Arkolith/Funds/Twin Cities Retirement Group LLC

Twin Cities Retirement Group LLC

CIK 2109366
Holdings as of Jun 30, 2026·disclosed Jul 8, 2026·~8-day 13F lag·13F-HR
Active Filer

Twin Cities Retirement Group LLC holds a focused book of 22 stocks worth $116.8M as of Q2 2026 (disclosed Jul 8, 2026, a ~45-day 13F lag). This quarter they trimmed Dimensional International SM. Their largest long position is Vanguard Int-Term Corporate at 17% of the equity book.

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Use Arkolith to show Twin Cities Retirement Group LLC's latest
holdings, largest changes, and filing provenance.
Opened
0
new positions
Added to
10
existing
Trimmed
12
reduced
Sold out
2
exited

Concentration

Top-heavy: focused book

Top 5 holdings
59%
Top 10 holdings
83%
Top 20 holdings
99%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

1% mapped to company sectors

ETF / fund or unclassified
99%
Health Care
1%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

22 positions
#SecurityValueShares% PortLast moveHistory
1Vanguard Scottsdale FDS
INT-TERM CORP
$19.6M237.0K
16.8%
+8.5%
Added · +19K sh
2Vanguard Scottsdale FDS
SHRT TRM CORP BD
$14.5M183.6K
12.4%
+11%
Added · +18K sh
3Dimensional ETF Trust
INTL SMALL CAP V
$12.1M300.6K
10.3%
−2.3%
Reduced · −7K sh
4Vanguard Tax-Managed FDS
VAN FTSE DEV MKT
$12.0M168.8K
10.3%
−2.4%
Reduced · −4K sh
5Ishares TR
CORE S&P SCP ETF
$11.0M74.4K
9.4%
−2.8%
Reduced · −2K sh
6Dimensional ETF Trust
US TARGETED VLU
$9.7M139.0K
8.3%
−4.4%
Reduced · −6K sh
7Dimensional ETF Trust
US COR EQU 2 ETF
$5.3M120.0K
4.6%
−2.6%
Reduced · −3K sh
8Dimensional ETF Trust
US CORE EQT MKT
$4.9M95.0K
4.2%
−4.0%
Reduced · −4K sh
9Ishares TR
IBDS DEC28 ETF
$4.8M188.3K
4.1%
−1.7%
Reduced · −3K sh
10Dimensional ETF Trust
US EQUI MARK ETF
$3.3M40.7K
2.9%
−3.7%
Reduced · −2K sh
11Schwab Strategic TR
US AGGREGATE B
$2.9M127.5K
2.5%
+0.5%
Added · +574 sh
12Ishares TR
IBONDS DEC 2030
$2.8M126.3K
2.4%
+1.0%
Added · +1K sh
13Dimensional ETF Trust
US SMALL CAP ETF
$2.7M69.8K
2.3%
+15%
Added · +9K sh
14Schwab Strategic TR
US LCAP VA ETF
$2.3M66.5K
2.0%
−2.3%
Reduced · −2K sh
15Ishares TR
MRNING SM CP ETF
$2.2M28.0K
1.9%
−3.7%
Reduced · −1K sh
16Vanguard Malvern FDS
CORE BD ETF
$1.8M23.0K
1.5%
+49%
Added · +8K sh
17Schwab Strategic TR
US LCAP GR ETF
$1.6M46.5K
1.3%
−5.5%
Reduced · −3K sh
18State STR SPDR S&P 500 ETF T
TR UNIT
$1.0M1.4K
0.9%
+5.4%
Added · +70 sh
193M Co
COM
$830K5.1K
0.7%
+4.8%
Added · +235 sh
20Schwab Strategic TR
INTL EQTY ETF
$519K18.7K
0.4%
+0.8%
Added · +149 sh
21Ishares TR
IBONDS DEC 2031
$494K23.7K
0.4%
+1.2%
Added · +282 sh
22Dimensional ETF Trust
US LARG VALU ETF
$411K10.4K
0.4%
−3.2%
Reduced · −340 sh
Showing all 22 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 8, 202622$116.8M13F-HR
Q1 2026Mar 31, 2026Apr 14, 202624$109.4M13F-HR
Q4 2025Dec 31, 2025Feb 9, 202624$103.6M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.