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Portfolio (Quarterly) Guide ↗

Deane Retirement Strategies, Inc.

· CIK 0001659346
13F Portfolio $249M AUM 57 positions Filed Apr 7, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 14 New 10 Added 27 Reduced 28 Exited
Page 2 of 2  ·  28 positions
# Ticker Company Sector Shares Value ↓ % Port Status
21 SPSM STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF 279 $13K 0.01% SOLD
22 SPIP STATE STREET SPDR PORTFOLIO TIPS ETF 326 $8K 0.00% SOLD
23 GM GENERAL MOTORS CORP Consumer Cyclical 100 $8K 0.00% SOLD
24 BIDU BAIDU COM ADR Communication Services 50 $7K 0.00% SOLD
25 VZ VERIZON COMMUNICATIONS Communication Services 148 $6K 0.00% SOLD
26 GE GE AEROSPACE COM NEW Industrials 14 $4K 0.00% SOLD
27 GEV GE VERNOVA INC COM Utilities 2 $1K 0.00% SOLD
28 GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK Healthcare 4 $328.0 SOLD
Page 2 of 2  ·  28 positions
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%