Deane-Retirement-Strategies

AI_NATIVE detailed information: This accession holds the following tickers:[
  "RJF",
  "VONG",
  null,
  "GOOGL",
  "AXP",
  "GDXJ",
  "BIDU",
  null,
  null,
  null,
  null,
  "ISRG",
  null,
  "LIN",
  null,
  null,
  "MA",
  "GE",
  "ORLY",
  "ANET",
  null,
  "PANW",
  "VGSH",
  "IEMG",
  "DOW",
  "AAPL",
  null,
  "GEHC",
  null,
  "AMGN",
  "IEFA",
  null,
  "GLD",
  null,
  "SPLG",
  "SBUX",
  "TXN",
  "TJX",
  "NEM",
  "RCL",
  "PCT",
  null,
  null,
  "IEF",
  "GM",
  null,
  "AMZN",
  null,
  null,
  "VEU",
  "USB",
  null,
  "VAL",
  "VOO",
  "WMT",
  null,
  "TTD",
  "DIA",
  null,
  "GEV",
  "BRK-B",
  "BLDE",
  "CVX",
  "NET",
  "CMCSA",
  "VMC",
  "NKE",
  "DIS",
  "XOM",
  "NFLX",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-14
Total Holdings: 71
Total Value: 209824326
Accession Number: 0001659346-25-000003
Form Type: 13F-HR
CIK: deane-retirement-strategies
Manager Name: Deane-Retirement-Strategies

Data Enrichment

70% identified

50 identified21 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

71 positions • $209.8M total value

SEC FilingSEC DataHachi Filing

Manager:

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98149E303

Shares:164

Value:$10.2K

% of Portfolio:0.0% ($10.2K/$209.8M)

Cloudflare, Inc.

NET|18915M107

Shares:85

Value:$9.6K

% of Portfolio:0.0% ($9.6K/$209.8M)

02072L201

Shares:368

Value:$9.4K

% of Portfolio:0.0% ($9.4K/$209.8M)

02072L102

Shares:194

Value:$8.3K

% of Portfolio:0.0% ($8.3K/$209.8M)

NIKE, Inc.

NKE|654106103

Shares:100

Value:$6.3K

% of Portfolio:0.0% ($6.3K/$209.8M)

General Motors Co

GM|37045V100

Shares:100

Value:$4.7K

% of Portfolio:0.0% ($4.7K/$209.8M)

Baidu, Inc.

BIDU|056752108

Shares:50

Value:$4.6K

% of Portfolio:0.0% ($4.6K/$209.8M)

GENERAL ELECTRIC CO

GE|369604301

Shares:14

Value:$2.8K

% of Portfolio:0.0% ($2.8K/$209.8M)

G79483106

Shares:650

Value:$1.7K

% of Portfolio:0.0% ($1.7K/$209.8M)

GE Vernova Inc.

GEV|36828A101

Shares:2

Value:$611

% of Portfolio:0.0% ($611/$209.8M)

GE HealthCare Technologies Inc.

GEHC|36266G107

Shares:4

Value:$323

% of Portfolio:0.0% ($323/$209.8M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip98149E303)✕	164	QoQ +53.27% (+57) YoY NEW(+164)	All Managers (Combined)	$10.2K	0.0% ($10.2K/$209.8M)	QoQ +82.45% (+$4.6K) YoY NEW(+$10.2K)
Cloudflare, Inc.(NETcusip18915M107)	85	QoQ -99.64% (-23.5K) YoY -99.70% (-28.4K)	All Managers (Combined)	$9.6K	0.0% ($9.6K/$209.8M)	QoQ -99.62% (-$2.5M) YoY -99.65% (-$2.8M)
(cusip02072L201)✕	368	QoQ +53.97% (+129) YoY NEW(+368)	All Managers (Combined)	$9.4K	0.0% ($9.4K/$209.8M)	QoQ +63.71% (+$3.7K) YoY NEW(+$9.4K)
(cusip02072L102)✕	194	QoQ +50.38% (+65) YoY NEW(+194)	All Managers (Combined)	$8.3K	0.0% ($8.3K/$209.8M)	QoQ +43.67% (+$2.5K) YoY NEW(+$8.3K)
NIKE, Inc.(NKEcusip654106103)	100	QoQ -99.60% (-25.2K) YoY NEW(+100)	All Managers (Combined)	$6.3K	0.0% ($6.3K/$209.8M)	QoQ -99.66% (-$1.9M) YoY NEW(+$6.3K)
General Motors Co(GMcusip37045V100)	100	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$4.7K	0.0% ($4.7K/$209.8M)	QoQ -11.71% (-$624) YoY +3.70% (+$168)
Baidu, Inc.(BIDUcusip056752108)	50	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$4.6K	0.0% ($4.6K/$209.8M)	QoQ +9.15% (+$386) YoY -12.57% (-$662)
GENERAL ELECTRIC CO(GEcusip369604301)	14	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$2.8K	0.0% ($2.8K/$209.8M)	QoQ +20.00% (+$467) YoY +14.04% (+$345)
(cusipG79483106)✕	650	QoQ NEW(+650) YoY NEW(+650)	All Managers (Combined)	$1.7K	0.0% ($1.7K/$209.8M)	QoQ NEW(+$1.7K) YoY NEW(+$1.7K)
GE Vernova Inc.(GEVcusip36828A101)	2	QoQ 0.00% (-0) YoY NEW(+2)	All Managers (Combined)	$611	0.0% ($611/$209.8M)	QoQ -7.14% (-$47) YoY NEW(+$611)
GE HealthCare Technologies Inc.(GEHCcusip36266G107)	4	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$323	0.0% ($323/$209.8M)	QoQ +3.19% (+$10) YoY -11.26% (-$41)