Instuitional Investor - Prepared Retirement Institute Llc
Fund Profile
Filing Period:
| Fund Name: | Prepared Retirement Institute Llc |
| Portfolio Value | $201,510,344 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Specialized Funds - DIV APP ETF | 115,113 | $24,756,239 | 12.29% | |
| 2. | SCHD | 583,013 | $17,886,838 | 8.88% | |
| 3. | Fidelity Covington Trust | 396,798 | $14,875,960 | 7.38% | |
| 4. | Wisdomtree Tr | 268,672 | $12,936,561 | 6.42% | |
| 5. | Ishares Tr - CMBS ETF | 256,714 | $12,509,661 | 6.21% |