Portfolio (Quarterly)
Guide ↗
Deane Retirement Strategies, Inc.
· CIK 0001659346| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | NFLX | NETFLIX COM INC | Communication Services | 3,812 | $405K | 0.17% | SOLD |
| 2 | RJF | RAYMOND JAMES FINL INC | Financial Services | 2,509 | $403K | 0.17% | SOLD |
| 3 | CVX | CHEVRON CORP NEW COM | Energy | 853 | $130K | 0.05% | SOLD |
| 4 | RCL | ROYAL CARRIBBEAN CRUISES LTD | Consumer Cyclical | 451 | $126K | 0.05% | SOLD |
| 5 | IGV | ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF | — | 919 | $97K | 0.04% | SOLD |
| 6 | VGSH | VANGUARD SHORT-TERM TREASURY ETF | — | 426 | $88K | 0.04% | SOLD |
| 7 | XLY | STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF | — | 570 | $68K | 0.03% | SOLD |
| 8 | DIS | DISNEY WALT CO COM | Communication Services | 536 | $61K | 0.03% | SOLD |
| 9 | MRK | MERCK & CO INC | Healthcare | 415 | $44K | 0.02% | SOLD |
| 10 | F | FORD MTR CO COM | Consumer Cyclical | 2,797 | $37K | 0.01% | SOLD |
| 11 | AMGN | AMGEN INC | Healthcare | 100 | $33K | 0.01% | SOLD |
| 12 | IJR | ISHARES CORE S&P SMALL CAP ETF | — | 1 | $29K | 0.01% | SOLD |
| 13 | RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | — | 138 | $26K | 0.01% | SOLD |
| 14 | DIA | SPDR DOW JONES INDUSTRIAL ETF | Financial Services | 50 | $24K | 0.01% | SOLD |
| 15 | DUK | DUKE ENERGY CORP NEW COM NEW | Utilities | 197 | $23K | 0.01% | SOLD |
| 16 | T | AT&T INC COM | Communication Services | 830 | $21K | 0.01% | SOLD |
| 17 | C | CITIGROUP INC | Financial Services | 161 | $19K | 0.01% | SOLD |
| 18 | SBUX | STARBUCKS CORP | Consumer Cyclical | 206 | $17K | 0.01% | SOLD |
| 19 | EPD | ENTERPRISE PRODS PARTNERS L P COM | Energy | 524 | $17K | 0.01% | SOLD |
| 20 | SPMD | STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF | — | 226 | $13K | 0.01% | SOLD |
Sector Allocation
Technology
26.1%
Industrials
18.0%
Basic Materials
17.9%
Financial Services
17.0%
Energy
16.2%
Communication Services
4.8%
Consumer Cyclical
0.0%
Consumer Defensive
0.0%