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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92189F437

Shares:16.9K

Value:$486.9K

% of Portfolio:0.3% ($486.9K/$156.7M)

808524102

SCHB|808524102

Shares:21.4K

Value:$461.4K

% of Portfolio:0.3% ($461.4K/$156.7M)

Air Products & Chemicals, Inc.

APD|009158106

Shares:1.5K

Value:$437.8K

% of Portfolio:0.3% ($437.8K/$156.7M)

33734X846

Shares:6.8K

Value:$430.9K

% of Portfolio:0.3% ($430.9K/$156.7M)

69374H881

Shares:7.8K

Value:$426.7K

% of Portfolio:0.3% ($426.7K/$156.7M)

MCDONALDS CORP

MCD|580135101

Shares:1.3K

Value:$410.1K

% of Portfolio:0.3% ($410.1K/$156.7M)

00162Q452

Shares:7.1K

Value:$367.7K

% of Portfolio:0.2% ($367.7K/$156.7M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:1.5K

Value:$366.6K

% of Portfolio:0.2% ($366.6K/$156.7M)

PPL Corp

PPL|69351T106

Shares:9.8K

Value:$352.8K

% of Portfolio:0.2% ($352.8K/$156.7M)

316092782

Shares:5.9K

Value:$351.9K

% of Portfolio:0.2% ($351.9K/$156.7M)

922908629

VO|922908629

Shares:1.3K

Value:$344.3K

% of Portfolio:0.2% ($344.3K/$156.7M)

808524607

SCHA|808524607

Shares:14.6K

Value:$341.1K

% of Portfolio:0.2% ($341.1K/$156.7M)

SPDR GOLD TRUST

GLD|78463V107

Shares:1.2K

Value:$337.7K

% of Portfolio:0.2% ($337.7K/$156.7M)

PFIZER INC

PFE|717081103

Shares:13.0K

Value:$329.7K

% of Portfolio:0.2% ($329.7K/$156.7M)

92203C303

VUSB|92203C303

Shares:6.5K

Value:$323.4K

% of Portfolio:0.2% ($323.4K/$156.7M)

921909768

VXUS|921909768

Shares:5.2K

Value:$321.4K

% of Portfolio:0.2% ($321.4K/$156.7M)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:1.3K

Value:$315.9K

% of Portfolio:0.2% ($315.9K/$156.7M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:580

Value:$308.9K

% of Portfolio:0.2% ($308.9K/$156.7M)

922042874

VGK|922042874

Shares:4.3K

Value:$301.7K

% of Portfolio:0.2% ($301.7K/$156.7M)

Discover Financial Services

DFS|254709108

Shares:1.8K

Value:$299.1K

% of Portfolio:0.2% ($299.1K/$156.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip92189F437)✕	16.9K	QoQ -5.58% (-998) YoY -6.16% (-1.1K)	All Managers (Combined)	$486.9K	0.3% ($486.9K/$156.7M)	QoQ -4.96% (-$25.4K) YoY -6.68% (-$34.9K)
(SCHBcusip808524102)	21.4K	QoQ +57.92% (+7.9K) YoY +378.49% (+17.0K)	All Managers (Combined)	$461.4K	0.3% ($461.4K/$156.7M)	QoQ +49.79% (+$153.4K) YoY +68.73% (+$188.0K)
Air Products & Chemicals, Inc.(APDcusip009158106)	1.5K	QoQ +0.54% (+8) YoY +2.48% (+36)	All Managers (Combined)	$437.8K	0.3% ($437.8K/$156.7M)	QoQ +2.26% (+$9.7K) YoY +24.78% (+$86.9K)
(cusip33734X846)✕	6.8K	QoQ +48.38% (+2.2K) YoY NEW(+6.8K)	All Managers (Combined)	$430.9K	0.3% ($430.9K/$156.7M)	QoQ +47.34% (+$138.4K) YoY NEW(+$430.9K)
(cusip69374H881)✕	7.8K	QoQ NEW(+7.8K) YoY NEW(+7.8K)	All Managers (Combined)	$426.7K	0.3% ($426.7K/$156.7M)	QoQ NEW(+$426.7K) YoY NEW(+$426.7K)
MCDONALDS CORP(MCDcusip580135101)	1.3K	QoQ -4.78% (-66) YoY -9.57% (-139)	All Managers (Combined)	$410.1K	0.3% ($410.1K/$156.7M)	QoQ +2.57% (-$10.3K) YoY +0.17% (-$708)
(cusip00162Q452)✕	7.1K	QoQ -20.01% (-1.8K) YoY -39.61% (-4.6K)	All Managers (Combined)	$367.7K	0.2% ($367.7K/$156.7M)	QoQ -13.73% (-$58.6K) YoY -33.91% (-$188.7K)
JPMORGAN CHASE & CO(JPMcusip46625H100)	1.5K	QoQ -21.48% (-409) YoY -16.52% (-296)	All Managers (Combined)	$366.6K	0.2% ($366.6K/$156.7M)	QoQ -19.68% (-$89.9K) YoY +2.22% (-$8.0K)
PPL Corp(PPLcusip69351T106)	9.8K	QoQ -20.87% (-2.6K) YoY -25.22% (-3.3K)	All Managers (Combined)	$352.8K	0.2% ($352.8K/$156.7M)	QoQ -11.97% (-$48.0K) YoY -1.91% (-$6.9K)
(cusip316092782)✕	5.9K	QoQ +0.35% (-21) YoY +1.58% (+92)	All Managers (Combined)	$351.9K	0.2% ($351.9K/$156.7M)	QoQ -2.80% (-$10.2K) YoY +6.10% (+$20.2K)
(VOcusip922908629)	1.3K	QoQ 0.00% (-0) YoY -0.22% (-3)	All Managers (Combined)	$344.3K	0.2% ($344.3K/$156.7M)	QoQ -2.02% (-$7.1K) YoY +3.33% (-$11.1K)
(SCHAcusip808524607)	14.6K	QoQ -4.36% (-665) YoY +86.70% (-6.8K)	All Managers (Combined)	$341.1K	0.2% ($341.1K/$156.7M)	QoQ -13.35% (-$52.6K) YoY -11.16% (-$42.9K)
SPDR GOLD TRUST(GLDcusip78463V107)	1.2K	QoQ NEW(+1.2K) YoY NEW(+1.2K)	All Managers (Combined)	$337.7K	0.2% ($337.7K/$156.7M)	QoQ NEW(+$337.7K) YoY NEW(+$337.7K)
PFIZER INC(PFEcusip717081103)	13.0K	QoQ -12.40% (-1.8K) YoY -18.52% (-3.0K)	All Managers (Combined)	$329.7K	0.2% ($329.7K/$156.7M)	QoQ -16.33% (-$64.4K) YoY -25.60% (-$113.5K)
(VUSBcusip92203C303)	6.5K	QoQ NEW(+6.5K) YoY NEW(+6.5K)	All Managers (Combined)	$323.4K	0.2% ($323.4K/$156.7M)	QoQ NEW(+$323.4K) YoY NEW(+$323.4K)
(VXUScusip921909768)	5.2K	QoQ -40.04% (-3.5K) YoY NEW(+5.2K)	All Managers (Combined)	$321.4K	0.2% ($321.4K/$156.7M)	QoQ -36.82% (-$187.3K) YoY NEW(+$321.4K)
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	1.3K	QoQ -19.55% (-309) YoY -28.99% (-519)	All Managers (Combined)	$315.9K	0.2% ($315.9K/$156.7M)	QoQ -9.01% (-$31.3K) YoY -7.58% (-$25.9K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	580	QoQ +7.80% (+42) YoY NEW(+580)	All Managers (Combined)	$308.9K	0.2% ($308.9K/$156.7M)	QoQ +26.66% (+$65.0K) YoY NEW(+$308.9K)
(VGKcusip922042874)	4.3K	QoQ NEW(+4.3K) YoY NEW(+4.3K)	All Managers (Combined)	$301.7K	0.2% ($301.7K/$156.7M)	QoQ NEW(+$301.7K) YoY NEW(+$301.7K)
Discover Financial Services(DFScusip254709108)	1.8K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$299.1K	0.2% ($299.1K/$156.7M)	QoQ -1.46% (-$4.4K) YoY +30.21% (+$69.4K)