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
Filing Details
13F-HR • 2025-03-31- 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
- Manager Name
- Prepared-Retirement-Institute
Data Enrichment
68% identified58 identified27 unidentified
Holdings
85 positions • $156.7M total value
Manager:
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Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
| 1.3K | YoY -6.71% (-95) | All Managers (Combined) | $218.7K | 0.1% ($218.7K/$156.7M) | ||
| 1.6K | QoQ -8.86% (-160)YoY NEW(+1.6K) | All Managers (Combined) | $212.2K | 0.1% ($212.2K/$156.7M) | YoY NEW(+$212.2K) | |
Airbnb, Inc.(ABNBcusip009066101) | 1.8K | QoQ -0.89% (-16) | All Managers (Combined) | $210.8K | 0.1% ($210.8K/$156.7M) | |
| 460 | All Managers (Combined) | $205.5K | 0.1% ($205.5K/$156.7M) | |||
| 2.9K | All Managers (Combined) | $203.9K | 0.1% ($203.9K/$156.7M) |