Twele Capital Management, Inc. — 13F holdings

Twele Capital Management, Inc. reported 39 holdings worth $605M in its 13F filing for Q3 2026, filed October 13, 2026.

Largest positions

  1. IVV ISHARES TR — $70.2M (11.6%)
  2. VOO VANGUARD INDEX FDS — $67.2M (11.1%)
  3. BND VANGUARD BD INDEX FDS — $59.3M (9.8%)
  4. AGG ISHARES TR — $51.0M (8.4%)
  5. IEF ISHARES TR — $50.2M (8.3%)
  6. VYM VANGUARD WHITEHALL FDS — $45.8M (7.6%)
  7. IEFA ISHARES TR — $29.6M (4.9%)
  8. VEA VANGUARD TAX-MANAGED FDS — $28.5M (4.7%)
  9. IJH ISHARES TR — $27.1M (4.5%)
  10. IJR ISHARES TR — $22.6M (3.7%)