0001085146-14-000819.txt : 20140409 0001085146-14-000819.hdr.sgml : 20140409 20140408190524 ACCESSION NUMBER: 0001085146-14-000819 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20140331 FILED AS OF DATE: 20140409 DATE AS OF CHANGE: 20140408 EFFECTIVENESS DATE: 20140409 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: 14752212 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 03-31-2014 03-31-2014 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 04-04-2014 0 63 330199
INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE BARCLAYS BK PLC IPMS INDIA ETN 06739F291 513 8454 SH SOLE 0 0 8454 CLAYMORE EXCHANGE-TRD FD TR GUGG CHINA ALLCP 18385P101 1453 57876 SH SOLE 57651 0 225 ISHARES SELECT DIVID ETF 464287168 13285 181190 SH SOLE 155450 0 25740 ISHARES TIPS BD ETF 464287176 1615 14410 SH SOLE 14410 0 0 ISHARES CHINA LG-CAP ETF 464287184 2172 60696 SH SOLE 46900 0 13796 ISHARES CORE S&P500 ETF 464287200 7484 39781 SH SOLE 33036 0 6745 ISHARES CORE TOTUSBD ETF 464287226 22365 207254 SH SOLE 201242 0 6012 ISHARES MSCI EMG MKT ETF 464287234 421 10262 SH SOLE 0 0 10262 ISHARES IBOXX INV CP ETF 464287242 2736 23394 SH SOLE 13904 0 9490 ISHARES 20+ YR TR BD ETF 464287432 832 7624 SH SOLE 7624 0 0 ISHARES 7-10 Y TR BD ETF 464287440 1617 15893 SH SOLE 15881 0 12 ISHARES 1-3 YR TR BD ETF 464287457 6245 73946 SH SOLE 73771 0 175 ISHARES MSCI EAFE ETF 464287465 4517 67215 SH SOLE 57100 0 10115 ISHARES CORE S&P MCP ETF 464287507 9667 70320 SH SOLE 57700 0 12620 ISHARES COHEN&STEER REIT 464287564 6255 76062 SH SOLE 67600 0 8462 ISHARES RUS 1000 VAL ETF 464287598 4669 48383 SH SOLE 47570 0 813 ISHARES RUS 1000 GRW ETF 464287614 5392 62308 SH SOLE 55500 0 6808 ISHARES RUS 2000 VAL ETF 464287630 263 2608 SH SOLE 0 0 2608 ISHARES CORE S&P SCP ETF 464287804 9449 85791 SH SOLE 75600 0 10191 ISHARES INTL TREA BD ETF 464288117 782 7600 SH SOLE 7600 0 0 ISHARES 3YRTB ETF 464288125 546 5700 SH SOLE 5700 0 0 ISHARES NAT AMT FREE BD 464288414 1203 11233 SH SOLE 0 0 11233 ISHARES INTL DEVPPTY ETF 464288422 1287 35343 SH SOLE 22000 0 13343 ISHARES IBOXX HI YD ETF 464288513 22903 242647 SH SOLE 218295 0 24352 ISHARES 3-7 YR TR BD ETF 464288661 1497 12400 SH SOLE 12400 0 0 ISHARES U.S. PFD STK ETF 464288687 4523 115875 SH SOLE 98631 0 17244 ISHARES MICRO-CAP ETF 464288869 652 8439 SH SOLE 0 0 8439 ISHARES INC CORE MSCI EMKT 46434G103 1939 39500 SH SOLE 39500 0 0 ISHARES S&P GSCI COMMODITY I UNIT BEN INT 46428R107 1726 52337 SH SOLE 52000 0 337 KAYNE ANDERSON MLP INVT CO COM 486606106 8775 239037 SH SOLE 170707 0 68330 MARKET VECTORS ETF TR HG YLD MUN ETF 57060U878 823 27835 SH SOLE 0 0 27835 PIMCO ETF TR 1-5 US TIP IDX 72201R205 15156 286290 SH SOLE 266430 0 19860 POWERSHARES GLOBAL ETF TRUST FDM HG YLD RAFI 73936T557 8848 455601 SH SOLE 425669 0 29932 POWERSHARES INDIA ETF TR INDIA PORT 73935L100 1871 100100 SH SOLE 100100 0 0 RYDEX ETF TRUST GUG S&P500 EQ WT 78355W106 3787 51877 SH SOLE 46000 0 5877 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 478 8918 SH SOLE 0 0 8918 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 2364 97159 SH SOLE 90600 0 6559 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 543 14736 SH SOLE 0 0 14736 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 202 6419 SH SOLE 0 0 6419 SCHWAB STRATEGIC TR INTRM TRM TRES 808524854 3214 61159 SH SOLE 56205 0 4954 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 5174 102355 SH SOLE 97600 0 4755 SCHWAB STRATEGIC TR US TIPS ETF 808524870 467 8654 SH SOLE 0 0 8654 SPDR INDEX SHS FDS S&P EM MKT DIV 78463X533 704 18500 SH SOLE 18500 0 0 SPDR INDEX SHS FDS S&P INTL ETF 78463X772 802 16510 SH SOLE 10800 0 5710 SPDR SERIES TRUST BRCLY INTL CRP 78464A151 221 5925 SH SOLE 0 0 5925 SPDR SERIES TRUST BRCLYS INTL ETF 78464A516 2901 48861 SH SOLE 46000 0 2861 VANGUARD BD INDEX FD INC LONG TERM BOND 921937793 6024 69455 SH SOLE 68400 0 1055 VANGUARD BD INDEX FD INC TOTAL BND MRKT 921937835 40355 497047 SH SOLE 474245 0 22802 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 5485 32011 SH SOLE 29708 0 2303 VANGUARD INDEX FDS MID CAP ETF 922908629 12310 108380 SH SOLE 92700 0 15680 VANGUARD INDEX FDS GROWTH ETF 922908736 2748 29397 SH SOLE 25100 0 4297 VANGUARD INDEX FDS VALUE ETF 922908744 1662 21278 SH SOLE 16300 0 4978 VANGUARD INDEX FDS SMALL CP ETF 922908751 9089 80466 SH SOLE 72050 0 8416 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 3152 62643 SH SOLE 62643 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 14479 356798 SH SOLE 309170 0 47628 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 15662 195827 SH SOLE 174214 0 21613 VANGUARD SCOTTSDALE FDS LG-TERM COR BD 92206C813 1968 22556 SH SOLE 19891 0 2665 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 12962 314070 SH SOLE 272650 0 41420 VANGUARD WHITEHALL FDS INC HIGH DIV YLD 921946406 1299 20585 SH SOLE 0 0 20585 VANGUARD WHITEHALL FDS INC EMERG MKT BD ETF 921946885 323 4135 SH SOLE 0 0 4135 WISDOMTREE TR DIV EX-FINL FD 97717W406 5945 84632 SH SOLE 79950 0 4682 WISDOMTREE TR INDIA ERNGS FD 97717W422 1889 99630 SH SOLE 98800 0 830 WISDOMTREE TR EM LCL DEBT FD 97717X867 509 11107 SH SOLE 0 0 11107