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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 (2014Q4)
Original 13F HR (0001085146-15-000107) filed in 2015.01.15
#
Name
Shares
Value ($)
%
Options
Notes
1 VANGUARD BD INDEX FDS 517,372 42,616 12.32%
2 ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF 260,099 23,305 6.74%
3 ISHARES TR 207,066 22,802 6.59%
4 VANGUARD SCOTTSDALE FDS 237,049 18,876 5.46%
5 ISHARES TR 180,363 14,321 4.14%
6 VANGUARD INDEX FDS 109,463 12,770 3.69%
7 VANGUARD TAX-MANAGED FDS 316,155 11,976 3.46%
8 VANGUARD INTL EQUITY INDEX F 296,952 11,884 3.44%
9 KAYNE ANDERSON MLP INVT CO 302,030 11,532 3.33%
10 VANGUARD INDEX FDS 93,216 11,518 3.33%
11 PIMCO 1-5 YEAR U.S. TIPS INDEX EXCHANGE-TRADED FUND 213,420 11,040 3.19%
12 ISHARES TR 69,745 10,099 2.92%
13 ISHARES TR 85,601 9,764 2.82%
14 VANGUARD INDEX FDS 51,125 9,632 2.78%
15 VANGUARD INTL EQUITY INDEX F 200,637 9,402 2.72%
16 POWERSHARES ETF TR II 489,395 9,201 2.66%
17 ISHARES TR 39,381 8,147 2.36%
18 ISHARES COHEN & STEERS REIT ETF 75,277 7,290 2.11%
19 VANGUARD LONG TERM BOND ETF 71,046 6,698 1.94%
20 WISDOMTREE TR 84,578 6,487 1.88%
21 ISHARES TR 62,276 5,954 1.72%
22 RYDEX ETF TRUST 70,699 5,659 1.64%
23 SCHWAB SHORT-TERM US TREASURY ETF 102,360 5,177 1.50%
24 ISHARES TR 48,383 5,051 1.46%
25 ISHARES TR 52,591 4,441 1.28%
26 ISHARES TR 66,515 4,047 1.17%
27 SCHWAB INTERMEDIATE-TERM US TREASURY ETF 61,159 3,278 0.95%
28 VANGUARD WHITEHALL FDS 47,476 3,264 0.94%
29 VANGUARD INDEX FDS 29,262 3,055 0.88%
30 ISHARES TR 23,106 2,759 0.80%
31 SPDR SERIES TRUST 49,244 2,725 0.79%
32 ISHARES TR 56,041 2,332 0.67%
33 VANGUARD SCOTTSDALE FDS 23,656 2,186 0.63%
34 POWERSHARES INDIA ETF TR 100,100 2,101 0.61%
35 VANGUARD INDEX FDS 21,538 1,820 0.53%
36 ISHARES S&P GSCI COMMODITY I 82,337 1,777 0.51%
37 WISDOMTREE TR 78,630 1,734 0.50%
38 SPDR SERIES TRUST 44,785 1,729 0.50%
39 ISHARES 7-10 YEAR TREASURY BOND ETF 15,893 1,684 0.49%
40 ISHARES TR 14,410 1,614 0.47%
41 CLAYMORE EXCHANGE TRD FD 57,876 1,603 0.46%
42 ISHARES TR 12,400 1,517 0.44%
43 ISHARES TR 11,957 1,319 0.38%
44 S&P Developed Ex-U.S. Property Index Fund 35,612 1,290 0.37%
45 ISHARES 20 YEAR TREASURY BOND ETF 7,624 960 0.28%
46 Van Eck 28,630 883 0.26%
47 ISHARES TR 7,600 736 0.21%
48 SCHWAB US DIVIDEND EQUITY ETF 14,736 587 0.17%
49 BARCLAYS BK PLC 8,294 578 0.17%
50 ISHARES TR 7,131 549 0.16%
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