0001085146-20-001119.txt : 20200416 0001085146-20-001119.hdr.sgml : 20200416 20200416111203 ACCESSION NUMBER: 0001085146-20-001119 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200331 FILED AS OF DATE: 20200416 DATE AS OF CHANGE: 20200416 EFFECTIVENESS DATE: 20200416 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: 20795508 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 03-31-2020 03-31-2020 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 04-15-2020 0 43 456951 INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE INVESCO EXCHANGE-TRADED FD T FNDMNTL HY CRP 46138E719 2523 152162 SH SOLE 148850 0 3312 ISHARES INC CORE MSCI EMKT 46434G103 1168 28871 SH SOLE 0 0 28871 ISHARES TR SELECT DIVID ETF 464287168 3995 54328 SH SOLE 43200 0 11128 ISHARES TR TIPS BD ETF 464287176 3150 26712 SH SOLE 26712 0 0 ISHARES TR CORE S&P500 ETF 464287200 56380 218187 SH SOLE 188729 0 29458 ISHARES TR CORE US AGGBD ET 464287226 55470 480803 SH SOLE 464507 0 16296 ISHARES TR MSCI EMG MKT ETF 464287234 11591 339600 SH SOLE 330973 0 8627 ISHARES TR IBOXX INV CP ETF 464287242 9863 79857 SH SOLE 72935 0 6922 ISHARES TR BARCLAYS 7 10 YR 464287440 26052 214451 SH SOLE 209191 0 5260 ISHARES TR 1 3 YR TREAS BD 464287457 8072 93133 SH SOLE 81408 0 11725 ISHARES TR MSCI EAFE ETF 464287465 33541 627402 SH SOLE 597732 0 29670 ISHARES TR CORE S&P MCP ETF 464287507 27065 188136 SH SOLE 171323 0 16813 ISHARES TR COHEN STEER REIT 464287564 5136 56079 SH SOLE 55250 0 829 ISHARES TR RUS 1000 GRW ETF 464287614 421 2797 SH SOLE 0 0 2797 ISHARES TR U.S. REAL ES ETF 464287739 1787 25680 SH SOLE 25680 0 0 ISHARES TR CORE S&P SCP ETF 464287804 27497 490058 SH SOLE 458242 0 31816 ISHARES TR MSCI ACWI ETF 464288257 4918 78600 SH SOLE 78600 0 0 ISHARES TR EAFE SML CP ETF 464288273 5835 130150 SH SOLE 130150 0 0 ISHARES TR NATIONAL MUN ETF 464288414 2186 19346 SH SOLE 0 0 19346 ISHARES TR IBOXX HI YD ETF 464288513 13788 178908 SH SOLE 154868 0 24040 ISHARES TR 3 7 YR TREAS BD 464288661 1662 12468 SH SOLE 0 0 12468 ISHARES TR CORE MSCI EAFE 46432F842 883 17700 SH SOLE 0 0 17700 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 606 10031 SH SOLE 0 0 10031 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 843 13756 SH SOLE 0 0 13756 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 320 7591 SH SOLE 0 0 7591 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 599 11623 SH SOLE 0 0 11623 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 239 11549 SH SOLE 0 0 11549 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 682 26390 SH SOLE 0 0 26390 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 1458 26859 SH SOLE 0 0 26859 SCHWAB STRATEGIC TR INTRM TRM TRES 808524854 630 10712 SH SOLE 0 0 10712 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 1243 24030 SH SOLE 0 0 24030 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 51500 603393 SH SOLE 536416 0 66977 VANGUARD CHARLOTTE FDS INTL BD IDX ETF 92203J407 4144 73650 SH SOLE 73650 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 34128 144109 SH SOLE 127579 0 16530 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 439 6285 SH SOLE 0 0 6285 VANGUARD INDEX FDS MID CAP ETF 922908629 6432 48858 SH SOLE 34900 0 13958 VANGUARD INDEX FDS GROWTH ETF 922908736 610 3896 SH SOLE 0 0 3896 VANGUARD INDEX FDS SMALL CP ETF 922908751 6835 59206 SH SOLE 43496 0 15710 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 8005 238612 SH SOLE 192885 0 45727 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 10375 131163 SH SOLE 104457 0 26706 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 245 2809 SH SOLE 0 0 2809 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 11308 339185 SH SOLE 259276 0 79909 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 13327 188365 SH SOLE 150871 0 37494