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
VTIP
VTIP

VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF

ETF
$19.35M
8 %

382,264

STIP
STIP

ISHARES 0-5 YEAR TIPS BOND ETF

ETF
$17.36M
8 %

167,996

VEA
VEA

VANGUARD FTSE DEVELOPED MARKETS ETF

ETF
$12.39M
5 %

206,806

PTLC
PTLC

PACER TRENDPILOT US LARGE CAP ETF

ETF
$12.20M
5 %

222,804

IEFA
IEFA

ISHARES CORE MSCI EAFE ETF

ETF
$11.49M
5 %

131,608

VGSH
VGSH

VANGUARD SHORT-TERM TREASURY ETF

ETF
$10.94M
5 %

185,967

PAVE
PAVE

GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF

ETF
$9.25M
4 %

194,181

GOOGL
GOOGL

GOOGLE INC

STOCK
$7.10M
3 %

29,197

GQ9
GQ9

SPDR GOLD SHARES

ETF
$7.10M
3 %

19,973

CAT
CAT

CATERPILLAR INC COM

STOCK
$6.80M
3 %

14,269

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