SEC Form 13F

Prepared Retirement Institute LLC 13F Holdings

Report period2026-06-30
Publicly available2026-08-11
Reported value$234,908,561
Positions94

Largest disclosed positions

IssuerTickerClassReported valueReported amount
VANGUARD SPECIALIZED FUNDSVIGDIV APP ETF$28,309,629119,642
SCHWAB STRATEGIC TRSCHDUS DIVIDEND EQ$18,048,153569,163
FIDELITY COVINGTON TRUSTFELGENHANCED LARGE$16,814,362384,328
VANGUARD INDEX FDSVTITOTAL STK MKT$16,640,56544,970
WISDOMTREE TRIHDGITL HDG QTLY DIV$13,782,878263,132
ISHARES TRCMBSCMBS ETF$12,742,733261,927
SPDR SERIES TRUSTSPYGST STR P500GRW$10,475,32188,035
VANGUARD SCOTTSDALE FDSVCITINT-TERM CORP$10,226,778123,736
VANGUARD BD INDEX FDSBNDTOTAL BND MRKT$8,605,109117,220
FRANKLIN TEMPLETON ETF TRDIVIINTL COR DIV TIL$8,389,563196,385

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

NexusTrade Loading NexusTrade… Taking too long? Reload this page