Twin Cities Retirement Group LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 9, 2026, for the 2025 Q4 period, Twin Cities Retirement Group LLC held in its portfolio 24 assets valued at $103,617,183 (i.e. $103.62M).
The most valuable assets in the portfolio included: VANGUARD SCOTTSDALE FDS ($17.35M), VANGUARD SCOTTSDALE FDS ($12.36M), and DIMENSIONAL ETF TRUST ($11.33M).
The chart below shows the top 10 valuable assets, and the table below shows the top 24 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Twin Cities Retirement Group LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD SCOTTSDALE FDS | 207213 | 17354105 | INT-TERM CORP |
| VANGUARD SCOTTSDALE FDS | 154963 | 12355227 | SHRT TRM CORP BD |
| DIMENSIONAL ETF TRUST | 298061 | 11326300 | INTL SMALL CAP V |
| VANGUARD TAX-MANAGED FDS | 165369 | 10330605 | VAN FTSE DEV MKT |
| ISHARES TR | 72618 | 8727223 | CORE S&P SCP ETF |
| DIMENSIONAL ETF TRUST | 137261 | 8172537 | US TARGETED VLU |
| ISHARES TR | 196011 | 4989468 | IBDS DEC28 ETF |
| DIMENSIONAL ETF TRUST | 125454 | 4966721 | US CORE EQUITY 2 |
| DIMENSIONAL ETF TRUST | 83396 | 3902929 | US CORE EQT MKT |
| DIMENSIONAL ETF TRUST | 40651 | 3015081 | US EQUITY MARKET |
| SCHWAB STRATEGIC TR | 127467 | 2978901 | US AGGREGATE B |
| ISHARES TR | 115479 | 2548626 | IBONDS DEC 2030 |
| ISHARES TR | 29770 | 2039251 | MRNING SM CP ETF |
| SCHWAB STRATEGIC TR | 68004 | 2013585 | US LCAP VA ETF |
| DIMENSIONAL ETF TRUST | 57339 | 1885869 | US SMALL CAP VAL |
| SCHWAB STRATEGIC TR | 50157 | 1636126 | US LCAP GR ETF |
| ISHARES TR | 38953 | 945775 | IBONDS 27 ETF |
| SPDR S&P 500 ETF TR | 1317 | 898170 | TR UNIT |
| ISHARES TR | 35703 | 865072 | IBONDS DEC2026 |
| 3M CO | 4882 | 781579 | COM |
| VANGUARD MALVERN FDS | 7295 | 568273 | CORE BD ETF |
| ISHARES TR | 22881 | 483931 | IBONDS DEC 2031 |
| SCHWAB STRATEGIC TR | 18951 | 455573 | INTL EQTY ETF |
| DIMENSIONAL ETF TRUST | 10998 | 376256 | US LARGE CAP VAL |
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