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Twin Cities Retirement Group

Latest statistics and disclosures from Twin Cities Retirement Group's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002109366

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Positions held by Twin Cities Retirement Group consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Twin Cities Retirement Group

Twin Cities Retirement Group holds 24 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Vanguard Scottsdale Fds Int-term Corp (VCIT)	16.5	$18M	219k	82.75	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	12.0	$13M	165k	79.27	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	11.1	$12M	308k	39.44	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	10.1	$11M	173k	64.08	View chart
Ishares Tr Core S&p Scp Etf (IJR)	8.7	$9.5M	77k	124.31	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	8.3	$9.1M	145k	62.45	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	4.4	$4.9M	192k	25.33	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	4.4	$4.8M	123k	38.86	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	4.1	$4.5M	99k	45.12	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	2.7	$3.0M	42k	70.91	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	2.7	$2.9M	127k	23.22	View chart
Ishares Tr Ibonds Dec 2030 (IBDV)	2.5	$2.7M	125k	21.89	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	1.9	$2.1M	61k	35.04	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	1.9	$2.1M	68k	30.50	View chart
Ishares Tr Mrning Sm Cp Etf (ISCV)	1.8	$2.0M	29k	69.51	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	1.3	$1.4M	49k	29.13	View chart
Vanguard Malvern Fds Core Bd Etf (VCRB)	1.1	$1.2M	16k	77.38	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	0.9	$949k	39k	24.24	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	0.8	$870k	36k	24.24	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.8	$840k	1.3k	650.18	View chart
3M Company (MMM)	0.6	$711k	4.9k	145.22	View chart
Ishares Tr Ibonds Dec 2031 (IBDW)	0.4	$491k	23k	20.93	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.4	$460k	19k	24.75	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	0.4	$384k	11k	35.71	View chart

Past Filings by Twin Cities Retirement Group

SEC 13F filings are viewable for Twin Cities Retirement Group going back to 2026

Twin Cities Retirement Group 2026 Q1 filed April 14, 2026

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