Deane Retirement Strategies, Inc.
CIK: 0001659346SEC EDGAR →
Portfolio Value
$241.7M
Holdings
71
As of
Q4 2025
New Positions
20
Closed Positions
13
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF | 382,212 | $18.9M | 7.82% |
| 2 | VANGUARD FTSE DEVELOPED MARKETS ETF | 206,269 | $12.9M | 5.33% |
| 3 | ISHARES U.S. TREASURY BOND ETF | 545,907 | $12.5M | 5.17% |
| 4 | VANGUARD LONG-TERM TREASURY ETF | 223,976 | $12.4M | 5.14% |
| 5 | PACER TRENDPILOT US LARGE CAP ETF | 223,200 | $12.4M | 5.13% |
| 6 | ISHARES CORE MSCI EAFE ETF | 131,809 | $11.8M | 4.88% |
| 7 | VANGUARD EXTENDED DURATION TREASURY ETF | 172,424 | $11.1M | 4.61% |
| 8 | STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF | 52,459 | $8.1M | 3.37% |
| 9 | SPDR GOLD SHARES | 20,210 | $8.0M | 3.31% |
| 10 | AMAZON.COM INC | 31,323 | $7.2M | 2.99% |
Quarterly Changes
New Positions (13)
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 30 | $102.7M | 42.5% |
| Unknown | 6 | $38.7M | 16.0% |
| Technology | 5 | $24.8M | 10.3% |
| Consumer Cyclical | 8 | $22.1M | 9.2% |
| Industrials | 5 | $19.1M | 7.9% |
| Basic Materials | 4 | $18.2M | 7.5% |
| Communication Services | 4 | $5.7M | 2.4% |
| Energy | 3 | $5.1M | 2.1% |
| Consumer Defensive | 1 | $5.1M | 2.1% |
| Healthcare | 3 | $75K | 0.0% |
| Utilities | 2 | $24K | 0.0% |