Deane Retirement Strategies

Deane Retirement Strategies as of Dec. 31, 2024

Portfolio Holdings for Deane Retirement Strategies

Deane Retirement Strategies holds 71 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares 20 Yr Treasury Etf Etf (TLT) 10.4 $21M 237k 87.33
Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP) 6.2 $12M 256k 48.42
Vanguard Russell 1000 Growth Etf Etf (VONG) 5.4 $11M 104k 103.30
Vanguard Short-term Treasury Etf Etf (VGSH) 5.2 $10M 179k 58.18
Vanguard Russell 1000 Value Etf Etf (VONV) 4.8 $9.6M 118k 81.25
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV) 4.8 $9.6M 95k 100.32
Ishares 7-10 Yr Treasury Bond Etf Etf (IEF) 4.7 $9.4M 102k 92.45
Intuitive Surgical Stock (ISRG) 2.6 $5.2M 10k 521.96
Dow Stock (DOW) 2.6 $5.1M 127k 40.13
Newmont Corp Stock (NEM) 2.4 $4.8M 129k 37.22
Ishares Gold Trust Etf (IAU) 2.4 $4.8M 97k 49.51
Spdr Gold Shares Etf (GLD) 2.3 $4.7M 19k 242.13
Netflix Stock (NFLX) 2.3 $4.6M 5.1k 891.32
Vulcan Matls Stock (VMC) 2.2 $4.5M 17k 257.23
Oreilly Automotive Stock (ORLY) 2.2 $4.4M 3.7k 1185.80
Johnson & Johnson Stock (JNJ) 2.1 $4.2M 29k 144.62
Exxon Mobil Corp Stock (XOM) 2.1 $4.1M 38k 107.57
Honeywell Intl Stock (HON) 2.0 $4.0M 18k 225.89
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 2.0 $4.0M 8.8k 453.28
The Trade Desk Inc Com Cl A Stock (TTD) 2.0 $3.9M 33k 117.53
Tjx Cos Stock (TJX) 1.9 $3.7M 31k 120.81
Adobe Sys Stock (ADBE) 1.8 $3.6M 8.1k 444.68
Amazon.com Stock (AMZN) 1.7 $3.5M 16k 219.39
Meta Platforms Inc Cl A Stock (META) 1.7 $3.4M 5.8k 585.51
Us Bancorp Del Stock (USB) 1.7 $3.4M 71k 47.83
Google Stock (GOOGL) 1.7 $3.4M 18k 189.30
American Express Stock (AXP) 1.6 $3.3M 11k 296.79
Chevron Corp Stock (CVX) 1.6 $3.1M 22k 144.84
Arista Networks Stock (ANET) 1.5 $3.0M 27k 110.99
Texas Instrs Stock (TXN) 1.5 $2.9M 16k 187.51
Comcast Corp New Cl A Stock (CMCSA) 1.5 $2.9M 77k 37.53
Mastercard Stock (MA) 1.4 $2.8M 5.2k 526.57
Micron Technology Stock (MU) 1.4 $2.7M 32k 84.16
Cloudflare Inc Cl A Stock (NET) 1.3 $2.5M 24k 107.68
Walmart Stock (WMT) 1.2 $2.4M 26k 90.35
Jpmorgan Chase & Co Stock (JPM) 1.2 $2.3M 9.8k 239.71
Nike Inc Class B Stock (NKE) 1.0 $1.9M 25k 75.67
Valaris Ltd Cl A Stock (VAL) 1.0 $1.9M 43k 44.24
Blade Air Mobility Inc Cl A Stock (SRTA) 0.5 $1.1M 250k 4.25
Linde Stock (LIN) 0.5 $931k 2.2k 418.67
Spdr Portfolio S&p 500 Etf Etf (SPYM) 0.5 $906k 13k 68.94
Purecycle Technologies Stock (PCT) 0.3 $695k 68k 10.25
Apple Stock (AAPL) 0.2 $427k 1.7k 250.42
Raymond James Finl Stock (RJF) 0.1 $234k 1.5k 155.33
Ishares 1-3 Year Treasury Bond Etf Etf (SHY) 0.1 $135k 1.6k 81.98
Ishares U.s. Treasury Bond Etf Etf (GOVT) 0.1 $133k 5.8k 22.98
Royal Carribbean Cruises Stock (RCL) 0.1 $104k 451.00 230.69
Vanguard S&p 500 Etf Etf (VOO) 0.0 $95k 176.00 538.81
Ishares Gold Trust Micro Etf Of Benef Interest Etf (IAUM) 0.0 $69k 2.6k 26.17
Palo Alto Networks Stock (PANW) 0.0 $66k 304.00 216.14
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL) 0.0 $62k 679.00 91.43
Disney Walt Stock (DIS) 0.0 $60k 536.00 111.35
Amgen Stock (AMGN) 0.0 $26k 100.00 260.64
Spdr Dow Jones Industrial Etf Etf (DIA) 0.0 $21k 50.00 425.50
Starbucks Corp Stock (SBUX) 0.0 $19k 206.00 91.25
Simplify Managed Futures Strategy Etf Etf (CTA) 0.0 $12k 416.00 27.89
Ishares Core Msci International Developed Markets Etf Etf (IDEV) 0.0 $11k 177.00 64.47
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC) 0.0 $11k 203.00 55.45
Imgp Dbi Managed Futures Strategy Etf Etf (DBMF) 0.0 $11k 406.00 26.16
Pacer Trendpilot Us Large Cap Etf Etf (PTLC) 0.0 $7.8k 146.00 53.44
Fairlead Tactical Sector Etf Etf (TACK) 0.0 $7.8k 284.00 27.35
Ishares Bitcoin Trust Etf Etf (IBIT) 0.0 $5.8k 109.00 53.05
Alpha Architect Us Quantitative Value Etf Etf (QVAL) 0.0 $5.8k 129.00 44.64
Alpha Architect International Quantitative Value Etf Etf (IVAL) 0.0 $5.7k 239.00 24.02
Spdr Gold Minishares Trust Etf (GLDM) 0.0 $5.6k 107.00 51.99
General Motors Corp Stock (GM) 0.0 $5.3k 100.00 53.27
Baidu Adr (BIDU) 0.0 $4.2k 50.00 84.32
Ge Aerospace Stock (GE) 0.0 $2.3k 14.00 166.79
Ge Vernova Stock (GEV) 0.0 $658.000000 2.00 329.00
Ge Healthcare Technologies Stock (GEHC) 0.0 $313.000000 4.00 78.25
Wells Fargo Stock (WFC) 0.0 $140.000000 2.00 70.00