Twele Capital Management, Inc.
CIK: 0001411268SEC EDGAR →
Portfolio Value
$560K
Holdings
39
As of
Q4 2025
New Positions
39
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD BD INDEX FDS | 737,256 | $54.6M | 9758.99% |
| 2 | ISHARES TR | 492,138 | $47.3M | 8457.09% |
| 3 | ISHARES TR | 469,573 | $46.9M | 8381.50% |
| 4 | VANGUARD WHITEHALL FDS | 298,771 | $42.9M | 7662.90% |
| 5 | VANGUARD TAX-MANAGED FDS | 428,789 | $26.8M | 4786.92% |
| 6 | ISHARES TR | 298,541 | $26.7M | 4772.81% |
| 7 | ISHARES TR | 385,100 | $25.4M | 4542.09% |
| 8 | ISHARES TR | 174,979 | $21.0M | 3757.91% |
| 9 | VANGUARD INDEX FDS | 69,737 | $20.2M | 3616.91% |
| 10 | VANGUARD INDEX FDS | 78,139 | $20.2M | 3601.90% |
Quarterly Changes
New Positions (39)
$54.6M · 737K shares
$47.3M · 492K shares
$46.9M · 470K shares
$42.9M · 299K shares
$26.8M · 429K shares
$26.7M · 299K shares
$25.4M · 385K shares
$21.0M · 175K shares
$20.2M · 70K shares
$20.2M · 78K shares
$19.8M · 246K shares
$15.8M · 236K shares
$14.5M · 182K shares
$14.2M · 265K shares
$11.4M · 103K shares
$4.0M · 107K shares
$3.5M · 153K shares
$2.0M · 17K shares
$1.9M · 20K shares
$1.8M · 35K shares
$1.3M · 55K shares
$1.2M · 11K shares
$1.1M · 40K shares
$1.1M · 44K shares
$983K · 12K shares
$907K · 38K shares
$891K · 31K shares
$733K · 2K shares
$732K · 28K shares
$694K · 3K shares
$559K · 19K shares
$551K · 1K shares
$523K · 21K shares
$437K · 5K shares
$338K · 2K shares
$329K · 10K shares
$278K · 1K shares
$66K · 96K shares
$60K · 96K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 34 | $402.2M | 92.7% |
| Unknown | 3 | $30.6M | 7.0% |
| Technology | 2 | $972K | 0.2% |