Deane Retirement Strategies, Inc.
CIK: 1659346SEC EDGAR →
Portfolio Value
$97.3B
Holdings
53
As of
Q3 2026
New Positions
12
Closed Positions
10
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF | 488,731 | $24.1B | 24.73% |
| 2 | ISHARES 20 YR TREASURY ETF | 159,113 | $12.4B | 12.74% |
| 3 | ISHARES U.S. TREASURY BOND ETF | 566,809 | $12.4B | 12.74% |
| 4 | PACER TRENDPILOT US LARGE CAP ETF | 203,972 | $12.1B | 12.48% |
| 5 | IMGP DBI MANAGED FUTURES STRATEGY ETF | 311,207 | $10.1B | 10.41% |
| 6 | ISHARES GOLD TRUST | 121,909 | $9.5B | 9.79% |
| 7 | PIMCO 15 YEAR US TIPS INDEX EXCHANGE-TRADED FUND | 134,931 | $6.1B | 6.26% |
| 8 | MONDELEZ INTL INC CL A | 82,227 | $4.8B | 4.89% |
| 9 | WELLS FARGO & CO COM | 33,980 | $2.7B | 2.80% |
| 10 | ZOETIS INC CL A | 31,172 | $2.2B | 2.24% |
Quarterly Changes
New Positions (12)
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 22 | $68.2B | 70.1% |
| Unknown | 4 | $21.9B | 22.5% |
| Consumer Defensive | 2 | $4.8B | 4.9% |
| Healthcare | 4 | $2.2B | 2.2% |
| Technology | 7 | $102.6M | 0.1% |
| Industrials | 5 | $38.1M | 0.0% |
| Basic Materials | 3 | $21.7M | 0.0% |
| Energy | 3 | $12.9M | 0.0% |
| Consumer Cyclical | 2 | $7.1M | 0.0% |
| Communication Services | 1 | $7.0M | 0.0% |