Twele Capital Management, Inc.
CIK: 1411268SEC EDGAR →
Portfolio Value
$357.9B
Holdings
39
As of
Q3 2026
New Positions
0
Closed Positions
1
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD BD INDEX FDS | 845,628 | $59.3B | 16.58% |
| 2 | ISHARES TR | 539,155 | $51.0B | 14.24% |
| 3 | ISHARES TR | 562,022 | $50.2B | 14.03% |
| 4 | ISHARES TR | 305,503 | $29.6B | 8.27% |
| 5 | VANGUARD TAX-MANAGED FDS | 403,733 | $28.5B | 7.97% |
| 6 | ISHARES TR | 377,307 | $27.1B | 7.59% |
| 7 | VANGUARD INDEX FDS | 285,791 | $22.4B | 6.26% |
| 8 | ISHARES TR | 242,175 | $18.7B | 5.22% |
| 9 | ISHARES INC | 206,181 | $16.7B | 4.68% |
| 10 | VANGUARD SCOTTSDALE FDS | 206,638 | $16.0B | 4.46% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 34 | $324.3B | 90.6% |
| Unknown | 3 | $33.6B | 9.4% |
| Technology | 2 | $1.2M | 0.0% |