Twele Capital Management, Inc. Q4 2022 vs. Q1 2023: An Overview of 13F Holdings Update

Twele Capital Management, Inc. recently filed their 13F form, reflecting their holdings for the fourth quarter of 2022 and first quarter of 2023. The 13F form is filed by institutional investment managers who manage over $100 million in assets and is required to disclose their equity holdings with the Securities and Exchange Commission (SEC).

In this article, we will dive into Twele Capital Management, Inc.'s 13F filing and review the changes in their holdings from Q4 2022 to Q1 2023. We will also analyze the top holdings of Twele Capital and identify the significant changes in their portfolio.

ISHARES TR:

The top holdings for Twele Capital Management, Inc. include several shares from ISHARES TR, a subsidiary of BlackRock. Their holdings in this company decreased overall, with a notable decrease in shares of IEMG, which decreased by 2.2%, from 835,598 shares in Q4 2022 to 782,099 shares in Q1 2023.

Other notable decreases in their holdings from ISHARES TR were EMB and EFA, which saw a decrease of 6.3% and 2.1%, respectively. In contrast, the company managed to increase its holdings in IVV and VOO by 2.4% and 5.4%, respectively.

VANGUARD:

Twele Capital Management, Inc. also holds several shares in Vanguard Group, a well-known investment management company. Their holdings in Vanguard showed a mixed picture of increase and decrease. Their holdings in VEA increased by 6.6%, from 373,246 shares in Q4 2022 to 369,558 shares in Q1 2023. Meanwhile, their holdings in VB increased by 13.1%, from 45,374 shares in Q4 2022 to 49,668 shares in Q1 2023.

However, it's worth noting that the company decreased its holdings in IWN and IJR by 10.2% and 3.7%, respectively.

OTHER HOLDINGS:

Twele Capital Management, Inc. also has holdings in SCHWAB STRATEGIC TR and ISHARES INC. Their holdings in both companies showed a decrease in their shares. One of the significant changes was the company's reduction of their holdings in SCHX which saw a decrease of 7.6%, from 23,630 shares in Q4 2022 to 20,387 shares in Q1 2023.

On the other hand, the company increased its holdings in VUG by 17% from 2,386 shares in Q4 2022 to 2,386 shares in Q1 2023.

CONCLUSION:

Overall, Twele Capital Management, Inc.'s 13F filing was relatively stable, with some significant changes in their holdings. The company's primary focus remains on ISHARES TR and Vanguard Group, and overall, they see an increase in holdings in some shares and a decrease in others.

As with any investment management company, Twele Capital's holdings are subject to change based on market conditions and other factors. It's essential to keep an eye on the company's quarterly filings to understand their investment strategies, and these insights can help individuals make more informed investment decisions.