The Analysis of Deane Retirement Strategies, Inc.'s Holdings


Currently, Deane Retirement Strategies, Inc. holds 71 types of securities in its portfolio with a total value $241.7M. In the most recent quarter, they have increased their positions in VGLT (+224.0K shares, valued at $12.4M), GOVT (+540.3K shares, valued at $12.4M), EDV (+172.4K shares, valued at $11.1M); decreased their positions in IJR (-26.8K shares, valued at $766.4M), STIP (-167.9K shares, valued at $187.9M), VGSH (-185.5K shares, valued at $38.2M); initiated new positions in VGLT (+224.0K shares, valued at $12.4M), EDV (+172.4K shares, valued at $11.1M), XLV (+52.5K shares, valued at $8.1M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
VTIP VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF382.2K shares-0.01%2025-12-312026-01-28history
VEA VANGUARD FTSE DEVELOPED MARKETS ETF206.3K shares-0.26%2025-12-312026-01-28history
GOVT ISHARES U.S. TREASURY BOND ETF545.9K shares9688.54%2025-12-312026-01-28history
VGLT VANGUARD LONG-TERM TREASURY ETF224.0K sharesnew addition2025-12-312026-01-28history
PTLC PACER TRENDPILOT US LARGE CAP ETF223.2K shares0.18%2025-12-312026-01-28history
IEFA ISHARES CORE MSCI EAFE ETF131.8K shares0.15%2025-12-312026-01-28history
EDV VANGUARD EXTENDED DURATION TREASURY ETF172.4K sharesnew addition2025-12-312026-01-28history
XLV STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF52.5K sharesnew addition2025-12-312026-01-28history
Sponsored
GLD SPDR GOLD SHARES20.2K shares1.19%2025-12-312026-01-28history
AMZN AMAZON.COM INC31.3K shares26.22%2025-12-312026-01-28history
ADBE ADOBE SYS INC20.6K shares57.53%2025-12-312026-01-28history
CRM SALESFORCE INC COM26.3K shares34.57%2025-12-312026-01-28history
ISHARES GOLD TRUST ISHARES GOLD TRUST78.9K shares2.80%2025-12-312026-01-28history
DBMF IMGP DBI MANAGED FUTURES STRATEGY ETF216.5K shares0.46%2025-12-312026-01-28history
AAPL APPLE INC21.9K shares0.16%2025-12-312026-01-28history
MA MASTERCARD INC10.3K shares0.07%2025-12-312026-01-28history
Sponsored
CTA SIMPLIFY MANAGED FUTURES STRATEGY ETF194.5K shares0.40%2025-12-312026-01-28history
GOOGLE INC GOOGLE INC16.7K shares-42.87%2025-12-312026-01-28history
HII HUNTINGTON INGALLS INDS INC COM15.5K sharesnew addition2025-12-312026-01-28history
ORLY OREILLY AUTOMOTIVE INC COM56.0K shares-0.29%2025-12-312026-01-28history
WMT WALMART INC COM45.7K shares0.31%2025-12-312026-01-28history
VMC VULCAN MATLS CO COM17.5K shares-1.07%2025-12-312026-01-28history
PCAR PACCAR INC COM45.8K sharesnew addition2025-12-312026-01-28history
XOM EXXON MOBIL CORP COM41.4K shares1.49%2025-12-312026-01-28history
Sponsored
TJX TJX COS INC NEW COM32.0K shares0.32%2025-12-312026-01-28history
LMT LOCKHEED MARTIN CORP9.8K shares0.08%2025-12-312026-01-28history
XOP STATE STREET SPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETF37.5K sharesnew addition2025-12-312026-01-28history
LOW LOWES COS INC COM19.5K sharesnew addition2025-12-312026-01-28history
TXN TEXAS INSTRS INC COM26.9K shares0.37%2025-12-312026-01-28history
DOW DOW INC COM198.2K sharesnew addition2025-12-312026-01-28history
LINDE PLC SHS LINDE PLC SHS10.7K sharesnew addition2025-12-312026-01-28history
CAT CATERPILLAR INC COM7.1K shares-50.08%2025-12-312026-01-28history
Sponsored
NEM NEWMONT CORP COM40.5K shares-40.91%2025-12-312026-01-28history
GDXJ VANECK JUNIOR GOLD MINERS ETF23.1K shares-46.69%2025-12-312026-01-28history
SPYM STATE STREET SPDR PORTFOLIO S&P 500 ETF11.7K shares-1.05%2025-12-312026-01-28history
NFLX NETFLIX COM INC3.8K shares-7.09%2025-12-312026-01-28history
RJF RAYMOND JAMES FINL INC2.5K shares0.00%2025-12-312026-01-28history
IAUM ISHARES GOLD TRUST MICRO ETF OF BENEF INTEREST3.5K shares43.69%2025-12-312026-01-28history
SHY ISHARES 1-3 YEAR TREASURY BOND ETF1.6K shares1.07%2025-12-312026-01-28history
CVX CHEVRON CORP NEW COM853 shares0.00%2025-12-312026-01-28history
Sponsored
RCL ROYAL CARRIBBEAN CRUISES LTD451 shares0.00%2025-12-312026-01-28history
STIP ISHARES 0-5 YEAR TIPS BOND ETF96 shares-99.94%2025-12-312026-01-28history
IGV ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF919 shares55.50%2025-12-312026-01-28history
VGSH VANGUARD SHORT-TERM TREASURY ETF426 shares-99.77%2025-12-312026-01-28history
XLY STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF570 shares100.00%2025-12-312026-01-28history
DIS DISNEY WALT CO COM536 shares0.00%2025-12-312026-01-28history
BIL STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF662 shares-87.19%2025-12-312026-01-28history
MERCK & CO INC MERCK & CO INC415 shares0.00%2025-12-312026-01-28history
Sponsored
F FORD MTR CO COM2.8K shares0.00%2025-12-312026-01-28history
AMGN AMGEN INC100 shares0.00%2025-12-312026-01-28history
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF430 sharesnew addition2025-12-312026-01-28history
IJR ISHARES CORE S&P SMALL CAP ETF1 shares-100.00%2025-12-312026-01-28history
IDEV ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF344 shares26.47%2025-12-312026-01-28history
GLDM SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST330 shares-1.49%2025-12-312026-01-28history
INVESCO S&P 500 EQUAL WEIGHT ETF INVESCO S&P 500 EQUAL WEIGHT ETF138 shares15.00%2025-12-312026-01-28history
DIA SPDR DOW JONES INDUSTRIAL ETF50 shares0.00%2025-12-312026-01-28history
Sponsored
DUKE ENERGY CORP NEW COM NEW DUKE ENERGY CORP NEW COM NEW197 shares0.00%2025-12-312026-01-28history
T AT&T INC COM830 shares0.00%2025-12-312026-01-28history
CITIGROUP INC CITIGROUP INC161 shares0.00%2025-12-312026-01-28history
SBUX STARBUCKS CORP206 shares0.00%2025-12-312026-01-28history
EPD ENTERPRISE PRODS PARTNERS L P COM524 shares0.00%2025-12-312026-01-28history
SPMD STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF226 shares12.44%2025-12-312026-01-28history
SPSM STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF279 sharesnew addition2025-12-312026-01-28history
TIP ISHARES TIPS BOND ETF77 sharesnew addition2025-12-312026-01-28history
Sponsored
SPIP STATE STREET SPDR PORTFOLIO TIPS ETF326 sharesnew addition2025-12-312026-01-28history
GM GENERAL MOTORS CORP100 shares0.00%2025-12-312026-01-28history
BIDU BAIDU COM ADR50 shares0.00%2025-12-312026-01-28history
VZ VERIZON COMMUNICATIONS148 shares0.00%2025-12-312026-01-28history
GE AEROSPACE COM NEW GE AEROSPACE COM NEW14 shares0.00%2025-12-312026-01-28history
GEV GE VERNOVA INC COM2 shares0.00%2025-12-312026-01-28history
GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK4 shares0.00%2025-12-312026-01-28history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available