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Keith L. Deane

@Deane Retirement Strategies, Inc.

Latest period2024 - Q3ReportedManaged Assets$205.147MTotal 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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
USHYIshares Broad Usd High Yield Corporate Bond Etf
Recent Activity
Exited
0%
$9.405M
259,483 shares@ $36.25 avg price
LLYEli Lilly & Co Com
Recent Activity
Exited
0%
$4.543M
5,048 shares@ $900.0 avg price
AVGOBroadcom Inc Com
Recent Activity
Exited
0%
$4.162M
2,609 shares@ $1595.07 avg price
GDXMarket Vectors Gold Miners Index Etf
Recent Activity
Exited
0%
$4.101M
121,647 shares@ $33.72 avg price
TXTTextron Inc Com
Recent Activity
Exited
0%
$3.689M
43,072 shares@ $85.66 avg price
XMESpdr S&p Metals & Mining Etf
Recent Activity
Exited
0%
$3.53M
59,872 shares@ $58.96 avg price
PAVEGlobal X U.s. Infrastructure Development Etf
Recent Activity
Exited
0%
$3.492M
94,935 shares@ $36.79 avg price
MMM3m Co Com
Recent Activity
Exited
0%
$3.201M
31,513 shares@ $101.6 avg price
GOOGLGoogle Inc
Recent Activity
Exited
0%
$2.981M
16,369 shares@ $182.13 avg price
CIThe Cigna Group Com
Recent Activity
Exited
0%
$2.675M
8,140 shares@ $328.63 avg price