Instuitional Investor - Prepared Retirement Institute Llc
Fund Profile
Filing Period:
| Fund Name: | Prepared Retirement Institute Llc |
| Portfolio Value | $198,707,440 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Specialized Funds - DIV APP ETF | 113,216 | $24,882,616 | 12.52% | |
| 2. | FNDF | 584,075 | $16,021,171 | 8.06% | |
| 3. | Fidelity Covington Trust | 374,809 | $15,629,555 | 7.87% | |
| 4. | Wisdomtree Tr | 271,443 | $13,208,408 | 6.65% | |
| 5. | Ishares Tr - CMBS ETF | 240,678 | $11,812,463 | 5.94% |