Deane Retirement Strategies, Inc.
Q2 2025 13F Holdings
- Locationnew orleans, LA
- Num holdings
63
- Value ($000)
$223,217
- Date Filed07/11/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VTIP VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF | ETF | 922020805 | $19.39M | 9 % | 385,767 | ||
SGOV ISHARES 0-3 MONTH TREASURY BOND ETF | ETF | 46436E718 | $14.47M | 7 % | 143,694 | ||
STIP ISHARES 0-5 YEAR TIPS BOND ETF | ETF | 46429B747 | $12.40M | 6 % | 120,498 | ||
VEA VANGUARD FTSE DEVELOPED MARKETS ETF | ETF | 921943858 | $11.94M | 5 % | 209,517 | ||
PTLC PACER TRENDPILOT US LARGE CAP ETF | ETF | 69374H105 | $11.43M | 5 % | 225,249 | ||
IEFA ISHARES CORE MSCI EAFE ETF | ETF | 46432F842 | $11.14M | 5 % | 133,497 | ||
VGSH VANGUARD SHORT-TERM TREASURY ETF | ETF | 92206C102 | $11.06M | 5 % | 188,190 | ||
XLU UTILITIES SELECT SECTOR SPDR FUND | ETF | 81369Y886 | $9.25M | 4 % | 113,315 | ||
MGK VANGUARD MEGA CAP GROWTH ETF | ETF | 921910816 | $9.04M | 4 % | 24,681 | ||
TEXAS INSTRS INC COM | STOCK | 882508104 | $5.64M | 3 % | 27,179 |
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