13F 机构持仓

Twin Cities Retirement Group LLC

PLYMOUTH MN · SEC CIK 0002109366

2026Q22026Q1 更早 9 个季度 🔒
$1.09亿2026Q1 申报市值
24持仓数
82.4%前十大占比 · 第一大 16.5%
0 / 0新建仓 / 清仓
申报市值走势$1.17亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

VCIT 16.5%
VCSH 12.0%
DISV 11.1%
VEA 10.1%
IJR 8.7%
DIMENSIONAL ET 8.3%
IBDT 4.4%
DIMENSIONAL ET 4.4%
DFAU 4.1%
DFUS 2.7%

2026Q1 买入最多 按季末市值估算

VCIT 加仓+$93.57万
VCSH 加仓+$82.88万
DFAU 加仓+$70.17万
VCRB 加仓+$63.29万
DIMENSIONAL ETF 加仓+$50.53万

2026Q1 卖出最多 按季末市值估算

IBDT 减仓-$11.21万
DIMENSIONAL ETF 减仓-$8.70万
ISCV 减仓-$4.71万
SCHG 减仓-$2.62万
SPY 减仓-$1.63万

2026Q1 持仓明细 点表头排序

导出 CSV 🔒
代码名称市值 ▲占比股数变动股数变动估算买卖额操作
DFLV DIMENSIONAL ETF TRUST $38.35万0.35%10,741 -257-2.3% -$9,177 减仓
SCHF SCHWAB STRATEGIC TR $45.96万0.42%18,570 -381-2.0% -$9,430 减仓
IBDW ISHARES TR $49.05万0.45%23,436 5552.4% $1.16万 加仓
MMM 3M CO $71.06万0.65%4,893 110.2% $1,597 加仓
SPY STATE STR SPDR S&P 500 ETF T $84.00万0.77%1,292 -25-1.9% -$1.63万 减仓
IBDR ISHARES TR $86.95万0.80%35,872 1690.5% $4,097 加仓
IBDS ISHARES TR $94.90万0.87%39,151 1980.5% $4,800 加仓
VCRB VANGUARD MALVERN FDS $119.74万1.09%15,474 8,179112.1% $63.29万 加仓
SCHG SCHWAB STRATEGIC TR $143.48万1.31%49,256 -901-1.8% -$2.62万 减仓
ISCV ISHARES TR $202.22万1.85%29,093 -677-2.3% -$4.71万 减仓
SCHV SCHWAB STRATEGIC TR $207.59万1.90%68,061 570.1% $1,739 加仓
— DIMENSIONAL ETF TRUST $212.03万1.94%60,511 3,1725.5% $11.11万 加仓
IBDV ISHARES TR $273.67万2.50%125,020 9,5418.3% $20.89万 加仓
SCHZ SCHWAB STRATEGIC TR $294.63万2.69%126,886 -581-0.5% -$1.35万 减仓
DFUS DIMENSIONAL ETF TRUST $299.92万2.74%42,296 1,6454.0% $11.66万 加仓
DFAU DIMENSIONAL ETF TRUST $446.45万4.08%98,947 15,55118.6% $70.17万 加仓
— DIMENSIONAL ETF TRUST $478.81万4.38%123,214 -2,240-1.8% -$8.70万 减仓
IBDT ISHARES TR $485.28万4.44%191,585 -4,426-2.3% -$11.21万 减仓
— DIMENSIONAL ETF TRUST $907.73万8.30%145,353 8,0925.9% $50.53万 加仓
IJR ISHARES TR $951.66万8.70%76,556 3,9385.4% $48.95万 加仓
VEA VANGUARD TAX-MANAGED FDS $1,108.79万10.14%173,032 7,6634.6% $49.10万 加仓
DISV DIMENSIONAL ETF TRUST $1,214.08万11.10%307,830 9,7693.3% $38.53万 加仓
VCSH VANGUARD SCOTTSDALE FDS $1,311.27万11.99%165,418 10,4556.7% $82.88万 加仓
VCIT VANGUARD SCOTTSDALE FDS $1,808.26万16.54%218,521 11,3085.5% $93.57万 加仓