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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 (2016Q2)
Original 13F HR (0001085146-16-003968) filed in 2016.07.12
#
Name
Shares
Value ($)
%
Options
Notes
1 VANGUARD BD INDEX FDS 550,873 46,439 12.92%
2 ISHARES TR 323,479 36,429 10.14%
3 VANGUARD INDEX FDS 146,422 28,142 7.83%
4 ISHARES TR 126,164 26,558 7.39%
5 ISHARES TR 341,045 19,037 5.30%
6 VANGUARD SCOTTSDALE FDS 232,975 18,834 5.24%
7 VANGUARD INDEX FDS 150,807 17,445 4.85%
8 ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF 184,401 15,619 4.35%
9 ISHARES TR 145,208 12,383 3.45%
10 VANGUARD TAX-MANAGED FDS 330,619 11,691 3.25%
11 VANGUARD INDEX FDS 88,577 10,951 3.05%
12 VANGUARD WHITEHALL FDS 143,842 10,279 2.86%
13 ISHARES TR 68,703 10,264 2.86%
14 ISHARES TR 86,827 10,130 2.82%
15 VANGUARD INTL EQUITY INDEX F 284,168 10,011 2.79%
16 ISHARES TR 85,233 9,905 2.76%
17 ISHARES TR 101,602 8,669 2.41%
18 ISHARES COHEN & STEERS REIT ETF 74,649 8,077 2.25%
19 VANGUARD INTL EQUITY INDEX F 179,626 7,697 2.14%
20 ISHARES 7-10 YEAR TREASURY BOND ETF 60,681 6,854 1.91%
21 KAYNE ANDERSON MLP INVT CO 278,842 5,674 1.58%
22 POWERSHARES ETF TR II 281,893 5,187 1.44%
23 ISHARES TR 35,393 4,344 1.21%
24 ISHARES TR 22,183 2,825 0.79%
25 VANGUARD SCOTTSDALE FDS 31,395 2,807 0.78%
26 VANGUARD BD INDEX FDS 27,758 2,722 0.76%
27 ISHARES TR 64,214 2,206 0.61%
28 ISHARES TR 10,694 1,218 0.34%
29 PIMCO ETF TRUST 1-5 US TIP IDX ETF 21,892 1,157 0.32%
30 SCHWAB SHORT-TERM US TREASURY ETF 18,981 967 0.27%
31 SCHWAB US AGGREGATE BOND ETF 14,106 758 0.21%
32 ISHARES INC 17,637 738 0.21%
33 VANECK VECTORS ETF TR 15,247 493 0.14%
34 SCHWAB U.S. SMALL-CAP ETF 7,069 382 0.11%
35 ISHARES TR 3,682 370 0.10%
36 SCHWAB INTERNATIONAL EQUITY ETF 13,154 357 0.10%
37 SCHWAB U.S. LARGE-CAP ETF 5,946 296 0.08%
38 SCHWAB U.S. BROAD MARKET ETF 5,819 293 0.08%
39 SCHWAB INTERMEDIATE-TERM US TREASURY ETF 5,151 288 0.08%
40 VANGUARD INDEX FDS 2,789 237 0.07%
41 VANGUARD INDEX FDS 2,163 232 0.06%
42 SCHWAB EMERGING MARKETS EQUITY ETF 10,375 221 0.06%
43 SCHWAB U.S. REIT ETF 4,603 200 0.06%