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

Currently, Deane Retirement Strategies, Inc. holds 57 types of securities in its portfolio with a total value $248.6M. In the most recent quarter, they have increased their positions in TIP (+214.4K shares, valued at $23.7M), STIP (+198.0K shares, valued at $20.5M), N/A (+342.4K shares, valued at $13.0M); decreased their positions in VEA (-206.1K shares, valued at $13.2M), GOVT (-545.5K shares, valued at $12.5M), VGLT (-223.8K shares, valued at $12.4M); initiated new positions in N/A (+342.4K shares, valued at $13.0M), PSQ (+295.7K shares, valued at $9.5M), ITA (+33.9K shares, valued at $7.4M).

1M P&L

+8.5M+4.02%

3M P&L

+13.6M+6.62%

HY P&L

+27.9M+14.59%

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/A144.6M

66.5%

2Software - Application16.2M

7.5%

3Aerospace & Defense11.8M

5.4%

Top Industries by Stock Count

1N/A28 stocks

53.8%

2Software - Application3 stocks

5.8%

3Farm & Heavy Construction Machinery2 stocks

3.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

TIP ISHARES TIPS BOND ETF214.4K shares278383.12%2026-03-312026-04-07

STIP ISHARES 0-5 YEAR TIPS BOND ETF198.1K shares206229.17%2026-03-312026-04-07

VTIP VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF383.1K shares0.23%2026-03-312026-04-07

XOP STATE STREET SPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETF79.9K shares113.14%2026-03-312026-04-07

PROSHARES SHORT S&P500 PROSHARES SHORT S&P500342.4K sharesnew addition2026-03-312026-04-07

CTA SIMPLIFY MANAGED FUTURES STRATEGY ETF399.3K shares105.27%2026-03-312026-04-07

PTLC PACER TRENDPILOT US LARGE CAP ETF222.3K shares-0.39%2026-03-312026-04-07

PSQ PROSHARES SHORT QQQ295.7K sharesnew addition2026-03-312026-04-07

Sponsored

GLD SPDR GOLD SHARES20.8K shares2.72%2026-03-312026-04-07

ISHARES GOLD TRUST ISHARES GOLD TRUST90.5K shares14.74%2026-03-312026-04-07

ITA ISHARES U.S. AEROSPACE & DEFENSE ETF33.9K sharesnew addition2026-03-312026-04-07

ADBE ADOBE SYS INC27.7K shares34.51%2026-03-312026-04-07

CF CF INDUSTRIES HOLD COM48.8K sharesnew addition2026-03-312026-04-07

DOW DOW HLDGS INC COM147.1K shares-25.78%2026-03-312026-04-07

LMT LOCKHEED MARTIN CORP9.8K shares-0.32%2026-03-312026-04-07

HII HUNTINGTON INGALLS INDS INC COM15.5K shares-0.04%2026-03-312026-04-07

Sponsored

XOM EXXON MOBIL CORP COM32.9K shares-20.64%2026-03-312026-04-07

VLO VALERO ENERGY CORP22.2K sharesnew addition2026-03-312026-04-07

OIH VANECK OIL SERVICES ETF13.5K sharesnew addition2026-03-312026-04-07

LINDE PLC SHS LINDE PLC SHS11.0K shares2.32%2026-03-312026-04-07

TXN TEXAS INSTRS INC COM26.8K shares-0.51%2026-03-312026-04-07

EOG EOG RESOURCES INC35.6K sharesnew addition2026-03-312026-04-07

PAVE GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF99.4K sharesnew addition2026-03-312026-04-07

CAT CATERPILLAR INC COM7.1K shares-0.63%2026-03-312026-04-07

Sponsored

CRM SALESFORCE INC COM26.1K shares-0.73%2026-03-312026-04-07

GOOGLE INC GOOGLE INC16.6K shares-0.26%2026-03-312026-04-07

INTC INTEL CORP COM106.2K sharesnew addition2026-03-312026-04-07

NOW SERVICENOW INC COM44.3K sharesnew addition2026-03-312026-04-07

GRID FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX21.2K sharesnew addition2026-03-312026-04-07

SGOV ISHARES 0-3 MONTH TREASURY BOND ETF23.6K sharesnew addition2026-03-312026-04-07

PCT PURECYCLE TECHNOLOGIES INC COM227.4K sharesnew addition2026-03-312026-04-07

SPYM STATE STREET SPDR PORTFOLIO S&P 500 ETF5.2K shares-55.23%2026-03-312026-04-07

Sponsored

BIL STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF1.5K shares121.15%2026-03-312026-04-07

SHY ISHARES 1-3 YEAR TREASURY BOND ETF1.6K shares0.06%2026-03-312026-04-07

GLDM SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST1.4K shares314.24%2026-03-312026-04-07

VGLT VANGUARD LONG-TERM TREASURY ETF197 shares-99.91%2026-03-312026-04-07

VEA VANGUARD FTSE DEVELOPED MARKETS ETF168 shares-99.92%2026-03-312026-04-07

IEFA ISHARES CORE MSCI EAFE ETF113 shares-99.91%2026-03-312026-04-07

GOVT ISHARES U.S. TREASURY BOND ETF412 shares-99.92%2026-03-312026-04-07

EDV VANGUARD EXTENDED DURATION TREASURY ETF138 shares-99.92%2026-03-312026-04-07

Sponsored

TJX TJX COS INC NEW COM42 shares-99.87%2026-03-312026-04-07

XLV STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF42 shares-99.92%2026-03-312026-04-07

DBMF IMGP DBI MANAGED FUTURES STRATEGY ETF173 shares-99.92%2026-03-312026-04-07

AMZN AMAZON.COM INC25 shares-99.92%2026-03-312026-04-07

WMT WALMART INC COM37 shares-99.92%2026-03-312026-04-07

PCAR PACCAR INC COM36 shares-99.92%2026-03-312026-04-07

ORLY OREILLY AUTOMOTIVE INC COM45 shares-99.92%2026-03-312026-04-07

MA MASTERCARD INC8 shares-99.92%2026-03-312026-04-07

Sponsored

SIMPLIFY US EQUITY PLUS MANAGED FUTURES STRATEGY ETF SIMPLIFY US EQUITY PLUS MANAGED FUTURES STRATEGY ETF149 sharesnew addition2026-03-312026-04-07

NEM NEWMONT CORP COM36 shares-99.91%2026-03-312026-04-07

VMC VULCAN MATLS CO COM14 shares-99.92%2026-03-312026-04-07

AAPL APPLE INC15 shares-99.93%2026-03-312026-04-07

LOW LOWES COS INC COM15 shares-99.92%2026-03-312026-04-07

IAUM ISHARES GOLD TRUST MICRO ETF OF BENEF INTEREST48 shares-98.63%2026-03-312026-04-07

GDXJ VANECK JUNIOR GOLD MINERS ETF18 shares-99.92%2026-03-312026-04-07

IEMG ISHARES CORE MSCI EMERGING MARKETS ETF30 shares-93.02%2026-03-312026-04-07

Sponsored

IDEV ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF25 shares-92.73%2026-03-312026-04-07

TIP

ISHARES TIPS BOND ETF

278383.12%

Shares214.4K

Event2026-03-31

Filed2026-04-07

STIP

ISHARES 0-5 YEAR TIPS BOND ETF

206229.17%

Shares198.1K

Event2026-03-31

Filed2026-04-07

VTIP

VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF

0.23%

Shares383.1K

Event2026-03-31

Filed2026-04-07

XOP

STATE STREET SPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETF

113.14%

Shares79.9K

Event2026-03-31

Filed2026-04-07

PROSHARES SHORT S&P500

New

Shares342.4K

Event2026-03-31

Filed2026-04-07

CTA

SIMPLIFY MANAGED FUTURES STRATEGY ETF

105.27%

Shares399.3K

Event2026-03-31

Filed2026-04-07

PTLC

PACER TRENDPILOT US LARGE CAP ETF

-0.39%

Shares222.3K

Event2026-03-31

Filed2026-04-07

PSQ

PROSHARES SHORT QQQ

New

Shares295.7K

Event2026-03-31

Filed2026-04-07

GLD

SPDR GOLD SHARES

2.72%

Shares20.8K

Event2026-03-31

Filed2026-04-07

ISHARES GOLD TRUST

14.74%

Shares90.5K

Event2026-03-31

Filed2026-04-07

ITA

ISHARES U.S. AEROSPACE & DEFENSE ETF

New

Shares33.9K

Event2026-03-31

Filed2026-04-07

ADBE

ADOBE SYS INC

34.51%

Shares27.7K

Event2026-03-31

Filed2026-04-07

CF INDUSTRIES HOLD COM

New

Shares48.8K

Event2026-03-31

Filed2026-04-07

DOW

DOW HLDGS INC COM

-25.78%

Shares147.1K

Event2026-03-31

Filed2026-04-07

LMT

LOCKHEED MARTIN CORP

-0.32%

Shares9.8K

Event2026-03-31

Filed2026-04-07

HII

HUNTINGTON INGALLS INDS INC COM

-0.04%

Shares15.5K

Event2026-03-31

Filed2026-04-07

XOM

EXXON MOBIL CORP COM

-20.64%

Shares32.9K

Event2026-03-31

Filed2026-04-07

VLO

VALERO ENERGY CORP

New

Shares22.2K

Event2026-03-31

Filed2026-04-07

OIH

VANECK OIL SERVICES ETF

New

Shares13.5K

Event2026-03-31

Filed2026-04-07

LINDE PLC SHS

2.32%

Shares11.0K

Event2026-03-31

Filed2026-04-07

TXN

TEXAS INSTRS INC COM

-0.51%

Shares26.8K

Event2026-03-31

Filed2026-04-07

EOG

EOG RESOURCES INC

New

Shares35.6K

Event2026-03-31

Filed2026-04-07

PAVE

GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF

New

Shares99.4K

Event2026-03-31

Filed2026-04-07

CAT

CATERPILLAR INC COM

-0.63%

Shares7.1K

Event2026-03-31

Filed2026-04-07

CRM

SALESFORCE INC COM

-0.73%

Shares26.1K

Event2026-03-31

Filed2026-04-07

GOOGLE INC

-0.26%

Shares16.6K

Event2026-03-31

Filed2026-04-07

INTC

INTEL CORP COM

New

Shares106.2K

Event2026-03-31

Filed2026-04-07

NOW

SERVICENOW INC COM

New

Shares44.3K

Event2026-03-31

Filed2026-04-07

GRID

FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX

New

Shares21.2K

Event2026-03-31

Filed2026-04-07

SGOV

ISHARES 0-3 MONTH TREASURY BOND ETF

New

Shares23.6K

Event2026-03-31

Filed2026-04-07

PCT

PURECYCLE TECHNOLOGIES INC COM

New

Shares227.4K

Event2026-03-31

Filed2026-04-07

SPYM

STATE STREET SPDR PORTFOLIO S&P 500 ETF

-55.23%

Shares5.2K

Event2026-03-31

Filed2026-04-07

BIL

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

121.15%

Shares1.5K

Event2026-03-31

Filed2026-04-07

SHY

ISHARES 1-3 YEAR TREASURY BOND ETF

0.06%

Shares1.6K

Event2026-03-31

Filed2026-04-07

GLDM

SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST

314.24%

Shares1.4K

Event2026-03-31

Filed2026-04-07

VGLT

VANGUARD LONG-TERM TREASURY ETF

-99.91%

Shares197

Event2026-03-31

Filed2026-04-07

VEA

VANGUARD FTSE DEVELOPED MARKETS ETF

-99.92%

Shares168

Event2026-03-31

Filed2026-04-07

IEFA

ISHARES CORE MSCI EAFE ETF

-99.91%

Shares113

Event2026-03-31

Filed2026-04-07

GOVT

ISHARES U.S. TREASURY BOND ETF

-99.92%

Shares412

Event2026-03-31

Filed2026-04-07

EDV

VANGUARD EXTENDED DURATION TREASURY ETF

-99.92%

Shares138

Event2026-03-31

Filed2026-04-07

TJX

TJX COS INC NEW COM

-99.87%

Shares42

Event2026-03-31

Filed2026-04-07

XLV

STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF

-99.92%

Shares42

Event2026-03-31

Filed2026-04-07

DBMF

IMGP DBI MANAGED FUTURES STRATEGY ETF

-99.92%

Shares173

Event2026-03-31

Filed2026-04-07

AMZN

AMAZON.COM INC

-99.92%

Shares25

Event2026-03-31

Filed2026-04-07

WMT

WALMART INC COM

-99.92%

Shares37

Event2026-03-31

Filed2026-04-07

PCAR

PACCAR INC COM

-99.92%

Shares36

Event2026-03-31

Filed2026-04-07

ORLY

OREILLY AUTOMOTIVE INC COM

-99.92%

Shares45

Event2026-03-31

Filed2026-04-07

MASTERCARD INC

-99.92%

Shares8

Event2026-03-31

Filed2026-04-07

SIMPLIFY US EQUITY PLUS MANAGED FUTURES STRATEGY ETF

New

Shares149

Event2026-03-31

Filed2026-04-07

NEM

NEWMONT CORP COM

-99.91%

Shares36

Event2026-03-31

Filed2026-04-07

VMC

VULCAN MATLS CO COM

-99.92%

Shares14

Event2026-03-31

Filed2026-04-07

AAPL

APPLE INC

-99.93%

Shares15

Event2026-03-31

Filed2026-04-07

LOW

LOWES COS INC COM

-99.92%

Shares15

Event2026-03-31

Filed2026-04-07

IAUM

ISHARES GOLD TRUST MICRO ETF OF BENEF INTEREST

-98.63%

Shares48

Event2026-03-31

Filed2026-04-07

GDXJ

VANECK JUNIOR GOLD MINERS ETF

-99.92%

Shares18

Event2026-03-31

Filed2026-04-07

IEMG

ISHARES CORE MSCI EMERGING MARKETS ETF

-93.02%

Shares30

Event2026-03-31

Filed2026-04-07

IDEV

ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF

-92.73%

Shares25

Event2026-03-31

Filed2026-04-07

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available