account_balance
Investment manager · 13F filer · SEC CIK 1411268
Twele Capital Management, Inc.
Reported value$605Mas of Sep 30, 2026
Positions39 0 new, 1 sold out
Top 10 weight74.7%IVV alone is 12%
FiledOct 1313 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Tr
11.6%
VOOVanguard Index FDS
11.1%
BNDVanguard Bd Index FDS
9.8%Added +5%
AGGiShares Tr
8.4%Added +5%
IEFiShares Tr
8.3%Added +4%
VYMVanguard Whitehall FDS
7.6%
IEFAiShares Tr
4.9%
VEAVanguard Tax-Managed FDS
4.7%
IJHiShares Tr
4.5%
IJRiShares Tr
3.7%
VOVanguard Index FDS
3.7%
VBVanguard Index FDS
3.6%
IVViShares Tr
11.6%
VOOVanguard Index FDS
11.1%
BNDVanguard Bd Index FDS
9.8%Added +5%
AGGiShares Tr
8.4%Added +5%
IEFiShares Tr
8.3%Added +4%
VYMVanguard Whitehall FDS
7.6%
IEFA4.9%
VEAVanguard Tax-Managed FDS
4.7%
IJHiShares Tr
4.5%
IJR3.7%
VO3.7%
VB3.6%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IVV iShares Tr 11.6% Held
VOO Vanguard Index FDS 11.1% Held
BND Vanguard Bd Index FDS 9.8% Added +5%
AGG iShares Tr 8.4% Added +5%
IEF iShares Tr 8.3% Added +4%
VYM Vanguard Whitehall FDS 7.6% Held
IEFA iShares Tr 4.9% Held
VEA Vanguard Tax-Managed FDS 4.7% Held
IJH iShares Tr 4.5% Held
IJR iShares Tr 3.7% Held
VO Vanguard Index FDS 3.7% Held
VB Vanguard Index FDS 3.6% Held
What changed
Biggest moves since Jun 30, 2026
add_circleNew
None
arrow_upwardAdded
- VTEB +57%
- USHY +6%
- BND +5%
- AGG +5%
arrow_downwardTrimmed
- MUB −26%
- IEI −6%
- GOVT −3%
remove_circleSold out
- TLT $208K
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