Twin Cities Retirement Group LLC

CIK: 0002109366Latest portfolio: $103.6M · Q4 2025

Holdings

24

Total Value

$103.6M

New Positions

24

Closed Positions

0

Top Holdings

#StockSharesValue% PortfolioType
1
VCITVANGUARD SCOTTSDALE FDS
207,213$17.4M16.75%
2
VCSHVANGUARD SCOTTSDALE FDS
154,963$12.4M11.92%
3
DISVDIMENSIONAL ETF TRUST
298,061$11.3M10.93%
4
VEAVANGUARD TAX-MANAGED FDS
165,369$10.3M9.97%
5
IJRISHARES TR
72,618$8.7M8.42%
6
DFATDIMENSIONAL ETF TRUST
137,261$8.2M7.89%
7
IBDTISHARES TR
196,011$5.0M4.81%
8
DFACDIMENSIONAL ETF TRUST
125,454$5.0M4.79%
9
DFAUDIMENSIONAL ETF TRUST
83,396$3.9M3.77%
10
DFUSDIMENSIONAL ETF TRUST
40,651$3.0M2.91%
11
SCHZSCHWAB STRATEGIC TR
127,467$3.0M2.87%
12
IBDVISHARES TR
115,479$2.5M2.46%
13
ISCVISHARES TR
29,770$2.0M1.97%
14
SCHVSCHWAB STRATEGIC TR
68,004$2.0M1.94%
15
DFSVDIMENSIONAL ETF TRUST
57,339$1.9M1.82%
16
SCHGSCHWAB STRATEGIC TR
50,157$1.6M1.58%
17
IBDSISHARES TR
38,953$945K0.91%
18
SPYSPDR S&P 500 ETF TR
1,317$898K0.87%
19
IBDRISHARES TR
35,703$865K0.83%
20
MMM3M CO
4,882$781K0.75%
21
VCRBVANGUARD MALVERN FDS
7,295$568K0.55%
22
IBDWISHARES TR
22,881$483K0.47%
23
SCHFSCHWAB STRATEGIC TR
18,951$455K0.44%
24
DFLVDIMENSIONAL ETF TRUST
10,998$376K0.36%

Sector Breakdown

Financial Services0.0% ($1.735412355113261e+79T)
Industrials0.0% ($781K)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Feb 9, 2026$103.6M24

Fund Information

CIK0002109366
Most Recent FilingFeb 9, 2026
Number of Filings1

Twin Cities Retirement Group LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $103.6M across 24 holdings. The largest position is VANGUARD SCOTTSDALE FDS (VCIT), representing 16.7% of the portfolio. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.