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
Microsoft Corporation (MSFT) 0.0 $0 0 0.00
JPMorgan Chase & Co. (JPM) 0.0 $0 0 0.00
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.0 $0 0 0.00
Exxon Mobil Corporation (XOM) 0.0 $0 0 0.00
McDonald's Corporation (MCD) 0.0 $0 0 0.00
Wal-Mart Stores (WMT) 0.0 $0 0 0.00
Abbott Laboratories (ABT) 0.0 $0 0 0.00
Johnson & Johnson (JNJ) 0.0 $0 0 0.00
Chevron Corporation (CVX) 0.0 $0 0 0.00
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.0 $0 0 0.00
Cardinal Health (CAH) 0.0 $0 0 0.00
NVIDIA Corporation (NVDA) 0.0 $0 0 0.00
Morgan Stanley Com New (MS) 0.0 $0 0 0.00
Verizon Communications (VZ) 0.0 $0 0 0.00
Allstate Corporation (ALL) 0.0 $0 0 0.00
Apple (AAPL) 0.0 $0 0 0.00
Capital One Financial (COF) 0.0 $0 0 0.00
International Business Machines (IBM) 0.0 $0 0 0.00
Merck & Co (MRK) 0.0 $0 0 0.00
Ishares Tr Core S&p500 Etf (IVV) 0.0 $0 0 0.00
General Dynamics Corporation (GD) 0.0 $0 0 0.00
PPL Corporation (PPL) 0.0 $0 0 0.00
Amazon (AMZN) 0.0 $0 0 0.00
Spdr Gold Tr Gold Shs (GLD) 0.0 $0 0 0.00
Strategy Cl A New (MSTR) 0.0 $0 0 0.00
Select Sector Spdr Tr State Street Fin (XLF) 0.0 $0 0 0.00
Ishares Silver Tr Ishares (SLV) 0.0 $0 0 0.00
Tesla Motors (TSLA) 0.0 $0 0 0.00
Ishares Tr Select Divid Etf (DVY) 0.0 $0 0 0.00
Vanguard Index Fds Total Stk Mkt (VTI) 0.0 $0 0 0.00
Vanguard Index Fds Growth Etf (VUG) 0.0 $0 0 0.00
Vanguard Index Fds Mid Cap Etf (VO) 0.0 $0 0 0.00
Vanguard Index Fds Small Cp Etf (VB) 0.0 $0 0 0.00
Vanguard Specialized Funds Div App Etf (VIG) 0.0 $0 0 0.00
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.0 $0 0 0.00
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.0 $0 0 0.00
Vanguard Index Fds Extend Mkt Etf (VXF) 0.0 $0 0 0.00
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.0 $0 0 0.00
Ishares Tr Intl Sel Div Etf (IDV) 0.0 $0 0 0.00
Ishares Tr Us Aer Def Etf (ITA) 0.0 $0 0 0.00
Spdr Series Trust State Street Spd (SPYG) 0.0 $0 0 0.00
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.0 $0 0 0.00
Wisdomtree Tr Us Smallcap Divd (DES) 0.0 $0 0 0.00
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.0 $0 0 0.00
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.0 $0 0 0.00
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.0 $0 0 0.00
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.0 $0 0 0.00
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.0 $0 0 0.00
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.0 $0 0 0.00
Ishares Tr Cmbs Etf (CMBS) 0.0 $0 0 0.00
Meta Platforms Cl A (META) 0.0 $0 0 0.00
Abbvie (ABBV) 0.0 $0 0 0.00
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.0 $0 0 0.00
Leidos Holdings (LDOS) 0.0 $0 0 0.00
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.0 $0 0 0.00
First Tr Exchange Traded Risng Divd Achiv (RDVY) 0.0 $0 0 0.00
Wisdomtree Tr Itl Hdg Qtly Div (IHDG) 0.0 $0 0 0.00
Ishares Tr Core Div Grwth (DGRO) 0.0 $0 0 0.00
Alphabet Cap Stk Cl A (GOOGL) 0.0 $0 0 0.00
Alphabet Cap Stk Cl C (GOOG) 0.0 $0 0 0.00
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR) 0.0 $0 0 0.00
Ishares Tr Core Intl Aggr (IAGG) 0.0 $0 0 0.00
Ishares Tr Faln Angls Usd (FALN) 0.0 $0 0 0.00
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI) 0.0 $0 0 0.00
Franklin Templeton Etf Tr Us Core Div Tilt (UDIV) 0.0 $0 0 0.00
Fidelity Covington Trust Vlu Factor Etf (FVAL) 0.0 $0 0 0.00
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.0 $0 0 0.00
Global X Fds Us Pfd Etf (PFFD) 0.0 $0 0 0.00
Ishares Tr Core Divid Etf (DIVB) 0.0 $0 0 0.00
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.0 $0 0 0.00
Fidelity Covington Trust Enhanced High Yi (FDHY) 0.0 $0 0 0.00
Alps Etf Tr Alerian Mlp (AMLP) 0.0 $0 0 0.00
Ishares Tr Us Sml Cp Value (SVAL) 0.0 $0 0 0.00
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 0.0 $0 0 0.00
Trust For Professional Man Cross Brg Ultrst (CUSD) 0.0 $0 0 0.00
Constellation Energy (CEG) 0.0 $0 0 0.00
Capital Group Core Balanced SHS (CGBL) 0.0 $0 0 0.00
Fidelity Covington Trust Enhanced Large (FELG) 0.0 $0 0 0.00
Te Connectivity Ord Shs (TEL) 0.0 $0 0 0.00