Deane Retirement Strategies, Inc. Q2 2025 Filing

Filed July 11, 2025

Portfolio Value

$223.2B

Holdings

63

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (63 positions)

#StockSharesValue% PortfolioType
1
VTIPVANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF
385,767$19.4B8.69%
2
SGOVISHARES 0-3 MONTH TREASURY BOND ETF
143,694$14.5B6.48%
3
STIPISHARES 0-5 YEAR TIPS BOND ETF
120,498$12.4B5.56%
4
VEAVANGUARD FTSE DEVELOPED MARKETS ETF
209,517$11.9B5.35%
5
PTLCPACER TRENDPILOT US LARGE CAP ETF
225,249$11.4B5.12%
6
AQLTISHARES CORE MSCI EAFE ETF
133,497$11.1B4.99%
7
VGSHVANGUARD SHORT-TERM TREASURY ETF
188,190$11.1B4.96%
8
XLUUTILITIES SELECT SECTOR SPDR FUND
113,315$9.3B4.14%
9
MGKVANGUARD MEGA CAP GROWTH ETF
24,681$9.0B4.05%
10
TXNTEXAS INSTRS INC COM
27,179$5.6B2.53%
11
CATCATERPILLAR INC COM
14,498$5.6B2.52%
12
DBMFIMGP DBI MANAGED FUTURES STRATEGY ETF
217,648$5.6B2.51%
13
AMZNAMAZON.COM INC
25,044$5.5B2.46%
14
CTASIMPLIFY MANAGED FUTURES STRATEGY ETF
195,651$5.2B2.34%
15
GOOGLGOOGLE INC
29,512$5.2B2.33%
16
ORLYOREILLY AUTOMOTIVE INC COM
56,866$5.1B2.29%
17
VMCVULCAN MATLS CO COM
17,942$4.7B2.10%
18
NFLXNETFLIX COM INC
3,440$4.6B2.06%
19
BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW
9,307$4.5B2.03%
20
XOMEXXON MOBIL CORP COM
41,169$4.4B1.99%
21
DHRDANAHER CORPORATION COM
21,815$4.3B1.93%
22
IAU*ISHARES GOLD TRUST
67,180$4.2B1.88%
23
CLCOLGATE PALMOLIVE CO COM
45,569$4.1B1.85%
24
GQ9SPDR GOLD SHARES
13,444$4.1B1.83%
25
NEMNEWMONT CORP COM
69,195$4.0B1.80%
26
MAMASTERCARD INC
7,096$4.0B1.78%
27
TJXTJX COS INC NEW COM
32,144$4.0B1.78%
28
CVXCHEVRON CORP NEW COM
26,040$3.7B1.67%
29
KMBKIMBERLY-CLARK CORP COM
28,325$3.7B1.64%
30
AXPAMERICAN EXPRESS CO COM
11,316$3.6B1.62%
31
JPMJPMORGAN CHASE & CO. COM
10,346$3.0B1.34%
32
GDXJVANECK JUNIOR GOLD MINERS ETF
43,673$2.9B1.32%
33
CMCSACOMCAST CORP NEW CL A
82,616$2.9B1.32%
34
WMTWALMART INC COM
26,995$2.6B1.18%
35
FCXFREEPORT MCMORAN COPPER
41,623$1.8B0.81%
36
IBITISHARES BITCOIN TRUST ETF
22,010$1.3B0.60%
37
SPYMSPDR PORTFOLIO S&P 500 ETF
11,629$845.3M0.38%
38
AAPLAPPLE INC
1,704$349.6M0.16%
39
BILSPDR BLOOMBERG 1-3 MONTH T-BILL ETF
2,911$267.0M0.12%
40
RJFRAYMOND JAMES FINL INC
1,507$231.1M0.10%
41
RCLROYAL CARRIBBEAN CRUISES LTD
451$141.2M0.06%
42
AQLTISHARES U.S. TREASURY BOND ETF
5,564$127.9M0.06%
43
SHYISHARES 1-3 YEAR TREASURY BOND ETF
1,538$127.4M0.06%
44
VOOVANGUARD S&P 500 ETF
192$109.1M0.05%
45
IAUMISHARES GOLD TRUST MICRO ETF OF BENEF INTEREST
2,072$68.4M0.03%
46
DISDISNEY WALT CO COM
536$66.5M0.03%
47
AMGNAMGEN INC
100$27.9M0.01%
48
DONSPDR DOW JONES INDUSTRIAL ETF
50$22.0M0.01%
49
EMXCISHARES MSCI EMERGING MARKETS EX CHINA ETF
328$20.7M0.01%
50
IDEVISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF
272$20.7M0.01%
51
RSPINVESCO S&P 500 EQUAL WEIGHT ETF
104$18.9M0.01%
52
SBUXSTARBUCKS CORP
206$18.9M0.01%
53
ISRGINTUITIVE SURGICAL INC COM NEW
31$16.8M0.01%
54
PTINPACER TRENDPILOT INTERNATIONAL ETF
452$13.1M0.01%
55
GLDMSPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST
148$9.7M0.00%
56
TACKFAIRLEAD TACTICAL SECTOR ETF
336$9.5M0.00%
57
FCTESMI 3FOURTEEN FULL-CYCLE TREND ETF
348$9.3M0.00%
58
GMGENERAL MOTORS CORP
100$4.9M0.00%
59
BIDUNBAIDU COM ADR
50$4.3M0.00%
60
GEGE AEROSPACE COM NEW
14$3.6M0.00%
61
LAESSEALSQ CORP ORD SHS
650$2.6M0.00%
62
GEVGE VERNOVA INC COM
2$1.1M0.00%
63
GEHCGE HEALTHCARE TECHNOLOGIES INC COMMON STOCK
4$296K0.00%