Twele Capital Management, Inc. has filed its 13F form on January 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $472 Million distributed in 40 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $55.4M, Vanguard Index Fds S&P 500 ETF with a value of $50.4M, Vanguard Bd Index Fd Inc Total with a value of $44.8M, Ishares Barclays with a value of $40.3M, and Ishares Core U.S. Aggregate Bo with a value of $39.4M.
Examining the 13F form we can see an decrease of $3.5M in the current position value, from $476M to 472M.
Below you can find more details about Twele Capital Management, Inc. portfolio as well as his latest detailed transactions.
