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 | $695K | 0.1%Prev: 0.1% | 2,556 SH | Increased-85 SH |
| ISHARES INC | CORE MSCI EMKT | $15.8M | 2.8%Prev: 2.9% | 235,511 SH | Increased+270 SH |
| ISHARES TR | 1 3 YR TREAS BD | $437K | 0.1%Prev: 0.1% | 5,281 SH | Increased+306 SH |
| ISHARES TR | 3 7 YR TREAS BD | $2.0M | 0.4%Prev: 0.4% | 16,739 SH | Increased+530 SH |
| ISHARES TR | 7-10 YR TRSY BD | $47.3M | 8.5%Prev: 8.4% | 492,138 SH | Increased+18,245 SH |
| ISHARES TR | BROAD USD HIGH | $4.0M | 0.7%Prev: 0.6% | 106,605 SH | Increased+13,837 SH |
| ISHARES TR | CORE MSCI EAFE | $26.7M | 4.8%Prev: 4.8% | 298,541 SH | Increased+1,975 SH |
| ISHARES TR | CORE S&P MCP ETF | $25.4M | 4.5%Prev: 4.5% | 385,100 SH | Increased+9,453 SH |
| ISHARES TR | CORE S&P SCP ETF | $21.0M | 3.8%Prev: 3.8% | 174,979 SH | Increased+2,340 SH |
| ISHARES TR | CORE S&P500 ETF | $65.5M | 11.7%Prev: 11.7% | 95,681 SH | Increased+1,193 SH |
| ISHARES TR | CORE US AGGBD ET | $46.9M | 8.4%Prev: 8.3% | 469,573 SH | Increased+21,930 SH |
| ISHARES TR | IBOXX HI YD ETF | $19.8M | 3.5%Prev: 3.7% | 245,743 SH | Decreased+1,372 SH |
| ISHARES TR | IBOXX INV CP ETF | $11.4M | 2.0%Prev: 2.1% | 103,421 SH | Increased+1,660 SH |
| ISHARES TR | MSCI EAFE ETF | $1.9M | 0.3%Prev: 0.3% | 19,959 SH | Increased-53 SH |
| ISHARES TR | NATIONAL MUN ETF | $1.2M | 0.2%Prev: 0.2% | 11,213 SH | Increased+135 SH |
| ISHARES TR | RUS 1000 GRW ETF | $733K | 0.1%Prev: 0.1% | 1,549 SH | Increased |
| ISHARES TR | SELECT DIVID ETF | $339K | 0.1%Prev: 0.1% | 2,401 SH | Decreased |
| ISHARES TR | US TREAS BD ETF | $3.5M | 0.6%Prev: 0.6% | 153,186 SH | Increased+8,194 SH |
| NVIDIA CORPORATION | COM | $279K | 0.0%Prev: 0.1% | 1,494 SH | Decreased |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | $330K | 0.1%Prev: 0.1% | 10,076 SH | Decreased-64 SH |
| SCHWAB STRATEGIC TR | INT-TRM U.S TRES | $523K | 0.1%Prev: 0.1% | 20,866 SH | Increased+394 SH |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $907K | 0.2%Prev: 0.2% | 37,730 SH | Increased-86 SH |
| SCHWAB STRATEGIC TR | SHT TM US TRES | $1.1M | 0.2%Prev: 0.2% | 43,735 SH | Increased+1,712 SH |
| SCHWAB STRATEGIC TR | US AGGREGATE B | $1.3M | 0.2%Prev: 0.2% | 54,925 SH | Increased+1,077 SH |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $733K | 0.1%Prev: 0.1% | 27,944 SH | Increased-439 SH |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $1.1M | 0.2%Prev: 0.2% | 40,075 SH | Increased-337 SH |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | $560K | 0.1%Prev: 0.1% | 18,613 SH | Increased |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $891K | 0.2%Prev: 0.2% | 31,291 SH | Increased-275 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $54.6M | 9.8%Prev: 9.6% | 737,256 SH | Increased+40,588 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $552K | 0.1%Prev: 0.1% | 1,131 SH | Increased-13 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $20.2M | 3.6%Prev: 3.7% | 69,737 SH | Decreased+602 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $60.4M | 10.8%Prev: 10.8% | 96,280 SH | Increased+345 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $20.2M | 3.6%Prev: 3.6% | 78,139 SH | Increased+404 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $14.2M | 2.5%Prev: 2.6% | 264,725 SH | Decreased+846 SH |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $1.8M | 0.3%Prev: 0.2% | 35,369 SH | Increased+11,887 SH |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $983K | 0.2%Prev: 0.2% | 11,740 SH | Increased+1,342 SH |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $14.5M | 2.6%Prev: 2.6% | 182,265 SH | Increased+7,108 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $26.8M | 4.8%Prev: 4.7% | 428,789 SH | Increased+1,728 SH |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $42.9M | 7.7%Prev: 7.7% | 298,771 SH | Increased+2,198 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 |