$738 Million is the total value of Twele Capital Management, Inc.'s 41 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2022 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-04-14
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.