Twele Capital Management, Inc. Incresed Positions in Q3 2024

Twele Capital Management, Inc.

  • $476 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.07K
+ 2.15%
$475.2 - $527.7 $982K - $1.09M
98.3K $51.9M
BND
Vanguard Bd Index Fd Inc Total

ETFs
25.4K
+ 4.48%
$71.45 - $75.64 $1.81M - $1.92M
592K $44.4M
IVV
Ishares Core S&P 500 ETF

ETFs
688
+ 0.7%
$520.18 - $576.82 $358K - $397K
98.8K $57M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
16K
+ 4.31%
$96.25 - $101.98 $1.54M - $1.63M
387K $39.2M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
480
+ 0.16%
$117.9 - $128.2 $56.6K - $61.5K
293K $37.6M
IEF
Ishares Barclays

ETFs
9.06K
+ 2.25%
$92.67 - $99.14 $839K - $898K
412K $40.4M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
3.64K
+ 2.21%
$105.53 - $118.34 $384K - $431K
168K $19.7M
IEFA
Ishares Tr

ETFs
5.43K
+ 1.89%
$70.09 - $78.74 $381K - $427K
292K $22.8M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
8.07K
+ 2.18%
$57.32 - $62.65 $462K - $505K
377K $23.5M
VEA
Vanguard Ftse Developed Market

ETFs
2.51K
+ 0.62%
$47.6 - $53.31 $119K - $134K
409K $21.6M
LQD
Ishares Iboxx $ Investment Gra

ETFs
993
+ 1.14%
$106.11 - $113.72 $105K - $113K
88K $9.95M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
3.04K
+ 1.96%
$76.94 - $79.54 $234K - $242K
158K $12.6M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
18K
+ 23.14%
$22.38 - $23.66 $403K - $426K
95.7K $2.24M
AAPL
Apple Inc.

Technology
1.85K
+ 153.58%
$207.23 - $234.82 $383K - $433K
3.05K $709K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
7.78K
+ 54.92%
$36.06 - $37.66 $281K - $293K
21.9K $826K
IEMG
Ishares Inc

ETFs
3.26K
+ 1.48%
$53.64 - $53.64 $175K - $175K
223K $12M
VCIT
Vanguard Intermediate Term Cor

ETFs
806
+ 14.79%
$79.29 - $84.02 $63.9K - $67.7K
6.25K $523K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
874
+ 2.58%
$49.93 - $51.15 $43.6K - $44.7K
34.7K $1.77M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
459
+ 1.78%
$45.2 - $47.87 $20.7K - $22K
26.2K $1.24M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
62
+ 1.23%
$81.31 - $83.29 $5.04K - $5.16K
5.09K $422K
Activity Summary
Buys All Purchases 22 New Holdings 1 Increased Positions 21 Sells All Sells 15 Reductions 15 Sold out 0 Options Calls 0 Puts 0
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