Deane Retirement Strategies

Deane Retirement Strategies as of March 31, 2025

Portfolio Holdings for Deane Retirement Strategies

Deane Retirement Strategies holds 71 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares 20 Yr Treasury Etf Etf (TLT) 10.6 $22M 244k 90.99
Ishares 7-10 Yr Treasury Bond Etf Etf (IEF) 7.2 $15M 158k 95.36
Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP) 6.3 $13M 264k 49.90
Vanguard Extended Duration Treasury Etf Etf (EDV) 6.0 $13M 178k 71.06
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU) 5.3 $11M 185k 60.68
Vanguard Short-term Treasury Etf Etf (VGSH) 5.2 $11M 184k 58.69
Vanguard Russell 1000 Value Etf Etf (VONV) 4.9 $10M 124k 82.50
Ishares Core Msci Eafe Etf Etf (IEFA) 4.7 $9.9M 131k 75.69
Utilities Select Sector Spdr Fund Etf (XLU) 4.2 $8.8M 112k 78.81
Newmont Corp Stock (NEM) 3.0 $6.4M 132k 48.27
Ishares Gold Trust Etf (IAU) 2.8 $5.9M 100k 58.92
Spdr Gold Shares Etf (GLD) 2.7 $5.7M 20k 287.96
Oreilly Automotive Stock (ORLY) 2.5 $5.3M 3.7k 1431.42
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 2.3 $4.8M 9.0k 532.33
Exxon Mobil Corp Stock (XOM) 2.3 $4.7M 40k 118.88
Amazon.com Stock (AMZN) 2.2 $4.7M 25k 190.38
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV) 2.2 $4.6M 46k 100.67
Dow Stock (DOW) 2.2 $4.5M 130k 34.89
Google Stock (GOOGL) 2.1 $4.5M 29k 154.63
Vulcan Matls Stock (VMC) 2.0 $4.1M 18k 233.29
Tjx Cos Stock (TJX) 1.8 $3.9M 32k 121.64
Chevron Corp Stock (CVX) 1.8 $3.7M 22k 167.24
Netflix Stock (NFLX) 1.5 $3.2M 3.4k 932.59
Us Bancorp Del Stock (USB) 1.5 $3.0M 72k 42.22
American Express Stock (AXP) 1.4 $3.0M 11k 268.89
Comcast Corp New Cl A Stock (CMCSA) 1.4 $3.0M 80k 36.89
Mastercard Stock (MA) 1.4 $2.9M 5.3k 547.80
Texas Instrs Stock (TXN) 1.4 $2.9M 16k 179.55
Jpmorgan Chase & Co Stock (JPM) 1.2 $2.5M 10k 245.17
Vaneck Junior Gold Miners Etf Etf (GDXJ) 1.2 $2.5M 43k 57.18
Walmart Stock (WMT) 1.1 $2.3M 27k 87.62
The Trade Desk Inc Com Cl A Stock (TTD) 0.9 $1.9M 35k 54.77
Ishares Bitcoin Trust Etf Etf (IBIT) 0.5 $1.0M 22k 46.81
Linde Stock (LIN) 0.4 $848k 1.8k 465.64
Spdr Portfolio S&p 500 Etf Etf (SPYM) 0.4 $770k 12k 65.76
Blade Air Mobility Inc Cl A Stock (SRTA) 0.3 $700k 256k 2.73
Purecycle Technologies Stock (PCT) 0.2 $493k 71k 6.92
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL) 0.2 $398k 4.3k 91.73
Apple Stock (AAPL) 0.2 $379k 1.7k 222.13
Raymond James Finl Stock (RJF) 0.1 $209k 1.5k 138.91
Ishares U.s. Treasury Bond Etf Etf (GOVT) 0.1 $128k 5.5k 22.98
Ishares 1-3 Year Treasury Bond Etf Etf (SHY) 0.1 $127k 1.5k 82.73
Royal Carribbean Cruises Stock (RCL) 0.0 $93k 451.00 205.44
Ishares Gold Trust Micro Etf Of Benef Interest Etf (IAUM) 0.0 $86k 2.8k 31.17
Vanguard S&p 500 Etf Etf (VOO) 0.0 $53k 104.00 513.91
Disney Walt Stock (DIS) 0.0 $53k 536.00 98.70
Palo Alto Networks Stock (PANW) 0.0 $52k 304.00 170.64
Amgen Stock (AMGN) 0.0 $31k 100.00 311.55
Spdr Dow Jones Industrial Etf Etf (DIA) 0.0 $21k 50.00 419.88
Starbucks Corp Stock (SBUX) 0.0 $20k 206.00 98.09
Simplify Managed Futures Strategy Etf Etf (CTA) 0.0 $19k 640.00 29.60
Ishares Core Msci International Developed Markets Etf Etf (IDEV) 0.0 $19k 272.00 68.89
Ishares Core Msci Emerging Markets Etf Etf (IEMG) 0.0 $19k 343.00 53.97
Imgp Dbi Managed Futures Strategy Etf Etf (DBMF) 0.0 $18k 696.00 25.26
Vanguard Russell 1000 Growth Etf Etf (VONG) 0.0 $16k 174.00 92.79
Intuitive Surgical Stock (ISRG) 0.0 $15k 31.00 495.26
Arista Networks Stock (ANET) 0.0 $13k 169.00 77.48
Valaris Ltd Cl A Stock (VAL) 0.0 $13k 322.00 39.26
Fairlead Tactical Sector Etf Etf (TACK) 0.0 $12k 457.00 27.19
Pacer Trendpilot Us Large Cap Etf Etf (PTLC) 0.0 $12k 229.00 51.45
Spdr Gold Minishares Trust Etf (GLDM) 0.0 $10k 164.00 61.89
Cloudflare Inc Cl A Stock (NET) 0.0 $9.6k 85.00 112.69
Alpha Architect International Quantitative Value Etf Etf (IVAL) 0.0 $9.4k 368.00 25.54
Alpha Architect Us Quantitative Value Etf Etf (QVAL) 0.0 $8.3k 194.00 42.65
Nike Inc Class B Stock (NKE) 0.0 $6.3k 100.00 63.48
General Motors Corp Stock (GM) 0.0 $4.7k 100.00 47.03
Baidu Adr (BIDU) 0.0 $4.6k 50.00 92.04
Ge Aerospace Stock (GE) 0.0 $2.8k 14.00 200.14
Sealsq Corp Ord Stock (LAES) 0.0 $1.7k 650.00 2.60
Ge Vernova Stock (GEV) 0.0 $611.000000 2.00 305.50
Ge Healthcare Technologies Stock (GEHC) 0.0 $323.000000 4.00 80.75