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Home > Institutional Investor > Prepared Retirement Institute Llc > Profile

Instuitional Investor - Prepared Retirement Institute Llc

Fund Profile
Filing Period:
Fund Name: Prepared Retirement Institute Llc
Portfolio Value $175,168,570
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Specialized Funds
 118,448 $23,195,695 13.24%
2.
Spdr Series Trust
 225,019 $19,779,197 11.29%
3.
Schwab Strategic Trust
 FNDF 643,391 $17,577,445 10.03%
4.
Wisdomtree Tr
 276,498 $12,019,360 6.86%
5.
Vanguard Bond Index Funds
 BND 154,876 $11,137,159 6.35%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)