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The Analysis of Twin Cities Retirement Group LLC's Holdings & P&L

Currently, Twin Cities Retirement Group LLC holds 22 types of securities in its portfolio with a total value $116.8M. In the most recent quarter, they have increased their positions in VCIT (+18.5K shares, valued at $1.5M), VCSH (+18.2K shares, valued at $1.4M), VCRB (+7.6K shares, valued at $583.4K); decreased their positions in DFAT (-6.3K shares, valued at $443.8K), IJR (-2.2K shares, valued at $319.9K), VEA (-4.2K shares, valued at $299.6K).

1M P&L

+1.0M+0.92%

3M P&L

+2.4M+2.12%

HY P&L

+4.4M+3.95%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A115.0M

100.0%

Top Industries by Stock Count

1N/A20 stocks

100.0%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VCIT VANGUARD SCOTTSDALE FDS237.0K shares8.48%2026-06-302026-07-08

VCSH VANGUARD SCOTTSDALE FDS183.6K shares10.98%2026-06-302026-07-08

DISV DIMENSIONAL ETF TRUST300.6K shares-2.34%2026-06-302026-07-08

VEA VANGUARD TAX-MANAGED FDS168.8K shares-2.43%2026-06-302026-07-08

IJR ISHARES TR74.4K shares-2.82%2026-06-302026-07-08

DFAT DIMENSIONAL ETF TRUST139.0K shares-4.37%2026-06-302026-07-08

DFAC DIMENSIONAL ETF TRUST120.0K shares-2.64%2026-06-302026-07-08

DFAU DIMENSIONAL ETF TRUST95.0K shares-4.00%2026-06-302026-07-08

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IBDT ISHARES TR188.3K shares-1.73%2026-06-302026-07-08

DFUS DIMENSIONAL ETF TRUST40.7K shares-3.69%2026-06-302026-07-08

SCHZ SCHWAB STRATEGIC TR127.5K shares0.45%2026-06-302026-07-08

IBDV ISHARES TR126.3K shares1.04%2026-06-302026-07-08

DFSV DIMENSIONAL ETF TRUST69.8K shares15.41%2026-06-302026-07-08

SCHV SCHWAB STRATEGIC TR66.5K shares-2.28%2026-06-302026-07-08

ISCV ISHARES TR28.0K shares-3.66%2026-06-302026-07-08

VCRB VANGUARD MALVERN FDS23.0K shares48.82%2026-06-302026-07-08

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SCHG SCHWAB STRATEGIC TR46.5K shares-5.53%2026-06-302026-07-08

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T1.4K shares5.42%2026-06-302026-07-08

3M CO 3M CO5.1K shares4.80%2026-06-302026-07-08

SCHF SCHWAB STRATEGIC TR18.7K shares0.80%2026-06-302026-07-08

IBDW ISHARES TR23.7K shares1.20%2026-06-302026-07-08

DFLV DIMENSIONAL ETF TRUST10.4K shares-3.17%2026-06-302026-07-08

VCIT

VANGUARD SCOTTSDALE FDS

8.48%

Shares237.0K

Event2026-06-30

Filed2026-07-08

VCSH

VANGUARD SCOTTSDALE FDS

10.98%

Shares183.6K

Event2026-06-30

Filed2026-07-08

DISV

DIMENSIONAL ETF TRUST

-2.34%

Shares300.6K

Event2026-06-30

Filed2026-07-08

VEA

VANGUARD TAX-MANAGED FDS

-2.43%

Shares168.8K

Event2026-06-30

Filed2026-07-08

IJR

ISHARES TR

-2.82%

Shares74.4K

Event2026-06-30

Filed2026-07-08

DFAT

DIMENSIONAL ETF TRUST

-4.37%

Shares139.0K

Event2026-06-30

Filed2026-07-08

DFAC

DIMENSIONAL ETF TRUST

-2.64%

Shares120.0K

Event2026-06-30

Filed2026-07-08

DFAU

DIMENSIONAL ETF TRUST

-4.00%

Shares95.0K

Event2026-06-30

Filed2026-07-08

IBDT

ISHARES TR

-1.73%

Shares188.3K

Event2026-06-30

Filed2026-07-08

DFUS

DIMENSIONAL ETF TRUST

-3.69%

Shares40.7K

Event2026-06-30

Filed2026-07-08

SCHZ

SCHWAB STRATEGIC TR

0.45%

Shares127.5K

Event2026-06-30

Filed2026-07-08

IBDV

ISHARES TR

1.04%

Shares126.3K

Event2026-06-30

Filed2026-07-08

DFSV

DIMENSIONAL ETF TRUST

15.41%

Shares69.8K

Event2026-06-30

Filed2026-07-08

SCHV

SCHWAB STRATEGIC TR

-2.28%

Shares66.5K

Event2026-06-30

Filed2026-07-08

ISCV

ISHARES TR

-3.66%

Shares28.0K

Event2026-06-30

Filed2026-07-08

VCRB

VANGUARD MALVERN FDS

48.82%

Shares23.0K

Event2026-06-30

Filed2026-07-08

SCHG

SCHWAB STRATEGIC TR

-5.53%

Shares46.5K

Event2026-06-30

Filed2026-07-08

STATE STR SPDR S&P 500 ETF T

5.42%

Shares1.4K

Event2026-06-30

Filed2026-07-08

3M CO

4.80%

Shares5.1K

Event2026-06-30

Filed2026-07-08

SCHF

SCHWAB STRATEGIC TR

0.80%

Shares18.7K

Event2026-06-30

Filed2026-07-08

IBDW

ISHARES TR

1.20%

Shares23.7K

Event2026-06-30

Filed2026-07-08

DFLV

DIMENSIONAL ETF TRUST

-3.17%

Shares10.4K

Event2026-06-30

Filed2026-07-08

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available

Twin Cities Retirement Group LLC Institutional Holdings, Portfolio & P&L — TradeFomo