Deane Retirement Strategies, Inc.
Q1 2025 13F Holdings
- Locationnew orleans, LA
- Num holdings
71
- Value ($000)
$209,824
- Date Filed04/14/2025
- Form type13F-HR
- CIK0001659346
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
TLT ISHARES 20 YR TREASURY ETF | ETF | 464287432 | $22.22M | 11 % | 244,245 | ||
IEF ISHARES 7-10 YR TREASURY BOND ETF | ETF | 464287440 | $15.05M | 7 % | 157,879 | ||
VTIP VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF | ETF | 922020805 | $13.18M | 6 % | 264,132 | ||
EDV VANGUARD EXTENDED DURATION TREASURY ETF | ETF | 921910709 | $12.67M | 6 % | 178,253 | ||
VEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | ETF | 922042775 | $11.22M | 5 % | 184,958 | ||
VGSH VANGUARD SHORT-TERM TREASURY ETF | ETF | 92206C102 | $10.82M | 5 % | 184,433 | ||
VONV VANGUARD RUSSELL 1000 VALUE ETF | ETF | 92206C714 | $10.24M | 5 % | 124,102 | ||
IEFA ISHARES CORE MSCI EAFE ETF | ETF | 46432F842 | $9.93M | 5 % | 131,256 | ||
XLU UTILITIES SELECT SECTOR SPDR FUND | ETF | 81369Y886 | $8.79M | 4 % | 111,481 | ||
NEM NEWMONT CORP COM | STOCK | 651639106 | $6.36M | 3 % | 131,735 |
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