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