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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
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
EFAIshares Tr
Recent Activity
Increased 0.22%
0.34%
$1.601M
21,176 shares@ $75.62 avg price
USHYIshares Tr
Recent Activity
Increased 94.32%
0.34%
$1.569M
42,647 shares@ $36.8 avg price
SCHZSchwab Strategic Tr
Recent Activity
Increased 96.92%
0.25%
$1.17M
51,555 shares@ $22.71 avg price
SCHXSchwab Strategic Tr
Recent Activity
Increased 173.04%
0.22%
$1.012M
43,661 shares@ $23.19 avg price
SCHOSchwab Strategic Tr
Recent Activity
Increased 107.81%
0.21%
$950,563
39,508 shares@ $24.07 avg price