Deane Retirement Strategies

Deane Retirement Strategies as of June 30, 2025

Portfolio Holdings for Deane Retirement Strategies

Deane Retirement Strategies holds 63 positions in its portfolio as reported in the June 2025 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) 8.7 $19M 386k 50.27
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV) 6.5 $15M 144k 100.69
Ishares 0-5 Year Tips Bond Etf Etf (STIP) 5.6 $12M 121k 102.91
Vanguard Ftse Developed Markets Etf Etf (VEA) 5.4 $12M 210k 57.00
Pacer Trendpilot Us Large Cap Etf Etf (PTLC) 5.1 $11M 225k 50.75
Ishares Core Msci Eafe Etf Etf (IEFA) 5.0 $11M 134k 83.47
Vanguard Short-term Treasury Etf Etf (VGSH) 5.0 $11M 188k 58.78
Utilities Select Sector Spdr Fund Etf (XLU) 4.1 $9.3M 113k 81.64
Vanguard Mega Cap Growth Etf Etf (MGK) 4.0 $9.0M 25k 366.09
Texas Instrs Stock (TXN) 2.5 $5.6M 27k 207.59
Caterpillar Stock (CAT) 2.5 $5.6M 15k 388.04
Imgp Dbi Managed Futures Strategy Etf Etf (DBMF) 2.5 $5.6M 218k 25.73
Amazon.com Stock (AMZN) 2.5 $5.5M 25k 219.57
Simplify Managed Futures Strategy Etf Etf (CTA) 2.3 $5.2M 196k 26.74
Google Stock (GOOGL) 2.3 $5.2M 30k 176.34
Oreilly Automotive Stock (ORLY) 2.3 $5.1M 57k 90.08
Vulcan Matls Stock (VMC) 2.1 $4.7M 18k 260.89
Netflix Stock (NFLX) 2.1 $4.6M 3.4k 1338.43
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 2.0 $4.5M 9.3k 485.77
Exxon Mobil Corp Stock (XOM) 2.0 $4.4M 41k 107.86
Danaher Corporation Stock (DHR) 1.9 $4.3M 22k 197.60
Ishares Gold Trust Etf (IAU) 1.9 $4.2M 67k 62.33
Colgate Palmolive Stock (CL) 1.9 $4.1M 46k 90.80
Spdr Gold Shares Etf (GLD) 1.8 $4.1M 13k 304.65
Newmont Corp Stock (NEM) 1.8 $4.0M 69k 58.18
Mastercard Stock (MA) 1.8 $4.0M 7.1k 561.29
Tjx Cos Stock (TJX) 1.8 $4.0M 32k 123.49
Chevron Corp Stock (CVX) 1.7 $3.7M 26k 143.22
Kimberly-clark Corp Stock (KMB) 1.6 $3.7M 28k 128.87
American Express Stock (AXP) 1.6 $3.6M 11k 318.90
Jpmorgan Chase & Co Stock (JPM) 1.3 $3.0M 10k 289.76
Vaneck Junior Gold Miners Etf Etf (GDXJ) 1.3 $2.9M 44k 67.49
Comcast Corp New Cl A Stock (CMCSA) 1.3 $2.9M 83k 35.67
Walmart Stock (WMT) 1.2 $2.6M 27k 97.75
Freeport Mcmoran Copper Stock (FCX) 0.8 $1.8M 42k 43.38
Ishares Bitcoin Trust Etf Etf (IBIT) 0.6 $1.3M 22k 61.21
Spdr Portfolio S&p 500 Etf Etf (SPYM) 0.4 $845k 12k 72.69
Apple Stock (AAPL) 0.2 $350k 1.7k 205.17
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL) 0.1 $267k 2.9k 91.73
Raymond James Finl Stock (RJF) 0.1 $231k 1.5k 153.37
Royal Carribbean Cruises Stock (RCL) 0.1 $141k 451.00 313.14
Ishares U.s. Treasury Bond Etf Etf (GOVT) 0.1 $128k 5.6k 22.98
Ishares 1-3 Year Treasury Bond Etf Etf (SHY) 0.1 $127k 1.5k 82.86
Vanguard S&p 500 Etf Etf (VOO) 0.0 $109k 192.00 568.03
Ishares Gold Trust Micro Etf Of Benef Interest Etf (IAUM) 0.0 $68k 2.1k 32.99
Disney Walt Stock (DIS) 0.0 $67k 536.00 124.01
Amgen Stock (AMGN) 0.0 $28k 100.00 279.21
Spdr Dow Jones Industrial Etf Etf (DIA) 0.0 $22k 50.00 440.66
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC) 0.0 $21k 328.00 63.14
Ishares Core Msci International Developed Markets Etf Etf (IDEV) 0.0 $21k 272.00 76.04
Invesco S&p 500 Equal Weight Etf Etf (RSP) 0.0 $19k 104.00 181.74
Starbucks Corp Stock (SBUX) 0.0 $19k 206.00 91.63
Intuitive Surgical Stock (ISRG) 0.0 $17k 31.00 543.42
Pacer Trendpilot International Etf Etf (PTIN) 0.0 $13k 452.00 29.01
Spdr Gold Minishares Trust Of Beneficial Interest Etf (GLDM) 0.0 $9.7k 148.00 65.52
Fairlead Tactical Sector Etf Etf (TACK) 0.0 $9.5k 336.00 28.23
Smi 3fourteen Full-cycle Trend Etf Etf (FCTE) 0.0 $9.3k 348.00 26.60
General Motors Corp Stock (GM) 0.0 $4.9k 100.00 49.21
Baidu Adr (BIDU) 0.0 $4.3k 50.00 85.76
Ge Aerospace Stock (GE) 0.0 $3.6k 14.00 257.36
Sealsq Corp Ord Stock (LAES) 0.0 $2.6k 650.00 4.03
Ge Vernova Stock (GEV) 0.0 $1.1k 2.00 529.00
Ge Healthcare Technologies Stock (GEHC) 0.0 $296.000000 4.00 74.00