Filer Name: PREPARED RETIREMENT INSTITUTE LLC
CIK: 2056037
Period: 2024-12-31
Filed At: 2025-02-13
Number of Holdings: 79
Portfolio Value: $0.18B

Prepared Retirement Institute Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
VIG US VANGUARD DIVIDEND APPREC ETF 118,448 $23M 13.24% - -
SPYG US SPDR PORTFOLIO S&P 500 GROWT 225,019 $20M 11.29% - -
SCHD US SCHWAB US DVD EQUITY ETF 643,391 $18M 10.03% - -
IHDG US WISDOMTREE INTERNATIONAL HED 276,498 $12M 6.86% - -
BND US VANGUARD TOTAL BOND MARKET 154,876 $11M 6.36% - -
SPC US CROSSINGBRIDGE PRE-MERGER SP 517,404 $11M 6.10% - -
FALN US ISHARES FALLEN ANGELS ETF 280,121 $7M 4.27% - -
VB US VANGUARD SMALL-CAP ETF 25,398 $6M 3.48% - -
VTI US VANGUARD TOTAL STOCK MKT ETF 20,338 $6M 3.36% - -
VOO US VANGUARD S&P 500 ETF 10,479 $6M 3.22% - -
VCIT US VANGUARD INT-TERM CORPORATE 64,644 $5M 2.96% - -
SHY US ISHARES 1-3 YEAR TREASURY BO 61,878 $5M 2.90% - -
PFFD US GLOBAL X US PREFERRED ETF 196,101 $4M 2.18% - -
DIVI US FRANKLIN INTERNATIONAL CORE 106,377 $3M 1.82% - -
VUG US VANGUARD GROWTH ETF 5,930 $2M 1.39% - -
MSFT US MICROSOFT CORP 5,650 $2M 1.36% - -
DGRO US ISHARES CORE DIVIDEND GROWTH 27,733 $2M 0.97% - -
DES US WISDOMTREE US SMALLCAP DIVID 43,959 $2M 0.86% - -
IVV US ISHARES CORE S&P 500 ETF 2,519 $1M 0.85% - -
DIVB US ISHARES CORE DIVIDEND ETF 30,403 $1M 0.82% - -
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