account_balance
Investment manager · 13F filer · SEC CIK 2056037
Prepared Retirement Institute LLC
Reported value$245Mas of Sep 30, 2026
Positions96 5 new, 3 sold out
Top 10 weight60.5%VIG alone is 12%
FiledNov 1344 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VIGVanguard Specialized Funds
11.5%
VTIVanguard Index FDS
7.9%Added +16%
SCHDSchwab Strategic Tr
7.6%
FELGFidelity Covington Trust
7.0%
IHDGWisdomtree Tr
5.5%
CMBSiShares Tr
5.2%Added +4%
VCITVanguard Scottsdale FDS
4.4%Added +11%
SPYGSPDR Series Trust
4.4%
DIVIFranklin Templeton ETF Tr
3.7%Added +8%
BNDVanguard Bd Index FDS
3.3%−2%
VBVanguard Index FDS
3.1%
FALNiShares Tr
2.8%
VIGVanguard Specialized Funds
11.5%
VTIVanguard Index FDS
7.9%Added +16%
SCHDSchwab Strategic Tr
7.6%
FELGFidelity Covington Trust
7.0%
IHDGWisdomtree Tr
5.5%
CMBSiShares Tr
5.2%
VCITVanguard Scottsdale FDS
4.4%
SPYGSPDR Series Trust
4.4%
DIVI3.7%
BND3.3%
VB3.1%
FALN
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VIG Vanguard Specialized Funds 11.5% Held
VTI Vanguard Index FDS 7.9% Added +16%
SCHD Schwab Strategic Tr 7.6% Held
FELG Fidelity Covington Trust 7.0% Held
IHDG Wisdomtree Tr 5.5% Held
CMBS iShares Tr 5.2% Added +4%
VCIT Vanguard Scottsdale FDS 4.4% Added +11%
SPYG SPDR Series Trust 4.4% Held
DIVI Franklin Templeton ETF Tr 3.7% Added +8%
BND Vanguard Bd Index FDS 3.3% Trimmed −2%
VB Vanguard Index FDS 3.1% Held
FALN iShares Tr 2.8% Held
What changed
Biggest moves since Jun 30, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.