Twin Cities Retirement Group

Twin Cities Retirement Group as of June 30, 2026

Portfolio Holdings for Twin Cities Retirement Group

Twin Cities Retirement Group holds 22 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Scottsdale Fds Int-term Corp (VCIT) 16.8 $20M 237k 82.65
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 12.4 $15M 184k 79.03
Dimensional Etf Trust Intl Small Cap V (DISV) 10.3 $12M 301k 40.13
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 10.3 $12M 169k 71.25
Ishares Tr Core S&p Scp Etf (IJR) 9.4 $11M 74k 148.31
Dimensional Etf Trust Us Targeted Vlu (DFAT) 8.3 $9.7M 139k 69.90
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC) 4.6 $5.3M 120k 44.36
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 4.2 $4.9M 95k 51.69
Ishares Tr Ibds Dec28 Etf (IBDT) 4.1 $4.8M 188k 25.25
Dimensional Etf Trust Us Equi Mark Etf (DFUS) 2.9 $3.3M 41k 81.94
Schwab Strategic Tr Us Aggregate B (SCHZ) 2.5 $2.9M 128k 23.13
Ishares Tr Ibonds Dec 2030 (IBDV) 2.4 $2.8M 126k 21.80
Dimensional Etf Trust Us Small Cap Etf (DFSV) 2.3 $2.7M 70k 38.79
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 2.0 $2.3M 67k 34.81
Ishares Tr Mrning Sm Cp Etf (ISCV) 1.9 $2.2M 28k 78.32
Vanguard Malvern Fds Core Bd Etf (VCRB) 1.5 $1.8M 23k 77.23
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 1.3 $1.6M 47k 33.84
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.9 $1.0M 1.4k 746.72
3M Company (MMM) 0.7 $830k 5.1k 161.92
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.4 $519k 19k 27.70
Ishares Tr Ibonds Dec 2031 (IBDW) 0.4 $494k 24k 20.84
Dimensional Etf Trust Us Larg Valu Etf (DFLV) 0.4 $411k 10k 39.54