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Susan Francis

Prepared Retirement Institute Llc

Assets Managed
$201.51M
Holdings
79
Last Quarter
2026 - Q1
Filed Date
15d ago
Growth Rate
1.42%(2Q avg: 2.5%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Prepared Retirement Institute Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 79 positions.

Assets under management

The assets under management (AUM) of Prepared Retirement Institute Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 201.51M in assets, with a quarterly growth rate of 1.42% and a 2-quarter average growth rate of 2.5%. The portfolio is managed by Susan Francis, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VIG
Vanguard Dividend Apprec Etf
Recent Activity
Increased 1.68%
12.29%
$24.756M
115,113 shares@ $215.07 avg price
SCHD
Schwab Us Dvd Equity Etf
Recent Activity
Decreased -0.18%
8.88%
$17.887M
583,013 shares@ $30.68 avg price
FELG
Fidelity Enhncd Lrg Cap Gwth
Recent Activity
Increased 5.87%
7.39%
$14.876M
396,798 shares@ $37.5 avg price
IHDG
Wisdomtree International Hed
Recent Activity
Decreased -1.02%
6.42%
$12.937M
268,672 shares@ $48.16 avg price
CMBS
Ishares Cmbs Etf
Recent Activity
Increased 6.67%
6.21%
$12.51M
256,714 shares@ $48.73 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Increased 8.59%
5.2%
$10.469M
32,633 shares@ $320.82 avg price
VCIT
Vanguard Int-term Corporate
Recent Activity
Increased 5.9%
4.38%
$8.816M
106,534 shares@ $82.75 avg price
SPYG
Spdr Portfolio S&p 500 Growt
Recent Activity
Decreased -5.31%
4.33%
$8.725M
89,113 shares@ $97.92 avg price
BND
Vanguard Total Bond Market
Recent Activity
Increased 0.44%
4.31%
$8.679M
117,860 shares@ $73.65 avg price
VB
Vanguard Small-cap Etf
Recent Activity
Decreased -2.37%
3.65%
$7.34M
28,024 shares@ $261.92 avg price

1-10 of 79