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