Deane Retirement Strategies, Inc.

Q3 2025 13F Holdings

  • Location
    new orleans, LA
  • Num holdings

    70

  • Value ($000)

    $232,503

  • Date Filed
    10/14/2025
  • Form type
    13F-HR
  • CIK
    0001659346
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
V
VTIP

VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF

ETF
$19.35M
8 %

382,264

S
STIP

ISHARES 0-5 YEAR TIPS BOND ETF

ETF
$17.36M
8 %

167,996

V
VEA

VANGUARD FTSE DEVELOPED MARKETS ETF

ETF
$12.39M
5 %

206,806

P
PTLC

PACER TRENDPILOT US LARGE CAP ETF

ETF
$12.20M
5 %

222,804

I
IEFA

ISHARES CORE MSCI EAFE ETF

ETF
$11.49M
5 %

131,608

V
VGSH

VANGUARD SHORT-TERM TREASURY ETF

ETF
$10.94M
5 %

185,967

P
PAVE

GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF

ETF
$9.25M
4 %

194,181

G
GOOGL

GOOGLE INC

STOCK
$7.10M
3 %

29,197

G
GQ9

SPDR GOLD SHARES

ETF
$7.10M
3 %

19,973

C
CAT

CATERPILLAR INC COM

STOCK
$6.80M
3 %

14,269

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