Deane Retirement Strategies

Deane Retirement Strategies as of June 30, 2026

Portfolio Holdings for Deane Retirement Strategies

Deane Retirement Strategies holds 52 positions in its portfolio as reported in the June 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) 10.5 $25M 496k 50.23
Ishares 0-5 Year Tips Bond Etf Etf (STIP) 8.3 $20M 191k 102.16
Simplify Managed Futures Strategy Etf Etf (CTA) 6.6 $16M 598k 25.94
Pacer Trendpilot Us Large Cap Etf Etf (PTLC) 5.4 $13M 219k 58.24
Ishares Gold Trust Etf (IAU) 4.0 $9.3M 124k 75.51
Spdr Gold Shares Etf (GLD) 3.8 $8.9M 24k 368.39
Google Stock (GOOGL) 3.1 $7.3M 20k 357.23
Cf Industries Hold Stock (CF) 2.8 $6.7M 62k 108.15
Exxonmobil Holdings Corp Stock 2.8 $6.6M 48k 136.70
Chevron Corporation Stock (CVX) 2.8 $6.6M 40k 165.86
Amazon.com Stock (AMZN) 2.7 $6.4M 27k 238.41
Valero Energy Corp Stock (VLO) 2.4 $5.6M 22k 260.65
Linde Stock (LIN) 2.4 $5.6M 11k 518.65
Johnson & Johnson Stock (JNJ) 2.4 $5.6M 22k 254.14
Dow Hldgs Stock (DOW) 2.3 $5.5M 201k 27.38
Visa Stock (V) 2.3 $5.4M 16k 343.04
Union Pac Corp Stock (UNP) 2.2 $5.2M 19k 272.03
Procter & Gamble Stock (PG) 2.2 $5.2M 35k 146.71
Mckesson Corp Stock (MCK) 2.2 $5.1M 6.7k 755.30
Servicenow Stock (NOW) 2.0 $4.8M 49k 99.31
Salesforce Stock (CRM) 2.0 $4.8M 31k 156.71
Hca Healthcare Stock (HCA) 2.0 $4.8M 12k 389.98
Adobe Sys Stock (ADBE) 2.0 $4.8M 23k 205.07
Mondelez Intl Inc Cl A Stock (MDLZ) 2.0 $4.8M 83k 57.92
Microsoft Stock (MSFT) 2.0 $4.8M 13k 373.02
Broadcom Stock (AVGO) 2.0 $4.8M 13k 377.75
Eog Resources Stock (EOG) 1.9 $4.5M 35k 129.81
Chubb Stock (CB) 1.7 $3.9M 12k 340.83
Factset Resh Sys Stock (FDS) 1.6 $3.8M 16k 230.21
Wells Fargo & Co Stock (WFC) 1.2 $2.8M 34k 82.67
Caterpillar Stock (CAT) 1.2 $2.8M 2.6k 1063.65
American Express Stock (AXP) 1.2 $2.7M 8.1k 338.35
Jpmorgan Chase & Co Stock (JPM) 1.1 $2.7M 8.3k 327.41
Texas Instrs Stock (TXN) 1.1 $2.6M 8.7k 297.60
Zoetis Inc Cl A Stock (ZTS) 1.0 $2.2M 31k 71.91
The Trade Desk Inc Com Cl A Stock (TTD) 0.9 $2.1M 116k 18.10
Netflix Stock (NFLX) 0.9 $2.1M 29k 71.49
Purecycle Technologies Stock (PCT) 0.8 $1.8M 226k 8.09
State Street Spdr Portfolio S&p 500 Etf Etf (SPYM) 0.2 $415k 4.7k 87.88
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV) 0.1 $173k 1.7k 100.64
Invesco S&p 500 Equal Weight Etf Etf (RSP) 0.1 $119k 561.00 212.77
Spdr Gold Minishares Trust Of Beneficial Interest Etf (GLDM) 0.0 $104k 1.3k 79.42
State Street Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL) 0.0 $62k 675.00 91.64
Ishares 1-3 Year Treasury Bond Etf Etf (SHY) 0.0 $62k 751.00 82.11
Ishares Tips Bond Etf Etf (TIP) 0.0 $60k 552.00 109.43
Simplify Dbi Cta Managed Futures Index Etf Etf (SDMF) 0.0 $4.5k 176.00 25.63
Simplify Us Equity Plus Managed Futures Strategy Etf Etf (CTAP) 0.0 $3.9k 149.00 26.41
Tjx Cos Stock (TJX) 0.0 $2.4k 16.00 151.50
Ishares Core Msci Emerging Markets Etf Etf (IEMG) 0.0 $2.2k 27.00 82.85
Ishares Core Msci International Developed Markets Etf Etf (IDEV) 0.0 $2.2k 25.00 89.00
Ishares Gold Trust Micro Etf Of Benef Interest Etf (IAUM) 0.0 $2.0k 51.00 40.02
Newmont Corp Stock (NEM) 0.0 $374.000000 4.00 93.50