Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Twele Capital Management, Inc. (CIK 1411268) reported $560.9M across 39 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($64.1M, 11.42%), VOO ($59.0M, 10.52%), BND ($55.1M, 9.83%), IEF ($47.4M, 8.46%), AGG ($47.2M, 8.41%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $64.1M | 11.42% | 98,082 | Added |
| 2 | VOO | VANGUARD INDEX FDS | $59.0M | 10.52% | 98,770 | Added |
| 3 | BND | VANGUARD BD INDEX FDS | $55.1M | 9.83% | 748,499 | Added |
| 4 | IEF | ISHARES TR | $47.4M | 8.46% | 497,065 | Added |
| 5 | AGG | ISHARES TR | $47.2M | 8.41% | 475,327 | Added |
| 6 | VYM | VANGUARD WHITEHALL FDS | $44.2M | 7.87% | 298,225 | Trimmed |
| 7 | IEFA | ISHARES TR | $27.1M | 4.84% | 299,724 | Added |
| 8 | VEA | VANGUARD TAX-MANAGED FDS | $26.6M | 4.74% | 414,535 | Trimmed |
| 9 | IJH | ISHARES TR | $25.9M | 4.62% | 384,100 | Trimmed |
| 10 | IJR | ISHARES TR | $21.6M | 3.85% | 173,598 | Trimmed |
| 11 | VB | VANGUARD INDEX FDS | $20.5M | 3.65% | 78,142 | Added |
| 12 | VO | VANGUARD INDEX FDS | $20.2M | 3.60% | 70,303 | Added |
| 13 | HYG | ISHARES TR | $19.3M | 3.44% | 242,688 | Trimmed |
| 14 | IEMG | ISHARES INC | $15.4M | 2.75% | 221,123 | Trimmed |
| 15 | VCSH | VANGUARD SCOTTSDALE FDS | $14.8M | 2.64% | 186,907 | Added |
| 16 | VWO | VANGUARD INTL EQUITY INDEX F | $13.9M | 2.47% | 256,815 | Trimmed |
| 17 | LQD | ISHARES TR | $11.9M | 2.13% | 109,412 | Added |
| 18 | USHY | ISHARES TR | $5.0M | 0.89% | 135,532 | Added |
| 19 | GOVT | ISHARES TR | $3.6M | 0.64% | 156,171 | Added |
| 20 | IEI | ISHARES TR | $2.0M | 0.35% | 16,776 | Added |
| 21 | EFA | ISHARES TR | $1.8M | 0.33% | 18,978 | Trimmed |
| 22 | VTEB | VANGUARD MUN BD FDS | $1.8M | 0.32% | 36,266 | Added |
| 23 | SCHZ | SCHWAB STRATEGIC TR | $1.3M | 0.24% | 57,009 | Added |
| 24 | MUB | ISHARES TR | $1.2M | 0.21% | 11,169 | Trimmed |
| 25 | SCHO | SCHWAB STRATEGIC TR | $1.1M | 0.20% | 45,162 | Added |
Source: SEC Form 13F filings · as of 2026-03-31