Loading…
CIK 0001411268 • 6 13F filings • Apr 10, 2025 – Jul 14, 2026
Import this data to Google Sheets with:
=jivedata("twele-capital-management-inc-0001411268-filer","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| APPLE INC | COM | $542K | 0.1%Prev: 0.1% | 2,640 SH | Decreased+83 SH |
| ISHARES INC | CORE MSCI EMKT | $14.0M | 2.8%Prev: 2.7% | 233,755 SH | Decreased+12,632 SH |
| ISHARES TR | 1 3 YR TREAS BD | $412K | 0.1%Prev: 0.1% | 4,975 SH | Decreased-118 SH |
| ISHARES TR | 3 7 YR TREAS BD | $1.9M | 0.4%Prev: 0.4% | 16,185 SH | Decreased-591 SH |
| ISHARES TR | 7-10 YR TRSY BD | $41.8M | 8.3%Prev: 8.5% | 436,409 SH | Decreased-60,656 SH |
| ISHARES TR | BROAD USD HIGH | $1.6M | 0.3%Prev: 0.9% | 42,630 SH | Decreased-92,902 SH |
| ISHARES TR | CORE MSCI EAFE | $24.4M | 4.8%Prev: 4.8% | 292,510 SH | Decreased-7,214 SH |
| ISHARES TR | CORE S&P MCP ETF | $23.3M | 4.6%Prev: 4.6% | 375,474 SH | Decreased-8,626 SH |
| ISHARES TR | CORE S&P SCP ETF | $18.6M | 3.7%Prev: 3.8% | 170,180 SH | Decreased-3,418 SH |
| ISHARES TR | CORE S&P500 ETF | $59.6M | 11.8%Prev: 11.4% | 95,961 SH | Decreased-2,121 SH |
| ISHARES TR | CORE US AGGBD ET | $41.3M | 8.2%Prev: 8.4% | 416,153 SH | Decreased-59,174 SH |
| ISHARES TR | IBOXX HI YD ETF | $19.7M | 3.9%Prev: 3.4% | 243,867 SH | Increased+1,179 SH |
| ISHARES TR | IBOXX INV CP ETF | $10.6M | 2.1%Prev: 2.1% | 96,690 SH | Decreased-12,722 SH |
| ISHARES TR | MSCI EAFE ETF | $1.8M | 0.4%Prev: 0.3% | 20,012 SH | Decreased+1,034 SH |
| ISHARES TR | NATIONAL MUN ETF | $961K | 0.2%Prev: 0.2% | 9,193 SH | Decreased-1,976 SH |
| ISHARES TR | RUS 1000 GRW ETF | $659K | 0.1%Prev: 0.1% | 1,553 SH | Decreased+4 SH |
| ISHARES TR | SELECT DIVID ETF | $384K | 0.1%Prev: 0.1% | 2,894 SH | Increased+511 SH |
| ISHARES TR | US TREAS BD ETF | $2.9M | 0.6%Prev: 0.6% | 126,643 SH | Decreased-29,528 SH |
| NVIDIA CORPORATION | COM | $211K | 0.0%Prev: 0.0% | 1,334 SH | Decreased-160 SH |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | $306K | 0.1%Prev: 0.1% | 10,140 SH | Decreased+23 SH |
| SCHWAB STRATEGIC TR | INT-TRM U.S TRES | $490K | 0.1%Prev: 0.1% | 19,561 SH | Decreased-1,416 SH |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $848K | 0.2%Prev: 0.2% | 38,367 SH | Decreased+1,153 SH |
| SCHWAB STRATEGIC TR | SHT TM US TRES | $1.0M | 0.2%Prev: 0.2% | 41,837 SH | Decreased-3,325 SH |
| SCHWAB STRATEGIC TR | US AGGREGATE B | $1.2M | 0.2%Prev: 0.2% | 51,142 SH | Decreased-5,867 SH |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $695K | 0.1%Prev: 0.1% | 29,174 SH | Decreased+1,345 SH |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $1.0M | 0.2%Prev: 0.2% | 42,321 SH | Increased+2,200 SH |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | $523K | 0.1%Prev: 0.1% | 18,648 SH | Decreased+330 SH |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $809K | 0.2%Prev: 0.2% | 31,989 SH | Decreased+782 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $47.8M | 9.5%Prev: 9.8% | 649,370 SH | Decreased-99,129 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $515K | 0.1%Prev: 0.1% | 1,174 SH | Increased+43 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $19.1M | 3.8%Prev: 3.6% | 68,228 SH | Decreased-2,075 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $55.3M | 11.0%Prev: 10.5% | 97,348 SH | Decreased-1,422 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $18.2M | 3.6%Prev: 3.6% | 76,939 SH | Decreased-1,203 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $13.0M | 2.6%Prev: 2.5% | 262,298 SH | Decreased+5,483 SH |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $1.7M | 0.3%Prev: 0.3% | 34,648 SH | Decreased-1,618 SH |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $783K | 0.2%Prev: 0.2% | 9,443 SH | Decreased-2,502 SH |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $13.1M | 2.6%Prev: 2.6% | 164,675 SH | Decreased-22,232 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $24.1M | 4.8%Prev: 4.7% | 423,541 SH | Decreased+9,006 SH |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $38.8M | 7.7%Prev: 7.9% | 291,113 SH | Decreased-7,112 SH |
| 13F-HR |
| 0001411268-25-000009 |
| $541.9M |
| View |
| Jul 14, 2026 | Q2 2026 | 13F-HR | 0001411268-26-000004 | $612.3M | View |
| Jul 8, 2025 | Q2 2025 | 13F-HR | 0001411268-25-000006 | $504.0M | View |
| Apr 7, 2026 | Q1 2026 | 13F-HR | 0001411268-26-000003 | $560.9M | View |
| Apr 10, 2025 | Q1 2025 | 13F-HR | 0001411268-25-000004 | $471.6M | View |