0001085146-19-002568.txt : 20191017 0001085146-19-002568.hdr.sgml : 20191017 20191017143707 ACCESSION NUMBER: 0001085146-19-002568 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190930 FILED AS OF DATE: 20191017 DATE AS OF CHANGE: 20191017 EFFECTIVENESS DATE: 20191017 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: 191154938 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 09-30-2019 09-30-2019 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 10-16-2019 0 46 506533 INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE GOLDMAN SACHS ETF TR ACCES TREASURY 381430529 502 5001 SH SOLE 0 0 5001 INVESCO EXCHNG TRADED FD TR FNDMNTL HY CRP 46138E719 3721 195513 SH SOLE 186680 0 8833 ISHARES INC CORE MSCI EMKT 46434G103 1190 24269 SH SOLE 0 0 24269 ISHARES TR SELECT DIVID ETF 464287168 5812 57009 SH SOLE 43200 0 13809 ISHARES TR TIPS BD ETF 464287176 7067 60772 SH SOLE 60772 0 0 ISHARES TR CORE S&P500 ETF 464287200 48166 161349 SH SOLE 135228 0 26121 ISHARES TR CORE US AGGBD ET 464287226 68598 606154 SH SOLE 588260 0 17894 ISHARES TR MSCI EMG MKT ETF 464287234 10354 253349 SH SOLE 244107 0 9242 ISHARES TR IBOXX INV CP ETF 464287242 10991 86218 SH SOLE 78679 0 7539 ISHARES TR BARCLAYS 7 10 YR 464287440 20915 185961 SH SOLE 185861 0 100 ISHARES TR 1 3 YR TREAS BD 464287457 14857 175163 SH SOLE 161812 0 13351 ISHARES TR MSCI EAFE ETF 464287465 37345 572691 SH SOLE 540408 0 32283 ISHARES TR CORE S&P MCP ETF 464287507 25946 134273 SH SOLE 119303 0 14970 ISHARES TR COHEN STEER REIT 464287564 7156 59625 SH SOLE 55250 0 4375 ISHARES TR RUS 1000 GRW ETF 464287614 446 2797 SH SOLE 0 0 2797 ISHARES TR U.S. REAL ES ETF 464287739 2117 22630 SH SOLE 22310 0 320 ISHARES TR CORE S&P SCP ETF 464287804 27808 357245 SH SOLE 329324 0 27921 ISHARES TR MSCI ACWI ETF 464288257 5797 78600 SH SOLE 78600 0 0 ISHARES TR EAFE SML CP ETF 464288273 3605 63000 SH SOLE 63000 0 0 ISHARES TR NATIONAL MUN ETF 464288414 2079 18219 SH SOLE 0 0 18219 ISHARES TR IBOXX HI YD ETF 464288513 17677 202784 SH SOLE 176182 0 26602 ISHARES TR 3 7 YR TREAS BD 464288661 998 7872 SH SOLE 0 0 7872 ISHARES TR CORE MSCI EAFE 46432F842 539 8825 SH SOLE 0 0 8825 KAYNE ANDERSN MLP MIDS INVT COM 486606106 148 10260 SH SOLE 0 0 10260 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 732 10307 SH SOLE 0 0 10307 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 945 13326 SH SOLE 0 0 13326 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 369 6528 SH SOLE 0 0 6528 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 693 9940 SH SOLE 0 0 9940 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 397 15803 SH SOLE 0 0 15803 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 703 22079 SH SOLE 0 0 22079 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 1583 29393 SH SOLE 0 0 29393 SCHWAB STRATEGIC TR INTRM TRM TRES 808524854 478 8599 SH SOLE 0 0 8599 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 2036 40249 SH SOLE 0 0 40249 VANGUARD BD INDEX FD INC TOTAL BND MRKT 921937835 63926 757153 SH SOLE 686254 0 70899 VANGUARD CHARLOTTE FDS INTL BD IDX ETF 92203J407 215 3650 SH SOLE 3650 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 37559 137780 SH SOLE 123814 0 13966 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 724 7769 SH SOLE 0 0 7769 VANGUARD INDEX FDS MID CAP ETF 922908629 7897 47120 SH SOLE 34900 0 12220 VANGUARD INDEX FDS GROWTH ETF 922908736 582 3501 SH SOLE 0 0 3501 VANGUARD INDEX FDS VALUE ETF 922908744 232 2081 SH SOLE 0 0 2081 VANGUARD INDEX FDS SMALL CP ETF 922908751 8635 56110 SH SOLE 43601 0 12509 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 9731 241708 SH SOLE 197967 0 43741 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 15231 187922 SH SOLE 157584 0 30338 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 318 3488 SH SOLE 0 0 3488 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 13412 326489 SH SOLE 258984 0 67505 VANGUARD WHITEHALL FDS INC HIGH DIV YLD 921946406 16301 183711 SH SOLE 147357 0 36354