Deane Retirement Strategies

Deane Retirement Strategies as of Sept. 30, 2026

Portfolio Holdings for Deane Retirement Strategies

Deane Retirement Strategies holds 53 positions in its portfolio as reported in the September 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) 9.9 $24M 489k 49.22
Ishares 20 Yr Treasury Etf Etf (TLT) 5.1 $12M 159k 77.91
Ishares U.s. Treasury Bond Etf Etf (GOVT) 5.1 $12M 567k 21.87
Pacer Trendpilot Us Large Cap Etf Etf (PTLC) 5.0 $12M 204k 59.52
Imgp Dbi Managed Futures Strategy Etf Etf (DBMF) 4.1 $10M 311k 32.53
Ishares Gold Trust Etf (IAU) 3.9 $9.5M 122k 78.11
Spdr Gold Shares Etf (GLD) 3.7 $9.1M 24k 380.92
Chevron Corporation Stock (CVX) 3.4 $8.2M 40k 204.22
Exxonmobil Holdings Corp Stock (XOM) 3.2 $7.7M 48k 162.70
Google Stock (GOOGL) 2.9 $7.0M 20k 343.96
Salesforce Stock (CRM) 2.9 $7.0M 30k 229.41
Amazon.com Stock (AMZN) 2.8 $6.9M 28k 249.05
Microsoft Stock (MSFT) 2.7 $6.5M 13k 512.75
Servicenow Stock (NOW) 2.7 $6.5M 48k 133.86
Ishares Tips Bond Etf Etf (TIP) 2.6 $6.4M 62k 103.57
Pimco 15 Year Us Tips Index Exchange-traded Fund Etf (LTPZ) 2.5 $6.1M 135k 45.10
Johnson & Johnson Stock (JNJ) 2.4 $5.8M 22k 264.84
Mckesson Corp Stock (MCK) 2.3 $5.7M 6.7k 854.22
Visa Stock (V) 2.3 $5.6M 16k 359.57
Adobe Sys Stock (ADBE) 2.3 $5.6M 23k 239.69
Union Pac Corp Stock (UNP) 2.1 $5.1M 19k 272.20
Procter & Gamble Stock (PG) 2.1 $5.1M 35k 145.39
Linde Stock (LIN) 2.1 $5.1M 11k 474.60
Cisco Sys Stock (CSCO) 2.0 $5.0M 46k 107.60
Mondelez Intl Inc Cl A Stock (MDLZ) 1.9 $4.8M 82k 57.87
Eaton Corp Stock (ETN) 1.9 $4.7M 11k 429.84
Eog Resources Stock (EOG) 1.9 $4.7M 34k 137.83
Ge Vernova Stock (GEV) 1.9 $4.6M 4.9k 951.02
Cf Industries Hold Stock (CF) 1.9 $4.6M 40k 115.22
Factset Resh Sys Stock (FDS) 1.8 $4.4M 16k 269.58
Texas Instrs Stock (TXN) 1.5 $3.8M 14k 280.17
Chubb Stock (CB) 1.5 $3.7M 12k 325.50
Jpmorgan Chase & Co Stock (JPM) 1.1 $2.7M 8.2k 330.98
Wells Fargo & Co Stock (WFC) 1.1 $2.7M 34k 80.07
Caterpillar Stock (CAT) 1.1 $2.6M 3.3k 811.29
American Express Stock (AXP) 1.0 $2.5M 8.1k 304.15
Zoetis Inc Cl A Stock (ZTS) 0.9 $2.2M 31k 69.85
State Street Spdr Portfolio S&p 500 Etf Etf (SPYM) 0.2 $583k 6.5k 89.76
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV) 0.1 $123k 1.2k 100.64
Royal Carribbean Cruises Stock (RCL) 0.0 $120k 451.00 265.86
Invesco S&p 500 Equal Weight Etf Etf (RSP) 0.0 $116k 559.00 208.02
Spdr Gold Minishares Trust Of Beneficial Interest Etf (GLDM) 0.0 $68k 832.00 82.18
Valero Energy Corp Stock (VLO) 0.0 $65k 167.00 387.61
Amgen Stock (AMGN) 0.0 $42k 100.00 421.51
Vanguard Long-term Treasury Etf Etf (VGLT) 0.0 $30k 603.00 50.14
Purecycle Technologies Stock (PCT) 0.0 $21k 4.8k 4.41
Ishares Broad Usd High Yield Corporate Bond Etf Etf (USHY) 0.0 $20k 560.00 35.72
Vanguard 0-3 Month Treasury Bill Etf Etf (VBIL) 0.0 $15k 203.00 75.72
Dow Hldgs Stock (DOW) 0.0 $12k 437.00 27.54
Ishares Core Msci International Developed Markets Etf Etf (IDEV) 0.0 $2.2k 25.00 89.48
Ishares Core Msci Emerging Markets Etf Etf (IEMG) 0.0 $2.2k 27.00 81.15
Ishares Gold Trust Micro Etf Of Benef Interest Etf (IAUM) 0.0 $2.1k 51.00 41.41
Ishares 0-5 Year Tips Bond Etf Etf (STIP) 0.0 $2.0k 20.00 99.70