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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Twele Capital Management, Inc.

Quarter ended Q3 2025 · Filed October 16, 2025 · Accession 0001411268-25-000009

Total Value
$541.9M
Positions
39
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (39)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR46428720094,488$63.2M11.67%
2VANGUARD INDEX FDS92290836395,935$58.7M10.84%
3VANGUARD BD INDEX FDS921937835696,668$51.8M9.56%
4ISHARES TR464287440473,893$45.7M8.44%
5ISHARES TR464287226447,643$44.9M8.28%
6VANGUARD WHITEHALL FDS921946406296,573$41.8M7.71%
7ISHARES TR46432F842296,566$25.9M4.78%
8VANGUARD TAX-MANAGED FDS921943858427,061$25.6M4.72%
9ISHARES TR464287507375,647$24.5M4.52%
10ISHARES TR464287804172,639$20.5M3.79%
11VANGUARD INDEX FDS92290862969,135$20.3M3.75%
12ISHARES TR464288513244,371$19.8M3.66%
13VANGUARD INDEX FDS92290875177,735$19.8M3.65%
14ISHARES INC46434G103235,241$15.5M2.86%
15VANGUARD INTL EQUITY INDEX F922042858263,879$14.3M2.64%
16VANGUARD SCOTTSDALE FDS92206C409175,157$14.0M2.58%
17ISHARES TR464287242101,761$11.3M2.09%
18ISHARES TR46435U85392,768$3.5M0.65%
19ISHARES TR46429B267144,992$3.4M0.62%
20ISHARES TR46428866116,209$1.9M0.36%
21ISHARES TR46428746520,012$1.9M0.34%
22SCHWAB STRATEGIC TR80852483953,848$1.3M0.23%
23ISHARES TR46428841411,078$1.2M0.22%
24VANGUARD MUN BD FDS92290774623,482$1.2M0.22%
25SCHWAB STRATEGIC TR80852420140,412$1.1M0.20%
26SCHWAB STRATEGIC TR80852486242,023$1.0M0.19%
27SCHWAB STRATEGIC TR80852460731,566$880,6980.16%
28SCHWAB STRATEGIC TR80852480537,816$880,3590.16%
29VANGUARD SCOTTSDALE FDS92206C87010,398$874,5760.16%
30SCHWAB STRATEGIC TR80852410228,383$729,7270.13%
31ISHARES TR4642876141,549$725,5680.13%
32APPLE INCAAPL2,641$672,4460.12%
33SCHWAB STRATEGIC TR80852450818,613$551,6900.10%
34VANGUARD INDEX FDS9229087361,144$548,6740.10%
35SCHWAB STRATEGIC TR80852485420,472$514,4620.09%
36ISHARES TR4642874574,975$412,7260.08%
37ISHARES TR4642871682,401$341,1830.06%
38SCHWAB STRATEGIC TR80852470610,140$338,3590.06%
39NVIDIA CORPORATIONNVDA1,494$278,7960.05%