0001085146-22-000315.txt : 20220126
0001085146-22-000315.hdr.sgml : 20220126
20220125182642
ACCESSION NUMBER: 0001085146-22-000315
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20211231
FILED AS OF DATE: 20220126
DATE AS OF CHANGE: 20220125
EFFECTIVENESS DATE: 20220126
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: 22555109
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
12-31-2021
12-31-2021
false
Twele Capital Management, Inc.
5601 SMETANA DRIVE, SUITE 707
MINNETONKA
MN
55343
13F HOLDINGS REPORT
028-13313
N
Maressia Twele
Chief Financial Officer
952-887-9253
/s/ Maressia Twele
Minnetonka
MN
01-20-2022
0
41
791786
false
INFORMATION TABLE
2
infotable.xml
INFORMATION TABLE
ISHARES INC
CORE MSCI EMKT
46434G103
45464
759504
SH
SOLE
718691
0
40813
ISHARES TR
1 3 YR TREAS BD
464287457
12707
148548
SH
SOLE
140769
0
7779
ISHARES TR
3 7 YR TREAS BD
464288661
2763
21476
SH
SOLE
820
0
20656
ISHARES TR
BARCLAYS 7 10 YR
464287440
31517
274063
SH
SOLE
263552
0
10511
ISHARES TR
COHEN STEER REIT
464287564
3642
47866
SH
SOLE
47761
0
105
ISHARES TR
CORE MSCI EAFE
46432F842
2760
36973
SH
SOLE
0
0
36973
ISHARES TR
CORE S&P MCP ETF
464287507
23802
84081
SH
SOLE
70007
0
14074
ISHARES TR
CORE S&P SCP ETF
464287804
22526
196720
SH
SOLE
165422
0
31298
ISHARES TR
CORE S&P500 ETF
464287200
82411
172772
SH
SOLE
139792
0
32980
ISHARES TR
CORE US AGGBD ET
464287226
74382
652015
SH
SOLE
615986
0
36029
ISHARES TR
IBOXX HI YD ETF
464288513
20659
237433
SH
SOLE
223302
0
14131
ISHARES TR
IBOXX INV CP ETF
464287242
12020
90706
SH
SOLE
84112
0
6594
ISHARES TR
JPMORGAN USD EMG
464288281
16587
152093
SH
SOLE
152093
0
0
ISHARES TR
MSCI EAFE ETF
464287465
55279
702575
SH
SOLE
679221
0
23354
ISHARES TR
MSCI EMG MKT ETF
464287234
9689
198336
SH
SOLE
191530
0
6806
ISHARES TR
NATIONAL MUN ETF
464288414
2644
22734
SH
SOLE
0
0
22734
ISHARES TR
RUS 1000 ETF
464287622
140364
530816
SH
SOLE
530816
0
0
ISHARES TR
RUS 1000 GRW ETF
464287614
566
1852
SH
SOLE
0
0
1852
ISHARES TR
RUS MID CAP ETF
464287499
3769
45404
SH
SOLE
43922
0
1482
ISHARES TR
RUSSELL 2000 ETF
464287655
11724
52704
SH
SOLE
52704
0
0
ISHARES TR
SELECT DIVID ETF
464287168
525
4284
SH
SOLE
0
0
4284
ISHARES TR
TIPS BD ETF
464287176
1886
14599
SH
SOLE
14599
0
0
ISHARES TR
U.S. REAL ES ETF
464287739
7040
60617
SH
SOLE
60617
0
0
SCHWAB STRATEGIC TR
EMRG MKTEQ ETF
808524706
323
10889
SH
SOLE
0
0
10889
SCHWAB STRATEGIC TR
INTL EQTY ETF
808524805
1001
25752
SH
SOLE
0
0
25752
SCHWAB STRATEGIC TR
INTRM TRM TRES
808524854
840
14962
SH
SOLE
0
0
14962
SCHWAB STRATEGIC TR
SHT TM US TRES
808524862
1461
28729
SH
SOLE
0
0
28729
SCHWAB STRATEGIC TR
US AGGREGATE B
808524839
2066
38334
SH
SOLE
0
0
38334
SCHWAB STRATEGIC TR
US BRD MKT ETF
808524102
712
6300
SH
SOLE
0
0
6300
SCHWAB STRATEGIC TR
US LRG CAP ETF
808524201
1392
12233
SH
SOLE
0
0
12233
SCHWAB STRATEGIC TR
US MID-CAP ETF
808524508
642
7980
SH
SOLE
0
0
7980
SCHWAB STRATEGIC TR
US SML CAP ETF
808524607
1014
9901
SH
SOLE
0
0
9901
VANGUARD BD INDEX FDS
TOTAL BND MRKT
921937835
61231
722486
SH
SOLE
622457
0
100029
VANGUARD INDEX FDS
GROWTH ETF
922908736
782
2436
SH
SOLE
0
0
2436
VANGUARD INDEX FDS
MID CAP ETF
922908629
10804
42407
SH
SOLE
27814
0
14593
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
42169
96592
SH
SOLE
80268
0
16324
VANGUARD INDEX FDS
SMALL CP ETF
922908751
8437
37328
SH
SOLE
22215
0
15113
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
10029
202773
SH
SOLE
162488
0
40285
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
92206C409
14186
174580
SH
SOLE
137824
0
36756
VANGUARD TAX-MANAGED INTL FD
FTSE DEV MKT ETF
921943858
16305
319322
SH
SOLE
240044
0
79278
VANGUARD WHITEHALL FDS
HIGH DIV YLD
921946406
33666
300297
SH
SOLE
267811
0
32486