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Institutional Investment Manager
Twele Capital Management, Inc.
Twele Capital Management, Inc. (CIK: 0001411268) incorporated in Minnesota, located at 5601 Smetana Drive, Suite 707, Minnetonka, MN. Institutional holdings reported to the SEC.
Institutional Holdings (2014Q1)
Original 13F HR (0001085146-14-000819) filed in 2014.04.09
#
Name
Shares
Value ($)
%
Options
Notes
1 VANGUARD BD INDEX FDS 497,047 40,355 12.22%
2 POWERSHARES ETF TR II 455,601 8,848 2.68%
3 VANGUARD INTL EQUITY INDEX F 356,798 14,479 4.38%
4 VANGUARD TAX-MANAGED FDS 314,070 12,962 3.93%
5 PIMCO 1-5 YEAR U.S. TIPS INDEX EXCHANGE-TRADED FUND 286,290 15,156 4.59%
6 ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF 242,647 22,903 6.94%
7 KAYNE ANDERSON MLP INVT CO 239,037 8,775 2.66%
8 ISHARES TR 207,254 22,365 6.77%
9 VANGUARD SCOTTSDALE FDS 195,827 15,662 4.74%
10 ISHARES TR 181,190 13,285 4.02%
11 ISHARES TR 115,875 4,523 1.37%
12 VANGUARD INDEX FDS 108,380 12,310 3.73%
13 SCHWAB SHORT-TERM US TREASURY ETF 102,355 5,174 1.57%
14 POWERSHARES INDIA ETF TR 100,100 1,871 0.57%
15 WISDOMTREE TR 99,630 1,889 0.57%
16 SCHWAB EMERGING MARKETS EQUITY ETF 97,159 2,364 0.72%
17 ISHARES TR 85,791 9,449 2.86%
18 WISDOMTREE TR 84,632 5,945 1.80%
19 VANGUARD INDEX FDS 80,466 9,089 2.75%
20 ISHARES COHEN & STEERS REIT ETF 76,062 6,255 1.89%
21 ISHARES TR 73,946 6,245 1.89%
22 ISHARES TR 70,320 9,667 2.93%
23 VANGUARD LONG TERM BOND ETF 69,455 6,024 1.82%
24 ISHARES TR 67,215 4,517 1.37%
25 VANGUARD INTL EQUITY INDEX F 62,643 3,152 0.95%
26 ISHARES TR 62,308 5,392 1.63%
27 SCHWAB INTERMEDIATE-TERM US TREASURY ETF 61,159 3,214 0.97%
28 ISHARES TR 60,696 2,172 0.66%
29 CLAYMORE EXCHANGE TRD FD 57,876 1,453 0.44%
30 ISHARES S&P GSCI COMMODITY I 52,337 1,726 0.52%
31 RYDEX ETF TRUST 51,877 3,787 1.15%
32 SPDR SERIES TRUST 48,861 2,901 0.88%
33 ISHARES TR 48,383 4,669 1.41%
34 ISHARES TR 39,781 7,484 2.27%
35 ISHARES INC 39,500 1,939 0.59%
36 S&P Developed Ex-U.S. Property Index Fund 35,343 1,287 0.39%
37 VANGUARD INDEX FDS 32,011 5,485 1.66%
38 VANGUARD INDEX FDS 29,397 2,748 0.83%
39 Van Eck 27,835 823 0.25%
40 ISHARES TR 23,394 2,736 0.83%
41 VANGUARD SCOTTSDALE FDS 22,556 1,968 0.60%
42 VANGUARD INDEX FDS 21,278 1,662 0.50%
43 VANGUARD WHITEHALL FDS 20,585 1,299 0.39%
44 SPDR INDEX SHS FDS 18,500 704 0.21%
45 SPDR INDEX SHS FDS 16,510 802 0.24%
46 ISHARES 7-10 YEAR TREASURY BOND ETF 15,893 1,617 0.49%
47 SCHWAB US DIVIDEND EQUITY ETF 14,736 543 0.16%
48 ISHARES TR 14,410 1,615 0.49%
49 ISHARES TR 12,400 1,497 0.45%
50 ISHARES TR 11,233 1,203 0.36%
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