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 |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 39 | $541,886,040 | +$16,748,145 | -$2,592,858 | +$14,155,287 | 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 | +$8,260,809 | -$6,274,873 | +$1,985,936 | IVV, VOO, BND, IEF, AGG | 13F-HR | 09 Apr 2025, 17:36 |
| Q4 2024 | 40 | $471,733,580 | +$18,657,385 | -$7,913,163 | +$10,744,222 | IVV, VOO, BND, IEF, AGG | 13F-HR | 14 Jan 2025, 13:16 |
| Q3 2024 | 40 | $476,403,816 | +$9,506,523 | -$602,211 | +$8,904,312 | IVV, VOO, BND, IEF, AGG | 13F-HR | 07 Oct 2024, 17:51 |
| Q2 2024 | 39 | $441,142,618 | +$2,908,263 | -$2,968,017 | -$59,754 | IVV, VOO, BND, IEF, AGG | 13F-HR | 11 Jul 2024, 12:45 |
| Q1 2024 | 37 | $442,045,829 | +$22,682,229 | -$206,310,619 | -$183,628,390 | IVV, VOO, BND, IEF, AGG | 13F-HR | 12 Apr 2024, 21:20 |
| Q4 2023 | 42 | $622,558,023 | +$6,510,820 | -$18,471,553 | -$11,960,733 | IWB, IVV, AGG, BND, VOO | 13F-HR | 16 Jan 2024, 11:56 |
| Q3 2023 | 41 | $582,880,076 | +$2,449,195 | -$15,514,034 | -$13,064,839 | IWB, IVV, AGG, BND, VOO | 13F-HR | 12 Oct 2023, 13:14 |
| Q2 2023 | 39 | $620,406,651 | +$17,397,209 | -$19,004,426 | -$1,607,217 | IWB, IVV, AGG, BND, VOO | 13F-HR | 24 Jul 2023, 14:05 |
| Q1 2023 | 40 | $611,904,290 | +$2,676,487 | -$28,009,462 | -$25,332,975 | IWB, IVV, AGG, BND, IEMG | 13F-HR | 25 Apr 2023, 14:38 |
| Q4 2022 | 40 | $609,341,929 | +$7,454,142 | -$11,889,340 | -$4,435,198 | IWB, IVV, AGG, BND, IEMG | 13F-HR | 30 Jan 2023, 19:18 |
| Q3 2022 | 37 | $578,976,000 | +$28,142,280 | -$41,622,222 | -$13,479,942 | IWB, IVV, AGG, BND, IEMG | 13F-HR | 26 Oct 2022, 10:29 |
| Q2 2022 | 41 | $635,145,000 | +$4,437,560 | -$17,292,984 | -$12,855,424 | IWB, IVV, AGG, BND, EFA | 13F-HR | 18 Jul 2022, 21:09 |
| Q1 2022 | 41 | $738,458,000 | +$5,111,724 | -$12,147,190 | -$7,035,466 | IWB, IVV, AGG, BND, EFA | 13F-HR | 14 Apr 2022, 16:51 |
| Q4 2021 | 41 | $791,786,000 | +$17,906,321 | -$17,159,129 | +$747,192 | IWB, IVV, AGG, BND, EFA | 13F-HR | 25 Jan 2022, 17:26 |
| Q3 2021 | 41 | $759,593,000 | +$131,360,470 | -$7,884,219 | +$123,476,251 | IWB, IVV, AGG, BND, EFA | 13F-HR | 20 Oct 2021, 21:45 |
| Q2 2021 | 41 | $644,700,000 | +$11,339,081 | -$17,650,042 | -$6,310,961 | AGG, IVV, BND, IWB, EFA | 13F-HR | 19 Jul 2021, 19:24 |
| Q1 2021 | 43 | $624,711,000 | +$135,668,574 | -$84,845,052 | +$50,823,522 | AGG, BND, IVV, IWB, EFA | 13F-HR | 20 Apr 2021, 15:25 |
| Q4 2020 | 42 | $557,754,000 | +$26,414,066 | -$27,787,081 | -$1,373,015 | IVV, BND, AGG, VOO, IEF | 13F-HR | 22 Jan 2021, 16:15 |
| Q3 2020 | 42 | $515,322,000 | +$25,286,603 | -$28,951,958 | -$3,665,355 | IVV, BND, AGG, VOO, IEF | 13F-HR | 14 Oct 2020, 12:23 |
| Q2 2020 | 42 | $500,350,000 | +$15,901,724 | -$27,633,043 | -$11,731,319 | IVV, AGG, BND, VOO, EFA | 13F-HR | 20 Jul 2020, 16:48 |
| Q1 2020 | 43 | $456,951,000 | +$40,377,481 | -$46,089,714 | -$5,712,233 | IVV, AGG, BND, VOO, EFA | 13F-HR | 16 Apr 2020, 11:12 |
| Q4 2019 | 46 | $534,291,000 | +$20,232,886 | -$11,172,576 | +$9,060,310 | AGG, BND, IVV, VOO, EFA | 13F-HR | 23 Jan 2020, 16:10 |
| Q3 2019 | 46 | $506,533,000 | +$9,942,025 | -$5,102,541 | +$4,839,484 | AGG, BND, IVV, VOO, EFA | 13F-HR | 17 Oct 2019, 14:37 |
| Q2 2019 | 46 | $498,590,000 | +$36,997,636 | -$4,196,625 | +$32,801,011 | AGG, BND, IVV, EFA, VOO | 13F-HR | 18 Jul 2019, 16:41 |
| Q1 2019 | 46 | $455,895,000 | +$10,528,958 | -$17,417,944 | -$6,888,986 | BND, AGG, IVV, VOO, EFA | 13F-HR | 16 Apr 2019, 13:53 |
| Q4 2018 | 46 | $431,011,000 | +$26,654,608 | -$2,211,930 | +$24,442,678 | BND, AGG, IVV, EFA, VOO | 13F-HR | 16 Jan 2019, 18:42 |
| Q3 2018 | 44 | $438,933,000 | +$9,800,374 | -$7,664,101 | +$2,136,273 | BND, AGG, IVV, VOO, EFA | 13F-HR | 22 Oct 2018, 18:45 |
| Q2 2018 | 45 | $430,371,000 | +$6,494,029 | -$5,596,571 | +$897,458 | BND, AGG, IVV, VOO, SHY | 13F-HR | 20 Jul 2018, 16:04 |
| Q1 2018 | 43 | $432,220,000 | +$2,944,712 | -$879,878 | +$2,064,834 | BND, AGG, IVV, VOO, EFA | 13F-HR | 18 Apr 2018, 12:01 |
| Q4 2017 | 44 | $437,749,000 | +$12,538,575 | -$1,182,826 | +$11,355,749 | BND, AGG, IVV, VOO, EFA | 13F-HR | 22 Jan 2018, 13:06 |
| Q3 2017 | 44 | $417,439,000 | +$12,953,606 | -$5,043,022 | +$7,910,584 | BND, AGG, IVV, VOO, SHY | 13F-HR | 16 Oct 2017, 16:13 |
| Q2 2017 | 43 | $401,431,000 | +$28,254,719 | -$18,468,478 | +$9,786,241 | BND, AGG, IVV, VOO, EFA | 13F-HR | 24 Jul 2017, 16:22 |
| Q1 2017 | 42 | $387,094,000 | +$28,381,601 | -$13,084,056 | +$15,297,545 | AGG, BND, IVV, VOO, EFA | 13F-HR | 10 Apr 2017, 15:40 |
| Q4 2016 | 43 | $374,593,000 | +$8,871,406 | -$3,028,147 | +$5,843,259 | BND, AGG, VOO, IVV, EFA | 13F-HR | 09 Jan 2017, 16:27 |
| Q3 2016 | 44 | $370,821,000 | +$4,712,585 | -$1,247,614 | +$3,464,971 | BND, AGG, VOO, IVV, EFA | 13F-HR | 19 Oct 2016, 17:50 |
| Q2 2016 | 43 | $359,386,000 | +$6,917,581 | -$937,102 | +$5,980,479 | BND, AGG, VOO, IVV, EFA | 13F-HR | 12 Jul 2016, 11:20 |
| Q1 2016 | 45 | $347,587,000 | +$50,218,733 | -$24,835,609 | +$25,383,124 | BND, AGG, VOO, IVV, VCSH | 13F-HR | 19 Apr 2016, 21:30 |
| Q4 2015 | 50 | $330,422,000 | +$34,934,170 | -$29,309,666 | +$5,624,504 | BND, AGG, VOO, IVV, VCSH | 13F-HR | 13 Jan 2016, 19:12 |
| Q3 2015 | 57 | $335,389,000 | +$18,152,812 | -$11,755,806 | +$6,397,006 | BND, AGG, HYG, VCSH, VOO | 13F-HR | 16 Oct 2015, 18:31 |
| Q2 2015 | 63 | $351,569,000 | +$7,273,023 | -$534,598 | +$6,738,425 | BND, AGG, HYG, VCSH, DVY | 13F-HR | 09 Jul 2015, 20:13 |
| Q1 2015 | 62 | $352,754,000 | +$2,032,468 | -$254,793 | +$1,777,675 | BND, HYG, AGG, VCSH, DVY | 13F-HR | 14 Apr 2015, 19:20 |
| Q4 2014 | 61 | $345,298,587 | +$14,224,324 | -$7,659,970 | +$6,564,354 | BND, HYG, AGG, VCSH, DVY | 13F-HR | 14 Jan 2015, 20:24 |
| Q3 2014 | 61 | $335,508,000 | +$14,268,846 | -$8,058,383 | +$6,210,463 | BND, HYG, AGG, VCSH, DVY | 13F-HR | 14 Oct 2014, 07:21 |
| Q2 2014 | 60 | $335,730,000 | +$5,074,748 | -$4,365,087 | +$709,661 | BND, HYG, AGG, VCSH, STPZ | 13F-HR | 03 Jul 2014, 20:10 |
| Q1 2014 | 63 | $330,199,000 | +$22,271,708 | -$14,447,772 | +$7,823,936 | BND, HYG, AGG, VCSH, STPZ | 13F-HR | 08 Apr 2014, 19:05 |
| Q4 2013 | 62 | $318,128,000 | $0 | BND, HYG, AGG, VCSH, STPZ | 13F-HR | 08 Jan 2014, 20:24 |