Equal-WT
WhaleScore 2.0
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Deane Retirement Strategies is based out of New Orleans. Deane Retirement Strategies is a large advisory firm with 135 clients and discretionary assets under management (AUM) of $188,627,498 (Form ADV from 2023-11-19). Their last reported 13F filing for Q4 2023 included $183,338,540 in managed 13F securities
and a top 10 holdings concentration of 58.01%. Deane Retirement Strategies's largest holding is SPDR(R) Bloomberg 1-3 Month T-Bill ETF-SPDR(R) Bloomberg 1-3 Month T-Bill ETF with shares held of 261,864. Whalewisdom has at least 37 13F filings
2023-12-31
Top Buys (13F)
Name | % Change |
---|---|
VCIT VANGUARD INTERMEDIAT | 11.34% |
USHY iShares Broad USD Hi | 5.13% |
TIP iShares TIPS Bond ET | 4.11% |
IHI iShares U.S. Medical | 2.93% |
WBA Walgreens Boots Alli | 2.55% |
2023-12-31
Top Sells (13F)
Name | % Change |
---|---|
VTIP VANGUARD SHORT-TERM | 12.86% |
SHY iShares 1-3 Year Tre | 8.26% |
PSQ ProShares Short QQQ- | 5.74% |
CVX Chevron Corp. (Stand | 2.19% |
MSFT Microsoft Corp. | 1.54% |
2023-12-31
13F Holdings Summary
Name | $ Change |
---|---|
BIL SPDR(R) Bloomberg 1- | 13.05% |
VCIT VANGUARD INTERMEDIAT | 11.34% |
IEFA iShares Core MSCI EA | 7.38% |
XLV The Health Care Sele | 7.31% |
USHY iShares Broad USD Hi | 5.13% |
2023-12-31
13F Activity
Market Value | $183m, Prior: $179m |
New Purchases | 14 stocks |
Added To | 18 stocks |
Sold out of | 10 stocks |
Reduced holdings in | 17 stocks |
Top 10 Holdings % | 58.01% |
Turnover %[1] | 40% |
Turnover Alt %[2] | 43.84% |
Time Held Top 20 | 1.8 quarters |
Time Held Top 10 | 1.4 quarters |
Time Held All | 11.07 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
2023-12-31
13F Sector Allocation Over Time
2023-12-31
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31