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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
MOATVaneck Morningstar Wide Moat Etf
Recent Activity
New Position
0.01%
$3,199
33 shares@ $96.94 avg price
IVALAlpha Architect International Quantitative Value Etf
Recent Activity
New Position
0.01%
$3,198
124 shares@ $25.8 avg price
QVALAlpha Architect Us Quantitative Value Etf
Recent Activity
New Position
0.01%
$3,183
69 shares@ $46.14 avg price
QMOMAlpha Architect U.s. Quantitative Momentum Etf
Recent Activity
New Position
0.01%
$3,145
49 shares@ $64.19 avg price