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