Twele Capital Management, Inc. Incresed Positions in Q4 2024

Twele Capital Management, Inc.

  • $472 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VO
Vanguard Mid Cap ETF

ETFs
4.55K
+ 7.26%
$261.5 - $284.63 $1.19M - $1.29M
67.2K $17.7M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
20.7K
+ 94.32%
$36.54 - $37.53 $756K - $777K
42.6K $1.57M
BND
Vanguard Bd Index Fd Inc Total

ETFs
31.7K
+ 5.36%
$71.75 - $75.11 $2.27M - $2.38M
623K $44.8M
VEA
Vanguard Ftse Developed Market

ETFs
50.2K
+ 12.28%
$47.57 - $52.44 $2.39M - $2.63M
459K $22M
IEMG
Ishares Inc

ETFs
5.44K
+ 2.44%
N/A
229K $12.3M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
5.44K
+ 3.44%
$77.86 - $79.27 $424K - $431K
164K $12.8M
LQD
Ishares Iboxx $ Investment Gra

ETFs
6.84K
+ 7.76%
$106.56 - $113.11 $728K - $773K
94.9K $10.1M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
9.73K
+ 10.16%
$22.39 - $23.45 $218K - $228K
105K $2.42M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
19.2K
+ 4.94%
$96.64 - $101.23 $1.85M - $1.94M
407K $39.4M
VCIT
Vanguard Intermediate Term Cor

ETFs
745
+ 11.91%
$80.13 - $83.77 $59.7K - $62.4K
7K $561K
SCHA
Schwab Strategic Tr Us Small C

ETFs
15.9K
+ 104.88%
$25.33 - $51.16 $402K - $812K
31K $802K
SCHO
Schwab Short Term Us Treasury

ETFs
20.5K
+ 107.81%
$24.06 - $48.88 $493K - $1M
39.5K $950K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
1.02K
+ 2.94%
$49.79 - $51.14 $50.8K - $52.2K
35.7K $1.79M
MUB
Ishares National Muni Bond ETF

ETFs
300
+ 3.62%
$105.78 - $108.7 $31.7K - $32.6K
8.58K $913K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
211
+ 4.15%
$81.68 - $82.93 $17.2K - $17.5K
5.3K $434K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
19.2K
+ 194.87%
$22.01 - $66.82 $422K - $1.28M
29K $659K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
853
+ 9.61%
$26.63 - $30.23 $22.7K - $25.8K
9.73K $259K
SCHR
Schwab Intermediate Term Us Tr

ETFs
9.57K
+ 104.77%
$24.19 - $50.58 $231K - $484K
18.7K $454K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
12.2K
+ 193.78%
$27.54 - $83.04 $336K - $1.01M
18.5K $511K
EEM
Ishares Msci Emerging Markets

ETFs
50
+ 1.11%
$41.82 - $47.36 $2.09K - $2.37K
4.55K $190K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
401
+ 2.55%
$115.08 - $119.55 $46.1K - $47.9K
16.1K $1.86M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
20.1K
+ 108.89%
$18.41 - $40.87 $369K - $820K
38.5K $712K
SCHX
Schwab Strategic Tr Us Large C

ETFs
27.7K
+ 173.03%
$22.4 - $68.28 $620K - $1.89M
43.7K $1.01M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
25.4K
+ 96.92%
$22.63 - $47.53 $574K - $1.21M
51.6K $1.17M
IEF
Ishares Barclays

ETFs
23.6K
+ 5.73%
$92.08 - $98.18 $2.17M - $2.32M
436K $40.3M
EFA
Ishares Tr Msci Eafe ETF

ETFs
45
+ 0.21%
$75.1 - $82.99 $3.38K - $3.73K
21.2K $1.6M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.05K
+ 0.62%
$113.92 - $127.38 $120K - $134K
169K $19.5M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
15.1K
+ 6.17%
$44.04 - $49.49 $665K - $747K
260K $11.4M
HYG
Ishares Tr

ETFs
1.42K
+ 0.58%
$78.09 - $80.04 $110K - $113K
245K $19.3M
IEFA
Ishares Tr

ETFs
24K
+ 8.19%
$70.06 - $77.43 $1.68M - $1.86M
316K $22.2M
Activity Summary
Buys All Purchases 31 New Holdings 0 Increased Positions 31 Sells All Sells 8 Reductions 8 Sold out 0 Options Calls 0 Puts 0
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