Twele Capital Management, Inc.: 13F holdings
CIK 14112682026Q2
| Positions | 40 |
|---|
| Reported value | $612.3m |
|---|
| Filed | 2026-07-14 |
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Change since last quarter
| Positions | 40 (+1 vs prior quarter) |
|---|
| Reported value | $612.3m (+9.2%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| IVV ISHARES TR | 93,090 | $69.7m | 11.4% |
| VOO VANGUARD INDEX FDS | 95,820 | $65.8m | 10.7% |
| BND VANGUARD BD INDEX FDS | 806,604 | $59.2m | 9.7% |
| IEF ISHARES TR | 541,981 | $51.3m | 8.4% |
| AGG ISHARES TR | 515,560 | $51.0m | 8.3% |
| VYM VANGUARD WHITEHALL FDS | 293,079 | $46.3m | 7.6% |
| IEFA ISHARES TR | 305,116 | $29.5m | 4.8% |
| IJH ISHARES TR | 378,917 | $29.2m | 4.8% |
| VEA VANGUARD TAX-MANAGED FDS | 404,555 | $28.8m | 4.7% |
| IJR ISHARES TR | 165,931 | $24.6m | 4.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1411268")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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