Keith L. Deane

@Deane Retirement Strategies, Inc.

Latest period2024 - Q3

Reported3mo 16d ago

Managed Assets$205.147M

Total holdings73

Assets growth rate5.27%

Assets growth rate (2-Q avg)2.11%

Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Deane Retirement Strategies, Inc.'s 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 73 positions.

Assets under management

The assets under management (AUM) of Deane Retirement Strategies, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 205.147M in assets, with a quarterly growth rate of 5.27% and a 2-quarter average growth rate of 2.11%. The portfolio is managed by Keith L. Deane, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
SPTSSpdr Portfolio Short Term Treasury Etf Recent Activity New Position	7.87%	$16.134M 548,553 shares@ $29.42 avg price	New Position
VGSHVanguard Short-term Treasury Etf Recent Activity New Position	7.87%	$16.128M 273,248 shares@ $59.03 avg price	New Position
VEUVanguard Ftse All-world Ex-us Index Fund Recent Activity New Position	5.7%	$11.681M 185,357 shares@ $63.02 avg price	New Position
QQQMInvesco Nasdaq 100 Etf Recent Activity New Position	4.66%	$9.548M 47,543 shares@ $200.83 avg price	New Position
USBUs Bancorp Del Com New Recent Activity New Position	1.57%	$3.204M 70,086 shares@ $45.72 avg price	New Position
CMCSAComcast Corp New Cl A Recent Activity New Position	1.55%	$3.172M 75,952 shares@ $41.77 avg price	New Position
VUGVanguard Growth Etf Recent Activity New Position	0.08%	$152,420 397 shares@ $383.93 avg price	New Position
IEMGIshares Core Msci Emerging Markets Etf Recent Activity New Position	0.01%	$11,769 205 shares@ $57.41 avg price	New Position
DBMFImgp Dbi Managed Futures Strategy Etf Recent Activity New Position	0.01%	$10,774 383 shares@ $28.14 avg price	New Position
TACKFairlead Tactical Sector Etf Recent Activity New Position	0.01%	$10,634 378 shares@ $28.14 avg price	New Position