Twele Capital Management, Inc. Top Holdings and 13F Report (2024) → The A.I. story nobody is telling you (Read ASAP) (From TradeSmith) (Ad) About Twele Capital Management, Inc.Investment ActivityTwele Capital Management, Inc. has $442.05 million in total holdings as of March 31, 2024.Twele Capital Management, Inc. owns shares of 37 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 5.13% of the portfolio was purchased this quarter.About 46.67% of the portfolio was sold this quarter.This quarter, Twele Capital Management, Inc. has purchased 42 new stocks and bought additional shares in 18 stocks.Twele Capital Management, Inc. sold shares of 18 stocks and completely divested from 6 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $52,342,731Vanguard S&P 500 ETF $46,600,020Vanguard Total Bond Market ETF $40,682,097iShares 7-10 Year Treasury Bond ETF $37,950,141iShares Core U.S. Aggregate Bond ETF $36,910,942 Largest New Holdings this Quarter NVIDIA $361,440 Holding Largest Purchases this Quarter iShares Core S&P Mid-Cap ETF 295,945 shares (about $17.98M)iShares 7-10 Year Treasury Bond ETF 24,290 shares (about $2.30M)iShares iBoxx $ High Yield Corporate Bond ETF 6,596 shares (about $512.71K)iShares iBoxx $ Investment Grade Corporate Bond ETF 3,842 shares (about $418.47K)NVIDIA 400 shares (about $361.44K) Largest Sales this Quarter iShares Core MSCI Emerging Markets ETF 498,898 shares (about $25.74M)iShares Core S&P 500 ETF 46,234 shares (about $24.31M)iShares MSCI EAFE ETF 279,767 shares (about $22.34M)iShares Core U.S. Aggregate Bond ETF 170,154 shares (about $16.66M)Vanguard Total Bond Market ETF 82,886 shares (about $6.02M) 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$52,342,731$24,306,601 ▼-31.7%99,56211.8%ETFVOOVanguard S&P 500 ETF$46,600,020$1,838,678 ▼-3.8%96,94210.5%ETFBNDVanguard Total Bond Market ETF$40,682,097$6,020,010 ▼-12.9%560,1289.2%ETFIEFiShares 7-10 Year Treasury Bond ETF$37,950,141$2,299,291 ▲6.4%400,9108.6%ETFAGGiShares Core U.S. Aggregate Bond ETF$36,910,942$16,664,883 ▼-31.1%376,8738.4%FinanceVYMVanguard High Dividend Yield ETF$35,789,810$757,881 ▼-2.1%295,8088.1%ETFIJHiShares Core S&P Mid-Cap ETF$22,512,889$17,975,677 ▲396.2%370,6445.1%ETFIEFAiShares Core MSCI EAFE ETF$21,379,443$65,462 ▲0.3%288,0554.8%ETFVEAVanguard FTSE Developed Markets ETF$20,509,547$803 ▼0.0%408,8014.6%ETFHYGiShares iBoxx $ High Yield Corporate Bond ETF$19,050,691$512,707 ▲2.8%245,0884.3%ETFIJRiShares Core S&P Small-Cap ETF$18,225,164$157,933 ▲0.9%164,9044.1%ETFVOVanguard Mid-Cap ETF$15,705,451$3,998 ▼0.0%62,8573.6%ETFVBVanguard Small-Cap ETF$14,919,155$32,003 ▼-0.2%65,2663.4%ETFVCSHVanguard Short-Term Corporate Bond ETF$11,618,534$192,888 ▲1.7%150,2852.6%ETFIEMGiShares Core MSCI Emerging Markets ETF$11,535,387$25,743,138 ▼-69.1%223,5542.6%ETFVWOVanguard FTSE Emerging Markets ETF$10,217,945$222,133 ▲2.2%244,6242.3%ETFLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$9,479,962$418,471 ▲4.6%87,0362.1%FinanceIEIiShares 3-7 Year Treasury Bond ETF$1,899,516$88,710 ▲4.9%16,4020.4%ETFEFAiShares MSCI EAFE ETF$1,687,522$22,342,197 ▼-93.0%21,1310.4%FinanceVTEBVanguard Tax-Exempt Bond ETF$1,511,473$49,335 ▼-3.2%29,8710.3%ETFGOVTiShares U.S. Treasury Bond ETF$1,318,771$155,200 ▲13.3%57,9170.3%ETFSCHZSchwab U.S. Aggregate Bond ETF$1,151,300$73,555 ▲6.8%25,0280.3%ETFMUBiShares National Muni Bond ETF$1,092,726$29,699 ▲2.8%10,1550.2%ETFSCHXSchwab US Large-Cap ETF$1,042,671$73,914 ▼-6.6%16,8010.2%ETFSCHOSchwab Short-Term U.S. Treasury ETF$923,029$42,618 ▲4.8%19,1460.2%ETFSCHASchwab US Small-Cap ETF$767,061$5,466 ▼-0.7%15,5780.2%ETFSCHFSchwab International Equity ETF$703,443$9,365 ▲1.3%18,0280.2%ETFSCHBSchwab US Broad Market ETF$613,736$1,160 ▲0.2%10,0530.1%ETFVUGVanguard Growth ETF$548,655$7,228 ▼-1.3%1,5940.1%ETFIWFiShares Russell 1000 Growth ETF$524,450$47,524 ▼-8.3%1,5560.1%ETFSCHRSchwab Intermediate-Term U.S. Treasury ETF$517,821$35,071 ▲7.3%10,5570.1%ETFSCHMSchwab U.S. Mid-Cap ETF$516,674$5,293 ▼-1.0%6,3450.1%ETFSHYiShares 1-3 Year Treasury Bond ETF$457,805$2,022,585 ▼-81.5%5,5980.1%ManufacturingDVYiShares Select Dividend ETF$398,241$2,464 ▼-0.6%3,2330.1%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$363,986$31,640 ▲9.5%4,5210.1%ETFNVDANVIDIA$361,440$361,440 ▲New Holding4000.1%Computer and TechnologySCHESchwab Emerging Markets Equity ETF$215,600$9,216 ▲4.5%8,5390.0%ETFIWBiShares Russell 1000 ETF$0$86,066,389 ▼-100.0%00.0%ETFEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$0$10,407,997 ▼-100.0%00.0%ETFIWMiShares Russell 2000 ETF$0$8,350,741 ▼-100.0%00.0%FinanceIWRiShares Russell Mid-Cap ETF$0$1,104,000 ▼-100.0%00.0%ETFAAPLApple$0$231,036 ▼-100.0%00.0%Computer and TechnologyEEMiShares MSCI Emerging Markets ETF$0$226,463 ▼-100.0%00.0%FinanceShowing 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 Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. 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