Twin Cities Retirement Group LLC
CIK: 0002109366SEC EDGAR →
Portfolio Value
$103.6M
Holdings
24
As of
Q4 2025
New Positions
24
Closed Positions
0
Portfolio Value History
No historical data available yet. Chart will appear after multiple quarterly filings.
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD SCOTTSDALE FDS | 207,213 | $17.4M | 16.75% |
| 2 | VANGUARD SCOTTSDALE FDS | 154,963 | $12.4M | 11.92% |
| 3 | DIMENSIONAL ETF TRUST | 298,061 | $11.3M | 10.93% |
| 4 | VANGUARD TAX-MANAGED FDS | 165,369 | $10.3M | 9.97% |
| 5 | ISHARES TR | 72,618 | $8.7M | 8.42% |
| 6 | DIMENSIONAL ETF TRUST | 137,261 | $8.2M | 7.89% |
| 7 | ISHARES TR | 196,011 | $5.0M | 4.81% |
| 8 | DIMENSIONAL ETF TRUST | 125,454 | $5.0M | 4.79% |
| 9 | DIMENSIONAL ETF TRUST | 83,396 | $3.9M | 3.77% |
| 10 | DIMENSIONAL ETF TRUST | 40,651 | $3.0M | 2.91% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 23 | $102.8M | 99.2% |
| Industrials | 1 | $781K | 0.8% |