Prepared Retirement Institute

Prepared Retirement Institute as of March 31, 2026

Portfolio Holdings for Prepared Retirement Institute

Prepared Retirement Institute holds 79 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Specialized Funds Div App Etf (VIG) 12.3 $25M 115k 215.06
Schwab Strategic Tr Us Dividend Eq (SCHD) 8.9 $18M 583k 30.68
Fidelity Covington Trust Enhanced Large (FELG) 7.4 $15M 397k 37.49
Wisdomtree Tr Itl Hdg Qtly Div (IHDG) 6.4 $13M 269k 48.15
Ishares Tr Cmbs Etf (CMBS) 6.2 $13M 257k 48.73
Vanguard Index Fds Total Stk Mkt (VTI) 5.2 $11M 33k 320.81
Vanguard Scottsdale Fds Int-term Corp (VCIT) 4.4 $8.8M 107k 82.75
Spdr Series Trust State Street Spd (SPYG) 4.3 $8.7M 89k 97.91
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 4.3 $8.7M 118k 73.64
Vanguard Index Fds Small Cp Etf (VB) 3.6 $7.3M 28k 261.92
Ishares Tr Faln Angls Usd (FALN) 3.5 $7.1M 267k 26.72
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI) 3.5 $7.0M 176k 39.81
Vanguard Index Fds S&p 500 Etf Shs (VOO) 2.7 $5.5M 9.1k 597.52
Ishares Tr 1 3 Yr Treas Bd (SHY) 2.2 $4.4M 53k 82.57
Ishares Tr Core Divid Etf (DIVB) 1.6 $3.3M 61k 53.95
Microsoft Corporation (MSFT) 1.3 $2.6M 7.1k 370.15
Ishares Tr Core Intl Aggr (IAGG) 1.2 $2.5M 49k 50.04
Strategy Cl A New (MSTR) 1.1 $2.2M 18k 124.80
Trust For Professional Man Cross Brg Ultrst (CUSD) 0.9 $1.8M 92k 19.56
Ishares Tr Us Aer Def Etf (ITA) 0.8 $1.7M 7.7k 218.76
Global X Fds Us Pfd Etf (PFFD) 0.8 $1.7M 90k 18.40
Vanguard Index Fds Growth Etf (VUG) 0.8 $1.6M 3.7k 436.80
Franklin Templeton Etf Tr Us Core Div Tilt (UDIV) 0.8 $1.6M 32k 51.62
Apple (AAPL) 0.8 $1.6M 6.3k 253.81
Ishares Tr Us Sml Cp Value (SVAL) 0.8 $1.6M 43k 35.94
Abbvie (ABBV) 0.6 $1.3M 6.0k 217.49
Ishares Tr Select Divid Etf (DVY) 0.6 $1.3M 8.4k 151.41
Exxon Mobil Corporation (XOM) 0.6 $1.3M 7.4k 169.67
Te Connectivity Ord Shs (TEL) 0.5 $1.0M 4.9k 209.02
NVIDIA Corporation (NVDA) 0.5 $936k 5.4k 174.39
Merck & Co (MRK) 0.5 $932k 7.7k 120.30
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.5 $929k 1.4k 650.17
Ishares Tr Core S&p500 Etf (IVV) 0.5 $911k 1.4k 653.21
First Tr Exchange Traded Risng Divd Achiv (RDVY) 0.4 $866k 13k 68.28
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.4 $853k 11k 79.27
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.4 $747k 3.9k 191.94
Select Sector Spdr Tr State Street Fin (XLF) 0.3 $705k 14k 49.37
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR) 0.3 $702k 11k 62.68
Johnson & Johnson (JNJ) 0.3 $629k 2.6k 244.46
Ishares Tr Core Div Grwth (DGRO) 0.3 $603k 8.6k 70.18
Allstate Corporation (ALL) 0.3 $590k 2.8k 207.34
Spdr Gold Tr Gold Shs (GLD) 0.3 $571k 1.3k 430.29
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.3 $564k 7.3k 77.11
Capital Group Core Balanced SHS (CGBL) 0.3 $562k 16k 34.41
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.3 $546k 22k 25.10
Ishares Silver Tr Ishares (SLV) 0.3 $525k 7.7k 68.14
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.2 $502k 6.1k 82.43
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.2 $486k 7.8k 62.56
Alphabet Cap Stk Cl C (GOOG) 0.2 $485k 1.7k 286.91
Abbott Laboratories (ABT) 0.2 $484k 4.7k 102.67
JPMorgan Chase & Co. (JPM) 0.2 $484k 1.6k 294.23
Tesla Motors (TSLA) 0.2 $470k 1.3k 371.75
Meta Platforms Cl A (META) 0.2 $448k 783.00 571.87
Alps Etf Tr Alerian Mlp (AMLP) 0.2 $432k 8.2k 52.64
Fidelity Covington Trust Vlu Factor Etf (FVAL) 0.2 $426k 6.1k 69.40
Wisdomtree Tr Us Smallcap Divd (DES) 0.2 $392k 11k 35.94
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $382k 1.3k 287.19
Amazon (AMZN) 0.2 $358k 1.7k 208.27
Alphabet Cap Stk Cl A (GOOGL) 0.2 $347k 1.2k 287.56
Chevron Corporation (CVX) 0.2 $342k 1.7k 206.91
Ishares Tr Intl Sel Div Etf (IDV) 0.2 $338k 7.9k 42.56
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 0.2 $330k 6.6k 49.78
Morgan Stanley Com New (MS) 0.2 $329k 2.0k 164.57
Capital One Financial (COF) 0.2 $326k 1.8k 182.43
PPL Corporation (PPL) 0.2 $324k 8.5k 38.20
Cardinal Health (CAH) 0.2 $309k 1.5k 211.38
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $293k 611.00 479.20
Wal-Mart Stores (WMT) 0.1 $288k 2.3k 124.29
Vanguard Index Fds Extend Mkt Etf (VXF) 0.1 $287k 1.4k 205.80
Leidos Holdings (LDOS) 0.1 $280k 1.8k 155.52
Constellation Energy (CEG) 0.1 $277k 992.00 279.38
McDonald's Corporation (MCD) 0.1 $276k 887.00 310.93
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $261k 9.0k 29.13
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.1 $254k 2.9k 87.84
General Dynamics Corporation (GD) 0.1 $246k 716.00 343.07
Fidelity Covington Trust Enhanced High Yi (FDHY) 0.1 $243k 5.0k 48.54
Verizon Communications (VZ) 0.1 $233k 4.6k 50.20
International Business Machines (IBM) 0.1 $221k 910.00 242.42
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.1 $211k 4.1k 50.95