Twin Cities Retirement Group LLC Top Holdings and 13F Report (2026) About Twin Cities Retirement Group LLCInvestment ActivityTwin Cities Retirement Group LLC has $109.36 million in total holdings as of March 31, 2026.Twin Cities Retirement Group LLC owns shares of 24 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 4.97% of the portfolio was purchased this quarter.About 0.29% of the portfolio was sold this quarter.This quarter, Twin Cities Retirement Group LLC has purchased 24 new stocks and bought additional shares in 16 stocks.Twin Cities Retirement Group LLC sold shares of 8 stocks and completely divested from 0 stocks this quarter.Largest Holdings Vanguard Intermediate-Term Corporate Bond ETF $18,082,586Vanguard Short-Term Corporate Bond ETF $13,112,664Dimensional International Small Cap Value ETF $12,140,806Vanguard FTSE Developed Markets ETF $11,087,873iShares Core S&P Small-Cap ETF $9,516,629 Largest Purchases this Quarter Vanguard Intermediate-Term Corporate Bond ETF 11,308 shares (about $935.74K)Vanguard Short-Term Corporate Bond ETF 10,455 shares (about $828.77K)Dimensional US Core Equity Market ETF 15,551 shares (about $701.66K)VANGUARD MALVERN FDS 8,179 shares (about $632.90K)Dimensional U.S. Targeted Value ETF 8,092 shares (about $505.35K) Largest Sales this Quarter iShares iBonds Dec 2028 Term Corporate ETF 4,426 shares (about $112.11K)Dimensional U.S. Core Equity 2 ETF 2,240 shares (about $87.05K)iShares Morningstar Small-Cap Value ETF 677 shares (about $47.06K)Schwab U.S. Large-Cap Growth ETF 901 shares (about $26.25K)SPDR S&P 500 ETF Trust 25 shares (about $16.25K) Sector Allocation Over TimeMap of 500 Largest Holdings ofTwin Cities Retirement Group LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVCITVanguard Intermediate-Term Corporate Bond ETF$18,082,586$935,736 ▲5.5%218,52116.5%ETFVCSHVanguard Short-Term Corporate Bond ETF$13,112,664$828,767 ▲6.7%165,41812.0%ETFDISVDimensional International Small Cap Value ETF$12,140,806$385,289 ▲3.3%307,83011.1%ETFVEAVanguard FTSE Developed Markets ETF$11,087,873$491,044 ▲4.6%173,03210.1%ETFIJRiShares Core S&P Small-Cap ETF$9,516,629$489,530 ▲5.4%76,5568.7%ETFDFATDimensional U.S. Targeted Value ETF$9,077,316$505,347 ▲5.9%145,3538.3%ETFIBDTiShares iBonds Dec 2028 Term Corporate ETF$4,852,848$112,111 ▼-2.3%191,5854.4%ETFDFACDimensional U.S. Core Equity 2 ETF$4,788,100$87,046 ▼-1.8%123,2144.4%ETFDFAUDimensional US Core Equity Market ETF$4,464,510$701,664 ▲18.6%98,9474.1%ETFDFUSDimensional U.S. Equity ETF$2,999,202$116,647 ▲4.0%42,2962.7%ETFSCHZSchwab U.S. Aggregate Bond ETF$2,946,289$13,491 ▼-0.5%126,8862.7%ETFIBDViShares iBonds Dec 2030 Term Corporate ETF$2,736,690$208,853 ▲8.3%125,0202.5%ETFDFSVDimensional US Small Cap Value ETF$2,120,315$111,147 ▲5.5%60,5111.9%ETFSCHVSchwab U.S. Large-Cap Value ETF$2,075,861$1,739 ▲0.1%68,0611.9%ETFISCViShares Morningstar Small-Cap Value ETF$2,022,232$47,058 ▼-2.3%29,0931.8%ETFSCHGSchwab U.S. Large-Cap Growth ETF$1,434,831$26,246 ▼-1.8%49,2561.3%ETFVANGUARD MALVERN FDS$1,197,391$632,898 ▲112.1%15,4741.1%CORE BD ETFIBDSiShares iBonds Dec 2027 Term Corporate ETF$949,027$4,800 ▲0.5%39,1510.9%ETFIBDRiShares iBonds Dec 2026 Term Corporate ETF$869,532$4,097 ▲0.5%35,8720.8%ETFSPYSPDR S&P 500 ETF Trust$840,030$16,254 ▼-1.9%1,2920.8%FinanceMMM3M$710,571$1,597 ▲0.2%4,8930.6%Multi-Sector ConglomeratesIBDWiShares iBonds Dec 2031 Term Corporate ETF$490,526$11,616 ▲2.4%23,4360.4%ETFSCHFSchwab International Equity ETF$459,598$9,430 ▼-2.0%18,5700.4%ETFDFLVDimensional US Large Cap Value ETF$383,549$9,177 ▼-2.3%10,7410.4%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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