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Deane Retirement Strategies

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

Top 5 stock holdings are VTIP, STIP, VEA, PTLC, IEFA, and represent 31.31% of Deane Retirement Strategies's stock portfolio.
Added to shares of these 10 stocks: PAVE (+$9.2M), AAPL (+$5.1M), STIP, LMT, CRM, ADBE, NOW, COST, IJH, IJR.
Started 20 new stock positions in VZ, LMT, NOW, XLY, PAVE, XLI, ETHA, ADBE, COST, IGV. DUK, C, IJR, CRM, T, SPMD, F, EPD, IJH, MRK.
Reduced shares in these 10 stocks: SGOV (-$15M), , MGK (-$9.0M), DHR, CL, CVX, KMB, AXP, , .
Sold out of its positions in AXP, TACK, CL, CMCSA, DHR, FCTE, FCX, ISRG, SGOV, JPM. KMB, XLU, MGK.
Deane Retirement Strategies was a net seller of stock by $-3.9M.
Deane Retirement Strategies has $233M in assets under management (AUM), dropping by 4.16%.
Central Index Key (CIK): 0001659346

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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 70 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP)	8.3	$19M		382k	50.63	View chart
Ishares 0-5 Year Tips Bond Etf Etf (STIP)	7.5	$17M	+39%	168k	103.36	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	5.3	$12M		207k	59.91	View chart
Pacer Trendpilot Us Large Cap Etf Etf (PTLC)	5.2	$12M		223k	54.75	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	4.9	$12M		132k	87.29	View chart
Vanguard Short-term Treasury Etf Etf (VGSH)	4.7	$11M		186k	58.85	View chart
Global X U.s. Infrastructure Development Etf Etf (PAVE)	4.0	$9.2M	NEW	194k	47.61	View chart
Google Stock (GOOGL)	3.1	$7.1M		29k	243.14	View chart
Spdr Gold Shares Etf (GLD)	3.1	$7.1M	+48%	20k	355.32	View chart
Caterpillar Stock (CAT)	2.9	$6.8M		14k	476.88	View chart
Oreilly Automotive Stock (ORLY)	2.6	$6.1M		56k	107.80	View chart
Imgp Dbi Managed Futures Strategy Etf Etf (DBMF)	2.5	$5.9M		216k	27.31	View chart
Mastercard Stock (MA)	2.5	$5.8M	+44%	10k	568.78	View chart
Newmont Corp Stock (NEM)	2.5	$5.8M		69k	84.32	View chart
Ishares Gold Trust Etf (IAU)	2.4	$5.6M	+14%	77k	72.73	View chart
Apple Stock (AAPL)	2.4	$5.6M	+1183%	22k	254.62	View chart
Vulcan Matls Stock (VMC)	2.3	$5.5M		18k	307.41	View chart
Amazon.com Stock (AMZN)	2.3	$5.5M		25k	219.69	View chart
Simplify Managed Futures Strategy Etf Etf (CTA)	2.3	$5.4M		194k	27.97	View chart
Texas Instrs Stock (TXN)	2.1	$4.9M		27k	183.70	View chart
Netflix Stock (NFLX)	2.1	$4.9M	+19%	4.1k	1199.28	View chart
Lockheed Martin Corp Stock (LMT)	2.1	$4.9M	NEW	9.8k	498.85	View chart
Walmart Stock (WMT)	2.0	$4.7M	+68%	46k	103.06	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	2.0	$4.6M		9.2k	502.60	View chart
Salesforce Stock (CRM)	2.0	$4.6M	NEW	20k	237.40	View chart
Adobe Sys Stock (ADBE)	2.0	$4.6M	NEW	13k	353.09	View chart
Tjx Cos Stock (TJX)	2.0	$4.6M		32k	144.49	View chart
Exxon Mobil Corp Stock (XOM)	2.0	$4.6M		41k	112.81	View chart
Servicenow Stock (NOW)	1.9	$4.5M	NEW	4.9k	921.33	View chart
Vaneck Junior Gold Miners Etf Etf (GDXJ)	1.8	$4.3M		43k	98.99	View chart
Costco Wholesale Corp Stock (COST)	1.8	$4.2M	NEW	4.5k	925.18	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	1.5	$3.4M	NEW	52k	65.26	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	1.4	$3.2M	NEW	27k	118.81	View chart
Ishares Bitcoin Trust Etf Etf (IBIT)	0.9	$2.1M	+46%	32k	65.00	View chart
Spdr Portfolio S&p 500 Etf Etf (SPLG)	0.4	$924k		12k	78.34	View chart
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)	0.2	$474k	+77%	5.2k	91.76	View chart
Raymond James Finl Stock (RJF)	0.2	$433k	+66%	2.5k	172.60	View chart
Royal Carribbean Cruises Stock (RCL)	0.1	$146k		451.00	323.58	View chart
Industrial Select Sector Spdr Fund Etf (XLI)	0.1	$133k	NEW	864.00	154.23	View chart
Chevron Corp Stock (CVX)	0.1	$133k	-96%	853.00	155.29	View chart
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)	0.1	$132k	+3%	1.6k	82.96	View chart
Ishares U.s. Treasury Bond Etf Etf (GOVT)	0.1	$129k		5.6k	23.12	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.1	$118k		192.00	612.38	View chart
Ishares Gold Trust Micro Etf Of Benef Interest Etf (IAUM)	0.0	$94k	+17%	2.4k	38.50	View chart
Consumer Discretionary Select Sector Spdr Fund Etf (XLY)	0.0	$68k	NEW	285.00	239.64	View chart
Ishares Expanded Tech-software Sector Etf Etf (IGV)	0.0	$68k	NEW	591.00	115.01	View chart
Disney Walt Stock (DIS)	0.0	$61k		536.00	114.50	View chart
Merck & Co Stock (MRK)	0.0	$35k	NEW	415.00	83.93	View chart
Ford Mtr Stock (F)	0.0	$34k	NEW	2.8k	11.96	View chart
Amgen Stock (AMGN)	0.0	$28k		100.00	282.20	View chart
Spdr Gold Minishares Trust Of Beneficial Interest Etf (GLDM)	0.0	$26k	+126%	335.00	76.45	View chart
Duke Energy Corp Stock (DUK)	0.0	$24k	NEW	197.00	123.75	View chart
At&t Stock (T)	0.0	$23k	NEW	830.00	28.24	View chart
Spdr Dow Jones Industrial Etf Etf (DIA)	0.0	$23k		50.00	463.74	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.0	$23k	+15%	120.00	189.70	View chart
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)	0.0	$22k		328.00	67.51	View chart
Ishares Core Msci International Developed Markets Etf Etf (IDEV)	0.0	$22k		272.00	80.17	View chart
Starbucks Corp Stock (SBUX)	0.0	$17k		206.00	84.60	View chart
Enterprise Prods Partners Stock (EPD)	0.0	$16k	NEW	524.00	31.27	View chart
Citigroup Stock (C)	0.0	$16k	NEW	161.00	101.50	View chart
Spdr Portfolio S&p 400 Mid Cap Etf Etf (SPMD)	0.0	$12k	NEW	201.00	57.19	View chart
Ishares Ethereum Trust Etf Etf (ETHA)	0.0	$11k	NEW	336.00	31.51	View chart
Pacer Trendpilot International Etf Etf (PTIN)	0.0	$10k	-25%	337.00	30.47	View chart
Baidu Adr (BIDU)	0.0	$6.6k		50.00	131.78	View chart
Verizon Communications Stock (VZ)	0.0	$6.5k	NEW	148.00	43.95	View chart
General Motors Corp Stock (GM)	0.0	$6.1k		100.00	60.97	View chart
Ge Aerospace Stock (GE)	0.0	$4.2k		14.00	300.79	View chart
Sealsq Corp Ord Stock (LAES)	0.0	$2.4k		650.00	3.74	View chart
Ge Vernova Stock (GEV)	0.0	$1.2k		2.00	615.00	View chart
Ge Healthcare Technologies Stock (GEHC)	0.0	$300.000000		4.00	75.00	View chart

Past Filings by Deane Retirement Strategies

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

Deane Retirement Strategies 2025 Q3 filed Oct. 14, 2025
Deane Retirement Strategies 2025 Q2 filed July 11, 2025
Deane Retirement Strategies 2025 Q1 filed April 14, 2025
Deane Retirement Strategies 2024 Q4 filed Jan. 23, 2025
Deane Retirement Strategies 2024 Q3 filed Oct. 3, 2024
Deane Retirement Strategies 2024 Q2 filed July 9, 2024
Deane Retirement Strategies 2023 Q1 restated filed April 23, 2024
Deane Retirement Strategies 2023 Q2 restated filed April 23, 2024
Deane Retirement Strategies 2023 Q3 restated filed April 23, 2024
Deane Retirement Strategies 2023 Q4 restated filed April 23, 2024
Deane Retirement Strategies 2024 Q1 filed April 9, 2024
Deane Retirement Strategies 2023 Q4 filed Jan. 18, 2024
Deane Retirement Strategies 2023 Q3 filed Oct. 25, 2023
Deane Retirement Strategies 2023 Q2 filed July 7, 2023
Deane Retirement Strategies 2023 Q1 filed April 24, 2023
Deane Retirement Strategies 2022 Q4 filed Jan. 23, 2023

View all past filings

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