0001085146-20-002514.txt : 20201014 0001085146-20-002514.hdr.sgml : 20201014 20201014122329 ACCESSION NUMBER: 0001085146-20-002514 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200930 FILED AS OF DATE: 20201014 DATE AS OF CHANGE: 20201014 EFFECTIVENESS DATE: 20201014 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Twele Capital Management, Inc. CENTRAL INDEX KEY: 0001411268 IRS NUMBER: 364546212 STATE OF INCORPORATION: MN FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-13313 FILM NUMBER: 201238613 BUSINESS ADDRESS: STREET 1: 5601 SMETANA DRIVE, SUITE 707 CITY: MINNETONKA STATE: MN ZIP: 55343 BUSINESS PHONE: 952-887-9253 MAIL ADDRESS: STREET 1: 5601 SMETANA DRIVE, SUITE 707 CITY: MINNETONKA STATE: MN ZIP: 55343 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001411268 XXXXXXXX 09-30-2020 09-30-2020 false Twele Capital Management, Inc.

5601 SMETANA DRIVE, SUITE 707 MINNETONKA MN 55343

13F HOLDINGS REPORT 028-13313 N Lisa Mellum 952-887-9253 /s/ Lisa Mellum Minnetonka MN 10-13-2020 0 42 515322 INFORMATION TABLE 2 infotable.xml INFORMATION TABLE INVESCO EXCH TRADED FD TR II FNDMNTL HY CRP 46138E719 1349 72783 SH SOLE 72650 0 133 ISHARES INC CORE MSCI EMKT 46434G103 2086 39499 SH SOLE 0 0 39499 ISHARES TR CORE S&P SCP ETF 464287804 27171 386893 SH SOLE 354240 0 32653 ISHARES TR TIPS BD ETF 464287176 2621 20722 SH SOLE 20722 0 0 ISHARES TR MSCI EMG MKT ETF 464287234 12923 293103 SH SOLE 284705 0 8398 ISHARES TR IBOXX HI YD ETF 464288513 16937 201868 SH SOLE 182359 0 19509 ISHARES TR EAFE SML CP ETF 464288273 7678 130150 SH SOLE 130150 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 598 2758 SH SOLE 0 0 2758 ISHARES TR BARCLAYS 7 10 YR 464287440 32956 270529 SH SOLE 263281 0 7248 ISHARES TR CORE S&P MCP ETF 464287507 28946 156202 SH SOLE 140469 0 15733 ISHARES TR 1 3 YR TREAS BD 464287457 10392 120121 SH SOLE 116058 0 4063 ISHARES TR IBOXX INV CP ETF 464287242 10559 78384 SH SOLE 71230 0 7154 ISHARES TR CORE MSCI EAFE 46432F842 1821 30215 SH SOLE 0 0 30215 ISHARES TR COHEN STEER REIT 464287564 5649 55380 SH SOLE 55250 0 130 ISHARES TR MSCI EAFE ETF 464287465 25829 405800 SH SOLE 380703 0 25097 ISHARES TR U.S. REAL ES ETF 464287739 3095 38770 SH SOLE 38770 0 0 ISHARES TR CORE S&P500 ETF 464287200 65579 195140 SH SOLE 165040 0 30100 ISHARES TR MSCI ACWI ETF 464288257 480 6000 SH SOLE 6000 0 0 ISHARES TR SELECT DIVID ETF 464287168 4158 50997 SH SOLE 43200 0 7797 ISHARES TR 3 7 YR TREAS BD 464288661 8893 66571 SH SOLE 52807 0 13764 ISHARES TR NATIONAL MUN ETF 464288414 2204 19011 SH SOLE 0 0 19011 ISHARES TR CORE US AGGBD ET 464287226 61726 522838 SH SOLE 504161 0 18677 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 1210 23487 SH SOLE 0 0 23487 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 796 25336 SH SOLE 0 0 25336 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 517 9322 SH SOLE 0 0 9322 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 310 11597 SH SOLE 0 0 11597 SCHWAB STRATEGIC TR INTRM TRM TRES 808524854 745 12698 SH SOLE 0 0 12698 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 728 9141 SH SOLE 0 0 9141 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 1105 13710 SH SOLE 0 0 13710 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 1737 30976 SH SOLE 0 0 30976 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 804 11767 SH SOLE 0 0 11767 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 63619 721138 SH SOLE 650861 0 70277 VANGUARD CHARLOTTE FDS INTL BD IDX ETF 92203J407 4285 73650 SH SOLE 73650 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 7366 47895 SH SOLE 32510 0 15385 VANGUARD INDEX FDS GROWTH ETF 922908736 816 3583 SH SOLE 0 0 3583 VANGUARD INDEX FDS MID CAP ETF 922908629 6891 39096 SH SOLE 25490 0 13606 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 40498 131636 SH SOLE 114429 0 17207 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 7349 169961 SH SOLE 133310 0 36651 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 14628 176558 SH SOLE 150507 0 26051 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 312 3253 SH SOLE 0 0 3253 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 12019 293866 SH SOLE 224256 0 69610 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 15937 196928 SH SOLE 157796 0 39132