Sponsored

The Analysis of Deane Retirement Strategies, Inc.'s Holdings & P&L

Currently, Deane Retirement Strategies, Inc. holds 52 types of securities in its portfolio with a total value $236.2M. In the most recent quarter, they have increased their positions in N/A (+48.0K shares, valued at $6.6M), CVX (+39.5K shares, valued at $6.6M), AMZN (+26.6K shares, valued at $6.3M); decreased their positions in TIP (-213.9K shares, valued at $23.4M), TXN (-18.1K shares, valued at $5.4M), CAT (-4.4K shares, valued at $4.7M); initiated new positions in N/A (+48.0K shares, valued at $6.6M), CVX (+39.5K shares, valued at $6.6M), JNJ (+22.0K shares, valued at $5.6M).

1M P&L

+5.9M+3.31%

3M P&L

+7.3M+4.13%

HY P&L

+7.6M+4.31%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A91.4M

46.5%

2Internet Content & Information7.3M

3.7%

3Software - Application6.9M

3.5%

Top Industries by Stock Count

1N/A15 stocks

38.5%

2Software - Application2 stocks

5.1%

3Internet Retail1 stocks

2.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VTIP VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF496.0K shares29.47%2026-06-302026-07-09

STIP ISHARES 0-5 YEAR TIPS BOND ETF190.9K shares-3.63%2026-06-302026-07-09

CTA SIMPLIFY MANAGED FUTURES STRATEGY ETF597.7K shares49.68%2026-06-302026-07-09

PTLC PACER TRENDPILOT US LARGE CAP ETF218.7K shares-1.64%2026-06-302026-07-09

IAU ISHARES GOLD TRUST123.6K shares36.54%2026-06-302026-07-09

GLD SPDR GOLD SHARES24.2K shares16.40%2026-06-302026-07-09

GOOGL GOOGLE INC20.4K shares22.64%2026-06-302026-07-09

CF CF INDUSTRIES HOLD COM62.0K shares27.09%2026-06-302026-07-09

Sponsored

EXXONMOBIL HOLDINGS CORP COM SHS EXXONMOBIL HOLDINGS CORP COM SHS48.0K sharesnew addition2026-06-302026-07-09

CVX CHEVRON CORPORATION COM39.5K sharesnew addition2026-06-302026-07-09

AMZN AMAZON.COM INC26.6K shares106472.00%2026-06-302026-07-09

VLO VALERO ENERGY CORP21.7K shares-2.52%2026-06-302026-07-09

LIN LINDE PLC SHS10.8K shares-1.43%2026-06-302026-07-09

JNJ JOHNSON & JOHNSON COM22.0K sharesnew addition2026-06-302026-07-09

DOW DOW HLDGS INC COM200.7K shares36.44%2026-06-302026-07-09

VISA INC VISA INC15.7K sharesnew addition2026-06-302026-07-09

Sponsored

UNP UNION PAC CORP COM19.0K sharesnew addition2026-06-302026-07-09

PG PROCTER & GAMBLE CO COM35.2K sharesnew addition2026-06-302026-07-09

MCK MCKESSON CORP COM6.7K sharesnew addition2026-06-302026-07-09

SERVICENOW INC COM SERVICENOW INC COM48.8K shares10.04%2026-06-302026-07-09

CRM SALESFORCE INC COM30.6K shares17.43%2026-06-302026-07-09

HCA HCA HEALTHCARE INC COM12.3K sharesnew addition2026-06-302026-07-09

ADOBE SYS INC ADOBE SYS INC23.4K shares-15.70%2026-06-302026-07-09

MDLZ MONDELEZ INTL INC CL A82.6K sharesnew addition2026-06-302026-07-09

Sponsored

MSFT MICROSOFT12.8K sharesnew addition2026-06-302026-07-09

BROADCOM INC COM BROADCOM INC COM12.6K sharesnew addition2026-06-302026-07-09

EOG EOG RESOURCES INC35.0K shares-1.82%2026-06-302026-07-09

CHUBB LIMITED COM CHUBB LIMITED COM11.5K sharesnew addition2026-06-302026-07-09

FDS FACTSET RESH SYS INC COM16.3K sharesnew addition2026-06-302026-07-09

WFC WELLS FARGO & CO COM34.3K sharesnew addition2026-06-302026-07-09

CAT CATERPILLAR INC COM2.6K shares-62.74%2026-06-302026-07-09

AXP AMERICAN EXPRESS CO COM8.1K sharesnew addition2026-06-302026-07-09

Sponsored

JPMORGAN CHASE & CO COM JPMORGAN CHASE & CO COM8.3K sharesnew addition2026-06-302026-07-09

TXN TEXAS INSTRS INC COM8.7K shares-67.48%2026-06-302026-07-09

ZOETIS INC CL A ZOETIS INC CL A31.2K sharesnew addition2026-06-302026-07-09

TTD THE TRADE DESK INC COM CL A116.1K sharesnew addition2026-06-302026-07-09

NETFLIX COM INC NETFLIX COM INC28.9K sharesnew addition2026-06-302026-07-09

PURECYCLE TECHNOLOGIES INC COM PURECYCLE TECHNOLOGIES INC COM225.6K shares-0.77%2026-06-302026-07-09

STATE STREET SPDR PORTFOLIO S&P 500 ETF STATE STREET SPDR PORTFOLIO S&P 500 ETF4.7K shares-9.59%2026-06-302026-07-09

SGOV ISHARES 0-3 MONTH TREASURY BOND ETF1.7K shares-92.74%2026-06-302026-07-09

Sponsored

RSP INVESCO S&P 500 EQUAL WEIGHT ETF561 sharesnew addition2026-06-302026-07-09

SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST1.3K shares-4.24%2026-06-302026-07-09

BIL STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF675 shares-53.89%2026-06-302026-07-09

SHY ISHARES 1-3 YEAR TREASURY BOND ETF751 shares-53.41%2026-06-302026-07-09

TIP ISHARES TIPS BOND ETF552 shares-99.74%2026-06-302026-07-09

SIMPLIFY DBI CTA MANAGED FUTURES INDEX ETF SIMPLIFY DBI CTA MANAGED FUTURES INDEX ETF176 sharesnew addition2026-06-302026-07-09

CTAP SIMPLIFY US EQUITY PLUS MANAGED FUTURES STRATEGY ETF149 shares0.00%2026-06-302026-07-09

TJX TJX COS INC NEW COM16 shares-61.90%2026-06-302026-07-09

Sponsored

IEMG ISHARES CORE MSCI EMERGING MARKETS ETF27 shares-10.00%2026-06-302026-07-09

IDEV ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF25 shares0.00%2026-06-302026-07-09

IAUM ISHARES GOLD TRUST MICRO ETF OF BENEF INTEREST51 shares6.25%2026-06-302026-07-09

NEM NEWMONT CORP COM4 shares-88.89%2026-06-302026-07-09

VTIP

VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF

29.47%

Shares496.0K

Event2026-06-30

Filed2026-07-09

STIP

ISHARES 0-5 YEAR TIPS BOND ETF

-3.63%

Shares190.9K

Event2026-06-30

Filed2026-07-09

CTA

SIMPLIFY MANAGED FUTURES STRATEGY ETF

49.68%

Shares597.7K

Event2026-06-30

Filed2026-07-09

PTLC

PACER TRENDPILOT US LARGE CAP ETF

-1.64%

Shares218.7K

Event2026-06-30

Filed2026-07-09

IAU

ISHARES GOLD TRUST

36.54%

Shares123.6K

Event2026-06-30

Filed2026-07-09

GLD

SPDR GOLD SHARES

16.40%

Shares24.2K

Event2026-06-30

Filed2026-07-09

GOOGL

GOOGLE INC

22.64%

Shares20.4K

Event2026-06-30

Filed2026-07-09

CF INDUSTRIES HOLD COM

27.09%

Shares62.0K

Event2026-06-30

Filed2026-07-09

EXXONMOBIL HOLDINGS CORP COM SHS

New

Shares48.0K

Event2026-06-30

Filed2026-07-09

CVX

CHEVRON CORPORATION COM

New

Shares39.5K

Event2026-06-30

Filed2026-07-09

AMZN

AMAZON.COM INC

106472.00%

Shares26.6K

Event2026-06-30

Filed2026-07-09

VLO

VALERO ENERGY CORP

-2.52%

Shares21.7K

Event2026-06-30

Filed2026-07-09

LIN

LINDE PLC SHS

-1.43%

Shares10.8K

Event2026-06-30

Filed2026-07-09

JNJ

JOHNSON & JOHNSON COM

New

Shares22.0K

Event2026-06-30

Filed2026-07-09

DOW

DOW HLDGS INC COM

36.44%

Shares200.7K

Event2026-06-30

Filed2026-07-09

VISA INC

New

Shares15.7K

Event2026-06-30

Filed2026-07-09

UNP

UNION PAC CORP COM

New

Shares19.0K

Event2026-06-30

Filed2026-07-09

PROCTER & GAMBLE CO COM

New

Shares35.2K

Event2026-06-30

Filed2026-07-09

MCK

MCKESSON CORP COM

New

Shares6.7K

Event2026-06-30

Filed2026-07-09

SERVICENOW INC COM

10.04%

Shares48.8K

Event2026-06-30

Filed2026-07-09

CRM

SALESFORCE INC COM

17.43%

Shares30.6K

Event2026-06-30

Filed2026-07-09

HCA

HCA HEALTHCARE INC COM

New

Shares12.3K

Event2026-06-30

Filed2026-07-09

ADOBE SYS INC

-15.70%

Shares23.4K

Event2026-06-30

Filed2026-07-09

MDLZ

MONDELEZ INTL INC CL A

New

Shares82.6K

Event2026-06-30

Filed2026-07-09

MSFT

MICROSOFT

New

Shares12.8K

Event2026-06-30

Filed2026-07-09

BROADCOM INC COM

New

Shares12.6K

Event2026-06-30

Filed2026-07-09

EOG

EOG RESOURCES INC

-1.82%

Shares35.0K

Event2026-06-30

Filed2026-07-09

CHUBB LIMITED COM

New

Shares11.5K

Event2026-06-30

Filed2026-07-09

FDS

FACTSET RESH SYS INC COM

New

Shares16.3K

Event2026-06-30

Filed2026-07-09

WFC

WELLS FARGO & CO COM

New

Shares34.3K

Event2026-06-30

Filed2026-07-09

CAT

CATERPILLAR INC COM

-62.74%

Shares2.6K

Event2026-06-30

Filed2026-07-09

AXP

AMERICAN EXPRESS CO COM

New

Shares8.1K

Event2026-06-30

Filed2026-07-09

JPMORGAN CHASE & CO COM

New

Shares8.3K

Event2026-06-30

Filed2026-07-09

TXN

TEXAS INSTRS INC COM

-67.48%

Shares8.7K

Event2026-06-30

Filed2026-07-09

ZOETIS INC CL A

New

Shares31.2K

Event2026-06-30

Filed2026-07-09

TTD

THE TRADE DESK INC COM CL A

New

Shares116.1K

Event2026-06-30

Filed2026-07-09

NETFLIX COM INC

New

Shares28.9K

Event2026-06-30

Filed2026-07-09

PURECYCLE TECHNOLOGIES INC COM

-0.77%

Shares225.6K

Event2026-06-30

Filed2026-07-09

STATE STREET SPDR PORTFOLIO S&P 500 ETF

-9.59%

Shares4.7K

Event2026-06-30

Filed2026-07-09

SGOV

ISHARES 0-3 MONTH TREASURY BOND ETF

-92.74%

Shares1.7K

Event2026-06-30

Filed2026-07-09

RSP

INVESCO S&P 500 EQUAL WEIGHT ETF

New

Shares561

Event2026-06-30

Filed2026-07-09

SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST

-4.24%

Shares1.3K

Event2026-06-30

Filed2026-07-09

BIL

STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF

-53.89%

Shares675

Event2026-06-30

Filed2026-07-09

SHY

ISHARES 1-3 YEAR TREASURY BOND ETF

-53.41%

Shares751

Event2026-06-30

Filed2026-07-09

TIP

ISHARES TIPS BOND ETF

-99.74%

Shares552

Event2026-06-30

Filed2026-07-09

SIMPLIFY DBI CTA MANAGED FUTURES INDEX ETF

New

Shares176

Event2026-06-30

Filed2026-07-09

CTAP

SIMPLIFY US EQUITY PLUS MANAGED FUTURES STRATEGY ETF

0.00%

Shares149

Event2026-06-30

Filed2026-07-09

TJX

TJX COS INC NEW COM

-61.90%

Shares16

Event2026-06-30

Filed2026-07-09

IEMG

ISHARES CORE MSCI EMERGING MARKETS ETF

-10.00%

Shares27

Event2026-06-30

Filed2026-07-09

IDEV

ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF

0.00%

Shares25

Event2026-06-30

Filed2026-07-09

IAUM

ISHARES GOLD TRUST MICRO ETF OF BENEF INTEREST

6.25%

Shares51

Event2026-06-30

Filed2026-07-09

NEM

NEWMONT CORP COM

-88.89%

Shares4

Event2026-06-30

Filed2026-07-09

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available