investingreview.org logo
Avoid Fraud, Get The Facts, And Find The Best
Nothings Found.

Reported Holdings Of The
Twele Capital Management Inc

Legal Name: TWELE CAPITAL MANAGEMENT, INC.

Period of report: Jun 30, 2019
Effectiveness Date: Jul 18, 2019

Security Shares Held / Principal Amount Market Value Option
ISHARES TR CORE US AGGBD ET (464287226) 593,672 $66,105k
VANGUARD BD INDEX FD INC TOTAL BND MRKT (921937835) 757,072 $62,890k
ISHARES TR CORE S&P500 ETF (464287200) 159,100 $46,895k
ISHARES (464287465) 592,597 $38,951k
VANGUARD INDEX FDS S&P 500 ETF SHS (922908363) 139,050 $37,425k
ISHARES TR CORE S&P SCP ETF (464287804) 337,633 $26,430k
ISHARES TR CORE S&P MCP ETF (464287507) 129,394 $25,136k
ISHARES TR BARCLAYS 7 10 YR (464287440) 182,001 $20,024k
ISHARES TR IBOXX HI YD ETF (464288513) 200,674 $17,495k
VANGUARD WHITEHALL FDS INC (921946406) 183,397 $16,025k
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD (92206C409) 191,226 $15,428k
ISHARES TR (464287457) 181,408 $15,380k
VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF (921943858) 325,963 $13,596k
ISHARES (464287242) 86,642 $10,776k
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF (922042858) 241,645 $10,277k
ISHARES (464287234) 235,027 $10,085k
VANGUARD INDEX FDS SMALL CP ET (922908751) 57,506 $9,009k
ISHARES TR (464287176) 72,377 $8,359k
VANGUARD INDEX FDS MID CAP ETF (922908629) 47,120 $7,877k
ISHARES TR COHEN&ST RLTY (464287564) 59,853 $6,742k
ISHARES (464287168) 65,711 $6,542k
INVESCO EXCHNG TRADED FD TR (46138E719) 195,646 $3,707k
ISHARES (464288273) 63,000 $3,616k
ISHARES TR (464288257) 29,800 $2,197k
ISHARES U (464287739) 23,750 $2,074k
SCHWAB STRATEGIC T (808524862) 40,049 $2,026k
ISHARES TR NATIONAL MUN ETF (464288414) 17,909 $2,025k
Schwab Aggregate Bond ETF (SCH (808524839) 25,874 $1,371k
ISHARES INC CORE MSCI EMKT (46434G103) 24,269 $1,248k
ISHARES TR 3 7 YR TREAS BD (464288661) 7,957 $1,001k
SCHWAB STRATEGIC TR (808524201) 13,313 $934k
SCHWAB STRATEGIC TR (808524805) 21,911 $703k
SCHWAB STRATEGIC TR US SML CAP ETF (808524607) 9,746 $697k
SCHWAB STRATEGIC TR (808524102) 9,835 $694k
VANGUARD INDEX FDS REAL ESTATE ETF (922908553) 7,791 $681k
VANGUARD INDEX FDS GROWTH ETF (922908736) 3,501 $572k
ISHARES TR CORE MSCI EAFE (46432F842) 8,825 $542k
GOLDMAN SACHS ETF TR (381430529) 4,974 $499k
SCHWAB STRATEGIC TR (808524854) 8,279 $455k
ISHARES TR RUS 1000 GRW ETF (464287614) 2,812 $442k
SCHWAB STRATEGIC TR (808524706) 15,751 $413k
SCHWAB STRATEGIC TR US MID-CAP ETF (808524508) 5,969 $341k
VANGUARD SCOTTSDALE FDS (92206C870) 3,369 $303k
VANGUARD INDEX FDS VALUE ETF (922908744) 2,129 $236k
VANGUARD CHARLOTTE FDS (92203J407) 3,650 $209k
KAYNE ANDERS MLP/MID (486606106) 10,260 $157k

Many people have been burned by frauds and Ponzi schemes. So we created this website to help you, the potential investor, get the facts, find the best, and avoid fraud and Ponzi schemes.

All information provided on this website is provided without warranty and for informational purposes only.
InvestingReview.org does not provide investment advice. InvestingReview.org is not an investment adviser and is not endorsed by or affiliated with any U.S. or non-U.S. regulatory agency.


Recently Searched Firms

Please note: Search data is accumulated by 3rd party and refreshed once per day.

Copyright © 2023 by InvestingReview.org / All Rights Reserved.