Prepared Retirement Institute LLC

**Prepared Retirement Institute LLC** manages $199M across a diversified portfolio of 80 positions. The strategy emphasizes income generation and capital preservation, evidenced by significant allocations to dividend-focused assets such as VIG ($24.9M) and SCHD ($16.0M). Key holdings also include sector-specific plays like FELG ($15.6M) and IHDG ($13.2M), alongside broad market exposure via VTI ($10.1M) and BND ($8.7M). This structure suggests a disciplined approach targeting reliable yield within a growth-oriented framework.

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