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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
GLDSpdr Gold Shares
Recent Activity
Decreased -0.68%
2.24%
$4.578M
18,830 shares@ $243.14 avg price
WMTWalmart Inc Com
Recent Activity
Decreased -0.64%
2.17%
$4.436M
54,976 shares@ $80.7 avg price
XOMExxon Mobil Corp Com
Recent Activity
Decreased -0.39%
2.12%
$4.346M
37,096 shares@ $117.17 avg price
ORLYOreilly Automotive Inc Com
Recent Activity
Decreased -0.24%
2.07%
$4.229M
3,673 shares@ $1151.37 avg price
EOGEog Resources Inc
Recent Activity
Decreased 0%
1.95%
$3.983M
32,406 shares@ $122.91 avg price
BRK.BBerkshire Hathaway Inc Del Cl B New
Recent Activity
Decreased -0.34%
1.94%
$3.963M
8,613 shares@ $460.16 avg price
TDTTFlexshares Iboxx 3 Year Target Duration Tips Index Fund
Recent Activity
Decreased -0.27%
1.83%
$3.749M
155,883 shares@ $24.06 avg price
NFLXNetflix Com Inc
Recent Activity
Decreased -0.27%
1.77%
$3.62M
5,104 shares@ $709.2 avg price
TJXTjx Cos Inc New Com
Recent Activity
Decreased -0.74%
1.76%
$3.592M
30,559 shares@ $117.54 avg price
TTDThe Trade Desk Inc Com Cl A
Recent Activity
Decreased -0.46%
1.75%
$3.573M
32,592 shares@ $109.65 avg price