Twele Capital Management, Inc. - Portfolio overview

Twele Capital Management, Inc. has 39 reported holdings in this dataset, with the latest filing dated 2026-04-07.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES TR, 11.42%
2. VOO - VANGUARD INDEX FDS, 10.52%
3. BND - VANGUARD BD INDEX FDS, 9.83%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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