Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Prepared Retirement Institute LLC (CIK 2056037) reported $201.5M across 79 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VIG ($24.8M, 12.29%), SCHD ($17.9M, 8.88%), FELG ($14.9M, 7.38%), IHDG ($12.9M, 6.42%), CMBS ($12.5M, 6.21%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VIG | VANGUARD SPECIALIZED FUNDS | $24.8M | 12.29% | 115,113 | Added |
| 2 | SCHD | SCHWAB STRATEGIC TR | $17.9M | 8.88% | 583,013 | Trimmed |
| 3 | FELG | FIDELITY COVINGTON TRUST | $14.9M | 7.38% | 396,798 | Added |
| 4 | IHDG | WISDOMTREE TR | $12.9M | 6.42% | 268,672 | Trimmed |
| 5 | CMBS | ISHARES TR | $12.5M | 6.21% | 256,714 | Added |
| 6 | VTI | VANGUARD INDEX FDS | $10.5M | 5.20% | 32,633 | Added |
| 7 | VCIT | VANGUARD SCOTTSDALE FDS | $8.8M | 4.37% | 106,534 | Added |
| 8 | SPYG | SPDR SERIES TRUST | $8.7M | 4.33% | 89,113 | Trimmed |
| 9 | BND | VANGUARD BD INDEX FDS | $8.7M | 4.31% | 117,860 | Added |
| 10 | VB | VANGUARD INDEX FDS | $7.3M | 3.64% | 28,024 | Trimmed |
| 11 | FALN | ISHARES TR | $7.1M | 3.53% | 266,514 | Trimmed |
| 12 | DIVI | FRANKLIN TEMPLETON ETF TR | $7.0M | 3.48% | 176,179 | Added |
| 13 | VOO | VANGUARD INDEX FDS | $5.5M | 2.71% | 9,146 | Added |
| 14 | SHY | ISHARES TR | $4.4M | 2.18% | 53,296 | Trimmed |
| 15 | DIVB | ISHARES TR | $3.3M | 1.62% | 60,592 | Added |
| 16 | MSFT | MICROSOFT CORP | $2.6M | 1.31% | 7,141 | Added |
| 17 | IAGG | ISHARES TR | $2.5M | 1.22% | 49,046 | Added |
| 18 | MSTR | STRATEGY INC | $2.2M | 1.10% | 17,822 | New |
| 19 | SPC | TRUST FOR PROFESSIONAL MANAG | $1.8M | 0.89% | 91,666 | Trimmed |
| 20 | ITA | ISHARES TR | $1.7M | 0.84% | 7,724 | Added |
| 21 | PFFD | GLOBAL X FDS | $1.7M | 0.82% | 89,830 | Trimmed |
| 22 | VUG | VANGUARD INDEX FDS | $1.6M | 0.81% | 3,740 | Added |
| 23 | UDIV | FRANKLIN TEMPLETON ETF TR | $1.6M | 0.81% | 31,466 | Trimmed |
| 24 | AAPL | APPLE INC | $1.6M | 0.80% | 6,344 | Trimmed |
| 25 | SVAL | ISHARES TR | $1.6M | 0.77% | 43,165 | Added |
Source: SEC Form 13F filings · as of 2026-03-31