Notify me when Twele Capital Management, Inc. files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 39 | $559,566,134 | +$12,288,800 | -$67,118 | +$12,221,682 | IVV, VOO, BND, IEF, AGG | 13F-HR | 09 Jan 2026, 14:34 |
| Q3 2025 | 39 | $541,886,040 | +$16,748,146 | -$2,592,858 | +$14,155,288 | IVV, VOO, BND, IEF, AGG | 13F-HR | 15 Oct 2025, 17:38 |
| Q2 2025 | 39 | $504,021,293 | +$9,438,286 | -$3,407,666 | +$6,030,620 | IVV, VOO, BND, IEF, AGG | 13F-HR | 07 Jul 2025, 19:07 |
| Q1 2025 | 39 | $471,581,604 | +$8,260,810 | -$6,274,873 | +$1,985,937 | IVV, VOO, BND, IEF, AGG | 13F-HR | 09 Apr 2025, 17:36 |
| Q4 2024 | 40 | $471,733,580 | +$18,657,388 | -$7,913,164 | +$10,744,224 | IVV, VOO, BND, IEF, AGG | 13F-HR | 14 Jan 2025, 13:16 |
| Q3 2024 | 40 | $476,403,816 | +$9,506,524 | -$602,211 | +$8,904,313 | IVV, VOO, BND, IEF, AGG | 13F-HR | 07 Oct 2024, 17:51 |
| Q2 2024 | 39 | $441,142,618 | +$2,908,264 | -$2,968,017 | -$59,753 | IVV, VOO, BND, IEF, AGG | 13F-HR | 11 Jul 2024, 12:45 |
| Q1 2024 | 37 | $442,045,829 | +$22,682,237 | -$206,310,626 | -$183,628,389 | IVV, VOO, BND, IEF, AGG | 13F-HR | 12 Apr 2024, 21:20 |
| Q4 2023 | 42 | $622,558,023 | +$6,510,820 | -$18,471,554 | -$11,960,734 | IWB, IVV, AGG, BND, VOO | 13F-HR | 16 Jan 2024, 11:56 |
| Q3 2023 | 41 | $582,880,076 | +$2,449,195 | -$15,514,035 | -$13,064,840 | IWB, IVV, AGG, BND, VOO | 13F-HR | 12 Oct 2023, 13:14 |
| Q2 2023 | 39 | $620,406,651 | +$17,397,209 | -$26,929,748 | -$9,532,539 | IWB, IVV, AGG, BND, VOO | 13F-HR | 24 Jul 2023, 14:05 |
| Q1 2023 | 40 | $611,904,290 | +$2,676,488 | -$28,009,462 | -$25,332,974 | IWB, IVV, AGG, BND, IEMG | 13F-HR | 25 Apr 2023, 14:38 |
| Q4 2022 | 40 | $609,341,929 | +$7,454,142 | -$14,457,340 | -$7,003,198 | IWB, IVV, AGG, BND, IEMG | 13F-HR | 30 Jan 2023, 20:18 |
| Q3 2022 | 37 | $578,976,000 | +$28,142,280 | -$44,644,236 | -$16,501,956 | IWB, IVV, AGG, BND, IEMG | 13F-HR | 26 Oct 2022, 10:29 |
| Q2 2022 | 41 | $635,145,000 | +$4,437,561 | -$17,292,983 | -$12,855,422 | IWB, IVV, AGG, BND, EFA | 13F-HR | 18 Jul 2022, 21:09 |
| Q1 2022 | 41 | $738,458,000 | +$5,111,724 | -$12,147,188 | -$7,035,464 | IWB, IVV, AGG, BND, EFA | 13F-HR | 14 Apr 2022, 16:51 |
| Q4 2021 | 41 | $791,786,000 | +$17,906,324 | -$17,159,130 | +$747,194 | IWB, IVV, AGG, BND, EFA | 13F-HR | 25 Jan 2022, 18:26 |
| Q3 2021 | 41 | $759,593,000 | +$131,360,468 | -$7,884,219 | +$123,476,249 | IWB, IVV, AGG, BND, EFA | 13F-HR | 20 Oct 2021, 21:45 |
| Q2 2021 | 41 | $644,700,000 | +$11,339,082 | -$17,650,042 | -$6,310,960 | AGG, IVV, BND, IWB, EFA | 13F-HR | 19 Jul 2021, 19:24 |
| Q1 2021 | 43 | $624,711,000 | +$135,668,609 | -$84,845,053 | +$50,823,556 | AGG, BND, IVV, IWB, EFA | 13F-HR | 20 Apr 2021, 15:25 |
| Q4 2020 | 42 | $557,754,000 | +$26,414,064 | -$27,787,079 | -$1,373,015 | IVV, BND, AGG, VOO, IEF | 13F-HR | 22 Jan 2021, 17:15 |
| Q3 2020 | 42 | $515,322,000 | +$25,286,598 | -$28,951,959 | -$3,665,361 | IVV, BND, AGG, VOO, IEF | 13F-HR | 14 Oct 2020, 12:23 |
| Q2 2020 | 42 | $500,350,000 | +$15,901,723 | -$28,072,038 | -$12,170,315 | IVV, AGG, BND, VOO, EFA | 13F-HR | 20 Jul 2020, 16:48 |
| Q1 2020 | 43 | $456,951,000 | +$40,377,485 | -$46,984,712 | -$6,607,227 | IVV, AGG, BND, VOO, EFA | 13F-HR | 16 Apr 2020, 11:12 |
| Q4 2019 | 46 | $534,291,000 | +$20,232,886 | -$11,172,577 | +$9,060,309 | AGG, BND, IVV, VOO, EFA | 13F-HR | 23 Jan 2020, 17:10 |
| Q3 2019 | 46 | $506,533,000 | +$9,942,024 | -$5,102,541 | +$4,839,483 | AGG, BND, IVV, VOO, EFA | 13F-HR | 17 Oct 2019, 14:37 |
| Q2 2019 | 46 | $498,590,000 | +$36,997,633 | -$4,196,626 | +$32,801,007 | AGG, BND, IVV, EFA, VOO | 13F-HR | 18 Jul 2019, 16:41 |
| Q1 2019 | 46 | $455,895,000 | +$10,528,957 | -$17,682,955 | -$7,153,998 | BND, AGG, IVV, VOO, EFA | 13F-HR | 16 Apr 2019, 13:53 |
| Q4 2018 | 46 | $431,011,000 | +$26,654,611 | -$4,033,929 | +$22,620,682 | BND, AGG, IVV, EFA, VOO | 13F-HR | 16 Jan 2019, 19:42 |
| Q3 2018 | 44 | $438,933,000 | +$9,800,376 | -$8,078,102 | +$1,722,274 | BND, AGG, IVV, VOO, EFA | 13F-HR | 22 Oct 2018, 18:45 |
| Q2 2018 | 45 | $430,371,000 | +$6,494,029 | -$10,038,570 | -$3,544,541 | BND, AGG, IVV, VOO, SHY | 13F-HR | 20 Jul 2018, 16:04 |
| Q1 2018 | 43 | $432,220,000 | +$2,944,712 | -$1,084,877 | +$1,859,835 | BND, AGG, IVV, VOO, EFA | 13F-HR | 18 Apr 2018, 12:01 |
| Q4 2017 | 44 | $437,749,000 | +$12,538,574 | -$1,182,826 | +$11,355,748 | BND, AGG, IVV, VOO, EFA | 13F-HR | 22 Jan 2018, 14:06 |
| Q3 2017 | 44 | $417,439,000 | +$12,953,606 | -$5,043,023 | +$7,910,583 | BND, AGG, IVV, VOO, SHY | 13F-HR | 16 Oct 2017, 16:13 |
| Q2 2017 | 43 | $401,431,000 | +$28,254,720 | -$19,579,480 | +$8,675,240 | BND, AGG, IVV, VOO, EFA | 13F-HR | 24 Jul 2017, 16:22 |
| Q1 2017 | 42 | $387,094,000 | +$28,381,604 | -$21,020,060 | +$7,361,544 | AGG, BND, IVV, VOO, EFA | 13F-HR | 10 Apr 2017, 15:40 |
| Q4 2016 | 43 | $374,593,000 | +$8,871,407 | -$3,229,150 | +$5,642,257 | BND, AGG, VOO, IVV, EFA | 13F-HR | 09 Jan 2017, 17:27 |
| Q3 2016 | 44 | $370,821,000 | +$4,712,584 | -$1,247,614 | +$3,464,970 | BND, AGG, VOO, IVV, EFA | 13F-HR | 19 Oct 2016, 17:50 |
| Q2 2016 | 43 | $359,386,000 | +$6,917,580 | -$2,618,102 | +$4,299,478 | BND, AGG, VOO, IVV, EFA | 13F-HR | 12 Jul 2016, 11:20 |
| Q1 2016 | 45 | $347,587,000 | +$50,218,737 | -$38,899,605 | +$11,319,132 | BND, AGG, VOO, IVV, VCSH | 13F-HR | 19 Apr 2016, 21:30 |
| Q4 2015 | 50 | $330,422,000 | +$34,934,165 | -$41,156,663 | -$6,222,498 | BND, AGG, VOO, IVV, VCSH | 13F-HR | 13 Jan 2016, 20:12 |
| Q3 2015 | 57 | $335,389,000 | +$18,152,813 | -$15,138,806 | +$3,014,007 | BND, AGG, HYG, VCSH, VOO | 13F-HR | 16 Oct 2015, 18:31 |
| Q2 2015 | 63 | $351,569,000 | +$7,273,021 | -$757,598 | +$6,515,423 | BND, AGG, HYG, VCSH, DVY | 13F-HR | 09 Jul 2015, 20:13 |
| Q1 2015 | 62 | $352,754,000 | +$2,032,468 | -$458,793 | +$1,573,675 | BND, HYG, AGG, VCSH, DVY | 13F-HR | 14 Apr 2015, 19:20 |
| Q4 2014 | 61 | $345,885,000 | +$14,224,334 | -$7,870,971 | +$6,353,363 | BND, HYG, AGG, VCSH, DVY | 13F-HR | 14 Jan 2015, 21:24 |
| Q3 2014 | 61 | $335,508,000 | +$14,268,846 | -$8,058,378 | +$6,210,468 | BND, HYG, AGG, VCSH, DVY | 13F-HR | 14 Oct 2014, 07:21 |
| Q2 2014 | 60 | $335,730,000 | +$5,074,747 | -$9,372,088 | -$4,297,341 | BND, HYG, AGG, VCSH, STPZ | 13F-HR | 03 Jul 2014, 20:10 |
| Q1 2014 | 63 | $330,199,000 | +$22,271,710 | -$14,447,775 | +$7,823,935 | BND, HYG, AGG, VCSH, STPZ | 13F-HR | 08 Apr 2014, 19:05 |
| Q4 2013 | 62 | $318,128,000 | $0 | $0 | $0 | BND, HYG, AGG, VCSH, STPZ | 13F-HR | 08 Jan 2014, 21:24 |