Deane Retirement Strategies

Deane Retirement Strategies as of Dec. 31, 2025

Portfolio Holdings for Deane Retirement Strategies

Deane Retirement Strategies holds 71 positions in its portfolio as reported in the December 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) 7.8 $19M 382k 49.46
Vanguard Ftse Developed Markets Etf Etf (VEA) 5.3 $13M 206k 62.47
Ishares U.s. Treasury Bond Etf Etf (GOVT) 5.2 $13M 546k 22.87
Vanguard Long-term Treasury Etf Etf (VGLT) 5.1 $12M 224k 55.43
Pacer Trendpilot Us Large Cap Etf Etf (PTLC) 5.1 $12M 223k 55.58
Ishares Core Msci Eafe Etf Etf (IEFA) 4.9 $12M 132k 89.46
Vanguard Extended Duration Treasury Etf Etf (EDV) 4.6 $11M 172k 64.62
State Street Health Care Select Sector Spdr Etf Etf (XLV) 3.4 $8.1M 53k 155.35
Spdr Gold Shares Etf (GLD) 3.3 $8.0M 20k 396.31
Amazon.com Stock (AMZN) 3.0 $7.2M 31k 230.50
Adobe Sys Stock (ADBE) 3.0 $7.2M 21k 349.23
Salesforce Stock (CRM) 2.9 $6.9M 26k 264.42
Ishares Gold Trust Etf (IAU) 2.6 $6.4M 79k 81.17
Imgp Dbi Managed Futures Strategy Etf Etf (DBMF) 2.5 $6.1M 217k 28.06
Apple Stock (AAPL) 2.5 $6.0M 22k 271.86
Mastercard Stock (MA) 2.4 $5.9M 10k 570.88
Simplify Managed Futures Strategy Etf Etf (CTA) 2.2 $5.3M 195k 27.26
Google Stock (GOOGL) 2.2 $5.2M 17k 314.33
Huntington Ingalls Inds Stock (HII) 2.2 $5.2M 16k 338.03
Oreilly Automotive Stock (ORLY) 2.1 $5.1M 56k 91.21
Walmart Stock (WMT) 2.1 $5.1M 46k 111.41
Vulcan Matls Stock (VMC) 2.1 $5.0M 18k 285.22
Paccar Stock (PCAR) 2.1 $5.0M 46k 108.85
Exxon Mobil Corp Stock (XOM) 2.1 $5.0M 41k 120.34
Tjx Cos Stock (TJX) 2.0 $4.9M 32k 153.61
Lockheed Martin Corp Stock (LMT) 2.0 $4.7M 9.8k 483.67
State Street Spdr S&p Oil & Gas Exploration & Production Etf Etf (XOP) 2.0 $4.7M 38k 126.26
Lowes Cos Stock (LOW) 1.9 $4.7M 20k 241.16
Texas Instrs Stock (TXN) 1.9 $4.7M 27k 173.49
Dow Stock (DOW) 1.9 $4.6M 198k 23.24
Linde Stock (LIN) 1.9 $4.5M 11k 423.64
Caterpillar Stock (CAT) 1.7 $4.1M 7.1k 572.87
Newmont Corp Stock (NEM) 1.7 $4.0M 41k 99.85
Vaneck Junior Gold Miners Etf Etf (GDXJ) 1.1 $2.6M 23k 113.78
State Street Spdr Portfolio S&p 500 Etf Etf (SPYM) 0.4 $936k 12k 80.22
Netflix Stock (NFLX) 0.2 $405k 3.8k 106.34
Raymond James Finl Stock (RJF) 0.2 $403k 2.5k 160.59
Ishares Gold Trust Micro Etf Of Benef Interest Etf (IAUM) 0.1 $151k 3.5k 42.99
Ishares 1-3 Year Treasury Bond Etf Etf (SHY) 0.1 $133k 1.6k 82.82
Chevron Corp Stock (CVX) 0.1 $130k 853.00 152.41
Royal Carribbean Cruises Stock (RCL) 0.1 $126k 451.00 278.92
Ishares 0-5 Year Tips Bond Etf Etf (STIP) 0.0 $107k 96.00 1118.82
Ishares Expanded Tech-software Sector Etf Etf (IGV) 0.0 $97k 919.00 105.69
Vanguard Short-term Treasury Etf Etf (VGSH) 0.0 $88k 426.00 206.11
State Street Consumer Discretionary Select Sector Spdr Etf Etf (XLY) 0.0 $68k 570.00 119.41
Disney Walt Stock (DIS) 0.0 $61k 536.00 113.77
State Street Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL) 0.0 $61k 662.00 91.38
Merck & Co Stock (MRK) 0.0 $44k 415.00 105.26
Ford Mtr Stock (F) 0.0 $37k 2.8k 13.12
Amgen Stock (AMGN) 0.0 $33k 100.00 327.31
Ishares Core Msci Emerging Markets Etf Etf (IEMG) 0.0 $29k 430.00 67.22
Ishares Core S&p Small Cap Etf Etf (IJR) 0.0 $29k 1.00 28603.00
Ishares Core Msci International Developed Markets Etf Etf (IDEV) 0.0 $28k 344.00 82.48
Spdr Gold Minishares Trust Of Beneficial Interest Etf (GLDM) 0.0 $28k 330.00 85.37
Invesco S&p 500 Equal Weight Etf Etf (RSP) 0.0 $26k 138.00 191.56
Spdr Dow Jones Industrial Etf Etf (DIA) 0.0 $24k 50.00 480.58
Duke Energy Corp Stock (DUK) 0.0 $23k 197.00 117.21
At&t Stock (T) 0.0 $21k 830.00 24.84
Citigroup Stock (C) 0.0 $19k 161.00 116.69
Starbucks Corp Stock (SBUX) 0.0 $17k 206.00 84.21
Enterprise Prods Partners Stock (EPD) 0.0 $17k 524.00 32.06
State Street Spdr Portfolio S&p 400 Mid Cap Etf Etf (SPMD) 0.0 $13k 226.00 57.91
State Street Spdr Portfolio S&p 600 Small Cap Etf Etf (SPSM) 0.0 $13k 279.00 46.86
Ishares Tips Bond Etf Etf (TIP) 0.0 $8.5k 77.00 109.91
State Street Spdr Portfolio Tips Etf Etf (SPIP) 0.0 $8.5k 326.00 25.95
General Motors Corp Stock (GM) 0.0 $8.1k 100.00 81.32
Baidu Adr (BIDU) 0.0 $6.5k 50.00 130.66
Verizon Communications Stock (VZ) 0.0 $6.0k 148.00 40.73
Ge Aerospace Stock (GE) 0.0 $4.3k 14.00 308.00
Ge Vernova Stock (GEV) 0.0 $1.3k 2.00 653.50
Ge Healthcare Technologies Stock (GEHC) 0.0 $328.000000 4.00 82.00