DR

Deane Retirement Strategies, Inc.

13F
Deane Retirement Strategies, Inc.
Last update 2025-07-11 63 Stocks (12 new)
Value $223.00 Mil Turnover 43 %
Countries:
Top Holdings: VTIP(8.69%)SGOV(6.48%)STIP(5.56%)VEA(5.35%)PTLC(5.12%)
Summary Stock Picks Current Portfolio
Deane Retirement Strategies, I... Top Holdings of 2025-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VTIP
Vanguard Short-Term Inflation-Protected Securities
Vanguard Short-Term Inflation-Protected Securities
385,767
19,391.9
+46.05%
8.690
+2.74%
0.130
+1.50%
+4.58%
15,043.4
 
SGOV
iShares 0-3 Month Treasury Bond ETF
143,694
14,468.5
+211.94%
6.480
+4.40%
0.030
+1.07%
+2.36%
51,007.6
 
STIP
iShares 0-5 Year TIPS Bond ETF
120,498
12,399.9
New Holding
5.560
+5.56%
0.100
+1.50%
+4.55%
12,790.9
 
VEA
Vanguard FTSE Developed Markets ETF
209,517
11,942.8
New Holding
5.350
+5.35%
0.010
+13.77%
+20.72%
158,636.8
 
PTLC
Pacer Trendpilot US Large Cap ETF
225,249
11,430.5
+98,262.01%
5.120
+5.11%
0.340
+6.08%
-3.42%
3,352.1
 
IEFA
iShares Core MSCI EAFE ETF
133,497
11,143.2
+1.71%
4.990
+0.08%
0.010
+12.67%
+20.28%
143,257.1
 
VGSH
Vanguard Short-Term Government Bond ETF
Vanguard Short-Term Government Bond ETF
188,190
11,061.5
+2.04%
4.960
+0.10%
0.050
+0.75%
+2.77%
22,535.6
 
XLU
Utilities Select Sector SPDR ETF
113,315
9,251.6
+1.65%
4.140
+0.07%
0.050
+11.42%
+12.57%
20,322.3
 
MGK
Vanguard Mega Cap Growth ETF
24,681
9,035.4
New Holding
4.050
+4.05%
0.040
+32.42%
+9.77%
25,798.2
 
TXN
Texas Instruments Inc
27,179
5,642.2
+68.74%
2.530
+1.03%
0.000
+48.62%
+16.26%
194,930.9
Semiconductors

Deane Retirement Strategies, Inc.'s Historical Top Holdings Breakdowns

Deane Retirement Strategies, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
TLT
iShares 20+ Year Treasury Bond ETF
2025-06-30
Sold Out
Sold Out
-10.59%
●
83.97 ($87.25) 92.85
$86.00
-1.43%
Sold Out
0
-244,245
IEF
iShares 7-10 Year Treasury Bond ETF
2025-06-30
Sold Out
Sold Out
-7.17%
●
93.15 ($94.57) 96.56
$94.73
0.17%
Sold Out
0
-157,879
EDV
Vanguard Extended Duration Treasury ETF
Vanguard Extended Duration Treasury ETF
2025-06-30
Sold Out
Sold Out
-6.04%
●
62.42 ($66.18) 72.45
$64.13
-3.10%
Sold Out
0
-178,253
STIP
iShares 0-5 Year TIPS Bond ETF
2025-06-30
New Buy
New Buy
+5.56%
●
102.02 ($102.6) 103.5
$103.03
0.42%
New holding
120,498
120,498
VEA
Vanguard FTSE Developed Markets ETF
2025-06-30
New Buy
New Buy
+5.35%
●
45.65 ($53.52) 57.01
$57.01
6.52%
New holding
209,517
209,517
VEU
Vanguard FTSE All-World ex-US ETF
2025-06-30
Sold Out
Sold Out
-5.35%
●
54.19 ($63.27) 67.22
$67.57
6.80%
Sold Out
0
-184,958
PTLC
Pacer Trendpilot US Large Cap ETF
2025-06-30
Add
Add
+5.11%
●
47.42 ($48.96) 51.67
$51.61
5.41%
Add 98262.01%
225,249
225,020
VONV
Vanguard Russell 1000 Value Index Fund
Vanguard Russell 1000 Value Index Fund
2025-06-30
Sold Out
Sold Out
-4.88%
●
73.19 ($81.32) 85.21
$85.95
5.69%
Sold Out
0
-124,102
SGOV
iShares 0-3 Month Treasury Bond ETF
2025-06-30
Add
Add
+4.40%
●
100.35 ($100.53) 100.71
$100.60
0.07%
Add 211.94%
143,694
97,629
MGK
Vanguard Mega Cap Growth ETF
2025-06-30
New Buy
New Buy
+4.05%
●
273.67 ($329.17) 366.17
$376.18
14.28%
New holding
24,681
24,681

Deane Retirement Strategies, Inc. Total Holding History ($B)

To

Deane Retirement Strategies, Inc.'s Asset Allocation

To

Deane Retirement Strategies, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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Deane Retirement Strategies, Inc.'s Hypothetical Growth since 2025-06-30

Deane Retirement Strategies, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Deane Retirement Strategies, Inc.'s Holdings Heat Map

Size field:

Deane Retirement Strategies, Inc.'s Holdings Bubble Chart

Deane Retirement Strategies, Inc. News

  • 1

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