0001085146-14-001891.txt : 20141016
0001085146-14-001891.hdr.sgml : 20141016
20141014072125
ACCESSION NUMBER: 0001085146-14-001891
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20140930
FILED AS OF DATE: 20141014
DATE AS OF CHANGE: 20141014
EFFECTIVENESS DATE: 20141014
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: 141153751
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
09-30-2014
09-30-2014
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
10-13-2014
0
61
335508
INFORMATION TABLE
2
form13fInfoTable.xml
DESCRIPTION FOR INFORMATION TABLE
BARCLAYS BK PLC
IPMS INDIA ETN
06739F291
582
8294
SH
SOLE
0
0
8294
CLAYMORE EXCHANGE-TRD FD TR
GUGG CHINA ALLCP
18385P101
1555
57876
SH
SOLE
57651
0
225
ISHARES
INTL TREA BD ETF
464288117
754
7600
SH
SOLE
7600
0
0
ISHARES
3YRTB ETF
464288125
509
5700
SH
SOLE
5700
0
0
ISHARES
NAT AMT FREE BD
464288414
1291
11767
SH
SOLE
0
0
11767
ISHARES
INTL DEVPPTY ETF
464288422
1269
34693
SH
SOLE
22000
0
12693
ISHARES
IBOXX HI YD ETF
464288513
23890
259822
SH
SOLE
234695
0
25127
ISHARES
3-7 YR TR BD ETF
464288661
1504
12400
SH
SOLE
12400
0
0
ISHARES
U.S. PFD STK ETF
464288687
554
14016
SH
SOLE
0
0
14016
ISHARES
MICRO-CAP ETF
464288869
496
7131
SH
SOLE
0
0
7131
ISHARES S&P GSCI COMMODITY I
UNIT BEN INT
46428R107
1549
52337
SH
SOLE
52000
0
337
ISHARES TR
SELECT DIVID ETF
464287168
13371
181027
SH
SOLE
155450
0
25577
ISHARES TR
TIPS BD ETF
464287176
1615
14410
SH
SOLE
14410
0
0
ISHARES TR
CHINA LG-CAP ETF
464287184
2145
56041
SH
SOLE
41700
0
14341
ISHARES TR
CORE S&P500 ETF
464287200
7876
39725
SH
SOLE
33036
0
6689
ISHARES TR
CORE US AGGBD ET
464287226
22613
207254
SH
SOLE
201242
0
6012
ISHARES TR
MSCI EMG MKT ETF
464287234
426
10262
SH
SOLE
0
0
10262
ISHARES TR
IBOXX INV CP ETF
464287242
2766
23394
SH
SOLE
13904
0
9490
ISHARES TR
20+ YR TR BD ETF
464287432
886
7624
SH
SOLE
7624
0
0
ISHARES TR
7-10 Y TR BD ETF
464287440
1647
15893
SH
SOLE
15881
0
12
ISHARES TR
1-3 YR TR BD ETF
464287457
6249
73946
SH
SOLE
73771
0
175
ISHARES TR
MSCI EAFE ETF
464287465
4265
66515
SH
SOLE
57100
0
9415
ISHARES TR
CORE S&P MCP ETF
464287507
9595
70167
SH
SOLE
57700
0
12467
ISHARES TR
COHEN&STEER REIT
464287564
6396
75722
SH
SOLE
67600
0
8122
ISHARES TR
RUS 1000 VAL ETF
464287598
4843
48383
SH
SOLE
47570
0
813
ISHARES TR
RUS 1000 GRW ETF
464287614
5706
62276
SH
SOLE
55500
0
6776
ISHARES TR
RUS 2000 VAL ETF
464287630
238
2548
SH
SOLE
0
0
2548
ISHARES TR
CORE S&P SCP ETF
464287804
8948
85791
SH
SOLE
75600
0
10191
KAYNE ANDERSON MLP INVT CO
COM
486606106
10195
249625
SH
SOLE
172707
0
76918
MARKET VECTORS ETF TR
HG YLD MUN ETF
57060U878
867
28220
SH
SOLE
0
0
28220
PIMCO ETF TR
1-5 US TIP IDX
72201R205
11213
213420
SH
SOLE
193560
0
19860
POWERSHARES GLOBAL ETF TRUST
FDM HG YLD RAFI
73936T557
9285
487416
SH
SOLE
455669
0
31747
POWERSHARES INDIA ETF TR
INDIA PORT
73935L100
2169
100100
SH
SOLE
100100
0
0
RYDEX ETF TRUST
GUG S&P500 EQ WT
78355W106
4441
58597
SH
SOLE
52880
0
5717
SCHWAB STRATEGIC TR
US SML CAP ETF
808524607
448
8725
SH
SOLE
0
0
8725
SCHWAB STRATEGIC TR
US DIVIDEND EQ
808524797
568
14736
SH
SOLE
0
0
14736
SCHWAB STRATEGIC TR
INTL EQTY ETF
808524805
211
6808
SH
SOLE
0
0
6808
SCHWAB STRATEGIC TR
INTRM TRM TRES
808524854
3237
61159
SH
SOLE
56205
0
4954
SCHWAB STRATEGIC TR
SHT TM US TRES
808524862
5176
102360
SH
SOLE
97600
0
4760
SCHWAB STRATEGIC TR
US TIPS ETF
808524870
469
8654
SH
SOLE
0
0
8654
SPDR INDEX SHS FDS
S&P INTL ETF
78463X772
264
5710
SH
SOLE
0
0
5710
SPDR SERIES TRUST
BRCLY INTL CRP
78464A151
210
5925
SH
SOLE
0
0
5925
SPDR SERIES TRUST
BRC HGH YLD BD
78464A417
1799
44785
SH
SOLE
41285
0
3500
SPDR SERIES TRUST
BRCLYS INTL ETF
78464A516
2825
49244
SH
SOLE
46000
0
3244
VANGUARD BD INDEX FD INC
LONG TERM BOND
921937793
6388
70801
SH
SOLE
68400
0
2401
VANGUARD BD INDEX FD INC
TOTAL BND MRKT
921937835
45891
560126
SH
SOLE
535545
0
24581
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
9098
50381
SH
SOLE
47628
0
2753
VANGUARD INDEX FDS
MID CAP ETF
922908629
12761
108779
SH
SOLE
92700
0
16079
VANGUARD INDEX FDS
GROWTH ETF
922908736
2922
29312
SH
SOLE
25100
0
4212
VANGUARD INDEX FDS
VALUE ETF
922908744
1728
21278
SH
SOLE
16300
0
4978
VANGUARD INDEX FDS
SMALL CP ETF
922908751
8914
80576
SH
SOLE
72050
0
8526
VANGUARD INTL EQUITY INDEX F
ALLWRLD EX US
922042775
3225
65501
SH
SOLE
62643
0
2858
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
12181
292044
SH
SOLE
242870
0
49174
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
92206C409
18920
236881
SH
SOLE
215664
0
21217
VANGUARD SCOTTSDALE FDS
LG-TERM COR BD
92206C813
2100
23458
SH
SOLE
19891
0
3567
VANGUARD TAX MANAGED INTL FD
FTSE DEV MKT ETF
921943858
12538
315415
SH
SOLE
272650
0
42765
VANGUARD WHITEHALL FDS INC
HIGH DIV YLD
921946406
3090
46533
SH
SOLE
26000
0
20533
VANGUARD WHITEHALL FDS INC
EMERG MKT BD ETF
921946885
326
4135
SH
SOLE
0
0
4135
WISDOMTREE TR
DIV EX-FINL FD
97717W406
6208
84578
SH
SOLE
79950
0
4628
WISDOMTREE TR
INDIA ERNGS FD
97717W422
1723
78630
SH
SOLE
77800
0
830
WISDOMTREE TR
EM LCL DEBT FD
97717X867
580
13007
SH
SOLE
0
0
13007