Twele Capital Management, Inc. Portfolio Holdings
Twele Capital Management, Inc.
- $441 Million
- Q2 2024
Twele Capital Management, Inc. has filed its 13F form on July 11, 2024 for Q2 2024 where it was disclosed a total value porftolio of $441 Million distributed in 39 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 $53.7M, Vanguard Index Fds S&P 500 ETF with a value of $48.1M, Vanguard Bd Index Fd Inc Total with a value of $40.8M, Ishares Barclays with a value of $37.7M, and Ishares Core U.S. Aggregate Bo with a value of $36.1M.
Examining the 13F form we can see an decrease of $901K in the current position value, from $442M to 441M.
Below you can find more details about Twele Capital Management, Inc. portfolio as well as his latest detailed transactions.