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Home > Institutional Investor > Twele Capital Management, Inc. > Profile

Instuitional Investor - Twele Capital Management, Inc.

Fund Profile
Filing Period:
Fund Name: Twele Capital Management, Inc.
Portfolio Value $471,581,604
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 97,699 $54,897,134 11.64%
2.
Vanguard Index Fds - S&P 500 ETF SHS
 97,910 $50,316,929 10.67%
3.
Vanguard Bond Index Funds
 BND 611,603 $44,922,241 9.53%
4.
Ishares Trust
 IEF 418,118 $39,875,914 8.46%
5.
Ishares Trust
 IEF 395,511 $39,123,949 8.3%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)