0001085146-18-001726.txt : 20180720 0001085146-18-001726.hdr.sgml : 20180720 20180720160451 ACCESSION NUMBER: 0001085146-18-001726 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20180630 FILED AS OF DATE: 20180720 DATE AS OF CHANGE: 20180720 EFFECTIVENESS DATE: 20180720 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: 18962534 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 06-30-2018 06-30-2018 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 07-19-2018 0 45 430371
INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE ALLETE INC COM NEW 018522300 210 2713 SH SOLE 0 0 2713 INVESCO EXCHNG TRADED FD TR FNDMNTL HY CRP 46138E719 4389 239958 SH SOLE 221680 0 18278 ISHARES INC CORE MSCI EMKT 46434G103 937 17853 SH SOLE 0 0 17853 ISHARES TR SELECT DIVID ETF 464287168 12119 123991 SH SOLE 104300 0 19691 ISHARES TR TIPS BD ETF 464287176 8734 77377 SH SOLE 77377 0 0 ISHARES TR CORE S&P500 ETF 464287200 36648 134216 SH SOLE 111641 0 22575 ISHARES TR CORE US AGGBD ET 464287226 56691 533208 SH SOLE 519768 0 13440 ISHARES TR MSCI EMG MKT ETF 464287234 5565 128442 SH SOLE 118950 0 9492 ISHARES TR IBOXX INV CP ETF 464287242 8956 78167 SH SOLE 69884 0 8283 ISHARES TR BARCLAYS 7 10 YR 464287440 15920 155301 SH SOLE 155201 0 100 ISHARES TR 1 3 YR TREAS BD 464287457 22147 265648 SH SOLE 253467 0 12181 ISHARES TR MSCI EAFE ETF 464287465 21113 315268 SH SOLE 284933 0 30335 ISHARES TR CORE S&P MCP ETF 464287507 17476 89721 SH SOLE 78407 0 11314 ISHARES TR COHEN STEER REIT 464287564 6205 62122 SH SOLE 55250 0 6872 ISHARES TR RUS 1000 GRW ETF 464287614 390 2713 SH SOLE 0 0 2713 ISHARES TR U.S. REAL ES ETF 464287739 2169 26920 SH SOLE 26130 0 790 ISHARES TR CORE S&P SCP ETF 464287804 16769 200918 SH SOLE 180360 0 20558 ISHARES TR NATIONAL MUN ETF 464288414 1607 14741 SH SOLE 0 0 14741 ISHARES TR IBOXX HI YD ETF 464288513 15708 184631 SH SOLE 158865 0 25766 ISHARES TR 3 7 YR TREAS BD 464288661 591 4921 SH SOLE 0 0 4921 KAYNE ANDERSON MLP INVT CO COM 486606106 5177 274810 SH SOLE 220637 0 54173 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 685 10379 SH SOLE 0 0 10379 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 476 7321 SH SOLE 0 0 7321 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 263 4784 SH SOLE 0 0 4784 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 609 8280 SH SOLE 0 0 8280 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 334 12919 SH SOLE 0 0 12919 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 574 17364 SH SOLE 0 0 17364 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 1156 22824 SH SOLE 0 0 22824 SCHWAB STRATEGIC TR US REIT ETF 808524847 204 4881 SH SOLE 0 0 4881 SCHWAB STRATEGIC TR INTRM TRM TRES 808524854 310 5924 SH SOLE 0 0 5924 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 1657 33312 SH SOLE 0 0 33312 VANECK VECTORS ETF TR HIGH YLD MUN ETF 92189F361 476 15110 SH SOLE 0 0 15110 VANGUARD BD INDEX FD INC LONG TERM BOND 921937793 1410 15910 SH SOLE 14500 0 1410 VANGUARD BD INDEX FD INC TOTAL BND MRKT 921937835 59255 748264 SH SOLE 687522 0 60742 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 30854 123657 SH SOLE 113887 0 9770 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 706 8670 SH SOLE 0 0 8670 VANGUARD INDEX FDS MID CAP ETF 922908629 8533 54130 SH SOLE 41400 0 12730 VANGUARD INDEX FDS GROWTH ETF 922908736 260 1734 SH SOLE 0 0 1734 VANGUARD INDEX FDS VALUE ETF 922908744 264 2540 SH SOLE 0 0 2540 VANGUARD INDEX FDS SMALL CP ETF 922908751 8257 53043 SH SOLE 41875 0 11168 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 10467 248036 SH SOLE 204670 0 43366 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 15935 204035 SH SOLE 179554 0 24481 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 274 3281 SH SOLE 0 0 3281 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 13632 317773 SH SOLE 258712 0 59061 VANGUARD WHITEHALL FDS INC HIGH DIV YLD 921946406 14259 171697 SH SOLE 140941 0 30756