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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 Q4 2025 · Filed January 9, 2026 · Accession 0001411268-26-000002

Total Value
$559.6M
Positions
39
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (39)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR46428720095,681$65.5M11.71%
2VANGUARD INDEX FDS92290836396,280$60.4M10.79%
3VANGUARD BD INDEX FDS921937835737,256$54.6M9.76%
4ISHARES TR464287440492,138$47.3M8.46%
5ISHARES TR464287226469,573$46.9M8.38%
6VANGUARD WHITEHALL FDS921946406298,771$42.9M7.66%
7VANGUARD TAX-MANAGED FDS921943858428,789$26.8M4.79%
8ISHARES TR46432F842298,541$26.7M4.77%
9ISHARES TR464287507385,100$25.4M4.54%
10ISHARES TR464287804174,979$21.0M3.76%
11VANGUARD INDEX FDS92290862969,737$20.2M3.62%
12VANGUARD INDEX FDS92290875178,139$20.2M3.60%
13ISHARES TR464288513245,743$19.8M3.54%
14ISHARES INC46434G103235,511$15.8M2.83%
15VANGUARD SCOTTSDALE FDS92206C409182,265$14.5M2.60%
16VANGUARD INTL EQUITY INDEX F922042858264,725$14.2M2.54%
17ISHARES TR464287242103,421$11.4M2.04%
18ISHARES TR46435U853106,605$4.0M0.71%
19ISHARES TR46429B267153,186$3.5M0.63%
20ISHARES TR46428866116,739$2.0M0.36%
21ISHARES TR46428746519,959$1.9M0.34%
22VANGUARD MUN BD FDS92290774635,369$1.8M0.32%
23SCHWAB STRATEGIC TR80852483954,925$1.3M0.23%
24ISHARES TR46428841411,213$1.2M0.21%
25SCHWAB STRATEGIC TR80852420140,075$1.1M0.19%
26SCHWAB STRATEGIC TR80852486243,735$1.1M0.19%
27VANGUARD SCOTTSDALE FDS92206C87011,740$983,2250.18%
28SCHWAB STRATEGIC TR80852480537,730$907,0320.16%
29SCHWAB STRATEGIC TR80852460731,291$891,1740.16%
30ISHARES TR4642876141,549$733,1420.13%
31SCHWAB STRATEGIC TR80852410227,944$732,9720.13%
32APPLE INCAAPL2,556$694,8290.12%
33SCHWAB STRATEGIC TR80852450818,613$559,6930.10%
34VANGUARD INDEX FDS9229087361,131$551,7700.10%
35SCHWAB STRATEGIC TR80852485420,866$523,3200.09%
36ISHARES TR4642874575,281$437,3730.08%
37ISHARES TR4642871682,401$338,8780.06%
38SCHWAB STRATEGIC TR80852470610,076$329,9760.06%
39NVIDIA CORPORATIONNVDA1,494$278,7020.05%