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Portfolio (Quarterly) Guide ↗

Twin Cities Retirement Group LLC

· CIK 0002109366
13F Portfolio $117M AUM 22 positions Filed Jul 8, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 9 Added 12 Reduced 2 Exited
# Ticker Company Sector Shares Value ↓ % Port Status
1 IBDS ISHARES TR 39,151 $949K 0.87% SOLD
2 IBDR ISHARES TR 35,872 $870K 0.80% SOLD
Sector Allocation
Financial Services 55.1%
Industrials 44.9%