DR

Deane Retirement Strategies, Inc.

13F
Deane Retirement Strategies, Inc.
Last update 2024-10-03 73 Stocks (14 new)
Value $205.00 Mil Turnover 40 %
Countries:
Top Holdings: SPTS(7.86%)VGSH(7.86%)VTIP(6.05%)SGOV(5.95%)VEU(5.69%)
Summary Stock Picks Current Portfolio
Deane Retirement Strategies, I... Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SPTS 		SPDR Portfolio Short Term Treasury ETF
548,553
16,133.6
New Holding
7.860
+7.86%
0.290
+0.03%
+3.99%
5,573.7
 
VGSH 		Vanguard Short-Term Government Bond ETF
273,248
16,128.1
New Holding
7.860
+7.86%
0.080
0%
+3.90%
19,352.6
 
VTIP 		Vanguard Short-Term Inflation-Protected Securities
251,801
12,416.8
-0.04%
6.050
0%
0.110
+0.68%
+5.01%
11,677.6
 
SGOV 		iShares 0-3 Month Treasury Bond ETF
121,117
12,198.9
-13.21%
5.950
-0.95%
0.050
+1.22%
+5.02%
28,484.5
 
VEU 		Vanguard FTSE All-World ex-US ETF
185,357
11,680.8
New Holding
5.690
+5.69%
0.030
+1.08%
+9.65%
39,573.1
 
VONG 		Vanguard Russell 1000 Growth Index Fund
101,989
9,842.2
+32,588.78%
4.800
+4.79%
0.050
+15.37%
+37.84%
22,929.0
 
VONV 		Vanguard Russell 1000 Value Index Fund
115,763
9,645.2
+33,848.09%
4.700
+4.69%
0.110
+5.93%
+18.90%
9,496.9
 
QQQM 		Invesco NASDAQ 100 ETF
47,543
9,547.8
New Holding
4.650
+4.65%
0.030
+13.32%
+30.10%
39,045.3
 
ISRG 		Intuitive Surgical Inc
9,953
4,884.6
-0.64%
2.380
-0.01%
0.000
+10.83%
+61.28%
193,619.1
Medical Devices & Instruments
IAU 		iShares Gold Trust
95,182
4,732.1
-0.55%
2.310
-0.01%
0.020
+8.01%
+31.40%
34,291.1
 

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
STIP 		iShares 0-5 Year TIPS Bond ETF2022-12-31Reduce
-15.68%
●
96.17 ($96.83) 97.8
$101.03
4.34%
Reduce -99%
2,688
-265,848
VTIP 		Vanguard Short-Term Inflation-Protected Securities2023-12-31Reduce
-12.86%
●
46.72 ($47.37) 48.12
$49.07
3.59%
Reduce -99.46%
2,623
-487,366
VCIT 		Vanguard Intermediate-Term Corporate Bond ETF2023-12-31New Buy
+11.34%
●
73.81 ($77.26) 81.64
$81.93
6.04%
New holding
255,901
255,901
VCIT 		Vanguard Intermediate-Term Corporate Bond ETF2024-03-31Reduce
-11.29%
●
79.39 ($80.26) 81.28
$81.93
2.08%
Reduce -99.52%
1,234
-254,667
VGSH 		Vanguard Short-Term Government Bond ETF2023-09-30Sold Out
-8.84%
●
57.47 ($57.63) 57.91
$58.33
1.21%
Sold Out
0
-279,396
BIL 		SPDR Bloomberg 1-3 Month T-Bill ETF2024-09-30Reduce
-8.72%
●
91.42 ($91.63) 91.82
$91.59
-0.04%
Reduce -99.63%
684
-185,395
SHV 		iShares Short Treasury Bond ETF2023-03-31New Buy
+8.72%
●
109.94 ($110.16) 110.5
$110.26
0.09%
New holding
143,133
143,133
SHV 		iShares Short Treasury Bond ETF2023-06-30Sold Out
-8.72%
●
110 ($110.25) 110.5
$110.26
0.01%
Sold Out
0
-143,133
VGSH 		Vanguard Short-Term Government Bond ETF2023-06-30Add
+8.46%
●
57.72 ($58.23) 58.69
$58.33
0.17%
Add 2250.04%
279,396
267,507
SHY 		iShares 1-3 Year Treasury Bond ETF2023-12-31Reduce
-8.26%
●
80.62 ($81.29) 82.04
$82.17
1.08%
Reduce -98.71%
2,396
-182,738

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 2024-09-30

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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