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 69 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Malvern Fds strm infproidx (VTIP) 12.5 $23M -12% 481k 46.71
Spdr Ser Tr 1 3 hgh yield (BIL) 12.5 $22M -11% 245k 91.47
iShares Lehman 1-3 Year Treas.Bond (SHY) 7.0 $13M +10850% 154k 81.17
Vanguard Sht Term Govt Bond ETF (VGSH) 6.9 $12M NEW 214k 57.82
Vanguard FTSE All-World ex-US ETF (VEU) 6.0 $11M NEW 214k 50.14
Invesco S&p 500 Low Volatility Etf (SPLV) 4.9 $8.9M 139k 63.90
Invesco Exchange Traded Fd T s&p500 pur val (RPV) 3.1 $5.6M NEW 71k 77.98
Ishares Tr Msci Usa Momentum Factor (MTUM) 3.0 $5.4M NEW 37k 145.93
Schlumberger (SLB) 2.3 $4.0M 76k 53.46
Health Care SPDR (XLV) 2.2 $3.9M 29k 135.85
iShares Dow Jones US Aerospace & Def.ETF (ITA) 2.0 $3.6M NEW 32k 111.86
Costco Wholesale Corporation (COST) 2.0 $3.5M NEW 7.7k 456.50
Nov (NOV) 1.8 $3.3M 159k 20.89
Spdr Ser Tr s&p oilgas exp (XOP) 1.8 $3.3M NEW 24k 135.88

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Devon Energy Corporation (DVN) 1.7 $3.0M 48k 61.51
Berkshire Hathaway (BRK.B) 1.5 $2.8M 8.9k 308.90
Wal-Mart Stores (WMT) 1.5 $2.7M +23% 19k 141.79
Exxon Mobil Corporation (XOM) 1.3 $2.4M 22k 110.30
Vulcan Materials Company (VMC) 1.3 $2.3M 13k 175.11
Mosaic (MOS) 1.2 $2.2M 51k 43.87
Dow (DOW) 1.2 $2.1M 42k 50.39
Chevron Corporation (CVX) 1.2 $2.1M 12k 179.49
Raytheon Technologies Corp (RTX) 1.2 $2.1M 21k 100.92
Coca-Cola Company (KO) 1.2 $2.1M 33k 63.61
FedEx Corporation (FDX) 1.1 $2.0M 12k 173.20
Norfolk Southern (NSC) 1.1 $2.0M 8.0k 246.42
Rockwell Automation (ROK) 1.1 $1.9M 7.4k 257.57
Johnson & Johnson (JNJ) 1.0 $1.9M 11k 176.65
United Parcel Service (UPS) 1.0 $1.9M 11k 173.84
Listed Fd Tr (INFL) 1.0 $1.8M NEW 59k 31.48
U.S. Bancorp (USB) 1.0 $1.8M 42k 43.61
Freeport-McMoRan Copper & Gold (FCX) 1.0 $1.8M -26% 48k 38.00
Ishares Msci Japan (EWJ) 1.0 $1.8M NEW 32k 54.44
Visa (V) 1.0 $1.8M NEW 8.5k 207.76
Newmont Mining Corporation (NEM) 1.0 $1.7M NEW 37k 47.20
MasterCard Incorporated (MA) 1.0 $1.7M NEW 5.0k 347.73
iShares MSCI South Korea Index Fund (EWY) 1.0 $1.7M NEW 31k 56.48
McDonald's Corporation (MCD) 0.9 $1.7M -12% 6.4k 263.53
Walt Disney Company (DIS) 0.9 $1.6M 18k 86.88
CF Industries Holdings (CF) 0.9 $1.6M NEW 19k 85.20
Purecycle Technologies (PCT) 0.7 $1.3M +50% 197k 6.76
Blade Air Mobility (BLDE) 0.5 $887k +86% 248k 3.58
Mp Materials Corp (MP) 0.4 $739k 30k 24.28
SPDR DJ Wilshire Large Cap (SPLG) 0.2 $437k -3% 9.7k 44.98
Ishares Tr cmn (GOVT) 0.2 $301k +5% 13k 22.72
Ishares Tr cmn (STIP) 0.1 $261k -98% 2.7k 96.96
iShares Barclays TIPS Bond Fund (TIP) 0.1 $231k 2.2k 106.44
Apple (AAPL) 0.1 $221k 1.7k 129.93
Raymond James Financial (RJF) 0.1 $161k 1.5k 106.85
Netflix (NFLX) 0.1 $112k 379.00 294.88
Amazon (AMZN) 0.0 $29k 340.00 84.00
Amgen (AMGN) 0.0 $26k 100.00 262.64
Royal Caribbean Cruises (RCL) 0.0 $22k 451.00 49.43
Starbucks Corporation (SBUX) 0.0 $20k 206.00 99.20
Proshares Tr short qqq (PSQ) 0.0 $17k -99% 1.2k 14.72
SPDR Dow Jones Industrial Average ETF (DIA) 0.0 $17k 50.00 331.34
Proshares Tr Short Russell2000 (RWM) 0.0 $14k -98% 565.00 24.60
SPDR Gold Trust (GLD) 0.0 $8.1k +54% 48.00 169.65
Invesco Db Us Dlr Index Tr bearish (UDN) 0.0 $7.8k NEW 423.00 18.50
Proshares Tr shrt hgh yield (SJB) 0.0 $6.9k NEW 364.00 19.00
Baidu Adr (BIDU) 0.0 $5.7k 50.00 114.38
Proshares Tr short s&p 500 ne (SH) 0.0 $3.7k -99% 230.00 16.03
General Motors Company (GM) 0.0 $3.4k 100.00 33.64
Proshares Short 7-10 Etf equity (TBX) 0.0 $3.3k NEW 116.00 28.65
ProShares Short 20+ Year Treasury ETF (TBF) 0.0 $3.3k NEW 145.00 22.68
Boeing Company (BA) 0.0 $1.3k -99% 7.00 190.43
Air Products & Chemicals (APD) 0.0 $1.2k -99% 4.00 308.25
Electronic Arts (EA) 0.0 $1.2k 10.00 122.20
General Electric (GE) 0.0 $1.2k 14.00 83.79

Past Filings by Deane Retirement Strategies

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

View all past filings