Twele Capital Management, Inc. Buys iShares Core S&P Small-Cap, iShares Core S&P Mid-Cap, Vanguard Small-Cap, Sells Kayne Anderson MLP/Midstream Investment Co

Minnetonka, MN, based Investment company Twele Capital Management, Inc. (Current Portfolio) buys iShares Core S&P Small-Cap, iShares Core S&P Mid-Cap, Vanguard Small-Cap, iShares MSCI Emerging Index Fund, iShares MSCI ACWI Index Fund, sells Kayne Anderson MLP/Midstream Investment Co during the 3-months ended 2019Q2, according to the most recent filings of the investment company, Twele Capital Management, Inc.. As of 2019Q2, Twele Capital Management, Inc. owns 45 stocks with a total value of $498 million. These are the details of the buys and sells.

For the details of Twele Capital Management, Inc.'s stock buys and sells, go to https://www.gurufocus.com/guru/twele+capital+management%2C+inc./current-portfolio/portfolioportfolio

These are the top 5 holdings of Twele Capital Management, Inc.
  1. iShares Core U.S. Aggregate Bond (AGG) - 593,672 shares, 13.27% of the total portfolio. Shares added by 6.71%
  2. Vanguard Total Bond Market ETF (BND) - 757,072 shares, 12.63% of the total portfolio. Shares added by 0.32%
  3. iShares Core S&P 500 (IVV) - 159,100 shares, 9.41% of the total portfolio. Shares added by 18.99%
  4. iShares MSCI EAFE (EFA) - 592,597 shares, 7.82% of the total portfolio. Shares added by 10.34%
  5. Vanguard S&P 500 (VOO) - 139,050 shares, 7.51% of the total portfolio. Shares reduced by 0.53%
Added: iShares Core S&P Small-Cap (IJR)

Twele Capital Management, Inc. added to a holding in iShares Core S&P Small-Cap by 28.98%. The purchase prices were between $72.93 and $81.1, with an estimated average price of $77.42. The stock is now traded at around $77.48. The impact to a portfolio due to this purchase was 1.19%. The holding were 337,633 shares as of .

Added: iShares Core S&P Mid-Cap (IJH)

Twele Capital Management, Inc. added to a holding in iShares Core S&P Mid-Cap by 28.09%. The purchase prices were between $180.31 and $197.09, with an estimated average price of $190.89. The stock is now traded at around $194.11. The impact to a portfolio due to this purchase was 1.11%. The holding were 129,394 shares as of .

Added: Vanguard Small-Cap (VB)

Twele Capital Management, Inc. added to a holding in Vanguard Small-Cap by 38.13%. The purchase prices were between $146.92 and $159.74, with an estimated average price of $154.5. The stock is now traded at around $157.36. The impact to a portfolio due to this purchase was 0.5%. The holding were 57,506 shares as of .

Added: iShares MSCI Emerging Index Fund (EEM)

Twele Capital Management, Inc. added to a holding in iShares MSCI Emerging Index Fund by 20.32%. The purchase prices were between $39.61 and $44.25, with an estimated average price of $42.18. The stock is now traded at around $43.08. The impact to a portfolio due to this purchase was 0.34%. The holding were 235,027 shares as of .

Added: iShares MSCI EAFE Small-Cap ETF (SCZ)

Twele Capital Management, Inc. added to a holding in iShares MSCI EAFE Small-Cap ETF by 40.00%. The purchase prices were between $55.8 and $59.5, with an estimated average price of $57.74. The stock is now traded at around $57.45. The impact to a portfolio due to this purchase was 0.21%. The holding were 63,000 shares as of .

Added: iShares MSCI ACWI Index Fund (ACWI)

Twele Capital Management, Inc. added to a holding in iShares MSCI ACWI Index Fund by 88.61%. The purchase prices were between $70.09 and $74.72, with an estimated average price of $72.93. The stock is now traded at around $74.65. The impact to a portfolio due to this purchase was 0.21%. The holding were 29,800 shares as of .



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