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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
Page 1 of 2  ·  40 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IVV ISHARES TR 93,090.0 $69.7M 11.39% -5K -5.1% $748.89 +2.7%
2 VOO VANGUARD INDEX FDS 95,820.0 $65.8M 10.75% -3K -3.0% $686.81 +2.5%
3 BND VANGUARD BD INDEX FDS 806,604.0 $59.2M 9.67% +58K +7.8% $73.41 -1.6%
4 IEF ISHARES TR 541,981.0 $51.3M 8.37% +45K +9.0% $94.57 -1.9%
5 AGG ISHARES TR 515,560.0 $51.0M 8.34% +40K +8.5% $98.98 -1.6%
6 VYM VANGUARD WHITEHALL FDS 293,079.0 $46.3M 7.57% -5K -1.7% $158.03 +4.4%
7 IEFA ISHARES TR 305,116.0 $29.5M 4.81% +5K +1.8% $96.58 +4.4%
8 IJH ISHARES TR 378,917.0 $29.2M 4.77% -5K -1.4% $77.11 -0.4%
9 VEA VANGUARD TAX-MANAGED FDS 404,555.0 $28.8M 4.71% -10K -2.4% $71.25 +3.0%
10 IJR ISHARES TR 165,931.0 $24.6M 4.02% -8K -4.4% $148.31 -0.7%
11 VB VANGUARD INDEX FDS 76,439.0 $23.2M 3.78% -2K -2.2% $303.12 +0.5%
12 VO VANGUARD INDEX FDS 280,883.0 $22.6M 3.70% +211K +299.5% $80.57 +3.0%
13 HYG ISHARES TR 242,205.0 $19.4M 3.16% $79.97 -0.5%
14 IEMG ISHARES INC 205,491.0 $17.0M 2.78% -16K -7.1% $82.84 -1.5%
15 VCSH VANGUARD SCOTTSDALE FDS 200,399.0 $15.8M 2.59% +13K +7.2% $79.03 -0.6%
16 VWO VANGUARD INTL EQUITY INDEX F 253,446.0 $15.1M 2.47% -3K -1.3% $59.69 +1.3%
17 LQD ISHARES TR 117,726.0 $12.8M 2.10% +8K +7.6% $109.07 -2.9%
18 USHY ISHARES TR 185,359.0 $6.9M 1.12% +50K +36.8% $37.02 -0.5%
19 GOVT ISHARES TR 187,305.0 $4.3M 0.70% +31K +19.9% $22.78 -1.4%
20 EFA ISHARES TR 18,881.0 $2.0M 0.32% -97.0 -0.5% $103.88 +4.2%
Page 1 of 2  ·  40 positions

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%