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Home > Institutional Investor > Prepared Retirement Institute Llc > Profile

Instuitional Investor - Prepared Retirement Institute Llc

Fund Profile
Filing Period:
Fund Name: Prepared Retirement Institute Llc
Portfolio Value $156,652,227
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Specialized Funds - DIV APP ETF
 105,825 $20,529,084 13.1%
2.
Schwab Strategic Trust
 FNDF 541,410 $15,137,833 9.66%
3.
Spdr Series Trust
 159,729 $12,837,428 8.19%
4.
Wisdomtree Tr
 227,874 $9,889,747 6.31%
5.
Vanguard Bond Index Funds
 BND 121,134 $8,897,271 5.68%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)