Universe · entity
Twele Capital Management, Inc.
Institutional manager (13F) · CIK 1411268
13F holdings · as of 2026-03-31 · top 39 · reported portfolio $561M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | ISHARES TR | $64M | 98,082 |
| 2 | VANGUARD INDEX FDS | $59M | 98,770 |
| 3 | VANGUARD BD INDEX FDS | $55M | 748,499 |
| 4 | ISHARES TR | $47M | 497,065 |
| 5 | ISHARES TR | $47M | 475,327 |
| 6 | VANGUARD WHITEHALL FDS | $44M | 298,225 |
| 7 | ISHARES TR | $27M | 299,724 |
| 8 | VANGUARD TAX-MANAGED FDS | $27M | 414,535 |
| 9 | ISHARES TR | $26M | 384,100 |
| 10 | ISHARES TR | $22M | 173,598 |
| 11 | VANGUARD INDEX FDS | $20M | 78,142 |
| 12 | VANGUARD INDEX FDS | $20M | 70,303 |
| 13 | ISHARES TR | $19M | 242,688 |
| 14 | ISHARES INC | $15M | 221,123 |
| 15 | VANGUARD SCOTTSDALE FDS | $15M | 186,907 |
| 16 | VANGUARD INTL EQUITY INDEX F | $14M | 256,815 |
| 17 | ISHARES TR | $12M | 109,412 |
| 18 | ISHARES TR | $5M | 135,532 |
| 19 | ISHARES TR | $4M | 156,171 |
| 20 | ISHARES TR | $2M | 16,776 |
| 21 | ISHARES TR | $2M | 18,978 |
| 22 | VANGUARD MUN BD FDS | $2M | 36,266 |
| 23 | SCHWAB STRATEGIC TR | $1M | 57,009 |
| 24 | ISHARES TR | $1M | 11,169 |
| 25 | SCHWAB STRATEGIC TR | $1M | 45,162 |
| 26 | SCHWAB STRATEGIC TR | $1M | 40,121 |
| 27 | VANGUARD SCOTTSDALE FDS | $988k | 11,945 |
| 28 | SCHWAB STRATEGIC TR | $921k | 37,214 |
| 29 | SCHWAB STRATEGIC TR | $908k | 31,207 |
| 30 | SCHWAB STRATEGIC TR | $699k | 27,829 |
| 31 | ISHARES TR | $660k | 1,549 |
| 32 | APPLE INC | $649k | 2,557 |
| 33 | SCHWAB STRATEGIC TR | $567k | 18,318 |
| 34 | SCHWAB STRATEGIC TR | $523k | 20,977 |
| 35 | VANGUARD INDEX FDS | $494k | 1,131 |
| 36 | ISHARES TR | $421k | 5,093 |
| 37 | ISHARES TR | $361k | 2,383 |
| 38 | SCHWAB STRATEGIC TR | $333k | 10,117 |
| 39 | NVIDIA CORPORATION | $261k | 1,494 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.