Twele Capital Management, Inc.
CIK: 1411268SEC EDGAR →
Portfolio Value
$314.1B
Holdings
39
As of
Q1 2026
New Positions
39
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD BD INDEX FDS | 748,499 | $55.1B | 17.55% |
| 2 | ISHARES TR | 497,065 | $47.4B | 15.10% |
| 3 | ISHARES TR | 475,327 | $47.2B | 15.02% |
| 4 | ISHARES TR | 299,724 | $27.1B | 8.64% |
| 5 | VANGUARD TAX-MANAGED FDS | 414,535 | $26.6B | 8.46% |
| 6 | ISHARES TR | 384,100 | $25.9B | 8.26% |
| 7 | ISHARES TR | 242,688 | $19.3B | 6.15% |
| 8 | ISHARES INC | 221,123 | $15.4B | 4.91% |
| 9 | VANGUARD SCOTTSDALE FDS | 186,907 | $14.8B | 4.72% |
| 10 | VANGUARD INTL EQUITY INDEX F | 256,815 | $13.9B | 4.42% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 34 | $283.4B | 90.2% |
| Unknown | 3 | $30.7B | 9.8% |
| Technology | 2 | $910K | 0.0% |