0001085146-15-000927.txt : 20150415
0001085146-15-000927.hdr.sgml : 20150415
20150414192028
ACCESSION NUMBER: 0001085146-15-000927
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20150331
FILED AS OF DATE: 20150415
DATE AS OF CHANGE: 20150414
EFFECTIVENESS DATE: 20150415
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: 15770257
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
true
false
0001411268
XXXXXXXX
03-31-2015
03-31-2015
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
04-08-2015
0
62
352754
INFORMATION TABLE
2
form13fInfoTable.xml
DESCRIPTION FOR INFORMATION TABLE
BARCLAYS BK PLC
IPMS INDIA ETN
06739F291
615
8294
SH
SOLE
0
0
8294
CLAYMORE EXCHANGE-TRD FD TR
GUGG CHINA ALLCP
18385P101
1693
57876
SH
SOLE
57651
0
225
ISHARES
INTL TREA BD ETF
464288117
696
7600
SH
SOLE
7600
0
0
ISHARES
3YRTB ETF
464288125
445
5700
SH
SOLE
5700
0
0
ISHARES
NAT AMT FREE BD
464288414
1314
11882
SH
SOLE
0
0
11882
ISHARES
INTL DEVPPTY ETF
464288422
1353
35467
SH
SOLE
22000
0
13467
ISHARES
IBOXX HI YD ETF
464288513
23537
259763
SH
SOLE
234695
0
25068
ISHARES
3-7 YR TR BD ETF
464288661
1540
12400
SH
SOLE
12400
0
0
ISHARES
U.S. PFD STK ETF
464288687
448
11172
SH
SOLE
0
0
11172
ISHARES
MICRO-CAP ETF
464288869
554
7006
SH
SOLE
0
0
7006
ISHARES S&P GSCI COMMODITY I
UNIT BEN INT
46428R107
1606
82337
SH
SOLE
82000
0
337
ISHARES TR
SELECT DIVID ETF
464287168
14064
180452
SH
SOLE
155450
0
25002
ISHARES TR
TIPS BD ETF
464287176
1637
14410
SH
SOLE
14410
0
0
ISHARES TR
CHINA LG-CAP ETF
464287184
2488
56041
SH
SOLE
41700
0
14341
ISHARES TR
CORE S&P500 ETF
464287200
8185
39381
SH
SOLE
33036
0
6345
ISHARES TR
CORE US AGGBD ET
464287226
23073
207066
SH
SOLE
201242
0
5824
ISHARES TR
MSCI EMG MKT ETF
464287234
412
10262
SH
SOLE
0
0
10262
ISHARES TR
IBOXX INV CP ETF
464287242
2797
22981
SH
SOLE
13904
0
9077
ISHARES TR
20+ YR TR BD ETF
464287432
996
7624
SH
SOLE
7624
0
0
ISHARES TR
7-10 Y TR BD ETF
464287440
1723
15893
SH
SOLE
15881
0
12
ISHARES TR
1-3 YR TR BD ETF
464287457
4464
52591
SH
SOLE
52416
0
175
ISHARES TR
MSCI EAFE ETF
464287465
4265
66460
SH
SOLE
57100
0
9360
ISHARES TR
CORE S&P MCP ETF
464287507
10600
69745
SH
SOLE
57700
0
12045
ISHARES TR
COHEN&STEER REIT
464287564
7606
75207
SH
SOLE
67600
0
7607
ISHARES TR
RUS 1000 VAL ETF
464287598
4987
48383
SH
SOLE
47570
0
813
ISHARES TR
RUS 1000 GRW ETF
464287614
6155
62226
SH
SOLE
55500
0
6726
ISHARES TR
RUS 2000 VAL ETF
464287630
263
2548
SH
SOLE
0
0
2548
ISHARES TR
CORE S&P SCP ETF
464287804
10103
85601
SH
SOLE
75600
0
10001
KAYNE ANDERSON MLP INVT CO
COM
486606106
10730
302253
SH
SOLE
220637
0
81616
MARKET VECTORS ETF TR
HG YLD MUN ETF
57060U878
896
28585
SH
SOLE
0
0
28585
PIMCO ETF TR
1-5 US TIP IDX
72201R205
11076
213420
SH
SOLE
193560
0
19860
POWERSHARES GLOBAL ETF TRUST
FDM HG YLD RAFI
73936T557
9332
491929
SH
SOLE
455669
0
36260
POWERSHARES INDIA ETF TR
INDIA PORT
73935L100
2259
100100
SH
SOLE
100100
0
0
RYDEX ETF TRUST
GUG S&P500 EQ WT
78355W106
5766
71139
SH
SOLE
64780
0
6359
SCHWAB STRATEGIC TR
US BRD MKT ETF
808524102
220
4368
SH
SOLE
0
0
4368
SCHWAB STRATEGIC TR
US SML CAP ETF
808524607
551
9562
SH
SOLE
0
0
9562
SCHWAB STRATEGIC TR
US DIVIDEND EQ
808524797
581
14736
SH
SOLE
0
0
14736
SCHWAB STRATEGIC TR
INTL EQTY ETF
808524805
268
8880
SH
SOLE
0
0
8880
SCHWAB STRATEGIC TR
US AGGREGATE B
808524839
359
6785
SH
SOLE
0
0
6785
SCHWAB STRATEGIC TR
INTRM TRM TRES
808524854
3325
61159
SH
SOLE
56205
0
4954
SCHWAB STRATEGIC TR
SHT TM US TRES
808524862
5190
102260
SH
SOLE
97600
0
4660
SCHWAB STRATEGIC TR
US TIPS ETF
808524870
456
8312
SH
SOLE
0
0
8312
SPDR INDEX SHS FDS
S&P INTL ETF
78463X772
223
5330
SH
SOLE
0
0
5330
SPDR SERIES TRUST
BRC HGH YLD BD
78464A417
1756
44785
SH
SOLE
44785
0
0
SPDR SERIES TRUST
BRCLYS INTL ETF
78464A516
2616
49244
SH
SOLE
46000
0
3244
VANGUARD BD INDEX FD INC
LONG TERM BOND
921937793
6843
71046
SH
SOLE
68400
0
2646
VANGUARD BD INDEX FD INC
TOTAL BND MRKT
921937835
43095
516912
SH
SOLE
493090
0
23822
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
9673
51125
SH
SOLE
47628
0
3497
VANGUARD INDEX FDS
MID CAP ETF
922908629
12344
93022
SH
SOLE
76347
0
16675
VANGUARD INDEX FDS
GROWTH ETF
922908736
3056
29216
SH
SOLE
25100
0
4116
VANGUARD INDEX FDS
VALUE ETF
922908744
1798
21478
SH
SOLE
16300
0
5178
VANGUARD INDEX FDS
SMALL CP ETF
922908751
13417
109475
SH
SOLE
100350
0
9125
VANGUARD INTL EQUITY INDEX F
ALLWRLD EX US
922042775
10690
219367
SH
SOLE
214426
0
4941
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
12163
297602
SH
SOLE
242870
0
54732
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
92206C409
18999
236863
SH
SOLE
215664
0
21199
VANGUARD SCOTTSDALE FDS
LG-TERM COR BD
92206C813
2226
23656
SH
SOLE
19891
0
3765
VANGUARD TAX MANAGED INTL FD
FTSE DEV MKT ETF
921943858
12908
324077
SH
SOLE
280176
0
43901
VANGUARD WHITEHALL FDS INC
HIGH DIV YLD
921946406
3252
47614
SH
SOLE
26000
0
21614
VANGUARD WHITEHALL FDS INC
EMERG MKT BD ETF
921946885
322
4135
SH
SOLE
0
0
4135
WISDOMTREE TR
DIV EX-FINL FD
97717W406
6390
84190
SH
SOLE
79950
0
4240
WISDOMTREE TR
INDIA ERNGS FD
97717W422
1793
78630
SH
SOLE
77800
0
830
WISDOMTREE TR
EM LCL DEBT FD
97717X867
562
14138
SH
SOLE
0
0
14138