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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 TIP, STIP, VTIP, XOP, SH, and represent 36.53% of Deane Retirement Strategies's stock portfolio.
Added to shares of these 10 stocks: TIP (+$24M), STIP (+$21M), SH (+$13M), PSQ (+$9.5M), XOP (+$7.7M), ITA (+$7.4M), CF (+$6.3M), CTA (+$6.2M), VLO (+$5.5M), OIH (+$5.4M).
Started 14 new stock positions in Simplify, PCT, NOW, GRID, EOG, OIH, VLO, PAVE, SH, CF. INTC, SGOV, PSQ, ITA.
Reduced shares in these 10 stocks: VEA (-$13M), GOVT (-$13M), VGLT (-$12M), IEFA (-$12M), EDV (-$11M), XLV (-$7.7M), DBMF (-$6.5M), AMZN (-$6.5M), WMT (-$5.7M), AAPL (-$5.6M).
Sold out of its positions in T, AMGN, BIDU, CVX, C, DIS, DUK, EPD, F, GEHC.
Deane Retirement Strategies was a net seller of stock by $-1.5M.
Deane Retirement Strategies has $249M in assets under management (AUM), dropping by 2.85%.
Central Index Key (CIK): 0001659346

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Portfolio Holdings for Deane Retirement Strategies

Deane Retirement Strategies holds 57 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tips Bond Etf Etf (TIP)	9.5	$24M	+278383%	214k	110.36	View chart
Ishares 0-5 Year Tips Bond Etf Etf (STIP)	8.2	$21M	+206229%	198k	103.43	View chart
Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP)	7.7	$19M		383k	49.95	View chart
State Street Spdr S&p Oil & Gas Exploration & Production Etf Etf (XOP)	5.8	$15M	+113%	80k	181.96	View chart
Proshares Short S&p500 Etf (SH)	5.2	$13M	NEW	342k	37.93	View chart
Simplify Managed Futures Strategy Etf Etf (CTA)	4.9	$12M	+105%	399k	30.23	View chart
Pacer Trendpilot Us Large Cap Etf Etf (PTLC)	4.7	$12M		222k	52.43	View chart
Proshares Short Qqq Etf (PSQ)	3.8	$9.5M	NEW	296k	32.19	View chart
Spdr Gold Shares Etf (GLD)	3.6	$8.9M	+2%	21k	429.75	View chart
Ishares Gold Trust Etf (IAU)	3.2	$8.0M	+14%	91k	88.04	View chart
Ishares U.s. Aerospace & Defense Etf Etf (ITA)	3.0	$7.4M	NEW	34k	218.47	View chart
Adobe Sys Stock (ADBE)	2.7	$6.7M	+34%	28k	243.01	View chart
Cf Industries Hold Stock (CF)	2.6	$6.3M	NEW	49k	130.11	View chart
Dow Hldgs Stock (DOW)	2.5	$6.1M	-25%	147k	41.66	View chart
Lockheed Martin Corp Stock (LMT)	2.4	$5.9M		9.8k	604.19	View chart
Huntington Ingalls Inds Stock (HII)	2.4	$5.9M		16k	379.52	View chart
Exxon Mobil Corp Stock (XOM)	2.2	$5.6M	-20%	33k	169.73	View chart
Valero Energy Corp Stock (VLO)	2.2	$5.5M	NEW	22k	247.19	View chart
Vaneck Oil Services Etf Etf (OIH)	2.2	$5.4M	NEW	14k	404.13	View chart
Linde Stock (LIN)	2.2	$5.4M	+2%	11k	495.89	View chart
Texas Instrs Stock (TXN)	2.1	$5.2M		27k	193.87	View chart
Eog Resources Stock (EOG)	2.1	$5.2M	NEW	36k	144.76	View chart
Global X U.s. Infrastructure Development Etf Etf (PAVE)	2.0	$5.0M	NEW	99k	50.75	View chart
Caterpillar Stock (CAT)	2.0	$5.0M		7.1k	707.02	View chart
Salesforce Stock (CRM)	2.0	$4.9M		26k	186.61	View chart
Google Stock (GOOGL)	1.9	$4.8M		17k	287.07	View chart
Intel Corp Stock (INTC)	1.9	$4.7M	NEW	106k	44.03	View chart
Servicenow Stock (NOW)	1.9	$4.6M	NEW	44k	104.56	View chart
First Trust Nasdaq Clean Edge Smart Grid Infrastructure Index Etf (GRID)	1.4	$3.5M	NEW	21k	163.35	View chart
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)	1.0	$2.4M	NEW	24k	100.66	View chart
Purecycle Technologies Stock (PCT)	0.5	$1.2M	NEW	227k	5.19	View chart
State Street Spdr Portfolio S&p 500 Etf Etf (SPYM)	0.2	$400k	-55%	5.2k	76.54	View chart
State Street Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)	0.1	$134k	+121%	1.5k	91.64	View chart
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)	0.1	$133k		1.6k	82.57	View chart
Spdr Gold Minishares Trust Of Beneficial Interest Etf (GLDM)	0.1	$127k	+314%	1.4k	92.69	View chart
Vanguard Long-term Treasury Etf Etf (VGLT)	0.0	$11k	-99%	197.00	55.36	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	0.0	$11k	-99%	168.00	64.08	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.0	$10k	-99%	113.00	90.53	View chart
Ishares U.s. Treasury Bond Etf Etf (GOVT)	0.0	$9.4k	-99%	412.00	22.91	View chart
Vanguard Extended Duration Treasury Etf Etf (EDV)	0.0	$9.0k	-99%	138.00	64.95	View chart
Tjx Cos Stock (TJX)	0.0	$6.7k	-99%	42.00	159.69	View chart
State Street Health Care Select Sector Spdr Etf Etf (XLV)	0.0	$6.2k	-99%	42.00	146.62	View chart
Imgp Dbi Managed Futures Strategy Etf Etf (DBMF)	0.0	$5.2k	-99%	173.00	30.15	View chart
Amazon.com Stock (AMZN)	0.0	$5.2k	-99%	25.00	208.28	View chart
Walmart Stock (WMT)	0.0	$4.6k	-99%	37.00	124.27	View chart
Paccar Stock (PCAR)	0.0	$4.2k	-99%	36.00	115.50	View chart
Oreilly Automotive Stock (ORLY)	0.0	$4.2k	-99%	45.00	92.31	View chart
Mastercard Stock (MA)	0.0	$4.0k	-99%	8.00	499.62	View chart
Simplify Us Equity Plus Managed Futures Strategy Etf Etf	0.0	$4.0k	NEW	149.00	26.79	View chart
Newmont Corp Stock (NEM)	0.0	$3.9k	-99%	36.00	108.25	View chart
Vulcan Matls Stock (VMC)	0.0	$3.8k	-99%	14.00	272.29	View chart
Apple Stock (AAPL)	0.0	$3.8k	-99%	15.00	253.80	View chart
Lowes Cos Stock (LOW)	0.0	$3.5k	-99%	15.00	236.27	View chart
Ishares Gold Trust Micro Etf Of Benef Interest Etf (IAUM)	0.0	$2.2k	-98%	48.00	46.71	View chart
Vaneck Junior Gold Miners Etf Etf (GDXJ)	0.0	$2.2k	-99%	18.00	120.06	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.0	$2.1k	-93%	30.00	69.77	View chart
Ishares Core Msci International Developed Markets Etf Etf (IDEV)	0.0	$2.1k	-92%	25.00	83.56	View chart

Past Filings by Deane Retirement Strategies

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

Deane Retirement Strategies 2026 Q1 filed April 7, 2026
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

View all past filings

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