Prepared Retirement Institute LLC 13F Holdings
CIK 0002056037 · LANSDALE, PA
As of Sep 30, 2025, Prepared Retirement Institute LLC reported 84 positions worth
CIK 0002056037 · LANSDALE, PA
As of Sep 30, 2025, Prepared Retirement Institute LLC reported 84 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| VANGUARD DIVIDEND APPREC ETF | VIG | — | 107,176 | $23.1M | 12.06% |
| SCHWAB US DIVIDEND EQUITY ETF | SCHD | Equity | 589,185 | 6.1M | 8.38% |
| FIDELITY ENHANCED LARGE CAP GROWTH ETF | FELG | — | 368,617 | 5.2M | 7.90% |
| WISDOMTREE INTERNATIONAL HEDGED QUALITY DIVIDEND GROWTH FUND | IHDG | — | 270,876 | 2.5M | 6.51% |
| ISHARES CMBS ETF | CMBS | — | 243,784 | 2.0M | 6.24% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) GROWTH ETF | SPYG | — | 96,475 | 0.1M | 5.26% |
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 26,098 | $8.6M | 4.46% |
| VANGUARD TOTAL BOND MARKET INDEX FUND | BND | — | 114,073 | $8.5M | 4.42% |
| VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND | VCIT | — | 90,373 | $7.6M | 3.96% |
| ISHARES FALLEN ANGELS USD BOND ETF | FALN | — | 269,964 | $7.5M | 3.91% |
| VANGUARD SMALL-CAP INDEX FUND | VB | — | 29,475 | $7.5M | 3.91% |
| VANGUARD 500 INDEX FUND | VOO | — | 9,651 | $5.9M | 3.08% |
| FRANKLIN INTERNATIONAL CORE DIVIDEND TILT INDEX ETF | DIVI | — | 133,508 | $5.0M | 2.60% |
| ISHARES 1-3 YEAR TREASURY BOND ETF | SHY | — | 55,590 | $4.6M | 2.40% |
| TRUST FOR PROFESSIONAL MANAG | SPC | — | 150,373 | $3.3M | 1.70% |
| MICROSOFT CORP | MSFT | Technology | 5,349 | $2.8M | 1.44% |
| ISHARES CORE DIVIDEND ETF | DIVB | — | 44,182 | $2.3M | 1.20% |
| ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF | IAGG | — | 39,428 | $2.0M | 1.05% |
| GLOBAL X US PREFERRED ETF | PFFD | — | 93,805 | .8M | 0.95% |
| VANGUARD GROWTH INDEX FUND | VUG | — | 3,717 | .8M | 0.93% |
| APPLE INC | AAPL | Technology | 6,533 | .7M | 0.87% |
| FRANKLIN TEMPLETON ETF TR | UDIV | — | 31,287 | .6M | 0.85% |
| ABBVIE INC | ABBV | Equity | 6,216 | .4M | 0.75% |
| ISHARES US AEROSPACE & DEFENSE ETF | ITA | — | 5,200 | .1M | 0.57% |
| TE CONNECTIVITY PLC | TEL | Technology | 4,886 | .1M | 0.56% |