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Portfolio (Quarterly) Guide ↗

Twele Capital Management, Inc.

· CIK 0001411268
13F Portfolio $612M AUM 40 positions Filed Jul 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 1 New 16 Added 19 Reduced
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 BND VANGUARD BD INDEX FDS 806,604.0 $59.2M 9.67% +58K +7.8% $73.41 -1.6%
2 IEF ISHARES TR 541,981.0 $51.3M 8.37% +45K +9.0% $94.57 -1.9%
3 AGG ISHARES TR 515,560.0 $51.0M 8.34% +40K +8.5% $98.98 -1.6%
4 IEFA ISHARES TR 305,116.0 $29.5M 4.81% +5K +1.8% $96.58 +4.4%
5 VO VANGUARD INDEX FDS 280,883.0 $22.6M 3.70% +211K +299.5% $80.57 +3.0%
6 VCSH VANGUARD SCOTTSDALE FDS 200,399.0 $15.8M 2.59% +13K +7.2% $79.03 -0.6%
7 LQD ISHARES TR 117,726.0 $12.8M 2.10% +8K +7.6% $109.07 -2.9%
8 USHY ISHARES TR 185,359.0 $6.9M 1.12% +50K +36.8% $37.02 -0.5%
9 GOVT ISHARES TR 187,305.0 $4.3M 0.70% +31K +19.9% $22.78 -1.4%
10 MUB ISHARES TR 16,623.0 $1.8M 0.29% +5K +48.8% $107.62 -2.1%
11 SCHZ SCHWAB STRATEGIC TR 59,964.0 $1.4M 0.23% +3K +5.2% $23.13 -1.6%
12 VCIT VANGUARD SCOTTSDALE FDS 15,345.0 $1.3M 0.21% +3K +28.5% $82.65 -1.9%
13 IWF ISHARES TR 6,196.0 $769K 0.13% +5K +300.0% $124.17 -1.4%
14 SCHR SCHWAB STRATEGIC TR 23,081.0 $569K 0.09% +2K +10.0% $24.66 -1.1%
15 VUG VANGUARD INDEX FDS 6,585.0 $567K 0.09% +5K +482.2% $86.14 +1.6%
16 SHY ISHARES TR 5,356.0 $440K 0.07% +263.0 +5.2% $82.11 -0.1%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 100.0%