Prepared Retirement Institute LLC: 13F holdings
CIK 20560372026Q2
| Positions | 94 |
|---|---|
| Reported value | $234.9m |
| Filed | 2026-08-10 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| VIG VANGUARD SPECIALIZED FUNDS | 119,642 | $28.3m | 12.1% |
| SCHD SCHWAB STRATEGIC TR | 569,163 | $18.0m | 7.7% |
| FIDELITY COVINGTON TRUST | 384,328 | $16.8m | 7.2% |
| VTI VANGUARD INDEX FDS | 44,970 | $16.6m | 7.1% |
| XLB WISDOMTREE TR | 263,132 | $13.8m | 5.9% |
| ISHARES TR | 261,927 | $12.7m | 5.4% |
| SPYG SPDR SERIES TRUST | 88,035 | $10.5m | 4.5% |
| VCIT VANGUARD SCOTTSDALE FDS | 123,736 | $10.2m | 4.4% |
| BND VANGUARD BD INDEX FDS | 117,220 | $8.6m | 3.7% |
| FRANKLIN TEMPLETON ETF TR | 196,385 | $8.4m | 3.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2056037")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.