Deane Retirement Strategies, Inc. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 28, 2026, for the 2025 Q4 period, Deane Retirement Strategies, Inc. held in its portfolio 71 assets valued at $241,692,260 (i.e. $241.69M).
The most valuable assets in the portfolio included: VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF ($18.90M), VANGUARD FTSE DEVELOPED MARKETS ETF ($12.89M), and ISHARES U.S. TREASURY BOND ETF ($12.49M).
The chart below shows the top 10 valuable assets, and the table below shows the top 71 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Deane Retirement Strategies, Inc. - Stock Holdings in 13F Filings (SEC)
Items per page:
25
0 of 0
| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF | 382212 | 18904206 | ETF |
| VANGUARD FTSE DEVELOPED MARKETS ETF | 206269 | 12885624 | ETF |
| ISHARES U.S. TREASURY BOND ETF | 545907 | 12485123 | ETF |
| VANGUARD LONG-TERM TREASURY ETF | 223976 | 12415556 | ETF |
| PACER TRENDPILOT US LARGE CAP ETF | 223200 | 12405456 | ETF |
| ISHARES CORE MSCI EAFE ETF | 131809 | 11791633 | ETF |
| VANGUARD EXTENDED DURATION TREASURY ETF | 172424 | 11141869 | ETF |
| STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF | 52459 | 8149601 | ETF |
| SPDR GOLD SHARES | 20210 | 8009425 | ETF |
| AMAZON.COM INC | 31323 | 7220050 | Stock |
| ADOBE SYS INC | 20602 | 7194744 | Stock |
| SALESFORCE INC COM | 26266 | 6945145 | Stock |
| ISHARES GOLD TRUST | 78897 | 6404069 | ETF |
| IMGP DBI MANAGED FUTURES STRATEGY ETF | 216508 | 6075214 | ETF |
| APPLE INC | 21906 | 5955365 | Stock |
| MASTERCARD INC | 10284 | 5870930 | Stock |
| SIMPLIFY MANAGED FUTURES STRATEGY ETF | 194542 | 5303215 | ETF |
| GOOGLE INC | 16680 | 5243063 | Stock |
| HUNTINGTON INGALLS INDS INC COM | 15494 | 5237418 | Stock |
| OREILLY AUTOMOTIVE INC COM | 56021 | 5109675 | Stock |
| WALMART INC COM | 45710 | 5092551 | Stock |
| VULCAN MATLS CO COM | 17547 | 5004806 | Stock |
| PACCAR INC COM | 45828 | 4988509 | Stock |
| EXXON MOBIL CORP COM | 41440 | 4986870 | Stock |
| TJX COS INC NEW COM | 31995 | 4914752 | Stock |
| LOCKHEED MARTIN CORP | 9816 | 4747705 | Stock |
| STATE STREET SPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETF | 37469 | 4730836 | ETF |
| LOWES COS INC COM | 19491 | 4700450 | Stock |
| TEXAS INSTRS INC COM | 26931 | 4672259 | Stock |
| DOW INC COM | 198169 | 4605416 | Stock |
| LINDE PLC SHS | 10716 | 4539774 | Stock |
| CATERPILLAR INC COM | 7123 | 4080553 | Stock |
| NEWMONT CORP COM | 40500 | 4043925 | Stock |
| VANECK JUNIOR GOLD MINERS ETF | 23081 | 2626156 | ETF |
| STATE STREET SPDR PORTFOLIO S&P 500 ETF | 11669 | 936087 | ETF |
| NETFLIX COM INC | 3812 | 405367 | Stock |
| RAYMOND JAMES FINL INC | 2509 | 402920 | Stock |
| ISHARES GOLD TRUST MICRO ETF OF BENEF INTEREST | 3509 | 150852 | ETF |
| ISHARES 1-3 YEAR TREASURY BOND ETF | 1611 | 133423 | ETF |
| CHEVRON CORP NEW COM | 853 | 130006 | Stock |
| ROYAL CARRIBBEAN CRUISES LTD | 451 | 125793 | Stock |
| ISHARES 0-5 YEAR TIPS BOND ETF | 96 | 107407 | ETF |
| ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF | 919 | 97129 | ETF |
| VANGUARD SHORT-TERM TREASURY ETF | 426 | 87801 | ETF |
| STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF | 570 | 68064 | ETF |
| DISNEY WALT CO COM | 536 | 60981 | Stock |
| STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | 662 | 60494 | ETF |
| MERCK & CO INC | 415 | 43683 | Stock |
| FORD MTR CO COM | 2797 | 36697 | Stock |
| AMGEN INC | 100 | 32731 | Stock |
| ISHARES CORE MSCI EMERGING MARKETS ETF | 430 | 28905 | ETF |
| ISHARES CORE S&P SMALL CAP ETF | 1 | 28603 | ETF |
| ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF | 344 | 28373 | ETF |
| SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST | 330 | 28172 | ETF |
| INVESCO S&P 500 EQUAL WEIGHT ETF | 138 | 26435 | ETF |
| SPDR DOW JONES INDUSTRIAL ETF | 50 | 24029 | ETF |
| DUKE ENERGY CORP NEW COM NEW | 197 | 23090 | Stock |
| AT&T INC COM | 830 | 20617 | Stock |
| CITIGROUP INC | 161 | 18787 | Stock |
| STARBUCKS CORP | 206 | 17347 | Stock |
| ENTERPRISE PRODS PARTNERS L P COM | 524 | 16799 | Stock |
| STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF | 226 | 13088 | ETF |
| STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF | 279 | 13074 | ETF |
| ISHARES TIPS BOND ETF | 77 | 8463 | ETF |
| STATE STREET SPDR PORTFOLIO TIPS ETF | 326 | 8460 | ETF |
| GENERAL MOTORS CORP | 100 | 8132 | Stock |
| BAIDU COM ADR | 50 | 6533 | ADR |
| VERIZON COMMUNICATIONS | 148 | 6028 | Stock |
| GE AEROSPACE COM NEW | 14 | 4312 | Stock |
| GE VERNOVA INC COM | 2 | 1307 | Stock |
| GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK | 4 | 328 | Stock |
Popular Topics:
Find us
Copyright © Beautify Data LLC. All Rights Reserved.