StockDriftsStockDriftsTop 39 Twele Capital Management, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 11.42% | 98.1K | $64.1M | +2.51%(+2.40K) | $241.53(+200.99%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 10.52% | 98.8K | $59.0M | +2.59%(+2.49K) | $239.39(+177.92%) | 2026-03-31 | |
| BND | VANGUARD BD INDEX FDS | 9.83% | 748.5K | $55.1M | +1.52%(+11.24K) | $80.24(-8.73%) | 2026-03-31 | |
| IEF | ISHARES TR | 8.46% | 497.1K | $47.4M | +1.00%(+4.93K) | $104.02(-9.13%) | 2026-03-31 | |
| AGG | ISHARES TR | 8.41% | 475.3K | $47.2M | +1.23%(+5.75K) | $106.29(-7.07%) | 2026-03-31 | |
| VYM | VANGUARD WHITEHALL FDS | 7.87% | 298.2K | $44.2M | -0.18%(-546) | $83.83(+86.48%) | 2026-03-31 | |
| IEFA | ISHARES TR | 4.84% | 299.7K | $27.1M | +0.40%(+1.18K) | $59.46(+60.51%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 4.74% | 414.5K | $26.6M | -3.32%(-14.25K) | $39.40(+75.06%) | 2026-03-31 | |
| IJH | ISHARES TR | 4.62% | 384.1K | $25.9M | -0.26%(-1.00K) | $31.84(+130.15%) | 2026-03-31 | |
| IJR | ISHARES TR | 3.85% | 173.6K | $21.6M | -0.79%(-1.38K) | $60.58(+127.99%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.86% | +29.00% |
| Top 20 Holdings Unweighted | +7.45% | +24.05% |
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