0001085146-22-003611.txt : 20221026 0001085146-22-003611.hdr.sgml : 20221026 20221026102900 ACCESSION NUMBER: 0001085146-22-003611 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220930 FILED AS OF DATE: 20221026 DATE AS OF CHANGE: 20221026 EFFECTIVENESS DATE: 20221026 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: 221331724 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 09-30-2022 09-30-2022 false Twele Capital Management, Inc.

5601 SMETANA DRIVE, SUITE 707 MINNETONKA MN 55343

13F HOLDINGS REPORT 028-13313 N Maressia Twele 952-887-9253 /s/ Maressia Twele Minnetonka MN 10-26-2022 0 37 578976 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ISHARES INC CORE MSCI EMKT 46434G103 37213 865823 SH SOLE 824169 0 41654 ISHARES TR 1 3 YR TREAS BD 464287457 2474 30463 SH SOLE 25335 0 5128 ISHARES TR 3 7 YR TREAS BD 464288661 1762 15422 SH SOLE 564 0 14858 ISHARES TR 7-10 YR TRSY BD 464287440 31870 332015 SH SOLE 317424 0 14591 ISHARES TR COHEN STEER REIT 464287564 2568 47866 SH SOLE 47761 0 105 ISHARES TR CORE MSCI EAFE 46432F842 16199 307556 SH SOLE 269235 0 38321 ISHARES TR CORE S&P MCP ETF 464287507 17973 81971 SH SOLE 68474 0 13497 ISHARES TR CORE S&P SCP ETF 464287804 16526 189535 SH SOLE 158146 0 31389 ISHARES TR CORE S&P500 ETF 464287200 59636 166279 SH SOLE 134611 0 31668 ISHARES TR CORE US AGGBD ET 464287226 57268 594439 SH SOLE 550626 0 43813 ISHARES TR IBOXX HI YD ETF 464288513 16287 228142 SH SOLE 215438 0 12704 ISHARES TR IBOXX INV CP ETF 464287242 9030 88145 SH SOLE 81886 0 6259 ISHARES TR JPMORGAN USD EMG 464288281 11760 148115 SH SOLE 148115 0 0 ISHARES TR MSCI EAFE ETF 464287465 23552 420499 SH SOLE 396290 0 24209 ISHARES TR MSCI EMG MKT ETF 464287234 237 6806 SH SOLE 0 0 6806 ISHARES TR NATIONAL MUN ETF 464288414 2016 19653 SH SOLE 0 0 19653 ISHARES TR RUS 1000 ETF 464287622 94666 479732 SH SOLE 479732 0 0 ISHARES TR RUS MID CAP ETF 464287499 2567 41304 SH SOLE 39822 0 1482 ISHARES TR RUSSELL 2000 ETF 464287655 7818 47406 SH SOLE 47406 0 0 ISHARES TR SELECT DIVID ETF 464287168 349 3257 SH SOLE 0 0 3257 ISHARES TR U.S. REAL ES ETF 464287739 5182 63641 SH SOLE 63641 0 0 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 241 10739 SH SOLE 0 0 10739 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 710 25251 SH SOLE 0 0 25251 SCHWAB STRATEGIC TR INT-TRM U.S TRES 808524854 591 12024 SH SOLE 0 0 12024 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 1319 27322 SH SOLE 0 0 27322 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 1319 29102 SH SOLE 0 0 29102 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 504 11997 SH SOLE 0 0 11997 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 1001 23630 SH SOLE 0 0 23630 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 756 20004 SH SOLE 0 0 20004 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 47315 663327 SH SOLE 557076 0 106251 VANGUARD INDEX FDS MID CAP ETF 922908629 9072 48258 SH SOLE 33415 0 14843 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 32382 98634 SH SOLE 82372 0 16262 VANGUARD INDEX FDS SMALL CP ETF 922908751 7744 45309 SH SOLE 29604 0 15705 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 8061 220914 SH SOLE 179576 0 41338 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 11438 153990 SH SOLE 124903 0 29087 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 13537 372296 SH SOLE 287648 0 84648 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 26033 274377 SH SOLE 242997 0 31380