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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 SPTS, VGSH, VTIP, SGOV, VEU, and represent 33.42% of Deane Retirement Strategies's stock portfolio.
Added to shares of these 10 stocks: SPTS (+$16M), VGSH (+$16M), VEU (+$12M), VONG (+$9.8M), VONV (+$9.6M), QQQM (+$9.5M), USB, CMCSA, CVX, VUG.
Started 14 new stock positions in IVAL, CMCSA, SPTS, VEU, TACK, QQQM, DBMF, VGSH, VUG, IEMG. MOAT, QVAL, QMOM, USB.
Reduced shares in these 10 stocks: BIL (-$17M), USHY (-$9.4M), AMZN, LLY, AVGO, GDX, TXT, , PAVE, .
Sold out of its positions in GOOGL, AMAT, AVGO, CI, CP, PAVE, EMXC, RING, IFRA, USHY. LLY, EETH, RRC, SPY, XME, TXT, MMM, GDX.
Deane Retirement Strategies was a net buyer of stock by $3.6M.
Deane Retirement Strategies has $205M in assets under management (AUM), dropping by 5.26%.
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 73 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Portfolio Short Term Treasury Etf Etf (SPTS)	7.9	$16M	NEW	549k	29.41	View chart
Vanguard Short-term Treasury Etf Etf (VGSH)	7.9	$16M	NEW	273k	59.02	View chart
Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP)	6.1	$12M		252k	49.31	View chart
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)	5.9	$12M	-13%	121k	100.72	View chart
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU)	5.7	$12M	NEW	185k	63.02	View chart
Vanguard Russell 1000 Growth Etf Etf (VONG)	4.8	$9.8M	+32588%	102k	96.50	View chart
Vanguard Russell 1000 Value Etf Etf (VONV)	4.7	$9.6M	+33848%	116k	83.32	View chart
Invesco Nasdaq 100 Etf Etf (QQQM)	4.7	$9.5M	NEW	48k	200.83	View chart
Intuitive Surgical Stock (ISRG)	2.4	$4.9M		10k	490.77	View chart
Ishares Gold Trust Etf (IAU)	2.3	$4.7M		95k	49.72	View chart
Spdr Gold Shares Etf (GLD)	2.2	$4.6M		19k	243.14	View chart
Walmart Stock (WMT)	2.2	$4.4M		55k	80.70	View chart
Exxon Mobil Corp Stock (XOM)	2.1	$4.3M		37k	117.17	View chart
Oreilly Automotive Stock (ORLY)	2.1	$4.2M		3.7k	1151.36	View chart
Eog Resources Stock (EOG)	1.9	$4.0M		32k	122.91	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	1.9	$4.0M		8.6k	460.16	View chart
Flexshares Iboxx 3 Year Target Duration Tips Index Fund Etf (TDTT)	1.8	$3.7M		156k	24.05	View chart
Netflix Stock (NFLX)	1.8	$3.6M		5.1k	709.20	View chart
Tjx Cos Stock (TJX)	1.8	$3.6M		31k	117.54	View chart
The Trade Desk Inc Com Cl A Stock (TTD)	1.7	$3.6M		33k	109.64	View chart
Sherwin Williams Stock (SHW)	1.7	$3.6M		9.3k	381.71	View chart
Palo Alto Networks Stock (PANW)	1.6	$3.3M		9.8k	341.55	View chart
Meta Platforms Inc Cl A Stock (META)	1.6	$3.3M	-25%	5.8k	572.22	View chart
Us Bancorp Del Stock (USB)	1.6	$3.2M	NEW	70k	45.72	View chart
Texas Instrs Stock (TXN)	1.6	$3.2M		15k	206.68	View chart
Comcast Corp New Cl A Stock (CMCSA)	1.5	$3.2M	NEW	76k	41.76	View chart
Johnson & Johnson Stock (JNJ)	1.5	$3.2M		20k	162.03	View chart
Linde Stock (LIN)	1.5	$3.2M		6.6k	476.97	View chart
Chevron Corp Stock (CVX)	1.5	$3.1M	+2428%	21k	147.20	View chart
United Parcel Service Stock (UPS)	1.5	$3.0M		22k	136.25	View chart
American Express Stock (AXP)	1.4	$2.9M		11k	271.19	View chart
Microsoft Stock (MSFT)	1.4	$2.8M		6.6k	430.20	View chart
Arista Networks Stock (ANET)	1.3	$2.6M	-50%	6.7k	383.67	View chart
Mastercard Stock (MA)	1.2	$2.5M		5.2k	493.79	View chart
Freeport Mcmoran Copper Stock (FCX)	1.1	$2.4M		47k	49.99	View chart
Visa Stock (V)	1.1	$2.4M		8.6k	274.96	View chart
Valaris Ltd Cl A Stock (VAL)	1.1	$2.3M		41k	55.76	View chart
Adobe Sys Stock (ADBE)	0.9	$1.9M	-50%	3.7k	517.67	View chart
Vulcan Matls Stock (VMC)	0.8	$1.7M		6.6k	250.43	View chart
Spdr Portfolio S&p 500 Etf Etf (SPLG)	0.4	$916k	-2%	14k	67.51	View chart
Ishares Bitcoin Trust Etf Etf (IBIT)	0.4	$881k		24k	36.13	View chart
Blade Air Mobility Inc Cl A Stock (BLDE)	0.4	$737k		251k	2.94	View chart
Apple Stock (AAPL)	0.2	$397k		1.7k	233.00	View chart
Raymond James Finl Stock (RJF)	0.1	$185k		1.5k	122.46	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.1	$160k	-5%	303.00	527.67	View chart
Vanguard Growth Etf Etf (VUG)	0.1	$152k	NEW	397.00	383.93	View chart
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)	0.1	$139k		1.7k	83.15	View chart
Ishares U.s. Treasury Bond Etf Etf (GOVT)	0.1	$137k		5.9k	23.45	View chart
Royal Carribbean Cruises Stock (RCL)	0.0	$80k		451.00	177.36	View chart
Ishares Gold Trust Micro Etf Of Benef Interest Etf (IAUM)	0.0	$70k	+22%	2.7k	26.25	View chart
Amazon.com Stock (AMZN)	0.0	$63k	-98%	340.00	186.33	View chart
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)	0.0	$63k	-99%	684.00	91.81	View chart
Ishares 0-5 Year Tips Bond Etf Etf (STIP)	0.0	$62k	+12%	608.00	101.32	View chart
Disney Walt Stock (DIS)	0.0	$52k		536.00	96.19	View chart
Amgen Stock (AMGN)	0.0	$32k		100.00	322.21	View chart
Spdr Dow Jones Industrial Etf Etf (DIA)	0.0	$21k		50.00	423.12	View chart
Starbucks Corp Stock (SBUX)	0.0	$20k		206.00	97.49	View chart
Ishares Core Msci International Developed Markets Etf Etf (IDEV)	0.0	$12k	+5%	168.00	70.83	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.0	$12k	NEW	205.00	57.41	View chart
Simplify Managed Futures Strategy Etf Etf (CTA)	0.0	$11k	-45%	416.00	26.00	View chart
Imgp Dbi Managed Futures Strategy Etf Etf (DBMF)	0.0	$11k	NEW	383.00	28.13	View chart
Fairlead Tactical Sector Etf Etf (TACK)	0.0	$11k	NEW	378.00	28.13	View chart
Baidu Adr (BIDU)	0.0	$5.3k		50.00	105.30	View chart
Spdr Gold Minishares Trust Etf (GLDM)	0.0	$4.9k		94.00	52.13	View chart
General Motors Corp Stock (GM)	0.0	$4.5k		100.00	44.84	View chart
Vaneck Morningstar Wide Moat Etf Etf (MOAT)	0.0	$3.2k	NEW	33.00	96.94	View chart
Alpha Architect International Quantitative Value Etf Etf (IVAL)	0.0	$3.2k	NEW	124.00	25.79	View chart
Alpha Architect Us Quantitative Value Etf Etf (QVAL)	0.0	$3.2k	NEW	69.00	46.13	View chart
Alpha Architect U.s. Quantitative Momentum Etf Etf (QMOM)	0.0	$3.1k	NEW	49.00	64.18	View chart
Ge Aerospace Stock (GE)	0.0	$2.6k		14.00	188.57	View chart
Ge Vernova Stock (GEV)	0.0	$510.000000		2.00	255.00	View chart
Ge Healthcare Technologies Stock (GEHC)	0.0	$375.000000		4.00	93.75	View chart
Wells Fargo Stock (WFC)	0.0	$113.000000		2.00	56.50	View chart

Past Filings by Deane Retirement Strategies

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

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
Deane Retirement Strategies 2022 Q3 filed Oct. 11, 2022
Deane Retirement Strategies 2022 Q2 filed July 7, 2022
Deane Retirement Strategies 2022 Q1 filed April 14, 2022
Deane Retirement Strategies 2021 Q4 filed Jan. 19, 2022

View all past filings

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