0001085146-19-001918.txt : 20190718
0001085146-19-001918.hdr.sgml : 20190718
20190718164136
ACCESSION NUMBER: 0001085146-19-001918
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20190630
FILED AS OF DATE: 20190718
DATE AS OF CHANGE: 20190718
EFFECTIVENESS DATE: 20190718
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: 19961704
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
06-30-2019
06-30-2019
false
Twele Capital Management, Inc.
5601 SMETANA DRIVE, SUITE 707
MINNETONKA
MN
55343
13F HOLDINGS REPORT
028-13313
N
Lisa Mellum
Operations Manager
952-887-9253
/s/ Lisa Mellum
Minnetonka
MN
07-18-2019
0
46
498590
INFORMATION TABLE
2
form13fInfoTable.xml
DESCRIPTION FOR INFORMATION TABLE
GOLDMAN SACHS ETF TR
ACCES TREASURY
381430529
499
4974
SH
SOLE
0
0
4974
INVESCO EXCHNG TRADED FD TR
FNDMNTL HY CRP
46138E719
3707
195646
SH
SOLE
186680
0
8966
ISHARES INC
CORE MSCI EMKT
46434G103
1248
24269
SH
SOLE
0
0
24269
ISHARES TR
SELECT DIVID ETF
464287168
6542
65711
SH
SOLE
51200
0
14511
ISHARES TR
TIPS BD ETF
464287176
8359
72377
SH
SOLE
72377
0
0
ISHARES TR
CORE S&P500 ETF
464287200
46895
159100
SH
SOLE
133287
0
25813
ISHARES TR
CORE US AGGBD ET
464287226
66105
593672
SH
SOLE
575736
0
17936
ISHARES TR
MSCI EMG MKT ETF
464287234
10085
235027
SH
SOLE
225785
0
9242
ISHARES TR
IBOXX INV CP ETF
464287242
10776
86642
SH
SOLE
78679
0
7963
ISHARES TR
BARCLAYS 7 10 YR
464287440
20024
182001
SH
SOLE
181901
0
100
ISHARES TR
1 3 YR TREAS BD
464287457
15380
181408
SH
SOLE
168057
0
13351
ISHARES TR
MSCI EAFE ETF
464287465
38951
592597
SH
SOLE
560279
0
32318
ISHARES TR
CORE S&P MCP ETF
464287507
25136
129394
SH
SOLE
114350
0
15044
ISHARES TR
COHEN STEER REIT
464287564
6742
59853
SH
SOLE
55250
0
4603
ISHARES TR
RUS 1000 GRW ETF
464287614
442
2812
SH
SOLE
0
0
2812
ISHARES TR
U.S. REAL ES ETF
464287739
2074
23750
SH
SOLE
23430
0
320
ISHARES TR
CORE S&P SCP ETF
464287804
26430
337633
SH
SOLE
309777
0
27856
ISHARES TR
MSCI ACWI ETF
464288257
2197
29800
SH
SOLE
29800
0
0
ISHARES TR
EAFE SML CP ETF
464288273
3616
63000
SH
SOLE
63000
0
0
ISHARES TR
NATIONAL MUN ETF
464288414
2025
17909
SH
SOLE
0
0
17909
ISHARES TR
IBOXX HI YD ETF
464288513
17495
200674
SH
SOLE
173867
0
26807
ISHARES TR
3 7 YR TREAS BD
464288661
1001
7957
SH
SOLE
0
0
7957
ISHARES TR
CORE MSCI EAFE
46432F842
542
8825
SH
SOLE
0
0
8825
KAYNE ANDERSN MLP MIDS INVT
COM
486606106
157
10260
SH
SOLE
0
0
10260
SCHWAB STRATEGIC TR
US BRD MKT ETF
808524102
694
9835
SH
SOLE
0
0
9835
SCHWAB STRATEGIC TR
US LRG CAP ETF
808524201
934
13313
SH
SOLE
0
0
13313
SCHWAB STRATEGIC TR
US MID-CAP ETF
808524508
341
5969
SH
SOLE
0
0
5969
SCHWAB STRATEGIC TR
US SML CAP ETF
808524607
697
9746
SH
SOLE
0
0
9746
SCHWAB STRATEGIC TR
EMRG MKTEQ ETF
808524706
413
15751
SH
SOLE
0
0
15751
SCHWAB STRATEGIC TR
INTL EQTY ETF
808524805
703
21911
SH
SOLE
0
0
21911
SCHWAB STRATEGIC TR
US AGGREGATE B
808524839
1371
25874
SH
SOLE
0
0
25874
SCHWAB STRATEGIC TR
INTRM TRM TRES
808524854
455
8279
SH
SOLE
0
0
8279
SCHWAB STRATEGIC TR
SHT TM US TRES
808524862
2026
40049
SH
SOLE
0
0
40049
VANGUARD BD INDEX FD INC
TOTAL BND MRKT
921937835
62890
757072
SH
SOLE
686254
0
70818
VANGUARD CHARLOTTE FDS
INTL BD IDX ETF
92203J407
209
3650
SH
SOLE
3650
0
0
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
37425
139050
SH
SOLE
125274
0
13776
VANGUARD INDEX FDS
REAL ESTATE ETF
922908553
681
7791
SH
SOLE
0
0
7791
VANGUARD INDEX FDS
MID CAP ETF
922908629
7877
47120
SH
SOLE
34900
0
12220
VANGUARD INDEX FDS
GROWTH ETF
922908736
572
3501
SH
SOLE
0
0
3501
VANGUARD INDEX FDS
VALUE ETF
922908744
236
2129
SH
SOLE
0
0
2129
VANGUARD INDEX FDS
SMALL CP ETF
922908751
9009
57506
SH
SOLE
44965
0
12541
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
10277
241645
SH
SOLE
197967
0
43678
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
92206C409
15428
191226
SH
SOLE
160654
0
30572
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
92206C870
303
3369
SH
SOLE
0
0
3369
VANGUARD TAX MANAGED INTL FD
FTSE DEV MKT ETF
921943858
13596
325963
SH
SOLE
258984
0
66979
VANGUARD WHITEHALL FDS INC
HIGH DIV YLD
921946406
16025
183397
SH
SOLE
147357
0
36040