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
ARISTA NETWORKS INC COM COM 51 $2,895,970 15,745 0.00 0.00 15,729 98306.25 09-30-2023
VULCAN MATLS CO COM COM 52 $2,708,290 13,397 0.00 0.00 31 0.23 09-30-2023
ADVANCED MICRO DEVICES INC COM COM 53 $2,516,174 24,484 0.00 0.00 11,763 92.47 09-30-2023
SCHLUMBERGER LTD COM STK COM 54 $2,180,920 37,318 0.00 0.00 -38,727 -50.93 09-30-2023
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