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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
IVVIshares Tr
Recent Activity
Decreased -4.67%
11.75%
$55.423M
94,147 shares@ $588.69 avg price
VOOVanguard Index Fds
Recent Activity
Decreased -4.89%
10.68%
$50.361M
93,467 shares@ $538.82 avg price
BNDVanguard Bd Index Fds
Recent Activity
Increased 5.36%
9.51%
$44.829M
623,402 shares@ $71.92 avg price
IEFIshares Tr
Recent Activity
Increased 5.74%
8.54%
$40.262M
435,501 shares@ $92.46 avg price
AGGIshares Tr
Recent Activity
Increased 4.95%
8.36%
$39.402M
406,622 shares@ $96.91 avg price
VYMVanguard Whitehall Fds
Recent Activity
Decreased -1.76%
7.8%
$36.776M
288,232 shares@ $127.6 avg price
IEFAIshares Tr
Recent Activity
Increased 8.2%
4.72%
$22.235M
316,375 shares@ $70.28 avg price
VEAVanguard Tax-managed Fds
Recent Activity
Increased 12.29%
4.66%
$21.95M
459,018 shares@ $47.83 avg price
IJHIshares Tr
Recent Activity
Decreased -7.72%
4.61%
$21.701M
348,276 shares@ $62.31 avg price
IJRIshares Tr
Recent Activity
Increased 0.63%
4.14%
$19.499M
169,235 shares@ $115.22 avg price