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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
VONGVanguard Russell 1000 Growth Etf
Recent Activity
Increased 32588.79%
4.8%
$9.842M
101,989 shares@ $96.51 avg price
VONVVanguard Russell 1000 Value Etf
Recent Activity
Increased 33848.1%
4.71%
$9.645M
115,763 shares@ $83.32 avg price
CVXChevron Corp New Com
Recent Activity
Increased 2428.15%
1.53%
$3.133M
21,287 shares@ $147.2 avg price
UPSUnited Parcel Service Inc
Recent Activity
Increased 0.24%
1.46%
$2.98M
21,870 shares@ $136.26 avg price
MSFTMicrosoft
Recent Activity
Increased 0.28%
1.39%
$2.833M
6,586 shares@ $430.21 avg price
MAMastercard Inc
Recent Activity
Increased 0.39%
1.25%
$2.546M
5,156 shares@ $493.8 avg price
FCXFreeport Mcmoran Copper
Recent Activity
Increased 0.43%
1.15%
$2.357M
47,144 shares@ $49.99 avg price
VVisa Inc
Recent Activity
Increased 0.68%
1.15%
$2.353M
8,559 shares@ $274.96 avg price
VALValaris Ltd Cl A
Recent Activity
Increased 0.63%
1.11%
$2.259M
40,504 shares@ $55.77 avg price
IBITIshares Bitcoin Trust Etf
Recent Activity
Increased 0.13%
0.43%
$881,319
24,393 shares@ $36.13 avg price