Avoid Fraud, Get The Facts, And Find The Best
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.
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