Deane Retirement Strategies, Inc. Top Holdings and 13F Report (2025) About Deane Retirement Strategies, Inc.Investment ActivityDeane Retirement Strategies, Inc. has $223.22 million in total holdings as of June 30, 2025.Deane Retirement Strategies, Inc. owns shares of 63 different stocks, but just 23 companies or ETFs make up 80% of its holdings.Approximately 45.37% of the portfolio was purchased this quarter.About 40.69% of the portfolio was sold this quarter.This quarter, Deane Retirement Strategies, Inc. has purchased 71 new stocks and bought additional shares in 28 stocks.Deane Retirement Strategies, Inc. sold shares of 8 stocks and completely divested from 20 stocks this quarter.Largest Holdings Vanguard Short-Term Inflation-Protected Securities ETF $19,391,884iShares 0-3 Month Treasury Bond ETF $14,468,549iShares 0-5 Year TIPS Bond ETF $12,399,876Vanguard FTSE Developed Markets ETF $11,942,754Pacer Trendpilot US Large Cap ETF $11,430,525 Largest New Holdings this Quarter 46429B747 - iShares 0-5 Year TIPS Bond ETF $12,399,876 Holding921943858 - Vanguard FTSE Developed Markets ETF $11,942,754 Holding921910816 - Vanguard Mega Cap Growth ETF $9,035,436 Holding149123101 - Caterpillar $5,625,808 Holding235851102 - Danaher $4,310,707 Holding Largest Purchases this Quarter iShares 0-5 Year TIPS Bond ETF 120,498 shares (about $12.40M)Vanguard FTSE Developed Markets ETF 209,517 shares (about $11.94M)Pacer Trendpilot US Large Cap ETF 225,020 shares (about $11.42M)iShares 0-3 Month Treasury Bond ETF 97,629 shares (about $9.83M)Vanguard Mega Cap Growth ETF 24,681 shares (about $9.04M) Largest Sales this Quarter Newmont 62,540 shares (about $3.64M)iShares Gold Trust 32,542 shares (about $2.03M)SPDR Gold Shares 6,333 shares (about $1.93M)SPDR Bloomberg 1-3 Month T-Bill ETF 1,432 shares (about $131.36K)iShares Gold Trust Micro 682 shares (about $22.50K) Sector Allocation Over TimeMap of 500 Largest Holdings ofDeane Retirement Strategies, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVTIPVanguard Short-Term Inflation-Protected Securities ETF$19,391,884$6,114,395 ▲46.1%385,7678.7%ManufacturingSGOViShares 0-3 Month Treasury Bond ETF$14,468,549$9,830,264 ▲211.9%143,6946.5%ETFSTIPiShares 0-5 Year TIPS Bond ETF$12,399,876$12,399,876 ▲New Holding120,4985.6%ETFVEAVanguard FTSE Developed Markets ETF$11,942,754$11,942,754 ▲New Holding209,5175.4%ETFPTLCPacer Trendpilot US Large Cap ETF$11,430,525$11,418,904 ▲98,262.0%225,2495.1%ETFIEFAiShares Core MSCI EAFE ETF$11,143,207$187,060 ▲1.7%133,4975.0%ETFVGSHVanguard Short-Term Treasury ETF$11,061,538$220,831 ▲2.0%188,1905.0%ETFXLUUtilities Select Sector SPDR Fund$9,251,572$149,736 ▲1.6%113,3154.1%ETFMGKVanguard Mega Cap Growth ETF$9,035,436$9,035,436 ▲New Holding24,6814.0%ETFTXNTexas Instruments$5,642,170$2,298,470 ▲68.7%27,1792.5%Computer and TechnologyCATCaterpillar$5,625,808$5,625,808 ▲New Holding14,4982.5%IndustrialsDBMFiMGP DBi Managed Futures Strategy ETF$5,599,773$5,581,866 ▲31,171.3%217,6482.5%ETFAMZNAmazon.com$5,499,009$86,732 ▲1.6%25,0442.5%Retail/WholesaleCTASimplify Managed Futures Strategy ETF$5,231,708$5,214,594 ▲30,470.5%195,6512.3%ETFGOOGLAlphabet$5,204,046$89,403 ▲1.7%29,5122.3%Computer and TechnologyORLYO'Reilly Automotive$5,122,714$4,788,052 ▲1,430.7%56,8662.3%Retail/WholesaleVMCVulcan Materials$4,680,813$69,917 ▲1.5%17,9422.1%ConstructionNFLXNetflix$4,604,206$12,046 ▲0.3%3,4402.1%Consumer DiscretionaryBRK.BBerkshire Hathaway$4,521,029$137,958 ▲3.1%9,3072.0%FinanceXOMExxon Mobil$4,440,580$133,641 ▲3.1%41,1692.0%EnergyDHRDanaher$4,310,707$4,310,707 ▲New Holding21,8151.9%MedicalIAUiShares Gold Trust$4,187,078$2,028,221 ▼-32.6%67,1801.9%FinanceCLColgate-Palmolive$4,137,439$4,137,439 ▲New Holding45,5691.9%Consumer StaplesGLDSPDR Gold Shares$4,095,777$1,929,378 ▼-32.0%13,4441.8%FinanceNEMNewmont$4,025,956$3,638,750 ▼-47.5%69,1951.8%Basic MaterialsMAMastercard$3,982,925$993,486 ▲33.2%7,0961.8%Business ServicesTJXTJX Companies$3,969,305$55,568 ▲1.4%32,1441.8%Retail/WholesaleCVXChevron$3,729,572$584,357 ▲18.6%26,0401.7%EnergyKMBKimberly-Clark$3,650,162$3,650,162 ▲New Holding28,3251.6%Consumer StaplesAXPAmerican Express$3,608,683$27,744 ▲0.8%11,3161.6%FinanceJPMJPMorgan Chase & Co.$2,997,905$56,504 ▲1.9%10,3461.3%FinanceGDXJVanEck Junior Gold Miners ETF$2,947,680$43,871 ▲1.5%43,6731.3%ETFCMCSAComcast$2,947,210$94,250 ▲3.3%82,6161.3%Consumer DiscretionaryWMTWalmart$2,638,677$40,760 ▲1.6%26,9951.2%Retail/WholesaleFCXFreeport-McMoRan$1,805,717$1,805,717 ▲New Holding41,6230.8%Basic MaterialsISHARES BITCOIN TRUST ETF$1,347,232$17,751 ▲1.3%22,0100.6%ETFSPLGSPDR Portfolio S&P 500 ETF$845,312$5,379 ▼-0.6%11,6290.4%ETFAAPLApple$349,6100.0%1,7040.2%Computer and TechnologyBILSPDR Bloomberg 1-3 Month T-Bill ETF$267,033$131,361 ▼-33.0%2,9110.1%ETFRJFRaymond James Financial$231,1290.0%1,5070.1%FinanceRCLRoyal Caribbean Cruises$141,2260.0%4510.1%Consumer DiscretionaryGOVTiShares U.S. Treasury Bond ETF$127,861$414 ▲0.3%5,5640.1%ETFSHYiShares 1-3 Year Treasury Bond ETF$127,439$249 ▲0.2%1,5380.1%ManufacturingVOOVanguard S&P 500 ETF$109,062$49,987 ▲84.6%1920.0%ETFIAUMiShares Gold Trust Micro$68,355$22,499 ▼-24.8%2,0720.0%FinanceDISWalt Disney$66,4690.0%5360.0%Consumer DiscretionaryAMGNAmgen$27,9210.0%1000.0%MedicalDIASPDR Dow Jones Industrial Average ETF Trust$22,0330.0%500.0%FinanceEMXCiShares MSCI Emerging Markets ex China ETF$20,710$20,710 ▲New Holding3280.0%ManufacturingIDEViShares Core MSCI International Developed Markets ETF$20,6830.0%2720.0%ETFRSPInvesco S&P 500 Equal Weight ETF$18,901$18,901 ▲New Holding1040.0%ETFSBUXStarbucks$18,8760.0%2060.0%Retail/WholesaleISRGIntuitive Surgical$16,8460.0%310.0%MedicalPTINPacer Trendpilot International ETF$13,113$13,113 ▲New Holding4520.0%ETFGLDMSPDR Gold MiniShares Trust$9,697$1,048 ▼-9.8%1480.0%FinanceTACKFairlead Tactical Sector ETF$9,484$3,415 ▼-26.5%3360.0%ETFSMI 3FOURTEEN FULL-CYCLE TREND ETF$9,257$9,257 ▲New Holding3480.0%ETFGMGeneral Motors$4,9210.0%1000.0%Auto/Tires/TrucksBIDUBaidu$4,2880.0%500.0%Computer and TechnologyGEGE Aerospace$3,6030.0%140.0%AerospaceLAESSEALSQ$2,6200.0%6500.0%Computer and TechnologyGE VERNOVA INC COM$1,0580.0%20.0%StockGEHCGE HealthCare Technologies$2960.0%40.0%MedicalTLTiShares 20+ Year Treasury Bond ETF$0$22,223,363 ▼-100.0%00.0%ETFIEFiShares 7-10 Year Treasury Bond ETF$0$15,054,761 ▼-100.0%00.0%ETFEDVVanguard Extended Duration Treasury ETF$0$12,666,591 ▼-100.0%00.0%ETFVEUVanguard FTSE All-World ex-US ETF$0$11,222,828 ▼-100.0%00.0%ETFVONVVanguard Russell 1000 Value ETF$0$10,238,637 ▼-100.0%00.0%ETFDOWDOW$0$4,545,430 ▼-100.0%00.0%Basic MaterialsUSBU.S. Bancorp$0$3,047,111 ▼-100.0%00.0%FinanceTTDTrade Desk$0$1,890,933 ▼-100.0%00.0%Computer and TechnologyLINDE PLC SHS$0$848,396 ▼-100.0%00.0%StockBLDEBlade Air Mobility$0$700,334 ▼-100.0%00.0%Business ServicesPURECYCLE TECHNOLOGIES INC COM$0$492,454 ▼-100.0%00.0%StockPANWPalo Alto Networks$0$51,875 ▼-100.0%00.0%Computer and TechnologyIEMGiShares Core MSCI Emerging Markets ETF$0$18,512 ▼-100.0%00.0%ETFVONGVanguard Russell 1000 Growth ETF$0$16,145 ▼-100.0%00.0%ETFARISTA NETWORKS INC COM SHS$0$13,094 ▼-100.0%00.0%StockVALValaris$0$12,642 ▼-100.0%00.0%EnergyNETCloudflare$0$9,579 ▼-100.0%00.0%Computer and TechnologyIVALAlpha Architect International Quantitative Value ETF$0$9,399 ▼-100.0%00.0%ETFQVALAlpha Architect U.S. Quantitative Value ETF$0$8,274 ▼-100.0%00.0%ETFNKENIKE$0$6,348 ▼-100.0%00.0%Consumer DiscretionaryShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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