Instuitional Investor - Prepared Retirement Institute Llc
Fund Profile
Filing Period:
| Fund Name: | Prepared Retirement Institute Llc |
| Portfolio Value | $191,846,962 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Specialized Funds - DIV APP ETF | 107,176 | $23,127,579 | 12.06% | |
| 2. | FNDF | 589,185 | $16,084,751 | 8.38% | |
| 3. | Fidelity Covington Trust | 368,617 | $15,157,520 | 7.9% | |
| 4. | Wisdomtree Tr | 270,876 | $12,481,972 | 6.51% | |
| 5. | Ishares Tr - CMBS ETF | 243,784 | $11,962,464 | 6.24% |