PR
| |
Prepared Retirement Institute LLC13F | |
| Prepared Retirement Institute LLC | |
| Last update 2025-07-17 | 86 Stocks (7 new) |
| Value $170.00 Mil | Turnover 8 % |
Prepared Retirement Institute ... Top Holdings of 2025-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VIG | Vanguard Dividend Appreciation FTF | 103,377 | 21,158.1 | -2.31% | 12.470 | -0.30% | 0.020 | +10.96% | +7.24% | 90,207.5 | ||
SCHD | Schwab US Dividend Equity ETF | 551,977 | 14,627.4 | +1.95% | 8.620 | +0.17% | 0.020 | +7.15% | +1.74% | 71,237.6 | ||
SPYG | SPDR Portfolio S&P 500 Growth ETF | 129,319 | 12,326.7 | -19.04% | 7.260 | -1.56% | 0.030 | +22.22% | +11.90% | 39,144.7 | ||
IHDG |
WisdomTree International Hedged Quality Dividend Growth Fund
WisdomTree International Hedged Quality Dividend Growth Fund
| 236,769 | 10,666.4 | +3.90% | 6.280 | +0.24% | 0.430 | +9.06% | +6.80% | 2,490.5 | ||
FELG |
Fidelity Enhanced Large Cap Growth ETF
Fidelity Enhanced Large Cap Growth ETF
| 239,293 | 8,861.0 | +64.32% | 5.220 | +2.04% | 0.240 | +21.14% | +7.54% | 3,712.2 | ||
BND | Vanguard Total Bond Market ETF | 112,522 | 8,285.0 | -7.11% | 4.880 | -0.40% | 0.010 | +0.98% | +3.40% | 127,600.9 | ||
CMBS | iShares CMBS ETF | 156,402 | 7,619.9 | +160.37% | 4.490 | +2.77% | 1.660 | +1.79% | +4.39% | 457.6 | ||
FALN | iShares Fallen Angels USD Bond ETF | 246,709 | 6,695.7 | +3.69% | 3.950 | +0.14% | 0.360 | +4.72% | +4.70% | 1,844.9 | ||
VTI | Vanguard Total Stock Market ETF | 20,675 | 6,283.9 | +9.30% | 3.700 | +0.31% | 0.000 | +16.45% | +8.47% | 478,263.0 | ||
VCIT |
Vanguard Intermediate-Term Corporate Bond ETF
Vanguard Intermediate-Term Corporate Bond ETF
| 71,711 | 5,946.3 | +8.34% | 3.500 | +0.27% | 0.010 | +2.79% | +5.09% | 53,299.6 |
Prepared Retirement Institute LLC's Historical Top Holdings Breakdowns
Prepared Retirement Institute LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
CMBS | iShares CMBS ETF | 2025-06-30 | Add Add | +2.77% | 47.54 ($48.12) 48.72 | $48.43 | 0.64% | Add 160.37% | 156,402 | 96,333 | |
FELG |
Fidelity Enhanced Large Cap Growth ETF
Fidelity Enhanced Large Cap Growth ETF
| 2025-06-30 | Add Add | +2.04% | 27.96 ($33.36) 37.03 | $37.93 | 13.70% | Add 64.32% | 239,293 | 93,667 | |
SPYG | SPDR Portfolio S&P 500 Growth ETF | 2025-06-30 | Reduce Reduce | -1.56% | 71.83 ($85.64) 95.32 | $98.07 | 14.51% | Reduce -19.04% | 129,319 | -30,410 | |
SPC | CrossingBridge Pre-Merger SPAC ETF | 2025-06-30 | Reduce Reduce | -1.17% | 20.4 ($21.12) 21.44 | $21.43 | 1.44% | Reduce -25.74% | 252,428 | -87,475 | |
BND | Vanguard Total Bond Market ETF | 2025-06-30 | Reduce Reduce | -0.40% | 71.88 ($72.74) 73.82 | $72.94 | 0.27% | Reduce -7.11% | 112,522 | -8,612 | |
VB | Vanguard Small Cap ETF | 2025-06-30 | Add Add | +0.33% | 193.73 ($223.07) 237.37 | $245.19 | 9.92% | Add 10.87% | 24,125 | 2,365 | |
VTI | Vanguard Total Stock Market ETF | 2025-06-30 | Add Add | +0.31% | 243.75 ($281.15) 303.93 | $312.30 | 11.08% | Add 9.3% | 20,675 | 1,760 | |
VIG | Vanguard Dividend Appreciation FTF | 2025-06-30 | Reduce Reduce | -0.30% | 173.71 ($193.82) 204.67 | $208.10 | 7.37% | Reduce -2.31% | 103,377 | -2,448 | |
VCIT |
Vanguard Intermediate-Term Corporate Bond ETF
Vanguard Intermediate-Term Corporate Bond ETF
| 2025-06-30 | Add Add | +0.27% | 79.56 ($81.25) 82.92 | $82.43 | 1.45% | Add 8.34% | 71,711 | 5,522 | |
FLQD | FLQD | 2025-06-30 | Add Add | +0.25% | 38.44 ($44.42) 48.23 | $33.09 | -25.51% | Add 137.7% | 15,360 | 8,898 |
Prepared Retirement Institute LLC Total Holding History ($B)
Prepared Retirement Institute LLC's Asset Allocation
Prepared Retirement Institute LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Prepared Retirement Institute LLC's Hypothetical Growth since 2025-06-30
Prepared Retirement Institute LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Prepared Retirement Institute LLC's Holdings Heat Map
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Prepared Retirement Institute LLC's Holdings Bubble Chart
Prepared Retirement Institute LLC News
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