Twele Capital Management, Inc. has filed its 13F form on October 07, 2024 for Q3 2024 where it was disclosed a total value porftolio of $476 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 $57M, Vanguard Index Fds S&P 500 ETF with a value of $51.9M, Vanguard Bd Index Fd Inc Total with a value of $44.4M, Ishares Barclays with a value of $40.4M, and Ishares Core U.S. Aggregate Bo with a value of $39.2M.
Examining the 13F form we can see an increase of $34.4M in the current position value, from $441M to 476M.
Below you can find more details about Twele Capital Management, Inc. portfolio as well as his latest detailed transactions.