Instuitional Investor - Prepared Retirement Institute Llc
Fund Profile
Filing Period:
| Fund Name: | Prepared Retirement Institute Llc |
| Portfolio Value | $234,908,561 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Specialized Funds - DIV APP ETF | 119,642 | $28,309,629 | 12.05% | |
| 2. | SCHD | 569,163 | $18,048,153 | 7.68% | |
| 3. | Fidelity Covington Trust | 384,328 | $16,814,362 | 7.16% | |
| 4. | Vanguard Index Fds | 44,970 | $16,640,565 | 7.08% | |
| 5. | Wisdomtree Tr | 263,132 | $13,782,878 | 5.87% |