StockDriftsStockDriftsTop 22 Twin Cities Retirement Group LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VCIT | VANGUARD SCOTTSDALE FDS | 16.77% | 237.0K | $19.6M | +8.48%(+18.53K) | $83.78(-3.04%) | 2026-06-30 | |
| VCSH | VANGUARD SCOTTSDALE FDS | 12.42% | 183.6K | $14.5M | +10.98%(+18.16K) | $79.73(-1.49%) | 2026-06-30 | |
| DISV | DIMENSIONAL ETF TRUST | 10.33% | 300.6K | $12.1M | -2.34%(-7.20K) | $36.90(+18.66%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 10.3% | 168.8K | $12.0M | -2.43%(-4.21K) | $61.29(+19.09%) | 2026-06-30 | |
| IJR | ISHARES TR | 9.45% | 74.4K | $11.0M | -2.82%(-2.16K) | $119.65(+24.33%) | 2026-06-30 | |
| DFAT | DIMENSIONAL ETF TRUST | 8.32% | 139.0K | $9.7M | -4.37%(-6.35K) | $58.99(+22.35%) | 2026-06-30 | |
| DFAC | DIMENSIONAL ETF TRUST | 4.56% | 120.0K | $5.3M | -2.64%(-3.25K) | $39.08(+17.68%) | 2026-06-30 | |
| DFAU | DIMENSIONAL ETF TRUST | 4.2% | 95.0K | $4.9M | -4.00%(-3.96K) | $46.23(+15.86%) | 2026-06-30 | |
| IBDT | ISHARES TR | 4.07% | 188.3K | $4.8M | -1.73%(-3.31K) | $25.48(-1.26%) | 2026-06-30 | |
| DFUS | DIMENSIONAL ETF TRUST | 2.86% | 40.7K | $3.3M | -3.69%(-1.56K) | $73.28(+15.48%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +7.42% |
| Top 20 Holdings Unweighted | — | — | — | — | +7.49% |
Twin Cities Retirement Group LLC reports $116.81M in US-listed equity holdings across 22 positions in its most recent 13F filing. Its largest disclosed positions are VCIT (16.8%), VCSH (12.4%) and DISV (10.3%). The top 20 holdings account for 99.23% of reported assets. Its disclosed equity book has returned +7.42% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Twin Cities Retirement Group LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2109366). View Twin Cities Retirement Group LLC’s 13F filings on SEC