Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Deane Retirement Strategies

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

Top 5 stock holdings are VTIP, VEA, GOVT, VGLT, PTLC, and represent 28.59% of Deane Retirement Strategies's stock portfolio.
Added to shares of these 10 stocks: VGLT (+$12M), GOVT (+$12M), EDV (+$11M), XLV (+$8.1M), HII (+$5.2M), PCAR, XOP, LOW, DOW, LIN.
Started 13 new stock positions in EDV, PCAR, SPSM, TIP, LIN, IEMG, SPIP, XLV, XOP, VGLT. LOW, DOW, HII.
Reduced shares in these 10 stocks: IJR (-$766M), STIP (-$188M), VGSH (-$38M), PAVE (-$9.2M), BRK.B, , , CAT, GOOGL, IJH.
Sold out of its positions in BRK.B, COST, PAVE, IJH, EMXC, IBIT, ETHA, PTIN, XLI, NOW. VOO, LAES.
Deane Retirement Strategies was a net seller of stock by $-955M.
Deane Retirement Strategies has $242M in assets under management (AUM), dropping by 3.95%.
Central Index Key (CIK): 0001659346

Tip: Access up to 7 years of quarterly data

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

Download as csv

Download as Excel

Portfolio Holdings for Deane Retirement Strategies

Deane Retirement Strategies holds 71 positions in its portfolio as reported in the December 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)	7.8	$19M		382k	49.46	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	5.3	$13M		206k	62.47	View chart
Ishares U.s. Treasury Bond Etf Etf (GOVT)	5.2	$13M	+9688%	546k	22.87	View chart
Vanguard Long-term Treasury Etf Etf (VGLT)	5.1	$12M	NEW	224k	55.43	View chart
Pacer Trendpilot Us Large Cap Etf Etf (PTLC)	5.1	$12M		223k	55.58	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	4.9	$12M		132k	89.46	View chart
Vanguard Extended Duration Treasury Etf Etf (EDV)	4.6	$11M	NEW	172k	64.62	View chart
State Street Health Care Select Sector Spdr Etf Etf (XLV)	3.4	$8.1M	NEW	53k	155.35	View chart
Spdr Gold Shares Etf (GLD)	3.3	$8.0M		20k	396.31	View chart
Amazon.com Stock (AMZN)	3.0	$7.2M	+26%	31k	230.50	View chart
Adobe Sys Stock (ADBE)	3.0	$7.2M	+57%	21k	349.23	View chart
Salesforce Stock (CRM)	2.9	$6.9M	+34%	26k	264.42	View chart
Ishares Gold Trust Etf (IAU)	2.6	$6.4M	+2%	79k	81.17	View chart
Imgp Dbi Managed Futures Strategy Etf Etf (DBMF)	2.5	$6.1M		217k	28.06	View chart
Apple Stock (AAPL)	2.5	$6.0M		22k	271.86	View chart
Mastercard Stock (MA)	2.4	$5.9M		10k	570.88	View chart
Simplify Managed Futures Strategy Etf Etf (CTA)	2.2	$5.3M		195k	27.26	View chart
Google Stock (GOOGL)	2.2	$5.2M	-42%	17k	314.33	View chart
Huntington Ingalls Inds Stock (HII)	2.2	$5.2M	NEW	16k	338.03	View chart
Oreilly Automotive Stock (ORLY)	2.1	$5.1M		56k	91.21	View chart
Walmart Stock (WMT)	2.1	$5.1M		46k	111.41	View chart
Vulcan Matls Stock (VMC)	2.1	$5.0M		18k	285.22	View chart
Paccar Stock (PCAR)	2.1	$5.0M	NEW	46k	108.85	View chart
Exxon Mobil Corp Stock (XOM)	2.1	$5.0M		41k	120.34	View chart
Tjx Cos Stock (TJX)	2.0	$4.9M		32k	153.61	View chart
Lockheed Martin Corp Stock (LMT)	2.0	$4.7M		9.8k	483.67	View chart
State Street Spdr S&p Oil & Gas Exploration & Production Etf Etf (XOP)	2.0	$4.7M	NEW	38k	126.26	View chart
Lowes Cos Stock (LOW)	1.9	$4.7M	NEW	20k	241.16	View chart
Texas Instrs Stock (TXN)	1.9	$4.7M		27k	173.49	View chart
Dow Stock (DOW)	1.9	$4.6M	NEW	198k	23.24	View chart
Linde Stock (LIN)	1.9	$4.5M	NEW	11k	423.64	View chart
Caterpillar Stock (CAT)	1.7	$4.1M	-50%	7.1k	572.87	View chart
Newmont Corp Stock (NEM)	1.7	$4.0M	-40%	41k	99.85	View chart
Vaneck Junior Gold Miners Etf Etf (GDXJ)	1.1	$2.6M	-46%	23k	113.78	View chart
State Street Spdr Portfolio S&p 500 Etf Etf (SPYM)	0.4	$936k		12k	80.22	View chart
Netflix Stock (NFLX)	0.2	$405k	-7%	3.8k	106.34	View chart
Raymond James Finl Stock (RJF)	0.2	$403k		2.5k	160.59	View chart
Ishares Gold Trust Micro Etf Of Benef Interest Etf (IAUM)	0.1	$151k	+43%	3.5k	42.99	View chart
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)	0.1	$133k		1.6k	82.82	View chart
Chevron Corp Stock (CVX)	0.1	$130k		853.00	152.41	View chart
Royal Carribbean Cruises Stock (RCL)	0.1	$126k		451.00	278.92	View chart
Ishares 0-5 Year Tips Bond Etf Etf (STIP)	0.0	$107k	-99%	96.00	1118.82	View chart
Ishares Expanded Tech-software Sector Etf Etf (IGV)	0.0	$97k	+55%	919.00	105.69	View chart
Vanguard Short-term Treasury Etf Etf (VGSH)	0.0	$88k	-99%	426.00	206.11	View chart
State Street Consumer Discretionary Select Sector Spdr Etf Etf (XLY)	0.0	$68k	+100%	570.00	119.41	View chart
Disney Walt Stock (DIS)	0.0	$61k		536.00	113.77	View chart
State Street Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)	0.0	$61k	-87%	662.00	91.38	View chart
Merck & Co Stock (MRK)	0.0	$44k		415.00	105.26	View chart
Ford Mtr Stock (F)	0.0	$37k		2.8k	13.12	View chart
Amgen Stock (AMGN)	0.0	$33k		100.00	327.31	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.0	$29k	NEW	430.00	67.22	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.0	$29k	-99%	1.00	28603.00	View chart
Ishares Core Msci International Developed Markets Etf Etf (IDEV)	0.0	$28k	+26%	344.00	82.48	View chart
Spdr Gold Minishares Trust Of Beneficial Interest Etf (GLDM)	0.0	$28k		330.00	85.37	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.0	$26k	+15%	138.00	191.56	View chart
Spdr Dow Jones Industrial Etf Etf (DIA)	0.0	$24k		50.00	480.58	View chart
Duke Energy Corp Stock (DUK)	0.0	$23k		197.00	117.21	View chart
At&t Stock (T)	0.0	$21k		830.00	24.84	View chart
Citigroup Stock (C)	0.0	$19k		161.00	116.69	View chart
Starbucks Corp Stock (SBUX)	0.0	$17k		206.00	84.21	View chart
Enterprise Prods Partners Stock (EPD)	0.0	$17k		524.00	32.06	View chart
State Street Spdr Portfolio S&p 400 Mid Cap Etf Etf (SPMD)	0.0	$13k	+12%	226.00	57.91	View chart
State Street Spdr Portfolio S&p 600 Small Cap Etf Etf (SPSM)	0.0	$13k	NEW	279.00	46.86	View chart
Ishares Tips Bond Etf Etf (TIP)	0.0	$8.5k	NEW	77.00	109.91	View chart
State Street Spdr Portfolio Tips Etf Etf (SPIP)	0.0	$8.5k	NEW	326.00	25.95	View chart
General Motors Corp Stock (GM)	0.0	$8.1k		100.00	81.32	View chart
Baidu Adr (BIDU)	0.0	$6.5k		50.00	130.66	View chart
Verizon Communications Stock (VZ)	0.0	$6.0k		148.00	40.73	View chart
Ge Aerospace Stock (GE)	0.0	$4.3k		14.00	308.00	View chart
Ge Vernova Stock (GEV)	0.0	$1.3k		2.00	653.50	View chart
Ge Healthcare Technologies Stock (GEHC)	0.0	$328.000000		4.00	82.00	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 Q4 filed Jan. 28, 2026
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

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z