0001085146-14-000029.txt : 20140109
0001085146-14-000029.hdr.sgml : 20140109
20140108212448
ACCESSION NUMBER: 0001085146-14-000029
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20131231
FILED AS OF DATE: 20140109
DATE AS OF CHANGE: 20140108
EFFECTIVENESS DATE: 20140109
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: 14517550
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
12-31-2013
12-31-2013
false
Twele Capital Management, Inc.
5601 SMETANA DRIVE, SUITE 707
MINNETONKA
MN
55343
13F HOLDINGS REPORT
028-13313
N
Maressia Twele
Chief Financial Officer
952-807-5095
/s/ Maressia Twele
Minnetonka
MN
01-08-2014
0
62
318128
INFORMATION TABLE
2
form13fInfoTable.xml
DESCRIPTION FOR INFORMATION TABLE
BARCLAYS BK PLC
IPMS INDIA ETN
06739F291
482
8454
SH
SOLE
0
0
8454
CLAYMORE EXCHANGE-TRD FD TR
GUGG CHINA ALLCP
18385P101
1581
57976
SH
SOLE
57751
0
225
ISHARES
SELECT DIVID ETF
464287168
12928
181190
SH
SOLE
155450
0
25740
ISHARES
TIPS BD ETF
464287176
499
4540
SH
SOLE
4540
0
0
ISHARES
CHINA LG-CAP ETF
464287184
2329
60696
SH
SOLE
46900
0
13796
ISHARES
CORE S&P500 ETF
464287200
6407
34513
SH
SOLE
26960
0
7553
ISHARES
CORE TOTUSBD ETF
464287226
22058
207254
SH
SOLE
201242
0
6012
ISHARES
MSCI EMG MKT ETF
464287234
429
10262
SH
SOLE
0
0
10262
ISHARES
IBOXX INV CP ETF
464287242
1583
13860
SH
SOLE
4370
0
9490
ISHARES
20+ YR TR BD ETF
464287432
250
2450
SH
SOLE
2450
0
0
ISHARES
7-10 Y TR BD ETF
464287440
499
5032
SH
SOLE
5020
0
12
ISHARES
1-3 YR TR BD ETF
464287457
2942
34872
SH
SOLE
34697
0
175
ISHARES
MSCI EAFE ETF
464287465
4552
67841
SH
SOLE
57100
0
10741
ISHARES
CORE S&P MCP ETF
464287507
9709
72558
SH
SOLE
57700
0
14858
ISHARES
COHEN&STEER REIT
464287564
5687
76108
SH
SOLE
67600
0
8508
ISHARES
RUS 1000 VAL ETF
464287598
4556
48383
SH
SOLE
47570
0
813
ISHARES
RUS 1000 GRW ETF
464287614
5355
62308
SH
SOLE
55500
0
6808
ISHARES
RUS 2000 VAL ETF
464287630
262
2638
SH
SOLE
0
0
2638
ISHARES
CORE S&P SCP ETF
464287804
9513
87174
SH
SOLE
75600
0
11574
ISHARES
INTL TREA BD ETF
464288117
761
7600
SH
SOLE
7600
0
0
ISHARES
3YRTB ETF
464288125
538
5700
SH
SOLE
5700
0
0
ISHARES
NAT AMT FREE BD
464288414
1165
11233
SH
SOLE
0
0
11233
ISHARES
INTL DEVPPTY ETF
464288422
1321
35343
SH
SOLE
22000
0
13343
ISHARES
IBOXX HI YD ETF
464288513
22579
243097
SH
SOLE
218665
0
24432
ISHARES
3-7 YR TR BD ETF
464288661
1488
12400
SH
SOLE
12400
0
0
ISHARES
U.S. PFD STK ETF
464288687
4331
117595
SH
SOLE
93611
0
23984
ISHARES
MICRO-CAP ETF
464288869
4971
66179
SH
SOLE
56300
0
9879
ISHARES INC
CORE MSCI EMKT
46434G103
1967
39500
SH
SOLE
39500
0
0
ISHARES S&P GSCI COMMODITY I
UNIT BEN INT
46428R107
1685
52337
SH
SOLE
52000
0
337
KAYNE ANDERSON MLP INVT CO
COM
486606106
4746
119087
SH
SOLE
62687
0
56400
MARKET VECTORS ETF TR
HG YLD MUN ETF
57060U878
767
27135
SH
SOLE
0
0
27135
PIMCO ETF TR
1-5 US TIP IDX
72201R205
15157
286535
SH
SOLE
266430
0
20105
POWERSHARES GLOBAL ETF TRUST
FDM HG YLD RAFI
73936T557
8773
457191
SH
SOLE
426066
0
31125
POWERSHARES INDIA ETF TR
INDIA PORT
73935L100
1764
100100
SH
SOLE
100100
0
0
RYDEX ETF TRUST
GUG S&P500 EQ WT
78355W106
3696
51877
SH
SOLE
46000
0
5877
SCHWAB STRATEGIC TR
US SML CAP ETF
808524607
436
8300
SH
SOLE
0
0
8300
SCHWAB STRATEGIC TR
EMRG MKTEQ ETF
808524706
2382
96809
SH
SOLE
90600
0
6209
SCHWAB STRATEGIC TR
US DIVIDEND EQ
808524797
540
14736
SH
SOLE
0
0
14736
SCHWAB STRATEGIC TR
INTRM TRM TRES
808524854
3179
61045
SH
SOLE
56205
0
4840
SCHWAB STRATEGIC TR
SHT TM US TRES
808524862
5184
102560
SH
SOLE
97600
0
4960
SCHWAB STRATEGIC TR
US TIPS ETF
808524870
457
8654
SH
SOLE
0
0
8654
SPDR INDEX SHS FDS
S&P EM MKT DIV
78463X533
723
18500
SH
SOLE
18500
0
0
SPDR INDEX SHS FDS
S&P INTL ETF
78463X772
783
16510
SH
SOLE
10800
0
5710
SPDR SERIES TRUST
BRCLY INTL CRP
78464A151
212
5790
SH
SOLE
0
0
5790
SPDR SERIES TRUST
BRCLYS INTL ETF
78464A516
2850
49366
SH
SOLE
46000
0
3366
VANGUARD BD INDEX FD INC
LONG TERM BOND
921937793
4985
61055
SH
SOLE
60042
0
1013
VANGUARD BD INDEX FD INC
TOTAL BND MRKT
921937835
48940
611367
SH
SOLE
589625
0
21742
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
3391
20046
SH
SOLE
17858
0
2188
VANGUARD INDEX FDS
MID CAP ETF
922908629
11695
106300
SH
SOLE
92700
0
13600
VANGUARD INDEX FDS
GROWTH ETF
922908736
2735
29397
SH
SOLE
25100
0
4297
VANGUARD INDEX FDS
VALUE ETF
922908744
1625
21278
SH
SOLE
16300
0
4978
VANGUARD INDEX FDS
SMALL CP ETF
922908751
5681
51671
SH
SOLE
45450
0
6221
VANGUARD INTL EQUITY INDEX F
ALLWRLD EX US
922042775
2028
39973
SH
SOLE
39973
0
0
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
13972
339616
SH
SOLE
291910
0
47706
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
92206C409
15623
195827
SH
SOLE
174214
0
21613
VANGUARD SCOTTSDALE FDS
LG-TERM COR BD
92206C813
912
10995
SH
SOLE
8330
0
2665
VANGUARD TAX MANAGED INTL FD
FTSE DEV MKT ETF
921943858
13009
312110
SH
SOLE
272650
0
39460
VANGUARD WHITEHALL FDS INC
HIGH DIV YLD
921946406
1091
17501
SH
SOLE
0
0
17501
VANGUARD WHITEHALL FDS INC
EMERG MKT BD ETF
921946885
317
4135
SH
SOLE
0
0
4135
WISDOMTREE TR
DIV EX-FINL FD
97717W406
5799
84326
SH
SOLE
79950
0
4376
WISDOMTREE TR
INDIA ERNGS FD
97717W422
1738
99630
SH
SOLE
98800
0
830
WISDOMTREE TR
EM LCL DEBT FD
97717X867
511
11107
SH
SOLE
0
0
11107