Twele Capital Management, Inc. Holdings Report (13F Filings)

Sector-focusedMomentum followerDiversified strategy

Total reported value

$560.9M

Reporting period: 2026-03-31 · Number of holdings: 39

Twele Capital Management, Inc. disclosed 39 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $560.9M and a quarterly turnover rate of 1.9%.

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Personality snowflake

Concentration: 27.58
Portfolio Stability: 1.93
Momentum/Contrarian: 100
Sector conviction: 100
Diversification: 78
Sizing Uniformity: 86.84

Recent moves

Trim IVV
+2.5%　-$1.5M
Trim VOO
+2.6%　-$1.4M
Add VYM
-0.2%　$1.3M
Add USHY
+27.1%　$1.0M
Trim HYG
-1.2%　-$506.0K
Add IJR
-0.8%　$551.0K

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	IVV	Ishares Core S&p 500 ETF	ETF-Large Cap & Growth	11.42%	-0.29%	+2.51%
2	VOO	Vanguard S&p 500 ETF	ETF-Large Cap & Growth	10.52%	-0.27%	+2.59%
3	BND	Vanguard Total Bond Market	ETF-Other	9.83%	+0.07%	+1.52%
4	IEF	Ishares 7-10 Year Treasury B	ETF-Gov Bonds	8.46%	—	+1.00%
5	AGG	Ishares Core U.s. Aggregate	ETF-Other	8.41%	+0.03%	+1.23%
6	VYM	Vanguard High Dvd Yield ETF	ETF-Other	7.87%	+0.21%	-0.18%
7	IEFA	Ishares Core Msci Eafe ETF	ETF-Other	4.84%	+0.07%	+0.40%
8	VEA	Vanguard Ftse Developed ETF	ETF-Other	4.74%	-0.05%	-3.32%
9	IJH	Ishares Core S&p Midcap ETF	ETF-Other	4.62%	+0.08%	-0.26%
10	IJR	Ishares Core S&p Small-cap E	ETF-Small Cap	3.85%	+0.09%	-0.79%
11	VB	Vanguard Small-cap ETF	ETF-Other	3.65%	+0.05%	+0.00%
12	VO	Vanguard Mid-cap ETF	ETF-Other	3.60%	-0.02%	+0.81%
13	HYG	Ishr Ibx Usd Hiyld Cb Etf-ui	ETF-High Yield	3.44%	-0.10%	-1.24%
14	IEMG	Ishares Core Msci Emerging	ETF-Emerging Markets	2.75%	-0.08%	-6.11%
15	VCSH	Vanguard S/t CORP Bond ETF	ETF-Corp Bonds	2.64%	+0.04%	+2.55%
16	VWO	Vanguard Ftse Emerging Marke	ETF-Emerging Markets	2.47%	-0.07%	-2.99%
17	LQD	Ishr Ibx Usd Invgd Cb Etf-ui	ETF-Corp Bonds	2.13%	+0.09%	+5.79%
18	USHY	Ishares Broad Usd High Yield	ETF-High Yield	0.89%	+0.18%	+27.13%
19	GOVT	Ishares US Treasury Bond ETF	ETF-Gov Bonds	0.64%	+0.01%	+1.95%
20	IEI	Ishares 3-7 Year Treasury Bo	ETF-Gov Bonds	0.35%	-0.01%	+0.22%
21	EFA	Ishares Msci Eafe ETF	ETF-Other	0.33%	-0.01%	-4.92%
22	VTEB	Vanguard Tax-exempt Bond ETF	ETF-Other	0.32%	—	+2.54%
23	SCHZ	Schwab US Aggregate Bond ETF	ETF-Other	0.24%	+0.01%	+3.79%
24	MUB	Ishares National Muni Bond E	ETF-Other	0.21%	—	-0.39%
25	SCHO	Schwab Short-term US Treas	ETF-Other	0.20%	+0.01%	+3.26%
26	SCHX	Schwab US Large-cap ETF	ETF-Other	0.18%	-0.01%	+0.11%
27	VCIT	Vanguard Int-term Corporate	ETF-Corp Bonds	0.18%	—	+1.75%
28	SCHF	Schwab Intl Equity ETF	ETF-Other	0.16%	—	-1.37%
29	SCHA	Schwab US Small-cap ETF	ETF-Other	0.16%	—	-0.27%
30	SCHB	Schwab US Broad Market ETF	ETF-Other	0.12%	-0.01%	-0.41%
31	IWF	Ishares Russell 1000 Growth	ETF-Other	0.12%	-0.01%	—
32	AAPL	Apple INC	Stock-Tech	0.12%	—	+0.04%
33	SCHM	Schwab US Mid Cap ETF	ETF-Other	0.10%	—	-1.58%
34	SCHR	Schwab Intermediate-term US	ETF-Other	0.09%	—	+0.53%
35	VUG	Vanguard Growth ETF	ETF-Other	0.09%	-0.01%	—
36	SHY	Ishares 1-3 Year Treasury Bo	ETF-Gov Bonds	0.07%	—	-3.56%
37	DVY	Ishares Select Dividend ETF	ETF-Other	0.06%	—	-0.75%
38	SCHE	Schwab Emrg Mrkts Eqty ETF	ETF-Other	0.06%	—	+0.41%
39	NVDA	Nvidia CORP	Stock-Tech	0.05%	—	—

Portfolio Performance

Performance for Q3 2026

+1.5%

Performance Last 4 Quarters

+12.9%

Based on 75% of reported portfolio value with available pricing

Stdev: +8.6%
Beta: +0.58
Alpha: +0.1%
Max Drawdown: -5.9%
Annualized Perf: +10.9%
Batting Avg vs S&P: +38.9%
Sortino: +2.28
Stutzer: +0.36
Treynor: +0.19
Sterling: +0.76
Calmar: +1.83
Information Ratio: -1.12
Tracking Error: +6.9%
Stdev Down: +4.7%
Winning Months %: +72.2%
Losing Months %: +27.8%
Best 12 Months: +22.3%
Worst 12 Months: +5.4%
Efficiency Ratio: +0.46
Sharpe: +1.24
Stdev Sectors: 0%
Skewness: -0.1
Kurtosis: -0.07
Upside Potential: +3.93

Reported value over time

Sector allocation

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2026-03-31	39	$560.9M	2	1IVV 2VOO 3BND Top holdings2026-03-31 1.IVV 2.VOO 3.BND 4.IEF 5.AGG 6.VYM 7.IEFA 8.VEA 9.IJH 10.IJR
2025-12-31	39	$559.6M	3	1IVV 2VOO 3BND Top holdings2025-12-31 1.IVV 2.VOO 3.BND 4.IEF 5.AGG 6.VYM 7.VEA 8.IEFA 9.IJH 10.IJR
2025-09-30	39	$541.9M	14	1IVV 2VOO 3BND Top holdings2025-09-30 1.IVV 2.VOO 3.BND 4.IEF 5.AGG 6.VYM 7.IEFA 8.VEA 9.IJH 10.IJR
2025-06-30	39	$504.0M	0	1IVV 2VOO 3BND Top holdings2025-06-30 1.IVV 2.VOO 3.BND 4.IEF 5.AGG 6.VYM 7.IEFA 8.VEA 9.IJH 10.HYG
2025-03-31	39	$471.6M	100	1IVV 2VOO 3BND Top holdings2025-03-31 1.IVV 2.VOO 3.BND 4.IEF 5.AGG 6.VYM 7.IEFA 8.VEA 9.IJH 10.HYG
2024-12-31	40	$471.7M	0	1IVV 2VOO 3BND Top holdings2024-12-31 1.IVV 2.VOO 3.BND 4.IEF 5.AGG 6.VYM 7.IEFA 8.VEA 9.IJH 10.IJR
2024-09-30	40	$476.4M	0	1IVV 2VOO 3BND Top holdings2024-09-30 1.IVV 2.VOO 3.BND 4.IEF 5.AGG 6.VYM 7.IJH 8.IEFA 9.VEA 10.IJR
2024-06-30	39	$441.1M	0	1IVV 2VOO 3BND Top holdings2024-06-30 1.IVV 2.VOO 3.BND 4.IEF 5.AGG 6.VYM 7.IJH 8.IEFA 9.VEA 10.HYG
2024-03-31	37	$442.0M	0	1IVV 2VOO 3BND Top holdings2024-03-31 1.IVV 2.VOO 3.BND 4.IEF 5.AGG 6.VYM 7.IJH 8.IEFA 9.VEA 10.HYG
2023-12-31	42	$622.6M	0	1IWB 2IVV 3AGG Top holdings2023-12-31 1.IWB 2.IVV 3.AGG 4.BND 5.VOO 6.IEMG 7.IEF 8.VYM 9.EFA 10.IJH
2023-09-30	41	$582.9M	0	1IWB 2IVV 3AGG Top holdings2023-09-30 1.IWB 2.IVV 3.AGG 4.BND 5.VOO 6.IEMG 7.IEF 8.VYM 9.EFA 10.IJH
2023-06-30	39	$620.4M	0	1IWB 2IVV 3AGG Top holdings2023-06-30 1.IWB 2.IVV 3.AGG 4.BND 5.VOO 6.IEMG 7.IEF 8.VYM 9.EFA 10.IJH
2023-03-31	40	$611.9M	0	1IWB 2IVV 3AGG Top holdings2023-03-31 1.IWB 2.IVV 3.AGG 4.BND 5.IEMG 6.VOO 7.IEF 8.VYM 9.EFA 10.IEFA
2022-12-31	40	$609.3M	0	1IWB 2IVV 3AGG Top holdings2022-12-31 1.IWB 2.IVV 3.AGG 4.BND 5.IEMG 6.VOO 7.IEF 8.VYM 9.EFA 10.IJH
2022-09-30	37	$579.0M	0	1IWB 2IVV 3AGG Top holdings2022-09-30 1.IWB 2.IVV 3.AGG 4.BND 5.IEMG 6.VOO 7.IEF 8.VYM 9.EFA 10.IJH
2022-06-30	41	$635.1M	0	1IWB 2IVV 3AGG Top holdings2022-06-30 1.IWB 2.IVV 3.AGG 4.BND 5.EFA 6.IEMG 7.VOO 8.VYM 9.IEF 10.IJH
2022-03-31	41	$738.5M	0	1IWB 2IVV 3AGG Top holdings2022-03-31 1.IWB 2.IVV 3.AGG 4.BND 5.EFA 6.IEMG 7.VOO 8.VYM 9.IEF 10.IJH
2021-12-31	41	$791.8M	0	1IWB 2IVV 3AGG Top holdings2021-12-31 1.IWB 2.IVV 3.AGG 4.BND 5.EFA 6.IEMG 7.VOO 8.VYM 9.IEF 10.IJH
2021-09-30	41	$759.6M	0	1IWB 2IVV 3AGG Top holdings2021-09-30 1.IWB 2.IVV 3.AGG 4.BND 5.EFA 6.IEMG 7.VOO 8.VYM 9.IEF 10.IJH
2021-06-30	41	$644.7M	100	1AGG 2IVV 3BND Top holdings2021-06-30 1.AGG 2.IVV 3.BND 4.IWB 5.EFA 6.VOO 7.IEMG 8.VYM 9.IEF 10.IJH
2021-03-31	43	$624.7M	35	1AGG 2BND 3IVV Top holdings2021-03-31 1.AGG 2.BND 3.IVV 4.IWB 5.EFA 6.VOO 7.IEMG 8.VYM 9.IEF 10.IJH
2020-12-31	42	$557.8M	9	1IVV 2BND 3AGG Top holdings2020-12-31 1.IVV 2.BND 3.AGG 4.VOO 5.IEF 6.IJH 7.IJR 8.EFA 9.VYM 10.HYG
2020-09-30	42	$515.3M	10	1IVV 2BND 3AGG Top holdings2020-09-30 1.IVV 2.BND 3.AGG 4.VOO 5.IEF 6.IJH 7.IJR 8.EFA 9.HYG 10.VYM
2020-06-30	42	$500.4M	12	1IVV 2AGG 3BND Top holdings2020-06-30 1.IVV 2.AGG 3.BND 4.VOO 5.EFA 6.IJH 7.IJR 8.IEF 9.HYG 10.VYM
2020-03-31	43	$457.0M	18	1IVV 2AGG 3BND Top holdings2020-03-31 1.IVV 2.AGG 3.BND 4.VOO 5.EFA 6.IJR 7.IJH 8.IEF 9.HYG 10.VYM
2019-12-31	46	$534.3M	8	1AGG 2BND 3IVV Top holdings2019-12-31 1.AGG 2.BND 3.IVV 4.VOO 5.EFA 6.IJR 7.IJH 8.IEF 9.HYG 10.VYM
2019-09-30	46	$506.5M	4	1AGG 2BND 3IVV Top holdings2019-09-30 1.AGG 2.BND 3.IVV 4.VOO 5.EFA 6.IJR 7.IJH 8.IEF 9.HYG 10.VYM
2019-06-30	46	$498.6M	10	1AGG 2BND 3IVV Top holdings2019-06-30 1.AGG 2.BND 3.IVV 4.EFA 5.VOO 6.IJR 7.IJH 8.IEF 9.HYG 10.VYM
2019-03-31	46	$455.9M	12	1BND 2AGG 3IVV Top holdings2019-03-31 1.BND 2.AGG 3.IVV 4.VOO 5.EFA 6.IJR 7.IJH 8.IEF 9.VCSH 10.HYG
2018-12-31	46	$431.0M	8	1BND 2AGG 3IVV Top holdings2018-12-31 1.BND 2.AGG 3.IVV 4.EFA 5.VOO 6.SHY 7.IJR 8.IEF 9.IJH 10.VCSH
2018-09-30	44	$438.9M	4	1BND 2AGG 3IVV Top holdings2018-09-30 1.BND 2.AGG 3.IVV 4.VOO 5.EFA 6.SHY 7.IJR 8.IJH 9.IEF 10.VCSH
2018-06-30	45	$430.4M	6	1BND 2AGG 3IVV Top holdings2018-06-30 1.BND 2.AGG 3.IVV 4.VOO 5.SHY 6.EFA 7.IJH 8.IJR 9.VCSH 10.IEF
2018-03-31	43	$432.2M	2	1BND 2AGG 3IVV Top holdings2018-03-31 1.BND 2.AGG 3.IVV 4.VOO 5.EFA 6.SHY 7.IJH 8.VCSH 9.IEF 10.HYG
2017-12-31	44	$437.7M	5	1BND 2AGG 3IVV Top holdings2017-12-31 1.BND 2.AGG 3.IVV 4.VOO 5.EFA 6.SHY 7.VCSH 8.IJH 9.IEF 10.HYG
2017-09-30	44	$417.4M	5	1BND 2AGG 3IVV Top holdings2017-09-30 1.BND 2.AGG 3.IVV 4.VOO 5.SHY 6.EFA 7.HYG 8.VCSH 9.IEF 10.IJR
2017-06-30	43	$401.4M	13	1BND 2AGG 3IVV Top holdings2017-06-30 1.BND 2.AGG 3.IVV 4.VOO 5.EFA 6.SHY 7.HYG 8.VCSH 9.IJH 10.IEF
2017-03-31	42	$387.1M	12	1AGG 2BND 3IVV Top holdings2017-03-31 1.AGG 2.BND 3.IVV 4.VOO 5.EFA 6.VCSH 7.SHY 8.HYG 9.VEA 10.DVY
2016-12-31	43	$374.6M	4	1BND 2AGG 3VOO Top holdings2016-12-31 1.BND 2.AGG 3.VOO 4.IVV 5.EFA 6.VCSH 7.VB 8.HYG 9.DVY 10.VEA
2016-09-30	44	$370.8M	3	1BND 2AGG 3VOO Top holdings2016-09-30 1.BND 2.AGG 3.VOO 4.IVV 5.EFA 6.VCSH 7.VB 8.HYG 9.VEA 10.DVY
2016-06-30	43	$359.4M	5	1BND 2AGG 3VOO Top holdings2016-06-30 1.BND 2.AGG 3.VOO 4.IVV 5.EFA 6.VCSH 7.VB 8.HYG 9.DVY 10.VEA
2016-03-31	45	$347.6M	28	1BND 2AGG 3VOO Top holdings2016-03-31 1.BND 2.AGG 3.VOO 4.IVV 5.VCSH 6.EFA 7.VB 8.HYG 9.DVY 10.VEA
2015-12-31	50	$330.4M	24	1BND 2AGG 3VOO Top holdings2015-12-31 1.BND 2.AGG 3.VOO 4.IVV 5.VCSH 6.HYG 7.VB 8.VEA 9.DVY 10.VO
2015-09-30	57	$335.4M	13	1BND 2AGG 3HYG Top holdings2015-09-30 1.BND 2.AGG 3.HYG 4.VCSH 5.VOO 6.DVY 7.VB 8.VEA 9.VO 10.STPZ
2015-06-30	63	$351.6M	4	1BND 2AGG 3HYG Top holdings2015-06-30 1.BND 2.AGG 3.HYG 4.VCSH 5.DVY 6.VB 7.VEA 8.VWO 9.VO 10.VEU
2015-03-31	62	$352.8M	3	1BND 2HYG 3AGG Top holdings2015-03-31 1.BND 2.HYG 3.AGG 4.VCSH 5.DVY 6.VB 7.VEA 8.VO 9.VWO 10.STPZ
2014-12-31	61	$345.9M	8	1BND 2HYG 3AGG Top holdings2014-12-31 1.BND 2.HYG 3.AGG 4.VCSH 5.DVY 6.VB 7.VEA 8.VWO 9.KYN 10.VO
2014-09-30	61	$335.5M	8	1BND 2HYG 3AGG Top holdings2014-09-30 1.BND 2.HYG 3.AGG 4.VCSH 5.DVY 6.VO 7.VEA 8.VWO 9.STPZ 10.KYN
2014-06-30	60	$335.7M	6	1BND 2HYG 3AGG Top holdings2014-06-30 1.BND 2.HYG 3.AGG 4.VCSH 5.STPZ 6.DVY 7.VEA 8.VO 9.VWO 10.IJH
2014-03-31	63	$330.2M	12	1BND 2HYG 3AGG Top holdings2014-03-31 1.BND 2.HYG 3.AGG 4.VCSH 5.STPZ 6.VWO 7.DVY 8.VEA 9.VO 10.IJH
2013-12-31	62	$318.1M	18	1BND 2HYG 3AGG Top holdings2013-12-31 1.BND 2.HYG 3.AGG 4.VCSH 5.STPZ 6.VWO 7.VEA 8.DVY 9.VO 10.IJH
2013-09-30	61	$305.9M	8	1BND 2AGG 3HYG Top holdings2013-09-30 1.BND 2.AGG 3.HYG 4.VWO 5.VEA 6.VCSH 7.STPZ 8.DVY 9.VB 10.IJH
2013-06-30	57	$290.6M	—	1BND 2AGG 3HYG Top holdings2013-06-30 1.BND 2.AGG 3.HYG 4.VWO 5.VCSH 6.VEA 7.STPZ 8.DVY 9.VB 10.IJH

Holding changes this quarter

Twele Capital Management, Inc.'s most significant position changes for 2026-03-31: Add: Ishares Core S&p 500 ETF (IVV) — shares +2.51%; Add: Vanguard S&p 500 ETF (VOO) — shares +2.59%; Trim: Vanguard High Dvd Yield ETF (VYM) — shares -0.18%; Add: Ishares Broad Usd High Yield (USHY) — shares +27.13%; Trim: Ishr Ibx Usd Hiyld Cb Etf-ui (HYG) — shares -1.24%.

Position changes disclosed by Twele Capital Management, Inc. for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	VYM	Vanguard High Dvd Yield ETF	+0.2%	-0.18%	Trim
2	USHY	Ishares Broad Usd High Yield	+0.2%	+27.13%	Add
3	IJR	Ishares Core S&p Small-cap E	+0.1%	-0.79%	Trim
4	LQD	Ishr Ibx Usd Invgd Cb Etf-ui	+0.1%	+5.79%	Add
5	IJH	Ishares Core S&p Midcap ETF	+0.1%	-0.26%	Trim
6	BND	Vanguard Total Bond Market	+0.1%	+1.52%	Add
7	IEFA	Ishares Core Msci Eafe ETF	+0.1%	+0.40%	Add
8	VB	Vanguard Small-cap ETF	+0.1%	+0.00%	Add
9	VCSH	Vanguard S/t CORP Bond ETF	0%	+2.55%	Add
10	AGG	Ishares Core U.s. Aggregate	0%	+1.23%	Add
11	GOVT	Ishares US Treasury Bond ETF	0%	+1.95%	Add
12	SCHZ	Schwab US Aggregate Bond ETF	0%	+3.79%	Add
13	SCHO	Schwab Short-term US Treas	0%	+3.26%	Add
14	IEF	Ishares 7-10 Year Treasury B	—	+1.00%	Add
15	AAPL	Apple INC	—	+0.04%	Add
16	VTEB	Vanguard Tax-exempt Bond ETF	—	+2.54%	Add
17	DVY	Ishares Select Dividend ETF	—	-0.75%	Trim
18	NVDA	Nvidia CORP	—	—	Unchanged
19	SHY	Ishares 1-3 Year Treasury Bo	—	-3.56%	Trim
20	SCHA	Schwab US Small-cap ETF	—	-0.27%	Trim
21	MUB	Ishares National Muni Bond E	—	-0.39%	Trim
22	SCHF	Schwab Intl Equity ETF	—	-1.37%	Trim
23	SCHM	Schwab US Mid Cap ETF	—	-1.58%	Trim
24	VCIT	Vanguard Int-term Corporate	—	+1.75%	Add
25	SCHE	Schwab Emrg Mrkts Eqty ETF	—	+0.41%	Add
26	SCHR	Schwab Intermediate-term US	—	+0.53%	Add
27	EFA	Ishares Msci Eafe ETF	0%	-4.92%	Trim
28	IWF	Ishares Russell 1000 Growth	0%	—	Unchanged
29	VUG	Vanguard Growth ETF	0%	—	Unchanged
30	SCHX	Schwab US Large-cap ETF	0%	+0.11%	Add
31	SCHB	Schwab US Broad Market ETF	0%	-0.41%	Trim
32	IEI	Ishares 3-7 Year Treasury Bo	0%	+0.22%	Add
33	VO	Vanguard Mid-cap ETF	0%	+0.81%	Add
34	VEA	Vanguard Ftse Developed ETF	-0.1%	-3.32%	Trim
35	VWO	Vanguard Ftse Emerging Marke	-0.1%	-2.99%	Trim
36	IEMG	Ishares Core Msci Emerging	-0.1%	-6.11%	Trim
37	HYG	Ishr Ibx Usd Hiyld Cb Etf-ui	-0.1%	-1.24%	Trim
38	VOO	Vanguard S&p 500 ETF	-0.3%	+2.59%	Add
39	IVV	Ishares Core S&p 500 ETF	-0.3%	+2.51%	Add

FAQ

What is Twele Capital Management, Inc. and what type of investor is it?

Twele Capital Management, Inc. is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $560.9M, spread across 39 disclosed positions.

What are Twele Capital Management, Inc.'s largest equity positions?

Based on the latest 13F filing, Twele Capital Management, Inc.'s top holdings by market value are: 1. Ishares Core S&p 500 ETF (IVV) — $64.1M (11.4%) 2. Vanguard S&p 500 ETF (VOO) — $59.0M (10.5%) 3. Vanguard Total Bond Market (BND) — $55.1M (9.8%) 4. Ishares 7-10 Year Treasury B (IEF) — $47.4M (8.5%) 5. Ishares Core U.s. Aggregate (AGG) — $47.2M (8.4%)

What changes did Twele Capital Management, Inc. make in its most recent portfolio filing?

In the latest reported quarter, Twele Capital Management, Inc. made 36 notable position adjustments: 0 new positions were initiated, 21 existing holdings were added to, 15 positions were partially reduced, and 0 were completely exited. The largest of these moves: Add: Ishares Core S&p 500 ETF (IVV) — shares +2.51%; Add: Vanguard S&p 500 ETF (VOO) — shares +2.59%; Trim: Vanguard High Dvd Yield ETF (VYM) — shares -0.18%; Add: Ishares Broad Usd High Yield (USHY) — shares +27.13%; Trim: Ishr Ibx Usd Hiyld Cb Etf-ui (HYG) — shares -1.24%

What sectors does Twele Capital Management, Inc. focus on?

Twele Capital Management, Inc. is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 100.0%

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5,771 stks

2026-03-31

Concentration11.4

Portfolio Stability30.4

Sector conviction44.0

3 of the top 5 holdings overlap, including Ishares Core U.s. Aggregate

View detail

Ames National CORP

CIK 0001132651

Total reported value

$166.6M

120 stks

2026-03-31

Concentration35.5

Portfolio Stability11.4

Sector conviction46.6

3 of the top 5 holdings overlap, including Ishares Core S&p 500 ETF

View detail

Amtrust Financial Services, Inc.

CIK 0001365555

Total reported value

$299.8M

15 stks

2026-03-31

Concentration100.0

Portfolio Stability5.7

Sector conviction100.0

3 of the top 5 holdings overlap, including Vanguard S&p 500 ETF

View detail

Twele Capital Management, Inc. Holdings Report (13F Filings)

Sector-focusedMomentum followerDiversified strategy

Total reported value

$560.9M

Reporting period: 2026-03-31 · Number of holdings: 39

Twele Capital Management, Inc. disclosed 39 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $560.9M and a quarterly turnover rate of 1.9%.

Browse other institutions with $100M to $1B AUM Browse other institutions starting with "T"

Personality snowflake

Concentration: 27.58
Portfolio Stability: 1.93
Momentum/Contrarian: 100
Sector conviction: 100
Diversification: 78
Sizing Uniformity: 86.84

Recent moves

Trim IVV
+2.5%　-$1.5M
Trim VOO
+2.6%　-$1.4M
Add VYM
-0.2%　$1.3M
Add USHY
+27.1%　$1.0M
Trim HYG
-1.2%　-$506.0K
Add IJR
-0.8%　$551.0K

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	IVV	Ishares Core S&p 500 ETF	ETF-Large Cap & Growth	11.42%	-0.29%	+2.51%
2	VOO	Vanguard S&p 500 ETF	ETF-Large Cap & Growth	10.52%	-0.27%	+2.59%
3	BND	Vanguard Total Bond Market	ETF-Other	9.83%	+0.07%	+1.52%
4	IEF	Ishares 7-10 Year Treasury B	ETF-Gov Bonds	8.46%	—	+1.00%
5	AGG	Ishares Core U.s. Aggregate	ETF-Other	8.41%	+0.03%	+1.23%
6	VYM	Vanguard High Dvd Yield ETF	ETF-Other	7.87%	+0.21%	-0.18%
7	IEFA	Ishares Core Msci Eafe ETF	ETF-Other	4.84%	+0.07%	+0.40%
8	VEA	Vanguard Ftse Developed ETF	ETF-Other	4.74%	-0.05%	-3.32%
9	IJH	Ishares Core S&p Midcap ETF	ETF-Other	4.62%	+0.08%	-0.26%
10	IJR	Ishares Core S&p Small-cap E	ETF-Small Cap	3.85%	+0.09%	-0.79%
11	VB	Vanguard Small-cap ETF	ETF-Other	3.65%	+0.05%	+0.00%
12	VO	Vanguard Mid-cap ETF	ETF-Other	3.60%	-0.02%	+0.81%
13	HYG	Ishr Ibx Usd Hiyld Cb Etf-ui	ETF-High Yield	3.44%	-0.10%	-1.24%
14	IEMG	Ishares Core Msci Emerging	ETF-Emerging Markets	2.75%	-0.08%	-6.11%
15	VCSH	Vanguard S/t CORP Bond ETF	ETF-Corp Bonds	2.64%	+0.04%	+2.55%
16	VWO	Vanguard Ftse Emerging Marke	ETF-Emerging Markets	2.47%	-0.07%	-2.99%
17	LQD	Ishr Ibx Usd Invgd Cb Etf-ui	ETF-Corp Bonds	2.13%	+0.09%	+5.79%
18	USHY	Ishares Broad Usd High Yield	ETF-High Yield	0.89%	+0.18%	+27.13%
19	GOVT	Ishares US Treasury Bond ETF	ETF-Gov Bonds	0.64%	+0.01%	+1.95%
20	IEI	Ishares 3-7 Year Treasury Bo	ETF-Gov Bonds	0.35%	-0.01%	+0.22%
21	EFA	Ishares Msci Eafe ETF	ETF-Other	0.33%	-0.01%	-4.92%
22	VTEB	Vanguard Tax-exempt Bond ETF	ETF-Other	0.32%	—	+2.54%
23	SCHZ	Schwab US Aggregate Bond ETF	ETF-Other	0.24%	+0.01%	+3.79%
24	MUB	Ishares National Muni Bond E	ETF-Other	0.21%	—	-0.39%
25	SCHO	Schwab Short-term US Treas	ETF-Other	0.20%	+0.01%	+3.26%
26	SCHX	Schwab US Large-cap ETF	ETF-Other	0.18%	-0.01%	+0.11%
27	VCIT	Vanguard Int-term Corporate	ETF-Corp Bonds	0.18%	—	+1.75%
28	SCHF	Schwab Intl Equity ETF	ETF-Other	0.16%	—	-1.37%
29	SCHA	Schwab US Small-cap ETF	ETF-Other	0.16%	—	-0.27%
30	SCHB	Schwab US Broad Market ETF	ETF-Other	0.12%	-0.01%	-0.41%
31	IWF	Ishares Russell 1000 Growth	ETF-Other	0.12%	-0.01%	—
32	AAPL	Apple INC	Stock-Tech	0.12%	—	+0.04%
33	SCHM	Schwab US Mid Cap ETF	ETF-Other	0.10%	—	-1.58%
34	SCHR	Schwab Intermediate-term US	ETF-Other	0.09%	—	+0.53%
35	VUG	Vanguard Growth ETF	ETF-Other	0.09%	-0.01%	—
36	SHY	Ishares 1-3 Year Treasury Bo	ETF-Gov Bonds	0.07%	—	-3.56%
37	DVY	Ishares Select Dividend ETF	ETF-Other	0.06%	—	-0.75%
38	SCHE	Schwab Emrg Mrkts Eqty ETF	ETF-Other	0.06%	—	+0.41%
39	NVDA	Nvidia CORP	Stock-Tech	0.05%	—	—

Portfolio Performance

Performance for Q3 2026

+1.5%

Performance Last 4 Quarters

+12.9%

Based on 75% of reported portfolio value with available pricing

Stdev: +8.6%
Beta: +0.58
Alpha: +0.1%
Max Drawdown: -5.9%
Annualized Perf: +10.9%
Batting Avg vs S&P: +38.9%
Sortino: +2.28
Stutzer: +0.36
Treynor: +0.19
Sterling: +0.76
Calmar: +1.83
Information Ratio: -1.12
Tracking Error: +6.9%
Stdev Down: +4.7%
Winning Months %: +72.2%
Losing Months %: +27.8%
Best 12 Months: +22.3%
Worst 12 Months: +5.4%
Efficiency Ratio: +0.46
Sharpe: +1.24
Stdev Sectors: 0%
Skewness: -0.1
Kurtosis: -0.07
Upside Potential: +3.93

Reported value over time

Sector allocation

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2026-03-31	39	$560.9M	2	1IVV 2VOO 3BND Top holdings2026-03-31 1.IVV 2.VOO 3.BND 4.IEF 5.AGG 6.VYM 7.IEFA 8.VEA 9.IJH 10.IJR
2025-12-31	39	$559.6M	3	1IVV 2VOO 3BND Top holdings2025-12-31 1.IVV 2.VOO 3.BND 4.IEF 5.AGG 6.VYM 7.VEA 8.IEFA 9.IJH 10.IJR
2025-09-30	39	$541.9M	14	1IVV 2VOO 3BND Top holdings2025-09-30 1.IVV 2.VOO 3.BND 4.IEF 5.AGG 6.VYM 7.IEFA 8.VEA 9.IJH 10.IJR
2025-06-30	39	$504.0M	0	1IVV 2VOO 3BND Top holdings2025-06-30 1.IVV 2.VOO 3.BND 4.IEF 5.AGG 6.VYM 7.IEFA 8.VEA 9.IJH 10.HYG
2025-03-31	39	$471.6M	100	1IVV 2VOO 3BND Top holdings2025-03-31 1.IVV 2.VOO 3.BND 4.IEF 5.AGG 6.VYM 7.IEFA 8.VEA 9.IJH 10.HYG
2024-12-31	40	$471.7M	0	1IVV 2VOO 3BND Top holdings2024-12-31 1.IVV 2.VOO 3.BND 4.IEF 5.AGG 6.VYM 7.IEFA 8.VEA 9.IJH 10.IJR
2024-09-30	40	$476.4M	0	1IVV 2VOO 3BND Top holdings2024-09-30 1.IVV 2.VOO 3.BND 4.IEF 5.AGG 6.VYM 7.IJH 8.IEFA 9.VEA 10.IJR
2024-06-30	39	$441.1M	0	1IVV 2VOO 3BND Top holdings2024-06-30 1.IVV 2.VOO 3.BND 4.IEF 5.AGG 6.VYM 7.IJH 8.IEFA 9.VEA 10.HYG
2024-03-31	37	$442.0M	0	1IVV 2VOO 3BND Top holdings2024-03-31 1.IVV 2.VOO 3.BND 4.IEF 5.AGG 6.VYM 7.IJH 8.IEFA 9.VEA 10.HYG
2023-12-31	42	$622.6M	0	1IWB 2IVV 3AGG Top holdings2023-12-31 1.IWB 2.IVV 3.AGG 4.BND 5.VOO 6.IEMG 7.IEF 8.VYM 9.EFA 10.IJH
2023-09-30	41	$582.9M	0	1IWB 2IVV 3AGG Top holdings2023-09-30 1.IWB 2.IVV 3.AGG 4.BND 5.VOO 6.IEMG 7.IEF 8.VYM 9.EFA 10.IJH
2023-06-30	39	$620.4M	0	1IWB 2IVV 3AGG Top holdings2023-06-30 1.IWB 2.IVV 3.AGG 4.BND 5.VOO 6.IEMG 7.IEF 8.VYM 9.EFA 10.IJH
2023-03-31	40	$611.9M	0	1IWB 2IVV 3AGG Top holdings2023-03-31 1.IWB 2.IVV 3.AGG 4.BND 5.IEMG 6.VOO 7.IEF 8.VYM 9.EFA 10.IEFA
2022-12-31	40	$609.3M	0	1IWB 2IVV 3AGG Top holdings2022-12-31 1.IWB 2.IVV 3.AGG 4.BND 5.IEMG 6.VOO 7.IEF 8.VYM 9.EFA 10.IJH
2022-09-30	37	$579.0M	0	1IWB 2IVV 3AGG Top holdings2022-09-30 1.IWB 2.IVV 3.AGG 4.BND 5.IEMG 6.VOO 7.IEF 8.VYM 9.EFA 10.IJH
2022-06-30	41	$635.1M	0	1IWB 2IVV 3AGG Top holdings2022-06-30 1.IWB 2.IVV 3.AGG 4.BND 5.EFA 6.IEMG 7.VOO 8.VYM 9.IEF 10.IJH
2022-03-31	41	$738.5M	0	1IWB 2IVV 3AGG Top holdings2022-03-31 1.IWB 2.IVV 3.AGG 4.BND 5.EFA 6.IEMG 7.VOO 8.VYM 9.IEF 10.IJH
2021-12-31	41	$791.8M	0	1IWB 2IVV 3AGG Top holdings2021-12-31 1.IWB 2.IVV 3.AGG 4.BND 5.EFA 6.IEMG 7.VOO 8.VYM 9.IEF 10.IJH
2021-09-30	41	$759.6M	0	1IWB 2IVV 3AGG Top holdings2021-09-30 1.IWB 2.IVV 3.AGG 4.BND 5.EFA 6.IEMG 7.VOO 8.VYM 9.IEF 10.IJH
2021-06-30	41	$644.7M	100	1AGG 2IVV 3BND Top holdings2021-06-30 1.AGG 2.IVV 3.BND 4.IWB 5.EFA 6.VOO 7.IEMG 8.VYM 9.IEF 10.IJH
2021-03-31	43	$624.7M	35	1AGG 2BND 3IVV Top holdings2021-03-31 1.AGG 2.BND 3.IVV 4.IWB 5.EFA 6.VOO 7.IEMG 8.VYM 9.IEF 10.IJH
2020-12-31	42	$557.8M	9	1IVV 2BND 3AGG Top holdings2020-12-31 1.IVV 2.BND 3.AGG 4.VOO 5.IEF 6.IJH 7.IJR 8.EFA 9.VYM 10.HYG
2020-09-30	42	$515.3M	10	1IVV 2BND 3AGG Top holdings2020-09-30 1.IVV 2.BND 3.AGG 4.VOO 5.IEF 6.IJH 7.IJR 8.EFA 9.HYG 10.VYM
2020-06-30	42	$500.4M	12	1IVV 2AGG 3BND Top holdings2020-06-30 1.IVV 2.AGG 3.BND 4.VOO 5.EFA 6.IJH 7.IJR 8.IEF 9.HYG 10.VYM
2020-03-31	43	$457.0M	18	1IVV 2AGG 3BND Top holdings2020-03-31 1.IVV 2.AGG 3.BND 4.VOO 5.EFA 6.IJR 7.IJH 8.IEF 9.HYG 10.VYM
2019-12-31	46	$534.3M	8	1AGG 2BND 3IVV Top holdings2019-12-31 1.AGG 2.BND 3.IVV 4.VOO 5.EFA 6.IJR 7.IJH 8.IEF 9.HYG 10.VYM
2019-09-30	46	$506.5M	4	1AGG 2BND 3IVV Top holdings2019-09-30 1.AGG 2.BND 3.IVV 4.VOO 5.EFA 6.IJR 7.IJH 8.IEF 9.HYG 10.VYM
2019-06-30	46	$498.6M	10	1AGG 2BND 3IVV Top holdings2019-06-30 1.AGG 2.BND 3.IVV 4.EFA 5.VOO 6.IJR 7.IJH 8.IEF 9.HYG 10.VYM
2019-03-31	46	$455.9M	12	1BND 2AGG 3IVV Top holdings2019-03-31 1.BND 2.AGG 3.IVV 4.VOO 5.EFA 6.IJR 7.IJH 8.IEF 9.VCSH 10.HYG
2018-12-31	46	$431.0M	8	1BND 2AGG 3IVV Top holdings2018-12-31 1.BND 2.AGG 3.IVV 4.EFA 5.VOO 6.SHY 7.IJR 8.IEF 9.IJH 10.VCSH
2018-09-30	44	$438.9M	4	1BND 2AGG 3IVV Top holdings2018-09-30 1.BND 2.AGG 3.IVV 4.VOO 5.EFA 6.SHY 7.IJR 8.IJH 9.IEF 10.VCSH
2018-06-30	45	$430.4M	6	1BND 2AGG 3IVV Top holdings2018-06-30 1.BND 2.AGG 3.IVV 4.VOO 5.SHY 6.EFA 7.IJH 8.IJR 9.VCSH 10.IEF
2018-03-31	43	$432.2M	2	1BND 2AGG 3IVV Top holdings2018-03-31 1.BND 2.AGG 3.IVV 4.VOO 5.EFA 6.SHY 7.IJH 8.VCSH 9.IEF 10.HYG
2017-12-31	44	$437.7M	5	1BND 2AGG 3IVV Top holdings2017-12-31 1.BND 2.AGG 3.IVV 4.VOO 5.EFA 6.SHY 7.VCSH 8.IJH 9.IEF 10.HYG
2017-09-30	44	$417.4M	5	1BND 2AGG 3IVV Top holdings2017-09-30 1.BND 2.AGG 3.IVV 4.VOO 5.SHY 6.EFA 7.HYG 8.VCSH 9.IEF 10.IJR
2017-06-30	43	$401.4M	13	1BND 2AGG 3IVV Top holdings2017-06-30 1.BND 2.AGG 3.IVV 4.VOO 5.EFA 6.SHY 7.HYG 8.VCSH 9.IJH 10.IEF
2017-03-31	42	$387.1M	12	1AGG 2BND 3IVV Top holdings2017-03-31 1.AGG 2.BND 3.IVV 4.VOO 5.EFA 6.VCSH 7.SHY 8.HYG 9.VEA 10.DVY
2016-12-31	43	$374.6M	4	1BND 2AGG 3VOO Top holdings2016-12-31 1.BND 2.AGG 3.VOO 4.IVV 5.EFA 6.VCSH 7.VB 8.HYG 9.DVY 10.VEA
2016-09-30	44	$370.8M	3	1BND 2AGG 3VOO Top holdings2016-09-30 1.BND 2.AGG 3.VOO 4.IVV 5.EFA 6.VCSH 7.VB 8.HYG 9.VEA 10.DVY
2016-06-30	43	$359.4M	5	1BND 2AGG 3VOO Top holdings2016-06-30 1.BND 2.AGG 3.VOO 4.IVV 5.EFA 6.VCSH 7.VB 8.HYG 9.DVY 10.VEA
2016-03-31	45	$347.6M	28	1BND 2AGG 3VOO Top holdings2016-03-31 1.BND 2.AGG 3.VOO 4.IVV 5.VCSH 6.EFA 7.VB 8.HYG 9.DVY 10.VEA
2015-12-31	50	$330.4M	24	1BND 2AGG 3VOO Top holdings2015-12-31 1.BND 2.AGG 3.VOO 4.IVV 5.VCSH 6.HYG 7.VB 8.VEA 9.DVY 10.VO
2015-09-30	57	$335.4M	13	1BND 2AGG 3HYG Top holdings2015-09-30 1.BND 2.AGG 3.HYG 4.VCSH 5.VOO 6.DVY 7.VB 8.VEA 9.VO 10.STPZ
2015-06-30	63	$351.6M	4	1BND 2AGG 3HYG Top holdings2015-06-30 1.BND 2.AGG 3.HYG 4.VCSH 5.DVY 6.VB 7.VEA 8.VWO 9.VO 10.VEU
2015-03-31	62	$352.8M	3	1BND 2HYG 3AGG Top holdings2015-03-31 1.BND 2.HYG 3.AGG 4.VCSH 5.DVY 6.VB 7.VEA 8.VO 9.VWO 10.STPZ
2014-12-31	61	$345.9M	8	1BND 2HYG 3AGG Top holdings2014-12-31 1.BND 2.HYG 3.AGG 4.VCSH 5.DVY 6.VB 7.VEA 8.VWO 9.KYN 10.VO
2014-09-30	61	$335.5M	8	1BND 2HYG 3AGG Top holdings2014-09-30 1.BND 2.HYG 3.AGG 4.VCSH 5.DVY 6.VO 7.VEA 8.VWO 9.STPZ 10.KYN
2014-06-30	60	$335.7M	6	1BND 2HYG 3AGG Top holdings2014-06-30 1.BND 2.HYG 3.AGG 4.VCSH 5.STPZ 6.DVY 7.VEA 8.VO 9.VWO 10.IJH
2014-03-31	63	$330.2M	12	1BND 2HYG 3AGG Top holdings2014-03-31 1.BND 2.HYG 3.AGG 4.VCSH 5.STPZ 6.VWO 7.DVY 8.VEA 9.VO 10.IJH
2013-12-31	62	$318.1M	18	1BND 2HYG 3AGG Top holdings2013-12-31 1.BND 2.HYG 3.AGG 4.VCSH 5.STPZ 6.VWO 7.VEA 8.DVY 9.VO 10.IJH
2013-09-30	61	$305.9M	8	1BND 2AGG 3HYG Top holdings2013-09-30 1.BND 2.AGG 3.HYG 4.VWO 5.VEA 6.VCSH 7.STPZ 8.DVY 9.VB 10.IJH
2013-06-30	57	$290.6M	—	1BND 2AGG 3HYG Top holdings2013-06-30 1.BND 2.AGG 3.HYG 4.VWO 5.VCSH 6.VEA 7.STPZ 8.DVY 9.VB 10.IJH

Holding changes this quarter

Position changes disclosed by Twele Capital Management, Inc. for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	VYM	Vanguard High Dvd Yield ETF	+0.2%	-0.18%	Trim
2	USHY	Ishares Broad Usd High Yield	+0.2%	+27.13%	Add
3	IJR	Ishares Core S&p Small-cap E	+0.1%	-0.79%	Trim
4	LQD	Ishr Ibx Usd Invgd Cb Etf-ui	+0.1%	+5.79%	Add
5	IJH	Ishares Core S&p Midcap ETF	+0.1%	-0.26%	Trim
6	BND	Vanguard Total Bond Market	+0.1%	+1.52%	Add
7	IEFA	Ishares Core Msci Eafe ETF	+0.1%	+0.40%	Add
8	VB	Vanguard Small-cap ETF	+0.1%	+0.00%	Add
9	VCSH	Vanguard S/t CORP Bond ETF	0%	+2.55%	Add
10	AGG	Ishares Core U.s. Aggregate	0%	+1.23%	Add
11	GOVT	Ishares US Treasury Bond ETF	0%	+1.95%	Add
12	SCHZ	Schwab US Aggregate Bond ETF	0%	+3.79%	Add
13	SCHO	Schwab Short-term US Treas	0%	+3.26%	Add
14	IEF	Ishares 7-10 Year Treasury B	—	+1.00%	Add
15	AAPL	Apple INC	—	+0.04%	Add
16	VTEB	Vanguard Tax-exempt Bond ETF	—	+2.54%	Add
17	DVY	Ishares Select Dividend ETF	—	-0.75%	Trim
18	NVDA	Nvidia CORP	—	—	Unchanged
19	SHY	Ishares 1-3 Year Treasury Bo	—	-3.56%	Trim
20	SCHA	Schwab US Small-cap ETF	—	-0.27%	Trim
21	MUB	Ishares National Muni Bond E	—	-0.39%	Trim
22	SCHF	Schwab Intl Equity ETF	—	-1.37%	Trim
23	SCHM	Schwab US Mid Cap ETF	—	-1.58%	Trim
24	VCIT	Vanguard Int-term Corporate	—	+1.75%	Add
25	SCHE	Schwab Emrg Mrkts Eqty ETF	—	+0.41%	Add
26	SCHR	Schwab Intermediate-term US	—	+0.53%	Add
27	EFA	Ishares Msci Eafe ETF	0%	-4.92%	Trim
28	IWF	Ishares Russell 1000 Growth	0%	—	Unchanged
29	VUG	Vanguard Growth ETF	0%	—	Unchanged
30	SCHX	Schwab US Large-cap ETF	0%	+0.11%	Add
31	SCHB	Schwab US Broad Market ETF	0%	-0.41%	Trim
32	IEI	Ishares 3-7 Year Treasury Bo	0%	+0.22%	Add
33	VO	Vanguard Mid-cap ETF	0%	+0.81%	Add
34	VEA	Vanguard Ftse Developed ETF	-0.1%	-3.32%	Trim
35	VWO	Vanguard Ftse Emerging Marke	-0.1%	-2.99%	Trim
36	IEMG	Ishares Core Msci Emerging	-0.1%	-6.11%	Trim
37	HYG	Ishr Ibx Usd Hiyld Cb Etf-ui	-0.1%	-1.24%	Trim
38	VOO	Vanguard S&p 500 ETF	-0.3%	+2.59%	Add
39	IVV	Ishares Core S&p 500 ETF	-0.3%	+2.51%	Add

FAQ

What is Twele Capital Management, Inc. and what type of investor is it?

What are Twele Capital Management, Inc.'s largest equity positions?

What changes did Twele Capital Management, Inc. make in its most recent portfolio filing?

What sectors does Twele Capital Management, Inc. focus on?

Twele Capital Management, Inc. is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 100.0%