account_balance

Investment manager · 13F filer · SEC CIK 2109366

Twin Cities Retirement Group LLC

Reported value$121Mas of Sep 30, 2026
Positions27 5 new, 0 sold out
Top 10 weight81.0%VCIT alone is 16%
FiledOct 1616 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
VCIT Vanguard Scottsdale FDS 16.1% Added +4%
VCSH Vanguard Scottsdale FDS 12.4% Added +5%
DISV Dimensional ETF Trust 10.9% Held
VEA Vanguard Tax-Managed FDS 10.2% Added +3%
IJR iShares Tr 8.7% Added +3%
DFAT Dimensional ETF Trust 7.6% Held
DFAC Dimensional ETF Trust 4.3% Trimmed −2%
DFAU Dimensional ETF Trust 4.2% Added +2%
IBDT iShares Tr 3.9% Held
DFUS Dimensional ETF Trust 2.8% Held
SCHZ Schwab Strategic Tr 2.4% Held
DFSV Dfa Invt Dimensions Group In 2.3% Added +7%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 16, 2026, compared with the Jul 8, 2026 filing
add_circleNew
  • IBDS $962K
  • IBDR $886K
  • FNDX $424K
  • IVV $402K
arrow_upwardAdded
  • DFLV +50%
  • SCHF +38%
  • VCRB +20%
  • DFSV +7%
arrow_downwardTrimmed
  • ISCV −3%
  • SPY −3%
  • DFAC −2%
remove_circleSold out

None

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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