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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Twin Cities Retirement Group LLC

Quarter ended Q4 2025 · Filed February 9, 2026 · Accession 0001754960-26-000162

Total Value
$103.6M
Positions
24
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (24)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD SCOTTSDALE FDS92206C870207,213$17.4M16.75%
2VANGUARD SCOTTSDALE FDS92206C409154,963$12.4M11.92%
3DIMENSIONAL ETF TRUST25434V781298,061$11.3M10.93%
4VANGUARD TAX-MANAGED FDS921943858165,369$10.3M9.97%
5ISHARES TR46428780472,618$8.7M8.42%
6DIMENSIONAL ETF TRUST25434V609137,261$8.2M7.89%
7ISHARES TR46435U515196,011$5.0M4.82%
8DIMENSIONAL ETF TRUST25434V708125,454$5.0M4.79%
9DIMENSIONAL ETF TRUST25434V10483,396$3.9M3.77%
10DIMENSIONAL ETF TRUST25434V40140,651$3.0M2.91%
11SCHWAB STRATEGIC TR808524839127,467$3.0M2.87%
12ISHARES TR46436E726115,479$2.5M2.46%
13ISHARES TR46428870329,770$2.0M1.97%
14SCHWAB STRATEGIC TR80852440968,004$2.0M1.94%
15DIMENSIONAL ETF TRUST25434V81557,339$1.9M1.82%
16SCHWAB STRATEGIC TR80852430050,157$1.6M1.58%
17ISHARES TR46435UAA938,953$945,7750.91%
18SPDR S&P 500 ETF TRSPY1,317$898,1700.87%
19ISHARES TR46435GAA035,703$865,0720.83%
203M COMMM4,882$781,5790.75%
21VANGUARD MALVERN FDS9220207487,295$568,2730.55%
22ISHARES TR46436E48622,881$483,9310.47%
23SCHWAB STRATEGIC TR80852480518,951$455,5730.44%
24DIMENSIONAL ETF TRUST25434V66610,998$376,2560.36%