Deane Retirement Strategies as of June 30, 2017
Portfolio Holdings for Deane Retirement Strategies
Deane Retirement Strategies holds 70 positions in its portfolio as reported in the June 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| iShares Barclays 20+ Yr Treas.Bond (TLT) | 15.4 | $19M | 154k | 125.12 | |
| iShares Lehman 1-3 Year Treas.Bond (SHY) | 14.0 | $18M | 207k | 84.49 | |
| Vanguard FTSE All-World ex-US ETF (VEU) | 10.0 | $12M | 249k | 50.03 | |
| iShares Lehman 7-10 Yr Treas. Bond (IEF) | 8.4 | $11M | 99k | 106.61 | |
| First Solar (FSLR) | 2.1 | $2.7M | 67k | 39.89 | |
| Southern Company (SO) | 2.0 | $2.4M | 51k | 47.89 | |
| Qualcomm (QCOM) | 1.9 | $2.4M | 44k | 55.21 | |
| At&t (T) | 1.8 | $2.3M | 61k | 37.74 | |
| Regeneron Pharmaceuticals (REGN) | 1.5 | $1.9M | 3.9k | 491.06 | |
| Paypal Holdings (PYPL) | 1.5 | $1.9M | 35k | 53.67 | |
| BioMarin Pharmaceutical (BMRN) | 1.5 | $1.9M | 20k | 90.82 | |
| Activision Blizzard | 1.5 | $1.8M | 32k | 57.57 | |
| Intuitive Surgical (ISRG) | 1.5 | $1.8M | 1.9k | 935.22 | |
| Arista Networks | 1.4 | $1.8M | 12k | 149.82 | |
| Finisar Corporation | 1.4 | $1.8M | 69k | 25.97 | |
| Oracle Corporation (ORCL) | 1.4 | $1.8M | 35k | 50.13 | |
| Amgen (AMGN) | 1.4 | $1.7M | 10k | 172.21 | |
| Celgene Corporation | 1.4 | $1.7M | 13k | 129.89 | |
| stock | 1.4 | $1.7M | 31k | 56.89 | |
| Abbvie (ABBV) | 1.4 | $1.7M | 24k | 72.49 | |
| Discovery Communications | 1.4 | $1.7M | 66k | 25.83 | |
| FedEx Corporation (FDX) | 1.3 | $1.6M | 7.6k | 217.33 | |
| JPMorgan Chase & Co. (JPM) | 1.3 | $1.6M | 18k | 91.38 | |
| Citigroup (C) | 1.3 | $1.6M | 24k | 66.86 | |
| Wells Fargo & Company (WFC) | 1.2 | $1.6M | 28k | 55.41 | |
| Delta Air Lines (DAL) | 1.2 | $1.6M | 29k | 53.74 | |
| Southwest Airlines (LUV) | 1.2 | $1.5M | 25k | 62.12 | |
| Berkshire Hathaway (BRK.B) | 1.2 | $1.5M | 8.9k | 169.33 | |
| MasterCard Incorporated (MA) | 1.2 | $1.5M | 12k | 121.43 | |
| FactSet Research Systems (FDS) | 1.2 | $1.5M | 8.9k | 166.18 | |
| CF Industries Holdings (CF) | 1.2 | $1.5M | 53k | 27.95 | |
| Phillips 66 (PSX) | 1.2 | $1.5M | 18k | 82.71 | |
| Textron (TXT) | 1.2 | $1.5M | 31k | 47.10 | |
| Archer Daniels Midland Company (ADM) | 1.1 | $1.4M | 34k | 41.37 | |
| Kinder Morgan (KMI) | 1.1 | $1.4M | 72k | 19.17 | |
| Kansas City Southern | 1.1 | $1.3M | 13k | 104.62 | |
| Schlumberger (SLB) | 1.0 | $1.3M | 20k | 65.83 | |
| Via | 1.0 | $1.3M | 38k | 33.57 | |
| Biogen Idec (BIIB) | 1.0 | $1.3M | 4.7k | 271.28 | |
| DaVita (DVA) | 1.0 | $1.2M | 19k | 64.75 | |
| Acacia Communications | 1.0 | $1.2M | 29k | 41.49 | |
| Ishares Tr msci usavalfct (VLUE) | 0.5 | $645k | 8.8k | 73.60 | |
| Ishares Msci Usa Quality Facto invalid (QUAL) | 0.5 | $637k | 8.6k | 74.42 | |
| iShares Lehman 3-7 Yr Treasury Bond (IEI) | 0.4 | $481k | 3.9k | 123.65 | |
| Ishares Tr Msci Usa Momentum Factor (MTUM) | 0.2 | $316k | 3.6k | 89.01 | |
| Exxon Mobil Corporation (XOM) | 0.2 | $209k | 2.6k | 80.91 | |
| Spdr S&p 500 Etf (SPY) | 0.1 | $128k | 529.00 | 241.97 | |
| Starbucks Corporation (SBUX) | 0.1 | $105k | 1.8k | 58.14 | |
| Chevron Corporation (CVX) | 0.1 | $88k | 842.00 | 104.51 | |
| Raymond James Financial (RJF) | 0.1 | $91k | 1.1k | 80.18 | |
| Apple (AAPL) | 0.1 | $69k | 476.00 | 144.96 | |
| Walt Disney Company (DIS) | 0.1 | $57k | 536.00 | 106.34 | |
| Proshares Tr short s&p 500 ne | 0.1 | $61k | 1.8k | 33.46 | |
| Royal Caribbean Cruises (RCL) | 0.0 | $49k | 451.00 | 108.65 | |
| Netflix (NFLX) | 0.0 | $52k | 350.00 | 148.57 | |
| Consumer Staples Select Sect. SPDR (XLP) | 0.0 | $52k | 946.00 | 54.97 | |
| Home Depot (HD) | 0.0 | $31k | 200.00 | 155.00 | |
| Verizon Communications (VZ) | 0.0 | $25k | 553.00 | 45.21 | |
| PPL Corporation (PPL) | 0.0 | $26k | 670.00 | 38.81 | |
| Fastenal Company (FAST) | 0.0 | $20k | 455.00 | 43.96 | |
| McCormick & Company, Incorporated (MKC) | 0.0 | $28k | 291.00 | 96.22 | |
| SPDR Dow Jones Industrial Average ETF (DIA) | 0.0 | $26k | 120.00 | 216.67 | |
| Entergy Corporation (ETR) | 0.0 | $7.0k | 87.00 | 80.46 | |
| Baidu (BIDU) | 0.0 | $9.0k | 50.00 | 180.00 | |
| Cray | 0.0 | $14k | 770.00 | 18.18 | |
| Zoe's Kitchen | 0.0 | $13k | 1.1k | 12.35 | |
| General Electric Company | 0.0 | $3.0k | 121.00 | 24.79 | |
| Gap (GAP) | 0.0 | $2.0k | 83.00 | 24.10 | |
| Amazon (AMZN) | 0.0 | $5.0k | 5.00 | 1000.00 | |
| General Motors Company (GM) | 0.0 | $3.0k | 100.00 | 30.00 |