Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
DEANE RETIREMENT STRATEGIES INC 10-25-2023 09-30-2023 56 179,189,314
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
SPDR BLOOMBERG 1-3 MONTH T-BILL ETF COM 1 $24,011,067 261,504 0.01 0.01 79,061 43.33 09-30-2023
VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF COM 2 $23,166,969 489,989 0.01 0.01 1,667 0.34 09-30-2023
ISHARES 1-3 YEAR TREASURY BOND ETF COM 3 $14,989,466 185,134 0.01 0.00 181,286 4711.17 09-30-2023
ISHARES CORE MSCI EAFE ETF COM 4 $12,359,367 192,045 0.01 0.00 107,574 127.35 09-30-2023
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