Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Twin Cities Retirement Group LLC (CIK 2109366) reported $116.8M across 22 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VCIT ($19.6M, 16.77%), VCSH ($14.5M, 12.42%), DISV ($12.1M, 10.33%), VEA ($12.0M, 10.30%), IJR ($11.0M, 9.45%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VCIT | VANGUARD SCOTTSDALE FDS | $19.6M | 16.77% | 237,048 | Added |
| 2 | VCSH | VANGUARD SCOTTSDALE FDS | $14.5M | 12.42% | 183,578 | Added |
| 3 | DISV | DIMENSIONAL ETF TRUST | $12.1M | 10.33% | 300,631 | Trimmed |
| 4 | VEA | VANGUARD TAX-MANAGED FDS | $12.0M | 10.30% | 168,827 | Trimmed |
| 5 | IJR | ISHARES TR | $11.0M | 9.45% | 74,399 | Trimmed |
| 6 | DFAT | DIMENSIONAL ETF TRUST | $9.7M | 8.32% | 139,004 | Trimmed |
| 7 | DFAC | DIMENSIONAL ETF TRUST | $5.3M | 4.56% | 119,962 | Trimmed |
| 8 | DFAU | DIMENSIONAL ETF TRUST | $4.9M | 4.20% | 94,990 | Trimmed |
| 9 | IBDT | ISHARES TR | $4.8M | 4.07% | 188,280 | Trimmed |
| 10 | DFUS | DIMENSIONAL ETF TRUST | $3.3M | 2.86% | 40,734 | Trimmed |
| 11 | SCHZ | SCHWAB STRATEGIC TR | $2.9M | 2.52% | 127,460 | Added |
| 12 | IBDV | ISHARES TR | $2.8M | 2.36% | 126,316 | Added |
| 13 | DFSV | DIMENSIONAL ETF TRUST | $2.7M | 2.32% | 69,833 | Added |
| 14 | SCHV | SCHWAB STRATEGIC TR | $2.3M | 1.98% | 66,506 | Trimmed |
| 15 | ISCV | ISHARES TR | $2.2M | 1.88% | 28,028 | Trimmed |
| 16 | VCRB | VANGUARD MALVERN FDS | $1.8M | 1.52% | 23,028 | Added |
| 17 | SCHG | SCHWAB STRATEGIC TR | $1.6M | 1.35% | 46,532 | Trimmed |
| 18 | SPY | STATE STR SPDR S&P 500 ETF T | $1.0M | 0.87% | 1,362 | Added |
| 19 | MMM | 3M CO | $830,340 | 0.71% | 5,128 | Added |
| 20 | SCHF | SCHWAB STRATEGIC TR | $518,510 | 0.44% | 18,719 | Added |
| 21 | IBDW | ISHARES TR | $494,277 | 0.42% | 23,718 | Added |
| 22 | DFLV | DIMENSIONAL ETF TRUST | $411,255 | 0.35% | 10,401 | Trimmed |
| 23 | IBDS | ISHARES TR | $0 | 0.00% | 0 | Exited |
| 24 | IBDR | ISHARES TR | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30