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Maressia Twele

@Twele Capital Management, Inc.

Latest period2024 - Q4ReportedManaged Assets$471.734MTotal holdings40
Assets growth rate-0.98%Assets growth rate (2-Q avg)3.51%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Twele Capital Management, Inc.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 40 positions.

Assets under management

The assets under management (AUM) of Twele Capital Management, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 471.734M in assets, with a quarterly growth rate of -0.98% and a 2-quarter average growth rate of 3.51%. The portfolio is managed by Maressia Twele, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
HYGIshares Tr
Recent Activity
Increased 0.59%
4.09%
$19.265M
244,950 shares@ $78.66 avg price
VOVanguard Index Fds
Recent Activity
Increased 7.26%
3.77%
$17.74M
67,165 shares@ $264.14 avg price
VBVanguard Index Fds
Recent Activity
Decreased -0.35%
3.3%
$15.524M
64,609 shares@ $240.29 avg price
VCSHVanguard Scottsdale Fds
Recent Activity
Increased 3.44%
2.71%
$12.773M
163,729 shares@ $78.02 avg price
IEMGIshares Inc
Recent Activity
Increased 2.44%
2.54%
$11.942M
228,680 shares@ $52.23 avg price
VWOVanguard Intl Equity Index F
Recent Activity
Increased 6.17%
2.43%
$11.448M
259,948 shares@ $44.05 avg price
LQDIshares Tr
Recent Activity
Increased 7.77%
2.15%
$10.135M
94,864 shares@ $106.85 avg price
GOVTIshares Tr
Recent Activity
Increased 10.17%
0.52%
$2.424M
105,462 shares@ $22.99 avg price
IEIIshares Tr
Recent Activity
Increased 2.56%
0.4%
$1.863M
16,124 shares@ $115.56 avg price
VTEBVanguard Mun Bd Fds
Recent Activity
Increased 2.95%
0.38%
$1.79M
35,715 shares@ $50.14 avg price