Portfolio (Quarterly)
Guide ↗
Deane Retirement Strategies, Inc.
· CIK 0001659346| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | VMC | VULCAN MATLS CO COM | Basic Materials | 14.0 | $4K | 0.00% | -18K | -99.9% | $272.29 | +1.2% |
| 22 | AAPL | APPLE INC | Technology | 15.0 | $4K | 0.00% | -22K | -99.9% | $253.80 | +23.1% |
| 23 | LOW | LOWES COS INC COM | Consumer Cyclical | 15.0 | $4K | 0.00% | -19K | -99.9% | $236.27 | -7.8% |
| 24 | IAUM | ISHARES GOLD TRUST MICRO ETF OF BENEF INTEREST | Financial Services | 48.0 | $2K | 0.00% | -3K | -98.6% | $46.71 | -4.1% |
| 25 | GDXJ | VANECK JUNIOR GOLD MINERS ETF | — | 18.0 | $2K | 0.00% | -23K | -99.9% | $120.06 | -4.4% |
| 26 | IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | — | 30.0 | $2K | 0.00% | -400.0 | -93.0% | $69.77 | +19.8% |
| 27 | IDEV | ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF | — | 25.0 | $2K | 0.00% | -319.0 | -92.7% | $83.56 | +8.1% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
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%