Twele Capital Management, Inc. Top Holdings and 13F Report (2025) About Twele Capital Management, Inc.Investment ActivityTwele Capital Management, Inc. has $541.89 million in total holdings as of September 30, 2025.Twele Capital Management, Inc. owns shares of 39 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 3.09% of the portfolio was purchased this quarter.About 0.48% of the portfolio was sold this quarter.This quarter, Twele Capital Management, Inc. has purchased 39 new stocks and bought additional shares in 25 stocks.Twele Capital Management, Inc. sold shares of 11 stocks and completely divested from 0 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $63,240,897Vanguard S&P 500 ETF $58,748,676Vanguard Total Bond Market ETF $51,811,200iShares 7-10 Year Treasury Bond ETF $45,711,719iShares Core U.S. Aggregate Bond ETF $44,876,211 Largest Purchases this Quarter iShares 7-10 Year Treasury Bond ETF 37,484 shares (about $3.62M)Vanguard Total Bond Market ETF 47,298 shares (about $3.52M)iShares Core U.S. Aggregate Bond ETF 31,490 shares (about $3.16M)iShares Broad USD High Yield Corporate Bond ETF 50,138 shares (about $1.89M)Vanguard Short-Term Corporate Bond ETF 10,482 shares (about $837.83K) Largest Sales this Quarter iShares Core S&P 500 ETF 1,473 shares (about $985.88K)Vanguard S&P 500 ETF 1,413 shares (about $865.29K)Vanguard Tax-Exempt Bond ETF 11,166 shares (about $559.08K)iShares Select Dividend ETF 493 shares (about $70.06K)Schwab US Large-Cap ETF 1,909 shares (about $50.28K) Sector Allocation Over TimeMap of 500 Largest Holdings ofTwele Capital Management, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$63,240,897$985,880 ▼-1.5%94,48811.7%ETFVOOVanguard S&P 500 ETF$58,748,676$865,293 ▼-1.5%95,93510.8%ETFBNDVanguard Total Bond Market ETF$51,811,200$3,517,552 ▲7.3%696,6689.6%ETFIEFiShares 7-10 Year Treasury Bond ETF$45,711,719$3,615,707 ▲8.6%473,8938.4%ETFAGGiShares Core U.S. Aggregate Bond ETF$44,876,211$3,156,873 ▲7.6%447,6438.3%FinanceVYMVanguard High Dividend Yield ETF$41,801,965$769,587 ▲1.9%296,5737.7%ETFIEFAiShares Core MSCI EAFE ETF$25,893,178$354,129 ▲1.4%296,5664.8%ETFVEAVanguard FTSE Developed Markets ETF$25,589,496$210,918 ▲0.8%427,0614.7%ETFIJHiShares Core S&P Mid-Cap ETF$24,514,694$11,290 ▲0.0%375,6474.5%ETFIJRiShares Core S&P Small-Cap ETF$20,514,664$292,203 ▲1.4%172,6393.8%ETFVOVanguard Mid-Cap ETF$20,307,715$266,422 ▲1.3%69,1353.7%ETFHYGiShares iBoxx $ High Yield Corporate Bond ETF$19,840,482$40,920 ▲0.2%244,3713.7%ETFVBVanguard Small-Cap ETF$19,766,456$202,407 ▲1.0%77,7353.6%ETFIEMGiShares Core MSCI Emerging Markets ETF$15,507,087$97,957 ▲0.6%235,2412.9%ETFVWOVanguard FTSE Emerging Markets ETF$14,296,965$85,659 ▲0.6%263,8792.6%ETFVCSHVanguard Short-Term Corporate Bond ETF$14,000,300$837,826 ▲6.4%175,1572.6%ETFLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$11,343,299$565,264 ▲5.2%101,7612.1%FinanceUSHYiShares Broad USD High Yield Corporate Bond ETF$3,504,776$1,894,214 ▲117.6%92,7680.6%ETFGOVTiShares U.S. Treasury Bond ETF$3,352,216$424,229 ▲14.5%144,9920.6%ETFIEIiShares 3-7 Year Treasury Bond ETF$1,937,138$2,868 ▲0.1%16,2090.4%ETFEFAiShares MSCI EAFE ETF$1,868,5210.0%20,0120.3%FinanceSCHZSchwab U.S. Aggregate Bond ETF$1,263,819$63,510 ▲5.3%53,8480.2%ETFMUBiShares National Muni Bond ETF$1,179,744$200,742 ▲20.5%11,0780.2%ETFVTEBVanguard Tax-Exempt Bond ETF$1,175,744$559,082 ▼-32.2%23,4820.2%ETFSCHXSchwab US Large-Cap ETF$1,064,452$50,283 ▼-4.5%40,4120.2%ETFSCHOSchwab Short-Term U.S. Treasury ETF$1,025,362$4,538 ▲0.4%42,0230.2%ETFSCHASchwab US Small-Cap ETF$880,698$11,802 ▼-1.3%31,5660.2%ETFSCHFSchwab International Equity ETF$880,359$12,827 ▼-1.4%37,8160.2%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$874,576$80,325 ▲10.1%10,3980.2%ETFSCHBSchwab US Broad Market ETF$729,727$20,337 ▼-2.7%28,3830.1%ETFIWFiShares Russell 1000 Growth ETF$725,568$1,874 ▼-0.3%1,5490.1%ETFAAPLApple$672,446$255 ▲0.0%2,6410.1%Computer and TechnologySCHMSchwab U.S. Mid-Cap ETF$551,690$1,037 ▼-0.2%18,6130.1%ETFVUGVanguard Growth ETF$548,674$14,388 ▼-2.6%1,1440.1%ETFSCHRSchwab Intermediate-Term U.S. Treasury ETF$514,462$22,893 ▲4.7%20,4720.1%ETFSHYiShares 1-3 Year Treasury Bond ETF$412,7260.0%4,9750.1%ManufacturingDVYiShares Select Dividend ETF$341,183$70,055 ▼-17.0%2,4010.1%ETFSCHESchwab Emerging Markets Equity ETF$338,3590.0%10,1400.1%ETFNVDANVIDIA$278,796$29,858 ▲12.0%1,4940.1%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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