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CIK: 0001411268
Total reported value
$612.3M
$612.3M
40 檔
37.6%
During the Q4 2024 filing period, Twele Capital Management, Inc. (CIK: 0001411268) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $612.3M across 40 reported positions.
During Q4 2024, Twele Capital Management, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 11.75% | -0.03% | -4.68% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 10.68% | +0.23% | -4.89% | |
| 3 | BND | Vanguard Total Bond Market | ETF-Other | 9.50% | -0.16% | +5.36% | |
| 4 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 8.53% | -0.09% | +5.73% | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 8.35% | -0.08% | +4.94% | |
| 6 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 7.80% | -0.31% | -1.76% | |
| 7 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 4.71% | -0.03% | +8.19% | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 4.65% | -0.03% | +12.28% | |
| 9 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 4.60% | +0.15% | -7.72% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 4.13% | +0.17% | +0.62% | |
| 11 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 4.08% | -0.28% | +0.58% | |
| 12 | VO | Vanguard Mid-cap ETF | ETF-Other | 3.76% | +0.10% | +7.26% | |
| 13 | VB | Vanguard Small-cap ETF | ETF-Other | 3.29% | +0.13% | -0.35% | |
| 14 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 2.71% | -0.05% | +3.44% | |
| 15 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.53% | +0.03% | +2.44% | |
| 16 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.43% | — | +6.17% | |
| 17 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 2.15% | -0.03% | +7.76% | |
| 18 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.51% | +0.06% | +10.16% | |
| 19 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 0.39% | -0.03% | +2.55% | |
| 20 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.38% | -0.11% | +2.94% | |
| 21 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.34% | -0.01% | +0.21% | |
| 22 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 0.33% | +0.23% | +94.32% | |
| 23 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.25% | -0.01% | +96.92% | |
| 24 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.21% | — | +173.03% | |
| 25 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.20% | -0.02% | +107.81% | |
| 26 | MUB | Ishares National Muni Bond E | ETF-Other | 0.19% | +0.08% | +3.62% | |
| 27 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.17% | +0.02% | +104.88% | |
| 28 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.15% | — | +108.89% | |
| 29 | AAPL | Apple Inc | Stock-Tech | 0.15% | — | -6.92% | |
| 30 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.14% | +0.01% | +194.87% | |
| 31 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.13% | +0.01% | — | |
| 32 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.12% | +0.03% | +11.91% | |
| 33 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.11% | +0.01% | +193.78% | |
| 34 | VUG | Vanguard Growth ETF | ETF-Other | 0.10% | — | -0.83% | |
| 35 | SCHR | Schwab Intermediate-term US | ETF-Other | 0.10% | — | +104.77% | |
| 36 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.09% | -0.01% | +4.15% | |
| 37 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.09% | — | -3.60% | |
| 38 | NVDA | Nvidia CORP | Stock-Tech | 0.08% | — | +0.04% | |
| 39 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.05% | — | +9.61% | |
| 40 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.04% | — | +1.11% |
According to official SEC Form 13F filings, Twele Capital Management, Inc. reported a total U.S. public equity portfolio value of $612.3M across 40 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including IVV, VOO, BND) accounted for 37.6% of total reported equity market value during Q4 2024.
During Q4 2024, Twele Capital Management, Inc.'s top holdings by market value included IVV (11.8%)、VOO (10.7%)、BND (9.5%). The largest single position, IVV, represented 11.8% of total portfolio value.
In Q4 2024, Twele Capital Management, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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