Deane Retirement Strategies, Inc.
CIK 1659346 · Holdings on Jun 30, 2025 · First reported Jul 11, 2025
Top ten holdings
Q2 2025- VTIP8.69%
- SGOV6.48%
- STIP5.56%
- VEA5.35%
- PTLC5.12%
- IEFA4.99%
- VGSH4.96%
- XLU4.14%
- MGK4.05%
- TXN2.53%
Share classes counted separately51.87%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- PTLCWeight increased · +5.11 pp0.01% → 5.12%Shares +225.02K (+98262.01%)
- SGOVWeight increased · +4.27 pp2.21% → 6.48%Shares +97.63K (+211.94%)
- DBMFWeight increased · +2.50 pp0.01% → 2.51%Shares +216.95K (+31171.26%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | VTIPVANGUARD SHORT-TERM TIPSETF View history and evidence | $19.39M | 8.69% | 385.77K shares | 6.28% → 8.69%+2.41 pp +121.64K (+46.05%) | Added | ↗▾ |
| 02 | SGOVISHARES 0-3 MONTH TREASURY BETF View history and evidence | $14.47M | 6.48% | 143.69K shares | 2.21% → 6.48%+4.27 pp +97.63K (+211.94%) | Added | ↗▾ |
| 03 | STIPISHARES 0-5 YEAR TIPS BOND EETF View history and evidence | $12.40M | 5.56% | 120.50K shares | Prior unavailable +120.50K | New | ↗▾ |
| 04 | VEAVANGUARD FTSE DEVELOPED ETFETF View history and evidence | $11.94M | 5.35% | 209.52K shares | Prior unavailable +209.52K | New | ↗▾ |
| 05 | PTLCPACER TRENDPILOT US LARGE CAETF View history and evidence | $11.43M | 5.12% | 225.25K shares | 0.01% → 5.12%+5.11 pp +225.02K (+98262.01%) | Added | ↗▾ |
| 06 | IEFAISHARES CORE MSCI EAFE ETFETF View history and evidence | $11.14M | 4.99% | 133.50K shares | 4.73% → 4.99%+0.26 pp +2.24K (+1.71%) | Added | ↗▾ |
| 07 | VGSHVANGUARD SHORT-TERM TREASURYETF View history and evidence | $11.06M | 4.96% | 188.19K shares | 5.16% → 4.96%-0.20 pp +3.76K (+2.04%) | Added | ↗▾ |
| 08 | XLUST SR UTL SL SE SPDR ETF-USDETF View history and evidence | $9.25M | 4.14% | 113.31K shares | 4.19% → 4.14%-0.05 pp +1.83K (+1.65%) | Added | ↗▾ |
| 09 | MGKVNGRD MRGSTR MG CP GR ETF-UIETF View history and evidence | $9.04M | 4.05% | 24.68K shares | Prior unavailable +24.68K | New | ↗▾ |
| 10 | TXNTEXAS INSTRUMENTS INCStock View history and evidence | $5.64M | 2.53% | 27.18K shares | 1.38% → 2.53%+1.15 pp +11.07K (+68.74%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 20
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| TLT ISHARES 20+ YEAR TREASURY BD | Non-derivative | -244,245 | -$22.22M | SEC filing ↗ | SEC filing ↗ |
| IEF ISHARES 7-10 YEAR TREASURY B | Non-derivative | -157,879 | -$15.05M | SEC filing ↗ | SEC filing ↗ |
| EDV VANGUARD EXTENDED DUR TREAS | Non-derivative | -178,253 | -$12.67M | SEC filing ↗ | SEC filing ↗ |
3 / 20 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1659346 · Period 2025-06-30
Data loaded 2026-09-23 · First reported 2025-07-11
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 223217025
}Research all 63 reported holdings.
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