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Twin Cities Retirement Group

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

Top 5 stock holdings are VCIT, VCSH, DISV, VEA, IJR, and represent 58.14% of Twin Cities Retirement Group's stock portfolio.
Added to shares of these 10 stocks: DFSV, IBDS, IBDR, VCIT, VCSH, FNDX, IVV, VCRB, VOO, IJR.
Started 6 new stock positions in VOO, IBDS, IVV, IBDR, FNDX, DFSV.
Reduced shares in these 8 stocks: Dimensional Etf Trust, Dimensional Etf Trust, Dimensional Etf Trust, ISCV, DFUS, SPY, SCHG, SCHV.
Sold out of its position in Dimensional Etf Trust.
Twin Cities Retirement Group was a net buyer of stock by $5.9M.
Twin Cities Retirement Group has $121M in assets under management (AUM), dropping by 3.16%.
Central Index Key (CIK): 0002109366

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Portfolio Holdings for Twin Cities Retirement Group

Twin Cities Retirement Group holds 27 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Scottsdale Fds Int-term Corp (VCIT)	16.1	$19M	+4%	247k	78.31	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	12.4	$15M	+5%	193k	77.25	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	10.9	$13M		302k	43.29	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	10.2	$12M	+2%	173k	70.61	View chart
Ishares Tr Core S&p Scp Etf (IJR)	8.7	$11M	+3%	77k	136.04	View chart
Dimensional Etf Trust Us Targeted Vlu	7.6	$9.1M		137k	66.44	View chart
Dimensional Etf Trust Us Cor Equ 2 Etf	4.3	$5.2M	-2%	117k	44.45	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	4.2	$5.1M	+2%	97k	52.36	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	3.9	$4.7M		190k	24.96	View chart
Dimensional Etf Trust Us Equi Mark Etf (DFUS)	2.8	$3.4M		40k	83.03	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	2.4	$2.8M		128k	22.10	View chart
Dfa Invt Dimensions Group In U.s. Sml Cp Val a (DFSV)	2.3	$2.8M	NEW	75k	37.47	View chart
Ishares Tr Ibonds Dec 2030 (IBDV)	2.2	$2.7M		128k	21.14	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	1.8	$2.2M		66k	33.31	View chart
Vanguard Malvern Fds Core Bd Etf (VCRB)	1.7	$2.0M	+20%	28k	73.62	View chart
Ishares Tr Mrning Sm Cp Etf (ISCV)	1.7	$2.0M	-3%	27k	74.81	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	1.4	$1.7M		46k	35.93	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.8	$1.0M	-2%	1.3k	762.47	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	0.8	$962k	NEW	40k	24.12	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	0.7	$886k	NEW	37k	24.24	View chart
3M Company (MMM)	0.7	$844k		5.1k	164.14	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.6	$712k	+38%	26k	27.47	View chart
Dimensional Etf Trust Us Larg Valu Etf (DFLV)	0.5	$626k	+49%	16k	40.17	View chart
Ishares Tr Ibonds Dec 2031 (IBDW)	0.4	$482k		24k	20.06	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.4	$424k	NEW	14k	31.47	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.3	$402k	NEW	525.00	766.38	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.3	$334k	NEW	476.00	701.39	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 Q3 filed Oct. 16, 2026
Twin Cities Retirement Group 2026 Q2 filed July 8, 2026
Twin Cities Retirement Group 2026 Q1 filed April 14, 2026

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