Deane Retirement Strategies

Latest statistics and disclosures from Deane Retirement Strategies's latest quarterly 13F-HR filing:

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Positions held by Deane Retirement Strategies consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Deane Retirement Strategies

Deane Retirement Strategies holds 60 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Ser Tr 1 3 hgh yield (BIL) 13.1 $24M 262k 91.39
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Vanguard Intermediate Tm Cpte Bd ETF (VCIT) 11.3 $21M NEW 256k 81.28
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Ishares Core Msci Eafe Etf core msci eafe (IEFA) 7.4 $14M 192k 70.35
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Health Care SPDR (XLV) 7.3 $13M +37% 98k 136.38
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Ishares Tr broad usd high (USHY) 5.1 $9.4M NEW 259k 36.35
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iShares Barclays TIPS Bond Fund (TIP) 4.1 $7.5M NEW 70k 107.49
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iShares Dow Jones US Medical Dev. (IHI) 2.9 $5.4M NEW 99k 53.97
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Walgreen Boots Alliance (WBA) 2.6 $4.7M NEW 179k 26.11
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Vanguard FTSE All-World ex-US ETF (VEU) 2.1 $3.9M 69k 56.14
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Hershey Company (HSY) 2.1 $3.8M NEW 21k 186.44
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Amazon (AMZN) 2.1 $3.8M -6% 25k 151.94
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Devon Energy Corporation (DVN) 2.1 $3.8M NEW 85k 45.30
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iShares Gold Trust (IAU) 2.1 $3.8M NEW 98k 39.03
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Exxon Mobil Corporation (XOM) 2.1 $3.8M +5% 38k 99.98
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SPDR Gold Trust (GLD) 2.0 $3.8M 20k 191.17
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Marathon Oil Corporation (MRO) 1.9 $3.6M +5% 147k 24.16
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Texas Instruments Incorporated (TXN) 1.9 $3.6M 21k 170.46
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United Parcel Service (UPS) 1.9 $3.5M 22k 157.23
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Berkshire Hathaway (BRK.B) 1.8 $3.2M 9.0k 356.66
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Wal-Mart Stores (WMT) 1.7 $3.1M 20k 157.65
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TJX Companies (TJX) 1.6 $2.9M NEW 31k 93.81
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Starbucks Corporation (SBUX) 1.5 $2.8M +13875% 29k 96.01
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Fox Corp (FOXA) 1.5 $2.8M NEW 93k 29.67
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Linde (LIN) 1.5 $2.8M NEW 6.7k 410.71
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Chewy Inc cl a (CHWY) 1.5 $2.7M NEW 113k 23.63
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Visa (V) 1.2 $2.2M 8.6k 260.35
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MasterCard Incorporated (MA) 1.2 $2.2M 5.1k 426.51
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U.S. Bancorp (USB) 1.1 $2.1M NEW 48k 43.28
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American Express Company (AXP) 1.1 $2.1M 11k 187.34
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Freeport-McMoRan Copper & Gold (FCX) 1.1 $2.1M 48k 42.57
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Nike (NKE) 1.1 $2.0M 19k 108.57
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McDonald's Corporation (MCD) 1.1 $2.0M 6.6k 296.51
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Trade Desk (TTD) 1.0 $1.9M +126% 26k 71.96
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Advanced Micro Devices (AMD) 1.0 $1.8M -51% 12k 147.41
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Arista Networks (ANET) 0.9 $1.6M -56% 6.8k 235.51
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Vulcan Materials Company (VMC) 0.8 $1.5M -49% 6.7k 227.02
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Alphabet Inc Class A cs (GOOGL) 0.5 $949k 6.8k 139.69
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Blade Air Mobility (BLDE) 0.5 $926k 262k 3.53
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Microsoft Corporation (MSFT) 0.5 $898k -79% 2.4k 376.04
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Adobe Systems Incorporated (ADBE) 0.5 $854k -79% 1.4k 596.60
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SPDR DJ Wilshire Large Cap (SPLG) 0.4 $733k -9% 13k 55.90
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Apple (AAPL) 0.2 $328k 1.7k 192.53
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iShares Lehman 1-3 Year Treas.Bond (SHY) 0.1 $197k -98% 2.4k 82.04
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Netflix (NFLX) 0.1 $189k -83% 389.00 486.88
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Raymond James Financial (RJF) 0.1 $168k 1.5k 111.50
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Ishares Tr cmn (GOVT) 0.1 $126k -6% 5.5k 23.04
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Chevron Corporation (CVX) 0.1 $126k -96% 842.00 149.16
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Vanguard Malvern Fds strm infproidx (VTIP) 0.1 $125k -99% 2.6k 47.49
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Royal Caribbean Cruises (RCL) 0.0 $58k 451.00 129.49
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Walt Disney Company (DIS) 0.0 $48k 536.00 90.29
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Amgen (AMGN) 0.0 $29k 100.00 288.02
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SPDR Dow Jones Industrial Average ETF (DIA) 0.0 $19k 50.00 376.88
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Fastenal Company (FAST) 0.0 $13k -99% 197.00 64.77
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Colgate-Palmolive Company (CL) 0.0 $10k -99% 129.00 79.71
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Baidu Adr (BIDU) 0.0 $6.0k 50.00 119.10
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General Motors Company (GM) 0.0 $3.6k 100.00 35.92
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General Electric (GE) 0.0 $1.8k 14.00 127.64
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Electronic Arts (EA) 0.0 $1.4k 10.00 136.80
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Ge Healthcare Technologies I (GEHC) 0.0 $309.000000 4.00 77.25
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Wells Fargo & Company (WFC) 0.0 $98.000000 NEW 2.00 49.00
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Past Filings by Deane Retirement Strategies

SEC 13F filings are viewable for Deane Retirement Strategies going back to 2015

View all past filings