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