$387 Million is the total value of Twele Capital Management, Inc.'s 42 reported holdings in Q1 2017. The portfolio turnover from Q4 2016 to Q1 2017 was 100.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
VEU | Exit | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $0 | – | -179,626 | -100.0% | -2.12% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-04-10
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
VANGUARD BD INDEX FDS | 42 | Q3 2023 | 15.4% |
ISHARES TR | 42 | Q3 2023 | 13.8% |
ISHARES TR | 42 | Q3 2023 | 12.7% |
ISHARES TR | 42 | Q3 2023 | 7.8% |
ISHARES TR | 42 | Q3 2023 | 7.1% |
VANGUARD SCOTTSDALE FDS | 42 | Q3 2023 | 5.6% |
ISHARES TR | 42 | Q3 2023 | 6.3% |
ISHARES TR | 42 | Q3 2023 | 6.3% |
VANGUARD TAX-MANAGED INTL FD | 42 | Q3 2023 | 5.3% |
VANGUARD WHITEHALL FDS INC | 42 | Q3 2023 | 5.4% |
View Twele Capital Management, Inc.'s complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-15 |
13F-HR | 2024-01-16 |
13F-HR | 2023-10-12 |
13F-HR | 2023-07-24 |
13F-HR | 2023-04-25 |
13F-HR | 2023-01-31 |
13F-HR | 2022-10-26 |
13F-HR | 2022-07-19 |
13F-HR | 2022-04-14 |
13F-HR | 2022-01-26 |
View Twele Capital Management, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.