Prepared Retirement Institute LLC

13F Portfolio Filings

Most recent 13F
Q4 2024
Location
Lansdale, PA
CIK
0002056037
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2024 79 175,168 VIG, SPYG, SCHD, IHDG 13F-HR 2/13/2025 000205603725000005
Q3 2024 80 165,206 VIG, SPYG, SCHD, IHDG 13F-HR 2/13/2025 000205603725000004
Q2 2024 81 150,855 VIG, SPYG, SCHD, IHDG 13F-HR 2/13/2025 000205603725000003
Q1 2024 70 133,985 VIG, SCHD, SPYG, IHDG 13F-HR 2/13/2025 000205603725000002
Q4 2023 75 133,491 VIG, SCHD, SPYG, IHDG 13F-HR 2/13/2025 000205603725000001