Twele Capital Management, Inc. has filed its 13F form on April 12, 2024 for Q1 2024 where it was disclosed a total value porftolio of $442 Million distributed in 37 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 $52.3M, Vanguard Index Fds S&P 500 ETF with a value of $46.6M, Vanguard Bd Index Fd Inc Total with a value of $40.7M, Ishares Barclays with a value of $38M, and Ishares Core U.S. Aggregate Bo with a value of $36.9M.

Examining the 13F form we can see an decrease of $181M in the current position value, from $623M to 442M.

Below you can find more details about Twele Capital Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $442 Million
ETFs: $442 Million
Technology: $361,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 37
  • Current Value $442 Million
  • Prior Value $623 Million
  • Filing
  • Period Q1 2024
  • Filing Date April 12, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 1 stocks
  • Additional Purchases 18 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 18 stocks
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