56%2025-12-312026-01-09 IEMG ISHARES INC235.5K shares0.11%2025-12-312026-01-09 VCSH VANGUARD SCOTTSDALE FDS182.3K shares4.06%2025-12-312026-01-09 VWO VANGUARD INTL EQUITY INDEX F264.7K shares0.32%2025-12-312026-01-09 LQD ISHARES TR103.4K shares1.63%2025-12-312026-01-09 USHY ISHARES TR106.6K shares14.92%2025-12-312026-01-09 GOVT ISHARES TR153.2K shares5.65%2025-12-312026-01-09 IEI ISHARES TR16.7K shares3.27%2025-12-312026-01-09 EFA ISHARES TR20.0K shares-0.26%2025-12-312026-01-09 VTEB VANGUARD MUN BD FDS35.4K shares50.62%2025-12-312026-01-09 SCHZ SCHWAB STRATEGIC TR54.9K shares2.00%2025-12-312026-01-09 MUB ISHARES TR11.2K shares1.22%2025-12-312026-01-09 SCHX SCHWAB STRATEGIC TR40.1K shares-0.83%2025-12-312026-01-09 SCHO SCHWAB STRATEGIC TR43.7K shares4.07%2025-12-312026-01-09 VCIT VANGUARD SCOTTSDALE FDS11.7K shares12.91%2025-12-312026-01-09 SCHF SCHWAB STRATEGIC TR37.7K shares-0.23%2025-12-312026-01-09 SCHA SCHWAB STRATEGIC TR31.3K shares-0.87%2025-12-312026-01-09 IWF ISHARES TR1.5K shares0.00%2025-12-312026-01-09 SCHB SCHWAB STRATEGIC TR27.9K shares-1.55%2025-12-312026-01-09 AAPL APPLE INC2.6K shares-3.22%2025-12-312026-01-09 SCHM SCHWAB STRATEGIC TR18.6K shares0.00%2025-12-312026-01-09 VUG VANGUARD INDEX FDS1.1K shares-1.14%2025-12-312026-01-09 SCHR SCHWAB STRATEGIC TR20.9K shares1.92%2025-12-312026-01-09 SHY ISHARES TR5.3K shares6.15%2025-12-312026-01-09 DVY ISHARES TR2.4K shares0.00%2025-12-312026-01-09 SCHE SCHWAB STRATEGIC TR10.1K shares-0.63%2025-12-312026-01-09 NVDA NVIDIA CORPORATION1.5K shares0.00%2025-12-312026-01-09 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available