Deane Retirement Strategies, Inc. Top Holdings and 13F Report (2025) About Deane Retirement Strategies, Inc.Investment ActivityDeane Retirement Strategies, Inc. has $209.82 million in total holdings as of March 31, 2025.Deane Retirement Strategies, Inc. owns shares of 71 different stocks, but just 20 companies or ETFs make up 80% of its holdings.Approximately 28.09% of the portfolio was purchased this quarter.About 22.59% of the portfolio was sold this quarter.This quarter, Deane Retirement Strategies, Inc. has purchased 71 new stocks and bought additional shares in 38 stocks.Deane Retirement Strategies, Inc. sold shares of 13 stocks and completely divested from 7 stocks this quarter.Largest Holdings iShares 20+ Year Treasury Bond ETF $22,223,363iShares 7-10 Year Treasury Bond ETF $15,054,761Vanguard Short-Term Inflation-Protected Securities ETF $13,179,731Vanguard Extended Duration Treasury ETF $12,666,591Vanguard FTSE All-World ex-US ETF $11,222,828 Largest New Holdings this Quarter 921910709 - Vanguard Extended Duration Treasury ETF $12,666,591 Holding922042775 - Vanguard FTSE All-World ex-US ETF $11,222,828 Holding46432F842 - iShares Core MSCI EAFE ETF $9,934,470 Holding81369Y886 - Utilities Select Sector SPDR Fund $8,785,713 Holding92189F791 - VanEck Junior Gold Miners ETF $2,460,216 Holding Largest Purchases this Quarter Vanguard Extended Duration Treasury ETF 178,253 shares (about $12.67M)Vanguard FTSE All-World ex-US ETF 184,958 shares (about $11.22M)iShares Core MSCI EAFE ETF 131,256 shares (about $9.93M)Utilities Select Sector SPDR Fund 111,481 shares (about $8.79M)iShares 7-10 Year Treasury Bond ETF 56,277 shares (about $5.37M) Largest Sales this Quarter Vanguard Russell 1000 Growth ETF 103,612 shares (about $9.61M)iShares 0-3 Month Treasury Bond ETF 49,291 shares (about $4.96M)Intuitive Surgical 10,019 shares (about $4.96M)Cloudflare 23,538 shares (about $2.65M)ARISTA NETWORKS INC COM SHS 26,668 shares (about $2.07M) Sector Allocation Over TimeMap of 500 Largest Holdings ofDeane Retirement Strategies, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorTLTiShares 20+ Year Treasury Bond ETF$22,223,363$641,192 ▲3.0%244,24510.6%ETFIEFiShares 7-10 Year Treasury Bond ETF$15,054,761$5,366,368 ▲55.4%157,8797.2%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$13,179,731$404,625 ▲3.2%264,1326.3%ManufacturingEDVVanguard Extended Duration Treasury ETF$12,666,591$12,666,591 ▲New Holding178,2536.0%ETFVEUVanguard FTSE All-World ex-US ETF$11,222,828$11,222,828 ▲New Holding184,9585.3%ETFVGSHVanguard Short-Term Treasury Index ETF$10,824,283$303,894 ▲2.9%184,4335.2%ETFVONVVanguard Russell 1000 Value$10,238,637$498,146 ▲5.1%124,1024.9%ETFIEFAiShares Core MSCI EAFE ETF$9,934,470$9,934,470 ▲New Holding131,2564.7%ETFXLUUtilities Select Sector SPDR Fund$8,785,713$8,785,713 ▲New Holding111,4814.2%ETFNEMNewmont$6,358,897$111,118 ▲1.8%131,7353.0%Basic MaterialsIAUiShares Gold Trust$5,875,887$157,441 ▲2.8%99,7222.8%FinanceGLDSPDR Gold Shares$5,694,999$156,363 ▲2.8%19,7772.7%FinanceORLYO'Reilly Automotive$5,317,709$31,491 ▲0.6%3,7152.5%Retail/WholesaleBRK.BBerkshire Hathaway$4,803,212$137,341 ▲2.9%9,0232.3%FinanceXOMExxon Mobil$4,746,896$234,076 ▲5.2%39,9302.3%EnergyAMZNAmazon.com$4,692,617$1,696,835 ▲56.6%24,6492.2%Retail/WholesaleSGOViShares 0-3 Month Treasury Bond ETF$4,637,364$4,962,125 ▼-51.7%46,0652.2%ETFDOWDOW$4,545,430$116,471 ▲2.6%130,2702.2%Basic MaterialsGOOGLAlphabet$4,484,909$1,731,959 ▲62.9%29,0052.1%Computer and TechnologyVMCVulcan Materials$4,123,085$87,015 ▲2.2%17,6742.0%ConstructionTJXTJX Companies$3,855,196$85,268 ▲2.3%31,6941.8%Retail/WholesaleCVXChevron$3,672,511$74,755 ▲2.1%21,9601.8%EnergyNFLXNetflix$3,199,708$1,590,062 ▼-33.2%3,4311.5%Consumer DiscretionaryUSBU.S. Bancorp$3,047,111$59,786 ▲2.0%72,1691.5%FinanceAXPAmerican Express$3,019,377$66,147 ▲2.2%11,2291.4%FinanceCMCSAComcast$2,950,015$113,723 ▲4.0%79,9741.4%Consumer DiscretionaryMAMastercard$2,917,597$56,424 ▲2.0%5,3261.4%Business ServicesTXNTexas Instruments$2,891,944$82,950 ▲3.0%16,1071.4%Computer and TechnologyJPMJPMorgan Chase & Co.$2,488,725$88,507 ▲3.7%10,1511.2%FinanceGDXJVanEck Junior Gold Miners ETF$2,460,216$2,460,216 ▲New Holding43,0231.2%ETFWMTWalmart$2,328,655$33,119 ▲1.4%26,5781.1%Retail/WholesaleTTDTrade Desk$1,890,933$82,598 ▲4.6%34,5230.9%Computer and TechnologyISHARES BITCOIN TRUST ETF$1,016,713$1,011,611 ▲19,826.6%21,7200.5%ETFLINDE PLC SHS$848,396$187,187 ▼-18.1%1,8220.4%StockSPLGSPDR Portfolio S&P 500 ETF$769,589$95,023 ▼-11.0%11,7030.4%ETFBLDEBlade Air Mobility$700,334$17,369 ▲2.5%256,2370.3%Business ServicesPURECYCLE TECHNOLOGIES INC COM$492,454$23,024 ▲4.9%71,1190.2%StockBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$398,383$336,098 ▲539.6%4,3430.2%ETFAAPLApple$378,5100.0%1,7040.2%Computer and TechnologyRJFRaymond James$209,3370.0%1,5070.1%FinanceGOVTiShares U.S. Treasury Bond ETF$127,475$5,310 ▼-4.0%5,5460.1%ETFSHYiShares 1-3 Year Treasury Bond ETF$126,991$9,349 ▼-6.9%1,5350.1%ManufacturingRCLRoyal Caribbean Cruises$92,6530.0%4510.0%Consumer DiscretionaryIAUMiShares Gold Trust Micro$85,842$4,083 ▲5.0%2,7540.0%FinanceVOOVanguard S&P 500 ETF$53,447$37,002 ▼-40.9%1040.0%ETFDISWalt Disney$52,9030.0%5360.0%Consumer DiscretionaryPANWPalo Alto Networks$51,8750.0%3040.0%Computer and TechnologyAMGNAmgen$31,1550.0%1000.0%MedicalDIASPDR Dow Jones Industrial Average ETF Trust$20,9940.0%500.0%FinanceSBUXStarbucks$20,2070.0%2060.0%Retail/WholesaleCTASimplify Managed Futures Strategy ETF$18,944$6,630 ▲53.8%6400.0%ETFIDEViShares Core MSCI International Developed Markets ETF$18,738$6,545 ▲53.7%2720.0%ETFIEMGiShares Core MSCI Emerging Markets ETF$18,512$18,512 ▲New Holding3430.0%ETFDBMFiMGP DBi Managed Futures Strategy ETF$17,581$7,325 ▲71.4%6960.0%ETFVONGVanguard Russell 1000 Growth ETF$16,145$9,613,884 ▼-99.8%1740.0%ETFISRGIntuitive Surgical$15,353$4,961,991 ▼-99.7%310.0%MedicalARISTA NETWORKS INC COM SHS$13,094$2,066,218 ▼-99.4%1690.0%StockVALValaris$12,642$1,674,947 ▼-99.3%3220.0%EnergyTACKFairlead Tactical Sector ETF$12,426$4,704 ▲60.9%4570.0%ETFPTLCPacer Trendpilot US Large Cap ETF$11,782$4,270 ▲56.8%2290.0%ETFGLDMSPDR Gold MiniShares Trust$10,150$3,528 ▲53.3%1640.0%FinanceNETCloudflare$9,579$2,652,594 ▼-99.6%850.0%Computer and TechnologyIVALAlpha Architect International Quantitative Value ETF$9,399$3,295 ▲54.0%3680.0%ETFQVALAlpha Architect U.S. Quantitative Value ETF$8,274$2,772 ▲50.4%1940.0%ETFNKENIKE$6,348$1,599,950 ▼-99.6%1000.0%Consumer DiscretionaryGMGeneral Motors$4,7030.0%1000.0%Auto/Tires/TrucksBIDUBaidu$4,6020.0%500.0%Computer and TechnologyGEGE Aerospace$2,8020.0%140.0%IndustrialsLAESSEALSQ$1,690$1,690 ▲New Holding6500.0%Computer and TechnologyGE VERNOVA INC COM$6110.0%20.0%StockGEHCGE HealthCare Technologies$3230.0%40.0%MedicalJNJJohnson & Johnson$0$4,210,322 ▼-100.0%00.0%MedicalHONHoneywell International$0$3,991,702 ▼-100.0%00.0%Multi-Sector ConglomeratesADBEAdobe$0$3,610,802 ▼-100.0%00.0%Computer and TechnologyMETAMeta Platforms$0$3,418,793 ▼-100.0%00.0%Computer and TechnologyMUMicron Technology$0$2,704,482 ▼-100.0%00.0%Computer and TechnologyEMXCiShares MSCI Emerging Markets ex China ETF$0$11,256 ▼-100.0%00.0%ManufacturingWFCWells Fargo & Company$0$140 ▼-100.0%00.0%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
