TC

Twele Capital Management, Inc.

13F
Twele Capital Management, Inc.
Last update 2024-10-08 40 Stocks (1 new)
Value $476.00 Mil Turnover 2 %
Countries:
Top Holdings: IVV(11.96%)VOO(10.88%)BND(9.33%)IEF(8.48%)AGG(8.24%)
Portfolio Report
Summary Stock Picks Current Portfolio
Twele Capital Management, Inc.... Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IVV 		iShares Core S&P 500 ETF
98,768
56971.360
+0.70%
11.960
+0.08%
0.010
+11.40%
+21.33%
545905.122
 
VOO 		Vanguard S&P 500 ETF
98,274
51856.240
+2.15%
10.880
+0.23%
0.010
+11.55%
+21.36%
493529.541
 
BND 		Vanguard Total Bond Market ETF
591,703
44442.810
+4.48%
9.330
+0.40%
0.040
-1.79%
-0.73%
112330.827
 
IEF 		iShares 7-10 Year Treasury Bond ETF
411,896
40415.240
+2.25%
8.480
+0.19%
0.120
-3.64%
-2.25%
33560.881
 
AGG 		iShares Core U.S. Aggregate Bond ETF
387,468
39238.890
+4.31%
8.240
+0.34%
0.030
-1.89%
-0.90%
118578.481
 
VYM 		Vanguard High Dividend Yield Indx ETF
293,401
37614.010
+0.16%
7.900
+0.01%
0.070
+9.10%
+15.23%
57198.032
 
IJH 		iShares Core S&P Mid-Cap ETF
377,432
23521.530
+2.18%
4.940
+0.11%
0.030
+10.08%
+13.84%
93198.127
 
IEFA 		iShares Core MSCI EAFE ETF
292,414
22822.910
+1.89%
4.790
+0.09%
0.020
+6.59%
+6.20%
122858.098
 
VEA 		Vanguard FTSE Developed Markets ETF
408,815
21589.520
+0.62%
4.530
+0.03%
0.020
+6.74%
+6.08%
139217.980
 
IJR 		iShares Core S&P Small-Cap ETF
168,186
19671.010
+2.21%
4.130
+0.09%
0.020
+9.01%
+8.42%
87155.110
 

Twele Capital Management, Inc.'s Historical Top Holdings Breakdowns

Twele Capital Management, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
BND 		Vanguard Total Bond Market ETF2024-09-30Add
+0.40%
●
71.45 ($74) 75.64
$73.00
-1.35%
Add 4.48%
591,703
25,384
AGG 		iShares Core U.S. Aggregate Bond ETF2024-09-30Add
+0.34%
●
96.25 ($99.77) 101.98
$98.36
-1.41%
Add 4.31%
387,468
16,022
VOO 		Vanguard S&P 500 ETF2024-09-30Add
+0.23%
●
496.64 ($516.09) 527.7
$530.10
2.71%
Add 2.15%
98,274
2,067
IEF 		iShares 7-10 Year Treasury Bond ETF2024-09-30Add
+0.19%
●
92.67 ($96.67) 99.14
$94.22
-2.53%
Add 2.25%
411,896
9,057
IJH 		iShares Core S&P Mid-Cap ETF2024-09-30Add
+0.11%
●
57.32 ($60.3) 62.65
$63.10
4.64%
Add 2.18%
377,432
8,065
IEFA 		iShares Core MSCI EAFE ETF2024-09-30Add
+0.09%
●
70.09 ($74.86) 78.74
$74.74
-0.16%
Add 1.89%
292,414
5,429
IJR 		iShares Core S&P Small-Cap ETF2024-09-30Add
+0.09%
●
105.53 ($112.98) 118.34
$117.37
3.89%
Add 2.21%
168,186
3,640
GOVT 		iShares U.S. Treasury Bond ETF2024-09-30Add
+0.09%
●
22.38 ($23.15) 23.66
$22.79
-1.58%
Add 23.14%
95,735
17,991
AAPL 		Apple Inc2024-09-30Add
+0.09%
●
207.23 ($223.32) 234.82
$223.45
0.06%
Add 153.58%
3,048
1,846
IVV 		iShares Core S&P 500 ETF2024-09-30Add
+0.08%
●
520.18 ($556.01) 576.82
$579.45
4.22%
Add 0.7%
98,768
688

Twele Capital Management, Inc. Total Holding History ($B)

To

Twele Capital Management, Inc.'s Asset Allocation

To

Twele Capital Management, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Twele Capital Management, Inc.'s Hypothetical Growth since 2024-09-30

Twele Capital Management, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Twele Capital Management, Inc.'s Holdings Heat Map

Size field:

Twele Capital Management, Inc.'s Holdings Bubble Chart

Twele Capital Management, Inc. News

  • 1

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