Prepared Retirement Institute LLC - Portfolio overview

Prepared Retirement Institute LLC has 87 reported holdings in this dataset, with the latest filing dated 2026-05-15.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Healthcare.

Largest reported holdings by portfolio allocation

1. VIG - VANGUARD SPECIALIZED FUNDS, 11.98%
2. SCHD - SCHWAB STRATEGIC TR, 8.65%
3. FELG - FIDELITY COVINGTON TRUST, 7.20%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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