Twele Capital Management, Inc. Portfolio Holdings

Twele Capital Management, Inc. has filed its 13F form on April 09, 2025 for Q1 2025 where it was disclosed a total value porftolio of $470 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 $54.5M, Vanguard Index Fds S&P 500 ETF with a value of $50M, Vanguard Bd Index Fd Inc Total with a value of $44.8M, Ishares Barclays with a value of $39.8M, and Ishares Core U.S. Aggregate Bo with a value of $39M.

Examining the 13F form we can see an decrease of $1.76M in the current position value, from $472M to 470M.

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