Deane Retirement Strategies, Inc. 13F Holdings

Name: SEC Form 13F Institutional Holdings Database
Creator: 13F Fund Database
License: https://www.sec.gov/about/secdataaccess

CIK 0001659346 · NEW ORLEANS, LA

As of Sep 30, 2025, Deane Retirement Strategies, Inc. reported 70 positions worth $232.5M in its SEC Form 13F filing.

Top 25 holdings

Security	Ticker	Sector	Shares	Value	% of portfolio
VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND	VTIP	—	382,264	9.4M	8.32%
ISHARES 0-5 YEAR TIPS BOND ETF	STIP	—	167,996	7.4M	7.47%
VANGUARD TAX-MANAGED FUNDS	VEA	—	206,806	2.4M	5.33%
PACER TRENDPILOT US LARGE CAP ETF	PTLC	—	222,804	2.2M	5.25%
ISHARES CORE MSCI EAFE ETF	IEFA	—	131,608	1.5M	4.94%
VANGUARD SHORT-TERM TREASURY INDEX FUND	VGSH	—	185,967	0.9M	4.71%
GLOBAL X US INFRASTRUCTURE DEVELOPMENT ETF	PAVE	—	194,181	$9.2M	3.98%
ALPHABET INC	GOOGL	Equity	29,197	$7.1M	3.05%
SPDR GOLD TRUST	GQ9	—	19,973	$7.1M	3.05%
CATERPILLAR INC	CAT	Industrials	14,269	$6.8M	2.93%
O REILLY AUTOMOTIVE INC	ORLY	Consumer Cyclical	56,182	$6.1M	2.60%
IMGP DBI MANAGED FUTURES STRATEGY ETF	DBMF	—	215,508	$5.9M	2.53%
MASTERCARD INC	MA	Financial Services	10,277	$5.8M	2.51%
NEWMONT CORP	NEM	Basic Materials	68,540	$5.8M	2.49%
ISHARES GOLD TRUST	IAU	—	76,747	$5.6M	2.40%
APPLE INC	AAPL	Technology	21,872	$5.6M	2.40%
VULCAN MATERIALS CO	VMC	Basic Materials	17,736	$5.5M	2.34%
AMAZON.COM INC	AMZN	Equity	24,816	$5.5M	2.34%
SIMPLIFY MANAGED FUTURES STRATEGY ETF	CTA	—	193,766	$5.4M	2.33%
TEXAS INSTRUMENTS INC	TXN	Technology	26,832	$4.9M	2.12%
NETFLIX INC	NFLX	Communication Services	4,103	$4.9M	2.12%
LOCKHEED MARTIN CORP	LMT	Industrials	9,808	$4.9M	2.10%
WALMART INC	WMT	Consumer Defensive	45,568	$4.7M	2.02%
BERKSHIRE HATHAWAY INC	BRK/B	Financial Services	9,239	$4.6M	2.00%
SALESFORCE INC	CRM	Technology	19,518	$4.6M	1.99%