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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, TLT, GOVT, PTLC, DBMF, and represent 29.13% of Deane Retirement Strategies's stock portfolio.
Added to shares of these 10 stocks: TLT (+$12M), GOVT (+$12M), DBMF (+$10M), TIP (+$6.4M), LTPZ (+$6.1M), CSCO, ETN, GEV, TXN, CAT.
Started 12 new stock positions in VBIL, ETN, GEV, AMGN, USHY, VGLT, DBMF, TLT, GOVT, CSCO. LTPZ, RCL.
Reduced shares in these 10 stocks: STIP (-$19M), CTA (-$16M), VLO (-$8.3M), DOW (-$5.5M), , AVGO, CF, TTD, NFLX, PCT.
Sold out of its positions in AVGO, HCA, SHY, NFLX, NEM, BIL, SDMF, CTAP, CTA, TJX. TTD.
Deane Retirement Strategies was a net seller of stock by $-3.9M.
Deane Retirement Strategies has $244M in assets under management (AUM), dropping by 3.34%.
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 53 positions in its portfolio as reported in the September 2026 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)	9.9	$24M		489k	49.22	View chart
Ishares 20 Yr Treasury Etf Etf (TLT)	5.1	$12M	NEW	159k	77.91	View chart
Ishares U.s. Treasury Bond Etf Etf (GOVT)	5.1	$12M	NEW	567k	21.87	View chart
Pacer Trendpilot Us Large Cap Etf Etf (PTLC)	5.0	$12M	-6%	204k	59.52	View chart
Imgp Dbi Managed Futures Strategy Etf Etf (DBMF)	4.1	$10M	NEW	311k	32.53	View chart
Ishares Gold Trust Etf (IAU)	3.9	$9.5M		122k	78.11	View chart
Spdr Gold Shares Etf (GLD)	3.7	$9.1M		24k	380.92	View chart
Chevron Corporation Stock (CVX)	3.4	$8.2M		40k	204.22	View chart
Exxonmobil Holdings Corp Stock	3.2	$7.7M		48k	162.70	View chart
Google Stock (GOOGL)	2.9	$7.0M		20k	343.96	View chart
Salesforce Stock (CRM)	2.9	$7.0M		30k	229.41	View chart
Amazon.com Stock (AMZN)	2.8	$6.9M	+4%	28k	249.05	View chart
Microsoft Stock (MSFT)	2.7	$6.5M		13k	512.75	View chart
Servicenow Stock (NOW)	2.7	$6.5M		48k	133.86	View chart
Ishares Tips Bond Etf Etf (TIP)	2.6	$6.4M	+11145%	62k	103.57	View chart
Pimco 15 Year Us Tips Index Exchange-traded Fund Etf (LTPZ)	2.5	$6.1M	NEW	135k	45.10	View chart
Johnson & Johnson Stock (JNJ)	2.4	$5.8M		22k	264.84	View chart
Mckesson Corp Stock (MCK)	2.3	$5.7M		6.7k	854.22	View chart
Visa Stock (V)	2.3	$5.6M		16k	359.57	View chart
Adobe Sys Stock (ADBE)	2.3	$5.6M		23k	239.69	View chart
Union Pac Corp Stock (UNP)	2.1	$5.1M		19k	272.20	View chart
Procter & Gamble Stock (PG)	2.1	$5.1M		35k	145.39	View chart
Linde Stock (LIN)	2.1	$5.1M		11k	474.60	View chart
Cisco Sys Stock (CSCO)	2.0	$5.0M	NEW	46k	107.60	View chart
Mondelez Intl Inc Cl A Stock (MDLZ)	1.9	$4.8M		82k	57.87	View chart
Eaton Corp Stock (ETN)	1.9	$4.7M	NEW	11k	429.84	View chart
Eog Resources Stock (EOG)	1.9	$4.7M	-2%	34k	137.83	View chart
Ge Vernova Stock (GEV)	1.9	$4.6M	NEW	4.9k	951.02	View chart
Cf Industries Hold Stock (CF)	1.9	$4.6M	-35%	40k	115.22	View chart
Factset Resh Sys Stock (FDS)	1.8	$4.4M		16k	269.58	View chart
Texas Instrs Stock (TXN)	1.5	$3.8M	+54%	14k	280.17	View chart
Chubb Stock (CB)	1.5	$3.7M		12k	325.50	View chart
Jpmorgan Chase & Co Stock (JPM)	1.1	$2.7M		8.2k	330.98	View chart
Wells Fargo & Co Stock (WFC)	1.1	$2.7M		34k	80.07	View chart
Caterpillar Stock (CAT)	1.1	$2.6M	+23%	3.3k	811.29	View chart
American Express Stock (AXP)	1.0	$2.5M		8.1k	304.15	View chart
Zoetis Inc Cl A Stock (ZTS)	0.9	$2.2M		31k	69.85	View chart
State Street Spdr Portfolio S&p 500 Etf Etf (SPYM)	0.2	$583k	+37%	6.5k	89.76	View chart
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)	0.1	$123k	-29%	1.2k	100.64	View chart
Royal Carribbean Cruises Stock (RCL)	0.0	$120k	NEW	451.00	265.86	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.0	$116k		559.00	208.02	View chart
Spdr Gold Minishares Trust Of Beneficial Interest Etf (GLDM)	0.0	$68k	-36%	832.00	82.18	View chart
Valero Energy Corp Stock (VLO)	0.0	$65k	-99%	167.00	387.61	View chart
Amgen Stock (AMGN)	0.0	$42k	NEW	100.00	421.51	View chart
Vanguard Long-term Treasury Etf Etf (VGLT)	0.0	$30k	NEW	603.00	50.14	View chart
Purecycle Technologies Stock (PCT)	0.0	$21k	-97%	4.8k	4.41	View chart
Ishares Broad Usd High Yield Corporate Bond Etf Etf (USHY)	0.0	$20k	NEW	560.00	35.72	View chart
Vanguard 0-3 Month Treasury Bill Etf Etf (VBIL)	0.0	$15k	NEW	203.00	75.72	View chart
Dow Hldgs Stock (DOW)	0.0	$12k	-99%	437.00	27.54	View chart
Ishares Core Msci International Developed Markets Etf Etf (IDEV)	0.0	$2.2k		25.00	89.48	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.0	$2.2k		27.00	81.15	View chart
Ishares Gold Trust Micro Etf Of Benef Interest Etf (IAUM)	0.0	$2.1k		51.00	41.41	View chart
Ishares 0-5 Year Tips Bond Etf Etf (STIP)	0.0	$2.0k	-99%	20.00	99.70	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 Q3 filed Oct. 9, 2026
Deane Retirement Strategies 2026 Q2 filed July 9, 2026
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

View all past filings

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