Top 24 Twin Cities Retirement Group Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VCIT | VANGUARD SCOTTSDALE FDS | 16.54% | 218.5K | $18.1M | +5.46%(+11.31K) | $83.89(-1.65%) | 2026-03-31 | |
| VCSH | VANGUARD SCOTTSDALE FDS | 11.99% | 165.4K | $13.1M | +6.75%(+10.46K) | $79.81(-1.06%) | 2026-03-31 | |
| DISV | DIMENSIONAL ETF TRUST | 11.1% | 307.8K | $12.1M | +3.28%(+9.77K) | $36.90(+11.50%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 10.14% | 173.0K | $11.1M | +4.63%(+7.66K) | $61.29(+12.55%) | 2026-03-31 | |
| IJR | ISHARES TR | 8.7% | 76.6K | $9.5M | +5.42%(+3.94K) | $119.65(+15.43%) | 2026-03-31 | |
| DFAT | DIMENSIONAL ETF TRUST | 8.3% | 145.4K | $9.1M | +5.90%(+8.09K) | $58.99(+13.81%) | 2026-03-31 | |
| IBDT | ISHARES TR | 4.44% | 191.6K | $4.9M | -2.26%(-4.43K) | $25.49(-1.06%) | 2026-03-31 | |
| DFAC | DIMENSIONAL ETF TRUST | 4.38% | 123.2K | $4.8M | -1.79%(-2.24K) | $39.08(+9.24%) | 2026-03-31 | |
| DFAU | DIMENSIONAL ETF TRUST | 4.08% | 98.9K | $4.5M | +18.65%(+15.55K) | $46.23(+8.09%) | 2026-03-31 | |
| DFUS | DIMENSIONAL ETF TRUST | 2.74% | 42.3K | $3.0M | +4.05%(+1.65K) | $73.28(+7.64%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +1.32% | +4.02% |
| Top 20 Holdings Unweighted | +0.84% | +2.54% |
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