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Maressia Twele

Twele Capital Management, Inc.

Assets Managed
$612.256M
Holdings
40
Last Quarter
2026 - Q2
Filed Date
1d ago
Growth Rate
9.17%(2Q avg: 4.7%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Twele Capital Management, Inc.'s 2026 - Q2 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 5 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 612.256M in assets, with a quarterly growth rate of 9.17% and a 2-quarter average growth rate of 4.7%. The portfolio is managed by Maressia Twele, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased -5.08%
11.39%
$69.714M
93,090 shares@ $748.9 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Decreased -2.98%
10.75%
$65.81M
95,820 shares@ $686.82 avg price
BND
Vanguard Total Bond Market
Recent Activity
Increased 7.77%
9.68%
$59.213M
806,604 shares@ $73.42 avg price
IEF
Ishares 7-10 Year Treasury B
Recent Activity
Increased 9.04%
8.38%
$51.255M
541,981 shares@ $94.58 avg price
AGG
Ishares Core U.s. Aggregate
Recent Activity
Increased 8.47%
8.34%
$51.03M
515,560 shares@ $98.99 avg price
VYM
Vanguard High Dvd Yield Etf
Recent Activity
Decreased -1.72%
7.57%
$46.315M
293,079 shares@ $158.04 avg price
IEFA
Ishares Core Msci Eafe Etf
Recent Activity
Increased 1.8%
4.82%
$29.468M
305,116 shares@ $96.59 avg price
IJH
Ishares Core S&p Midcap Etf
Recent Activity
Decreased -1.34%
4.78%
$29.218M
378,917 shares@ $77.11 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Decreased -2.4%
4.71%
$28.825M
404,555 shares@ $71.26 avg price
IJR
Ishares Core S&p Small-cap E
Recent Activity
Decreased -4.41%
4.02%
$24.609M
165,931 shares@ $148.31 avg price

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