0001085146-19-000171.txt : 20190117 0001085146-19-000171.hdr.sgml : 20190117 20190116194235 ACCESSION NUMBER: 0001085146-19-000171 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20181231 FILED AS OF DATE: 20190117 DATE AS OF CHANGE: 20190116 EFFECTIVENESS DATE: 20190117 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: 19529929 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 12-31-2018 12-31-2018 false Twele Capital Management, Inc.

5601 SMETANA DRIVE, SUITE 707 MINNETONKA MN 55343

13F HOLDINGS REPORT 028-13313 N Lisa Mellum 952-887-9253 /s/ Lisa Mellum Minnetonka MN 01-15-2019 0 46 431011 INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE GOLDMAN SACHS ETF TR ACCES TREASURY 381430529 492 4917 SH SOLE 0 0 4917 INVESCO EXCHNG TRADED FD TR FNDMNTL HY CRP 46138E719 4179 236498 SH SOLE 221680 0 14818 ISHARES INC CORE MSCI EMKT 46434G103 1101 23358 SH SOLE 0 0 23358 ISHARES TR SELECT DIVID ETF 464287168 9542 106839 SH SOLE 88800 0 18039 ISHARES TR TIPS BD ETF 464287176 8474 77377 SH SOLE 77377 0 0 ISHARES TR CORE S&P500 ETF 464287200 33596 133526 SH SOLE 108191 0 25335 ISHARES TR CORE US AGGBD ET 464287226 57722 542043 SH SOLE 526653 0 15390 ISHARES TR MSCI EMG MKT ETF 464287234 7640 195592 SH SOLE 186100 0 9492 ISHARES TR IBOXX INV CP ETF 464287242 9322 82629 SH SOLE 74384 0 8245 ISHARES TR BARCLAYS 7 10 YR 464287440 17480 167751 SH SOLE 167651 0 100 ISHARES TR 1 3 YR TREAS BD 464287457 23482 280818 SH SOLE 268467 0 12351 ISHARES TR MSCI EAFE ETF 464287465 31465 535301 SH SOLE 504683 0 30618 ISHARES TR CORE S&P MCP ETF 464287507 16953 102088 SH SOLE 89107 0 12981 ISHARES TR COHEN STEER REIT 464287564 5877 61406 SH SOLE 55250 0 6156 ISHARES TR RUS 1000 GRW ETF 464287614 369 2821 SH SOLE 0 0 2821 ISHARES TR U.S. REAL ES ETF 464287739 2017 26920 SH SOLE 26130 0 790 ISHARES TR CORE S&P SCP ETF 464287804 17841 257365 SH SOLE 232060 0 25305 ISHARES TR MSCI ACWI ETF 464288257 1014 15800 SH SOLE 15800 0 0 ISHARES TR EAFE SML CP ETF 464288273 2332 45000 SH SOLE 45000 0 0 ISHARES TR NATIONAL MUN ETF 464288414 1737 15934 SH SOLE 0 0 15934 ISHARES TR IBOXX HI YD ETF 464288513 15006 185032 SH SOLE 158865 0 26167 ISHARES TR 3 7 YR TREAS BD 464288661 757 6232 SH SOLE 0 0 6232 ISHARES TR CORE MSCI EAFE 46432F842 373 6780 SH SOLE 0 0 6780 KAYNE ANDERSN MLP MIDS INVT COM 486606106 3629 263761 SH SOLE 220637 0 43124 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 624 10413 SH SOLE 0 0 10413 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 472 7902 SH SOLE 0 0 7902 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 246 5129 SH SOLE 0 0 5129 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 531 8751 SH SOLE 0 0 8751 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 336 14288 SH SOLE 0 0 14288 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 528 18629 SH SOLE 0 0 18629 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 1204 23804 SH SOLE 0 0 23804 SCHWAB STRATEGIC TR INTRM TRM TRES 808524854 328 6199 SH SOLE 0 0 6199 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 1839 36856 SH SOLE 0 0 36856 VANECK VECTORS ETF TR HIGH YLD MUN ETF 92189H409 265 4343 SH SOLE 0 0 4343 VANGUARD BD INDEX FD INC TOTAL BND MRKT 921937835 58551 739192 SH SOLE 671022 0 68170 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 28341 123325 SH SOLE 111304 0 12021 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 642 8612 SH SOLE 0 0 8612 VANGUARD INDEX FDS MID CAP ETF 922908629 7456 53957 SH SOLE 41400 0 12557 VANGUARD INDEX FDS GROWTH ETF 922908736 358 2666 SH SOLE 0 0 2666 VANGUARD INDEX FDS VALUE ETF 922908744 216 2209 SH SOLE 0 0 2209 VANGUARD INDEX FDS SMALL CP ETF 922908751 5464 41397 SH SOLE 28975 0 12422 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 9471 248589 SH SOLE 204670 0 43919 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 16110 206697 SH SOLE 179554 0 27143 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 274 3307 SH SOLE 0 0 3307 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 11898 320701 SH SOLE 258712 0 61989 VANGUARD WHITEHALL FDS INC HIGH DIV YLD 921946406 13457 172547 SH SOLE 140941 0 31606