Dark
Light
System
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 WISDOMTREE TR 78,630 1,734 0.50%
2 WISDOMTREE TR 84,578 6,487 1.88%
3 WISDOMTREE TR 13,142 547 0.16%
4 Van Eck 28,630 883 0.26%
5 VANGUARD WHITEHALL FDS INC 4,135 316 0.09%
6 VANGUARD WHITEHALL FDS 47,476 3,264 0.94%
7 VANGUARD TAX-MANAGED FDS 316,155 11,976 3.46%
8 VANGUARD SCOTTSDALE FDS 23,656 2,186 0.63%
9 VANGUARD SCOTTSDALE FDS 237,049 18,876 5.46%
10 VANGUARD LONG TERM BOND ETF 71,046 6,698 1.94%
11 VANGUARD INTL EQUITY INDEX F 296,952 11,884 3.44%
12 VANGUARD INTL EQUITY INDEX F 200,637 9,402 2.72%
13 VANGUARD INDEX FDS 93,216 11,518 3.33%
14 VANGUARD INDEX FDS 109,463 12,770 3.69%
15 VANGUARD INDEX FDS 21,538 1,820 0.53%
16 VANGUARD INDEX FDS 29,262 3,055 0.88%
17 VANGUARD INDEX FDS 51,125 9,632 2.78%
18 VANGUARD BD INDEX FDS 517,372 42,616 12.32%
19 SPDR SERIES TRUST 49,244 2,725 0.79%
20 SPDR SERIES TRUST 44,785 1,729 0.50%
21 SPDR INDEX SHS FDS 5,710 240 0.07%
22 SPDR BLOOMBERG INTERNATIONAL CORPORATE BOND ETF 5,925 204 0.06%
23 SCHWAB US TIPS ETF 8,654 469 0.14%
24 SCHWAB US DIVIDEND EQUITY ETF 14,736 587 0.17%
25 SCHWAB US AGGREGATE BOND ETF 5,040 264 0.08%
26 SCHWAB U.S. SMALL-CAP ETF 8,725 481 0.14%
27 SCHWAB SHORT-TERM US TREASURY ETF 102,360 5,177 1.50%
28 SCHWAB INTERMEDIATE-TERM US TREASURY ETF 61,159 3,278 0.95%
29 S&P Developed Ex-U.S. Property Index Fund 35,612 1,290 0.37%
30 RYDEX ETF TRUST 70,699 5,659 1.64%
31 POWERSHARES INDIA ETF TR 100,100 2,101 0.61%
32 POWERSHARES ETF TR II 489,395 9,201 2.66%
33 PIMCO 1-5 YEAR U.S. TIPS INDEX EXCHANGE-TRADED FUND 213,420 11,040 3.19%
34 KAYNE ANDERSON MLP INVT CO 302,030 11,532 3.33%
35 ISHARES TR 3YRTB ETF 5,700 482 0.14%
36 ISHARES TR 62,276 5,954 1.72%
37 ISHARES TR 48,383 5,051 1.46%
38 ISHARES TR 10,262 403 0.12%
39 ISHARES TR 85,601 9,764 2.82%
40 ISHARES TR 14,410 1,614 0.47%
41 ISHARES TR 180,363 14,321 4.14%
42 ISHARES TR 7,131 549 0.16%
43 ISHARES TR 11,432 451 0.13%
44 ISHARES TR 12,400 1,517 0.44%
45 ISHARES TR 11,957 1,319 0.38%
46 ISHARES TR 69,745 10,099 2.92%
47 ISHARES TR 66,515 4,047 1.17%
48 ISHARES TR 52,591 4,441 1.28%
49 ISHARES TR 23,106 2,759 0.80%
50 ISHARES TR 7,600 736 0.21%
Page 1 of 2