13F-HR filed by Deane Retirement Strategies, Inc.
Deane Retirement Strategies, Inc. filed this 13F-HR for the quarter ended 2024-12-31, filed 2025-01-23, with 71 holding rows worth $198,801,692.
- Accession
- 0001659346-25-000002
- Filer
- CIK 1659346
- Filed
- 2025-01-23
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2024
A holdings report, 71 entries on the cover page, a total value of $198,801,692 stated on the cover page (in dollars after the unit check, H1), rows summing to $198,801,692 with VALUE read as dollars as filed, 13F file number 028-17065. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| ISHARES TR | 464287432 | 20 YR TR BD ETF | 237,198 | $20,714,501 | dollars as filed | |
| VANGUARD MALVERN FDS | 922020805 | SHS | 256,023 | $12,396,634 | dollars as filed | |
| VANGUARD SCOTTSDALE FDS | 92206C680 | COM | 103,786 | $10,721,094 | dollars as filed | |
| Vanguard Short-Term Treasury ETF | 92206C102 | SHS | 179,255 | $10,429,056 | dollars as filed | |
| VANGUARD SCOTTSDALE FDS | 92206C714 | COM | 118,064 | $9,592,700 | dollars as filed | |
| iShares 0-3 Month Treasury Bond ETF | 46436E718 | SHS | 95,356 | $9,566,114 | dollars as filed | |
| ISHARES TR | 464287440 | 7-10 YR TRSY BD | 101,602 | $9,393,105 | dollars as filed | |
| Intuitive Surgical,Inc. | 46120E602 | COM | 10,050 | $5,245,698 | dollars as filed | |
| DOW HLDGS INC COM | 260557103 | Stock | 126,932 | $5,093,781 | dollars as filed | |
| NEWMONT CORP | 651639106 | COM | 129,433 | $4,817,496 | dollars as filed | |
| iShares Gold Trust | 464285204 | COM | 97,050 | $4,804,946 | dollars as filed | |
| SPDR GOLD TR | 78463V107 | GOLD SHS | 19,234 | $4,657,128 | dollars as filed | |
| Netflix, Inc | 64110L106 | COM | 5,136 | $4,577,820 | dollars as filed | |
| VULCAN MATLS CO COM | 929160109 | Stock | 17,301 | $4,450,382 | dollars as filed | |
| OREILLY AUTOMOTIVE INC COM | 67103H107 | Stock | 3,693 | $4,379,159 | dollars as filed | |
| Johnson & Johnson | 478160104 | COM | 29,113 | $4,210,322 | dollars as filed | |
| EXXON MOBIL CORP | 30231G102 | COM | 37,961 | $4,083,447 | dollars as filed | |
| Honeywell Technologies | 438516106 | COM | 17,671 | $3,991,702 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 8,765 | $3,972,999 | dollars as filed | |
| THETRADEDESKINCCLASSCLASSA | 88339J105 | STOK | 33,015 | $3,880,253 | dollars as filed | |
| TJX Companies Inc | 872540109 | COM | 30,993 | $3,744,264 | dollars as filed | |
| Adobe Inc | 00724F101 | COM | 8,120 | $3,610,802 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 15,736 | $3,452,321 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 5,839 | $3,418,793 | dollars as filed | |
| USBANCORPDEL | 902973304 | COM NEW | 70,753 | $3,384,116 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 17,804 | $3,370,297 | dollars as filed | |
| American Express Company | 025816109 | COM | 10,983 | $3,259,645 | dollars as filed | |
| Chevron Corporation | 166764100 | COM | 21,513 | $3,115,943 | dollars as filed | |
| ARISTA NETWORKS INC | 040413205 | COM | 26,837 | $2,978,576 | dollars as filed | |
| Texas Instruments Incorporated | 882508104 | COM | 15,645 | $2,933,594 | dollars as filed | |
| Comcast Corp | 20030N101 | COM | 76,891 | $2,885,719 | dollars as filed | |
| MasterCard, Inc | 57636Q104 | COM | 5,223 | $2,750,275 | dollars as filed | |
| Micron Technology,Inc. | 595112103 | COM | 32,135 | $2,704,482 | dollars as filed | |
| CLOUDFLARE INC CL A COM | 18915M107 | Stock | 23,623 | $2,543,725 | dollars as filed | |
| Walmart Inc. | 931142103 | COM | 26,200 | $2,367,170 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 9,790 | $2,346,761 | dollars as filed | |
| NIKE,Inc. Class B | 654106103 | COM | 25,304 | $1,914,754 | dollars as filed | |
| VALARIS LTD | G9460G101 | CL A | 42,984 | $1,901,612 | dollars as filed | |
| STRATA CRITICAL MEDICAL INC | 092667104 | CL A COM | 249,882 | $1,061,999 | dollars as filed | |
| Linde plc | G54950103 | COM | 2,224 | $931,122 | dollars as filed | |
| SPDR SER TR STATE STR SPDR PORT S&P 500 ETF | 78464A854 | SHS | 13,148 | $906,423 | dollars as filed | |
| PURECYCLE TECHNOLOGIES INC | 74623V103 | COM | 67,794 | $694,889 | dollars as filed | |
| Apple Inc | 037833100 | COM | 1,704 | $426,716 | dollars as filed | |
| RAYMOND JAMES FINL INC COM | 754730109 | Stock | 1,507 | $234,082 | dollars as filed | |
| ISHARES TR | 464287457 | COM | 1,648 | $135,103 | dollars as filed | |
| iShares U.S. Treasury Bond ETF | 46429B267 | SHS | 5,777 | $132,755 | dollars as filed | |
| ROYAL CARIBBEAN GROUP COM | V7780T103 | Stock | 451 | $104,041 | dollars as filed | |
| Vanguard S&P 500 ETF | 922908363 | COM | 176 | $94,831 | dollars as filed | |
| iShares Gold Trust Micro ETF of Benef Interest | 46436F103 | SHS | 2,623 | $68,644 | dollars as filed | |
| PALO ALTO NETWORKS INC | 697435105 | COM | 304 | $65,706 | dollars as filed | |
| SPDR Bloomberg 1-3 Month T-Bill ETF | 78468R663 | SHS | 679 | $62,081 | dollars as filed | |
| Walt Disney Co | 254687106 | COM | 536 | $59,684 | dollars as filed | |
| Amgen Inc. | 031162100 | COM | 100 | $26,064 | dollars as filed | |
| STATE STR SPDR DOW JONES IND | 78467X109 | UT SER 1 | 50 | $21,275 | dollars as filed | |
| Starbucks Corporation | 855244109 | COM | 206 | $18,798 | dollars as filed | |
| SIMPLIFY EXCHANGE TRADED FUN | 82889N699 | MANAGED FUTURES | 416 | $11,602 | dollars as filed | |
| ISHARES TR | 46435G326 | CORE MSCI INTL | 177 | $11,411 | dollars as filed | |
| ISHARES INC | 46434G764 | MSCI EMRG CHN | 203 | $11,256 | dollars as filed | |
| LITMAN GREGORY FDS TR | 53700T827 | IMGP DBI MAN ETF | 406 | $10,621 | dollars as filed | |
| PACER FDS TR | 69374H105 | TRENDP US LAR CP | 146 | $7,802 | dollars as filed | |
| CAPITOL SER TR | 14064D550 | FAIRLEAD TACTICA | 284 | $7,767 | dollars as filed | |
| IShares Bitcoin Trust Registered | 46438F101 | SHS | 109 | $5,782 | dollars as filed | |
| ALPHA ARCHITECT U.S. QUANTITATIVE VALUE ETF | 02072L102 | ETF | 129 | $5,759 | dollars as filed | |
| ALPHA ARCHITECT INTERNATIONAL QUANTITATIVE VALUE ETF | 02072L201 | ETF | 239 | $5,741 | dollars as filed | |
| WORLD GOLD TR | 98149E303 | SPDR GLD MINIS | 107 | $5,563 | dollars as filed | |
| GENERAL MTRS CO COM | 37045V100 | Stock | 100 | $5,327 | dollars as filed | |
| BAIDU INC SPON ADR REP A | 056752108 | ADR | 50 | $4,216 | dollars as filed | |
| General Electric Company | 369604301 | COM | 14 | $2,335 | dollars as filed | |
| GE Vernova Inc. | 36828A101 | COM | 2 | $658 | dollars as filed | |
| GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK | 36266G107 | Stock | 4 | $313 | dollars as filed | |
| Wells Fargo & Company | 949746101 | COM | 2 | $140 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001659346-25-000002 | this filing | 2025-01-23 | acceptance time not in the bulk data set |