StockDriftsStockDriftsTop 50 Prepared Retirement Institute LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VIG | VANGUARD SPECIALIZED FUNDS | 12.29% | 0 | $25K | -100.00%(-113.22K) | $172.77(+32.36%) | 2026-03-31 | |
| SCHD | SCHWAB STRATEGIC TR | 8.88% | 0 | $18K | -100.00%(-584.08K) | $25.01(+26.95%) | 2026-03-31 | |
| FELG | FIDELITY COVINGTON TRUST | 7.38% | 0 | $15K | -100.00%(-374.81K) | $35.71(+23.58%) | 2026-03-31 | |
| IHDG | WISDOMTREE TR | 6.42% | 0 | $13K | -100.00%(-271.44K) | $41.67(+20.50%) | 2026-03-31 | |
| CMBS | ISHARES TR | 6.21% | 0 | $13K | -100.00%(-240.68K) | $48.21(+0.68%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 5.2% | 0 | $10K | -100.00%(-30.05K) | $285.52(+27.74%) | 2026-03-31 | |
| VCIT | VANGUARD SCOTTSDALE FDS | 4.37% | 0 | $9K | -100.00%(-100.61K) | $81.89(+0.82%) | 2026-03-31 | |
| SPYG | SPDR SERIES TRUST | 4.33% | 0 | $9K | -100.00%(-94.12K) | $64.57(+84.03%) | 2026-03-31 | |
| BND | VANGUARD BD INDEX FDS | 4.31% | 0 | $9K | -100.00%(-117.35K) | $72.32(+1.19%) | 2026-03-31 | |
| VB | VANGUARD INDEX FDS | 3.64% | 0 | $7K | -100.00%(-28.71K) | $214.59(+33.13%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.34% | +27.16% |
| Top 20 Holdings Unweighted | +8.34% | +27.16% |
Sign up free to track Prepared Retirement Institute LLC, compare funds side by side, and get alerts the moment positions change.