13F-HR filed by Deane Retirement Strategies, Inc.
Deane Retirement Strategies, Inc. filed this 13F-HR for the quarter ended 2025-12-31, filed 2026-01-28, with 71 holding rows worth $241,692,260.
- Accession
- 0001659346-26-000002
- Filer
- CIK 1659346
- Filed
- 2026-01-28
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2025
A holdings report, 71 entries on the cover page, a total value of $241,692,260 stated on the cover page (in dollars after the unit check, H1), rows summing to $241,692,260 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 |
|---|---|---|---|---|---|---|
| VANGUARD MALVERN FDS | 922020805 | SHS | 382,212 | $18,904,206 | dollars as filed | |
| Vanguard FTSE Developed Markets ETF | 921943858 | SHS | 206,269 | $12,885,624 | dollars as filed | |
| iShares U.S. Treasury Bond ETF | 46429B267 | SHS | 545,907 | $12,485,123 | dollars as filed | |
| VANGUARD SCOTTSDALE FDS | 92206C847 | COM | 223,976 | $12,415,556 | dollars as filed | |
| PACER FDS TR | 69374H105 | TRENDP US LAR CP | 223,200 | $12,405,456 | dollars as filed | |
| iShares Core MSCI EAFE ETF | 46432F842 | SHS | 131,809 | $11,791,633 | dollars as filed | |
| VANGUARD WORLD FD | 921910709 | EXTENDED DUR | 172,424 | $11,141,869 | dollars as filed | |
| Health Care Select Sector SPDR Fund | 81369Y209 | SHS | 52,459 | $8,149,601 | dollars as filed | |
| SPDR GOLD TR | 78463V107 | GOLD SHS | 20,210 | $8,009,425 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 31,323 | $7,220,050 | dollars as filed | |
| Adobe Inc | 00724F101 | COM | 20,602 | $7,194,744 | dollars as filed | |
| Salesforce.com, Inc | 79466L302 | COM | 26,266 | $6,945,145 | dollars as filed | |
| iShares Gold Trust | 464285204 | COM | 78,897 | $6,404,069 | dollars as filed | |
| LITMAN GREGORY FDS TR | 53700T827 | IMGP DBI MAN ETF | 216,508 | $6,075,214 | dollars as filed | |
| Apple Inc | 037833100 | COM | 21,906 | $5,955,365 | dollars as filed | |
| MasterCard, Inc | 57636Q104 | COM | 10,284 | $5,870,930 | dollars as filed | |
| SIMPLIFY EXCHANGE TRADED FUN | 82889N699 | MANAGED FUTURES | 194,542 | $5,303,215 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 16,680 | $5,243,063 | dollars as filed | |
| HUNTINGTON INGALLS INDS INC COM | 446413106 | Stock | 15,494 | $5,237,418 | dollars as filed | |
| OREILLY AUTOMOTIVE INC COM | 67103H107 | Stock | 56,021 | $5,109,675 | dollars as filed | |
| Walmart Inc. | 931142103 | COM | 45,710 | $5,092,551 | dollars as filed | |
| VULCAN MATLS CO COM | 929160109 | Stock | 17,547 | $5,004,806 | dollars as filed | |
| PACCAR INC COM | 693718108 | Stock | 45,828 | $4,988,509 | dollars as filed | |
| EXXON MOBIL CORP | 30231G102 | COM | 41,440 | $4,986,870 | dollars as filed | |
| TJX Companies Inc | 872540109 | COM | 31,995 | $4,914,752 | dollars as filed | |
| Lockheed Martin Corporation | 539830109 | COM | 9,816 | $4,747,705 | dollars as filed | |
| SPDR SER TR | 78468R556 | S&P OILGAS EXP | 37,469 | $4,730,836 | dollars as filed | |
| Lowes Companies,Inc. | 548661107 | COM | 19,491 | $4,700,450 | dollars as filed | |
| Texas Instruments Incorporated | 882508104 | COM | 26,931 | $4,672,259 | dollars as filed | |
| DOW HLDGS INC COM | 260557103 | Stock | 198,169 | $4,605,416 | dollars as filed | |
| Linde plc | G54950103 | COM | 10,716 | $4,539,774 | dollars as filed | |
| Caterpillar Inc. | 149123101 | COM | 7,123 | $4,080,553 | dollars as filed | |
| NEWMONT CORP | 651639106 | COM | 40,500 | $4,043,925 | dollars as filed | |
| VANECK ETF TRUST | 92189F791 | JUNIOR GOLD MINE | 23,081 | $2,626,156 | dollars as filed | |
| SPDR SER TR STATE STR SPDR PORT S&P 500 ETF | 78464A854 | SHS | 11,669 | $936,087 | dollars as filed | |
| Netflix, Inc | 64110L106 | COM | 3,812 | $405,367 | dollars as filed | |
| RAYMOND JAMES FINL INC COM | 754730109 | Stock | 2,509 | $402,920 | dollars as filed | |
| iShares Gold Trust Micro ETF of Benef Interest | 46436F103 | SHS | 3,509 | $150,852 | dollars as filed | |
| ISHARES TR | 464287457 | COM | 1,611 | $133,423 | dollars as filed | |
| Chevron Corporation | 166764100 | COM | 853 | $130,006 | dollars as filed | |
| ROYAL CARIBBEAN GROUP COM | V7780T103 | Stock | 451 | $125,793 | dollars as filed | |
| iShares 0-5 Year TIPS Bond ETF | 46429B747 | SHS | 96 | $107,407 | dollars as filed | |
| iShares Expanded Tech-Software Sector ETF | 464287515 | SHS | 919 | $97,129 | dollars as filed | |
| Vanguard Short-Term Treasury ETF | 92206C102 | SHS | 426 | $87,801 | dollars as filed | |
| SELECT SECTOR SPDR TR | 81369Y407 | SBI CONS DISCR | 570 | $68,064 | dollars as filed | |
| Walt Disney Co | 254687106 | COM | 536 | $60,981 | dollars as filed | |
| SPDR Bloomberg 1-3 Month T-Bill ETF | 78468R663 | SHS | 662 | $60,494 | dollars as filed | |
| Merck & Co.,Inc. | 58933Y105 | COM | 415 | $43,683 | dollars as filed | |
| FORD MTR CO COM | 345370860 | Stock | 2,797 | $36,697 | dollars as filed | |
| Amgen Inc. | 031162100 | COM | 100 | $32,731 | dollars as filed | |
| iShares Core MSCI Emerging Markets ETF | 46434G103 | SHS | 430 | $28,905 | dollars as filed | |
| iShares Core S&P Small-Cap ETF | 464287804 | SHS | 1 | $28,603 | dollars as filed | Value about 1,000 times the price other filers imply, kept as filed and left out of ratios. |
| ISHARES TR | 46435G326 | CORE MSCI INTL | 344 | $28,373 | dollars as filed | |
| WORLD GOLD TR | 98149E303 | SPDR GLD MINIS | 330 | $28,172 | dollars as filed | |
| INVESCO EXCHANGE-TRADED FD TR S&P 500 EQUAL WEIGHT ETF | 46137V357 | COM | 138 | $26,435 | dollars as filed | |
| STATE STR SPDR DOW JONES IND | 78467X109 | UT SER 1 | 50 | $24,029 | dollars as filed | |
| Duke Energy Corporation | 26441C204 | COM | 197 | $23,090 | dollars as filed | |
| AT&T Inc | 00206R102 | COM | 830 | $20,617 | dollars as filed | |
| Citigroup Inc. | 172967424 | COM | 161 | $18,787 | dollars as filed | |
| Starbucks Corporation | 855244109 | COM | 206 | $17,347 | dollars as filed | |
| ENTERPRISE PRODS PARTNERS L | 293792107 | COM | 524 | $16,799 | dollars as filed | |
| SPDR Portfolio S&P 400 Mid Cap ETF | 78464A847 | SHS | 226 | $13,088 | dollars as filed | |
| SPDR Portfolio S&P 600 Small Cap ETF | 78468R853 | SHS | 279 | $13,074 | dollars as filed | |
| iShares TIPS Bond ETF | 464287176 | SHS | 77 | $8,463 | dollars as filed | |
| SPDR PORTFOLIO TIPS ETF | 78464A656 | PORTFLI TIPS ETF | 326 | $8,460 | dollars as filed | |
| GENERAL MTRS CO COM | 37045V100 | Stock | 100 | $8,132 | dollars as filed | |
| BAIDU INC SPON ADR REP A | 056752108 | ADR | 50 | $6,533 | dollars as filed | |
| Verizon Communications Inc | 92343V104 | COM | 148 | $6,028 | dollars as filed | |
| General Electric Company | 369604301 | COM | 14 | $4,312 | dollars as filed | |
| GE Vernova Inc. | 36828A101 | COM | 2 | $1,307 | dollars as filed | |
| GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK | 36266G107 | Stock | 4 | $328 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001659346-26-000002 | this filing | 2026-01-28 | acceptance time not in the bulk data set |