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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
MUBIshares Tr
Recent Activity
Increased 3.63%
0.2%
$913,927
8,577 shares@ $106.56 avg price
SCHASchwab Strategic Tr
Recent Activity
Increased 104.89%
0.18%
$802,106
31,017 shares@ $25.87 avg price
SCHFSchwab Strategic Tr
Recent Activity
Increased 108.9%
0.16%
$712,270
38,501 shares@ $18.51 avg price
SCHBSchwab Strategic Tr
Recent Activity
Increased 194.88%
0.14%
$659,050
29,033 shares@ $22.71 avg price
VCITVanguard Scottsdale Fds
Recent Activity
Increased 11.92%
0.12%
$561,810
6,999 shares@ $80.28 avg price
SCHMSchwab Strategic Tr
Recent Activity
Increased 193.79%
0.11%
$511,804
18,470 shares@ $27.72 avg price
SCHRSchwab Strategic Tr
Recent Activity
Increased 104.78%
0.1%
$454,321
18,704 shares@ $24.3 avg price
SHYIshares Tr
Recent Activity
Increased 4.15%
0.1%
$434,167
5,296 shares@ $81.99 avg price
NVDANvidia Corporation
Recent Activity
Increased 0.04%
0.08%
$358,275
2,668 shares@ $134.29 avg price
SCHESchwab Strategic Tr
Recent Activity
Increased 9.61%
0.06%
$259,153
9,732 shares@ $26.63 avg price