DR

Deane Retirement Strategies, Inc.

13F
Deane Retirement Strategies, Inc.
Last update 2025-04-14 71 Stocks (7 new)
Value $210.00 Mil Turnover 28 %
Countries:
Top Holdings: TLT(10.59%)IEF(7.17%)VTIP(6.28%)EDV(6.04%)VEU(5.35%)
Summary Stock Picks Current Portfolio
Deane Retirement Strategies, I... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
TLT
iShares 20+ Year Treasury Bond ETF
244,245
22,223.4
+2.97%
10.590
+0.31%
0.040
-4.26%
+1.74%
48,373.3
 
IEF
iShares 7-10 Year Treasury Bond ETF
157,879
15,054.8
+55.39%
7.170
+2.56%
0.040
-0.63%
+4.46%
34,664.5
 
VTIP
Vanguard Short-Term Inflation-Protected Securities
Vanguard Short-Term Inflation-Protected Securities
264,132
13,179.7
+3.17%
6.280
+0.19%
0.100
+0.29%
+3.89%
14,662.4
 
EDV
Vanguard Extended Duration Treasury ETF
Vanguard Extended Duration Treasury ETF
178,253
12,666.6
New Holding
6.040
+6.04%
0.320
-7.05%
-0.83%
3,391.9
 
VEU
Vanguard FTSE All-World ex-US ETF
184,958
11,222.8
New Holding
5.350
+5.35%
0.030
+13.88%
+18.90%
42,344.4
 
VGSH
Vanguard Short-Term Government Bond ETF
Vanguard Short-Term Government Bond ETF
184,433
10,824.3
+2.89%
5.160
+0.14%
0.050
+0.57%
+2.54%
23,030.4
 
VONV
Vanguard Russell 1000 Value Index Fund
Vanguard Russell 1000 Value Index Fund
124,102
10,238.6
+5.11%
4.880
+0.24%
0.080
+9.43%
+7.61%
11,867.6
 
IEFA
iShares Core MSCI EAFE ETF
131,256
9,934.5
New Holding
4.730
+4.73%
0.010
+14.34%
+21.05%
143,058.9
 
XLU
Utilities Select Sector SPDR ETF
111,481
8,785.7
New Holding
4.190
+4.19%
0.050
+4.42%
+9.65%
19,025.5
 
NEM
Newmont Corp
131,735
6,358.9
+1.78%
3.030
+0.05%
0.010
+24.52%
+62.65%
66,668.5
Metals & Mining

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
EDV
Vanguard Extended Duration Treasury ETF
Vanguard Extended Duration Treasury ETF
2025-03-31
New Buy
New Buy
+6.04%
●
65.05 ($69.15) 73.43
$65.61
-5.12%
New holding
178,253
178,253
VONG
Vanguard Russell 1000 Growth Index Fund
Vanguard Russell 1000 Growth Index Fund
2025-03-31
Reduce
Reduce
-5.38%
●
92.71 ($101.57) 107.38
$110.18
8.48%
Reduce -99.83%
174
-103,612
VEU
Vanguard FTSE All-World ex-US ETF
2025-03-31
New Buy
New Buy
+5.35%
●
56.51 ($60.25) 62.98
$67.57
12.15%
New holding
184,958
184,958
IEFA
iShares Core MSCI EAFE ETF
2025-03-31
New Buy
New Buy
+4.73%
●
69.57 ($74.78) 78.65
$83.57
11.75%
New holding
131,256
131,256
XLU
Utilities Select Sector SPDR ETF
2025-03-31
New Buy
New Buy
+4.19%
●
74.7 ($78.14) 80.27
$81.84
4.74%
New holding
111,481
111,481
ISRG
Intuitive Surgical Inc
2025-03-31
Reduce
Reduce
-2.63%
●
476.78 ($553.02) 610.45
$544.47
-1.55%
Reduce -99.69%
31
-10,019
IEF
iShares 7-10 Year Treasury Bond ETF
2025-03-31
Add
Add
+2.56%
●
91.17 ($93.56) 95.39
$94.76
1.28%
Add 55.39%
157,879
56,277
SGOV
iShares 0-3 Month Treasury Bond ETF
2025-03-31
Reduce
Reduce
-2.49%
●
100.34 ($100.51) 100.68
$100.42
-0.09%
Reduce -51.69%
46,065
-49,291
JNJ
Johnson & Johnson
2025-03-31
Sold Out
Sold Out
-2.12%
●
142.06 ($156.47) 167.7
$156.01
-0.29%
Sold Out
0
-29,113
HON
Honeywell International Inc
2025-03-31
Sold Out
Sold Out
-2.01%
●
202.75 ($214.7) 226.52
$240.40
11.97%
Sold Out
0
-17,671

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

  • 1

Deane Retirement Strategies, Inc.'s Hypothetical Growth since 2025-03-31

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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