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DEANE RETIREMENT STRATEGIES, INC.

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NEW ORLEANS LA Investment Advisor
13F Summary

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Equal-WT
WhaleScore 2.0 ?

85

S&P 500
WhaleScore ?

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Equal-WT
WhaleScore 1.0 ?

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)

2023-12-31

Top Sells (13F)

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

Portfolio Performance