The Analysis of Prepared Retirement Institute LLC's Holdings

Currently, Prepared Retirement Institute LLC holds 80 types of securities in its portfolio with a total value $198.7M. In the most recent quarter, they have increased their positions in VIG (+6.0K shares, valued at $1.3M), VTI (+4.0K shares, valued at $1.3M), VCIT (+10.2K shares, valued at $857.2K); decreased their positions in SPC (-29.5K shares, valued at $561.1K), N/A (-641 shares, valued at $402.0K), N/A (-1.7K shares, valued at $320.7K); initiated new positions in DIA (+430 shares, valued at $206.6K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VIG VANGUARD SPECIALIZED FUNDS113.2K shares5.64%2025-12-312026-01-29

SCHD SCHWAB STRATEGIC TR584.1K shares-0.87%2025-12-312026-01-29

FELG FIDELITY COVINGTON TRUST374.8K shares1.68%2025-12-312026-01-29

IHDG WISDOMTREE TR271.4K shares0.21%2025-12-312026-01-29

CMBS ISHARES TR240.7K shares-1.27%2025-12-312026-01-29

VTI VANGUARD INDEX FDS30.1K shares15.15%2025-12-312026-01-29

SPYG SPDR SERIES TRUST94.1K shares-2.44%2025-12-312026-01-29

BND VANGUARD BD INDEX FDS117.4K shares2.87%2025-12-312026-01-29

Sponsored

VCIT VANGUARD SCOTTSDALE FDS100.6K shares11.33%2025-12-312026-01-29

VB VANGUARD INDEX FDS28.7K shares-2.61%2025-12-312026-01-29

FALN ISHARES TR268.8K shares-0.42%2025-12-312026-01-29

DIVI FRANKLIN TEMPLETON ETF TR152.1K shares13.89%2025-12-312026-01-29

VANGUARD INDEX FDS VANGUARD INDEX FDS9.0K shares-6.64%2025-12-312026-01-29

SHY ISHARES TR54.2K shares-2.48%2025-12-312026-01-29

DIVB ISHARES TR54.3K shares22.80%2025-12-312026-01-29

MSFT MICROSOFT CORP5.3K shares-1.07%2025-12-312026-01-29

Sponsored

IAGG ISHARES TR47.0K shares19.16%2025-12-312026-01-29

SPC TRUST FOR PROFESSIONAL MANAG120.8K shares-19.64%2025-12-312026-01-29

VUG VANGUARD INDEX FDS3.7K shares0.59%2025-12-312026-01-29

PFFD GLOBAL X FDS95.0K shares1.22%2025-12-312026-01-29

AAPL APPLE INC6.5K shares-0.05%2025-12-312026-01-29

UDIV FRANKLIN TEMPLETON ETF TR31.6K shares1.14%2025-12-312026-01-29

ITA ISHARES TR6.7K shares28.37%2025-12-312026-01-29

ABBV ABBVIE INC6.2K shares-0.97%2025-12-312026-01-29

Sponsored

SVAL ISHARES TR36.2K shares30.63%2025-12-312026-01-29

TE CONNECTIVITY PLC TE CONNECTIVITY PLC4.9K shares0.00%2025-12-312026-01-29

NVDA NVIDIA CORPORATION5.4K shares0.02%2025-12-312026-01-29

SPY SPDR S&P 500 ETF TR1.4K shares-0.83%2025-12-312026-01-29

IVV ISHARES TR1.4K shares-0.50%2025-12-312026-01-29

XOM EXXON MOBIL CORP7.4K shares-0.22%2025-12-312026-01-29

RDVY FIRST TR EXCHANGE TRADED FD12.7K shares0.17%2025-12-312026-01-29

VCSH VANGUARD SCOTTSDALE FDS10.8K shares1.19%2025-12-312026-01-29

Sponsored

DVY ISHARES TR6.0K shares127.99%2025-12-312026-01-29

MERCK & CO INC MERCK & CO INC7.8K shares-0.89%2025-12-312026-01-29

XLF SELECT SECTOR SPDR TR14.3K shares1.91%2025-12-312026-01-29

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T3.9K shares-29.91%2025-12-312026-01-29

CIBR FIRST TR EXCHANGE TRADED FD10.1K shares35.80%2025-12-312026-01-29

JPM JPMORGAN CHASE & CO.1.9K shares3.62%2025-12-312026-01-29

ABT ABBOTT LABS4.9K shares0.00%2025-12-312026-01-29

ALL ALLSTATE CORP2.8K shares0.00%2025-12-312026-01-29

Sponsored

DGRO ISHARES TR8.5K shares-5.04%2025-12-312026-01-29

SCHB SCHWAB STRATEGIC TR21.6K shares0.34%2025-12-312026-01-29

JNJ JOHNSON & JOHNSON2.7K shares3.01%2025-12-312026-01-29

VXUS VANGUARD STAR FDS7.3K shares8.21%2025-12-312026-01-29

META META PLATFORMS INC832 shares-5.56%2025-12-312026-01-29

ALPHABET INC ALPHABET INC1.7K shares0.00%2025-12-312026-01-29

GLD SPDR GOLD TR1.3K shares1.61%2025-12-312026-01-29

CGBL CAPITAL GROUP CORE BALANCED14.2K shares116.75%2025-12-312026-01-29

Sponsored

TSLA TESLA INC1.1K shares0.00%2025-12-312026-01-29

VGK VANGUARD INTL EQUITY INDEX F5.6K shares3.19%2025-12-312026-01-29

ORCL ORACLE CORP2.4K shares0.00%2025-12-312026-01-29

SLV ISHARES SILVER TR7.2K shares36.45%2025-12-312026-01-29

COWZ PACER FDS TR7.4K shares0.00%2025-12-312026-01-29

COF CAPITAL ONE FINL CORP1.8K shares0.00%2025-12-312026-01-29

FVAL FIDELITY COVINGTON TRUST6.0K shares0.52%2025-12-312026-01-29

ALPS ETF TR ALPS ETF TR8.9K shares0.32%2025-12-312026-01-29

Sponsored

AMZN AMAZON COM INC1.7K shares0.00%2025-12-312026-01-29

DES WISDOMTREE TR11.9K shares-1.84%2025-12-312026-01-29

WMT WALMART INC3.5K shares11.75%2025-12-312026-01-29

VO VANGUARD INDEX FDS1.3K shares0.08%2025-12-312026-01-29

ALPHABET INC ALPHABET INC1.2K shares-0.50%2025-12-312026-01-29

CEG CONSTELLATION ENERGY CORP1.0K shares21.95%2025-12-312026-01-29

MS MORGAN STANLEY2.0K shares0.00%2025-12-312026-01-29

VXF VANGUARD INDEX FDS1.6K shares0.00%2025-12-312026-01-29

Sponsored

VUSB VANGUARD BD INDEX FDS6.6K shares0.00%2025-12-312026-01-29

PPL PPL CORP9.4K shares-0.71%2025-12-312026-01-29

IBM INTERNATIONAL BUSINESS MACHS1.1K shares13.74%2025-12-312026-01-29

LDOS LEIDOS HOLDINGS INC1.8K shares0.00%2025-12-312026-01-29

CAH CARDINAL HEALTH INC1.6K shares0.06%2025-12-312026-01-29

IDV ISHARES TR7.9K shares-4.86%2025-12-312026-01-29

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL611 shares0.33%2025-12-312026-01-29

SCHG SCHWAB STRATEGIC TR8.4K shares-0.26%2025-12-312026-01-29

Sponsored

MCD MCDONALDS CORP887 shares-0.89%2025-12-312026-01-29

DGRW WISDOMTREE TR2.9K shares0.00%2025-12-312026-01-29

FDHY FIDELITY COVINGTON TRUST4.9K shares1.55%2025-12-312026-01-29

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP715 shares-12.48%2025-12-312026-01-29

NXTG FIRST TR EXCHANGE-TRADED FD2.1K shares0.23%2025-12-312026-01-29

FLOT ISHARES TR4.4K shares-15.01%2025-12-312026-01-29

LMT LOCKHEED MARTIN CORP460 shares0.00%2025-12-312026-01-29

DIA SPDR DOW JONES INDL AVERAGE430 sharesnew addition2025-12-312026-01-29

Sponsored

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available