Prepared-Retirement-Institute

AI_NATIVE detailed information: This accession holds the following tickers:[
  "MMM",
  "ABNB",
  "ABT",
  "ABBV",
  "APD",
  null,
  "ALL",
  null,
  null,
  null,
  null,
  null,
  "GD",
  "MCD",
  null,
  null,
  null,
  null,
  "META",
  null,
  null,
  "MSFT",
  "MS",
  "ORCL",
  null,
  null,
  "IVV",
  "AAPL",
  "SPY",
  null,
  "NVDA",
  "LDOS",
  "PFE",
  "LMT",
  "MRK",
  "VZ",
  null,
  null,
  null,
  "GLD",
  "SPYG",
  "IBM",
  "TEL",
  "VO",
  "VXF",
  "VCIT",
  "VIG",
  null,
  "VYM",
  null,
  "CAH",
  "AMZN",
  "SCHB",
  "VUG",
  "VGK",
  null,
  "VXUS",
  "BND",
  "VB",
  "VOO",
  "VUSB",
  "WMT",
  null,
  null,
  null,
  "SCHD",
  "SCHA",
  "PPL",
  null,
  null,
  "IXUS",
  null,
  "DGRO",
  "BRK-B",
  "CVX",
  "CMCSA",
  "DFS",
  "RSP",
  "USMV",
  "GOOG",
  "XOM",
  "JNJ",
  "TSLA",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-02
Total Holdings: 85
Total Value: 156652227
Accession Number: 0002056037-25-000007
Form Type: 13F-HR
CIK: prepared-retirement-institute
Manager Name: Prepared-Retirement-Institute

Data Enrichment

68% identified

58 identified27 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

85 positions • $156.7M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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46435G672

Shares:28.6K

Value:$1.4M

% of Portfolio:0.9% ($1.4M/$156.7M)

AbbVie Inc.

ABBV|00287Y109

Shares:6.5K

Value:$1.4M

% of Portfolio:0.9% ($1.4M/$156.7M)

Apple Inc.

AAPL|037833100

Shares:6.0K

Value:$1.3M

% of Portfolio:0.8% ($1.3M/$156.7M)

46137V357

RSP|46137V357

Shares:7.3K

Value:$1.3M

% of Portfolio:0.8% ($1.3M/$156.7M)

464287200

IVV|464287200

Shares:2.2K

Value:$1.3M

% of Portfolio:0.8% ($1.3M/$156.7M)

EXXON MOBIL CORP

XOM|30231G102

Shares:7.3K

Value:$862.3K

% of Portfolio:0.6% ($862.3K/$156.7M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:1.4K

Value:$805.9K

% of Portfolio:0.5% ($805.9K/$156.7M)

92206C409

Shares:9.8K

Value:$775.2K

% of Portfolio:0.5% ($775.2K/$156.7M)

81369Y605

Shares:15.5K

Value:$773.3K

% of Portfolio:0.5% ($773.3K/$156.7M)

97717W604

Shares:23.4K

Value:$747.1K

% of Portfolio:0.5% ($747.1K/$156.7M)

TE Connectivity plc

TEL|G87052109

Shares:4.9K

Value:$690.5K

% of Portfolio:0.4% ($690.5K/$156.7M)

46436E536

Shares:22.0K

Value:$661.6K

% of Portfolio:0.4% ($661.6K/$156.7M)

ABBOTT LABORATORIES

ABT|002824100

Shares:4.9K

Value:$651.2K

% of Portfolio:0.4% ($651.2K/$156.7M)

Merck & Co., Inc.

MRK|58933Y105

Shares:7.2K

Value:$649.9K

% of Portfolio:0.4% ($649.9K/$156.7M)

ALLSTATE CORP

ALL|020002101

Shares:3.1K

Value:$642.7K

% of Portfolio:0.4% ($642.7K/$156.7M)

33738R506

Shares:10.8K

Value:$630.4K

% of Portfolio:0.4% ($630.4K/$156.7M)

NVIDIA CORP

NVDA|67066G104

Shares:5.6K

Value:$610.9K

% of Portfolio:0.4% ($610.9K/$156.7M)

46429B655

Shares:10.5K

Value:$533.8K

% of Portfolio:0.3% ($533.8K/$156.7M)

Meta Platforms, Inc.

META|30303M102

Shares:925

Value:$533.2K

% of Portfolio:0.3% ($533.2K/$156.7M)

464288760

Shares:3.3K

Value:$510.0K

% of Portfolio:0.3% ($510.0K/$156.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip46435G672)✕	28.6K	QoQ +23.38% (+5.4K) YoY NEW(+28.6K)	All Managers (Combined)	$1.4M	0.9% ($1.4M/$156.7M)	QoQ +23.56% (+$272.4K) YoY NEW(+$1.4M)
AbbVie Inc.(ABBVcusip00287Y109)	6.5K	QoQ -5.80% (-398) YoY -3.71% (-249)	All Managers (Combined)	$1.4M	0.9% ($1.4M/$156.7M)	QoQ +11.06% (-$134.9K) YoY +10.78% (-$131.8K)
Apple Inc.(AAPLcusip037833100)	6.0K	QoQ +5.73% (-325) YoY -7.75% (-504)	All Managers (Combined)	$1.3M	0.8% ($1.3M/$156.7M)	QoQ -6.21% (-$88.2K) YoY +19.48% (-$217.1K)
(RSPcusip46137V357)	7.3K	QoQ +4.93% (+343) YoY +77.52% (+3.2K)	All Managers (Combined)	$1.3M	0.8% ($1.3M/$156.7M)	QoQ +3.72% (+$45.4K) YoY +81.53% (+$567.8K)
(IVVcusip464287200)	2.2K	QoQ -11.15% (-281) YoY -10.37% (-259)	All Managers (Combined)	$1.3M	0.8% ($1.3M/$156.7M)	QoQ -15.19% (-$225.4K) YoY -4.21% (-$55.3K)
EXXON MOBIL CORP(XOMcusip30231G102)	7.3K	QoQ -7.34% (-575) YoY -8.39% (-664)	All Managers (Combined)	$862.3K	0.6% ($862.3K/$156.7M)	QoQ +2.43% (-$20.5K) YoY -6.26% (-$57.6K)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	1.4K	QoQ -4.12% (-62) YoY -1.63% (-24)	All Managers (Combined)	$805.9K	0.5% ($805.9K/$156.7M)	QoQ -8.50% (-$74.9K) YoY +5.19% (-$39.8K)
(cusip92206C409)✕	9.8K	QoQ +157.87% (+6.0K) YoY NEW(+9.8K)	All Managers (Combined)	$775.2K	0.5% ($775.2K/$156.7M)	QoQ +160.95% (+$478.1K) YoY NEW(+$775.2K)
(cusip81369Y605)✕	15.5K	QoQ +69.05% (+6.3K) YoY NEW(+15.5K)	All Managers (Combined)	$773.3K	0.5% ($773.3K/$156.7M)	QoQ +74.21% (+$329.4K) YoY NEW(+$773.3K)
(cusip97717W604)✕	23.4K	QoQ -46.82% (-20.6K) YoY -50.27% (-23.6K)	All Managers (Combined)	$747.1K	0.5% ($747.1K/$156.7M)	QoQ -50.52% (-$762.9K) YoY -51.37% (-$789.2K)
TE Connectivity plc(TELcusipG87052109)	4.9K	QoQ 0.00% (-0) YoY NEW(+4.9K)	All Managers (Combined)	$690.5K	0.4% ($690.5K/$156.7M)	QoQ -1.15% (-$8.1K) YoY NEW(+$690.5K)
(cusip46436E536)✕	22.0K	QoQ -7.89% (-1.9K) YoY NEW(+22.0K)	All Managers (Combined)	$661.6K	0.4% ($661.6K/$156.7M)	QoQ -14.91% (-$116.0K) YoY NEW(+$661.6K)
ABBOTT LABORATORIES(ABTcusip002824100)	4.9K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$651.2K	0.4% ($651.2K/$156.7M)	QoQ +17.27% (+$95.9K) YoY +16.70% (+$93.2K)
Merck & Co., Inc.(MRKcusip58933Y105)	7.2K	QoQ -6.09% (-470) YoY -9.69% (-777)	All Managers (Combined)	$649.9K	0.4% ($649.9K/$156.7M)	QoQ -15.26% (-$117.1K) YoY -38.56% (-$408.0K)
ALLSTATE CORP(ALLcusip020002101)	3.1K	QoQ -11.41% (-400) YoY -3.72% (-120)	All Managers (Combined)	$642.7K	0.4% ($642.7K/$156.7M)	QoQ -4.85% (-$32.8K) YoY +15.23% (-$85.0K)
(cusip33738R506)✕	10.8K	QoQ NEW(+10.8K) YoY NEW(+10.8K)	All Managers (Combined)	$630.4K	0.4% ($630.4K/$156.7M)	QoQ NEW(+$630.4K) YoY NEW(+$630.4K)
NVIDIA CORP(NVDAcusip67066G104)	5.6K	QoQ +1.13% (-63) YoY +965.59% (+5.1K)	All Managers (Combined)	$610.9K	0.4% ($610.9K/$156.7M)	QoQ -18.38% (-$137.6K) YoY +27.76% (+$132.7K)
(cusip46429B655)✕	10.5K	QoQ -40.82% (-7.2K) YoY -62.49% (-17.4K)	All Managers (Combined)	$533.8K	0.3% ($533.8K/$156.7M)	QoQ -40.63% (-$365.3K) YoY -62.50% (-$889.8K)
Meta Platforms, Inc.(METAcusip30303M102)	925	QoQ -0.85% (-8) YoY +4.40% (+39)	All Managers (Combined)	$533.2K	0.3% ($533.2K/$156.7M)	QoQ -2.36% (-$12.9K) YoY +23.87% (+$102.8K)
(cusip464288760)✕	3.3K	QoQ +35.57% (+874) YoY NEW(+3.3K)	All Managers (Combined)	$510.0K	0.3% ($510.0K/$156.7M)	QoQ +42.82% (+$152.9K) YoY NEW(+$510.0K)