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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
CPCanadian Pacific Kansas City Com
Recent Activity
Exited
0%
$2.653M
33,894 shares@ $78.28 avg price
RRCRange Res Corp Com
Recent Activity
Exited
0%
$2.534M
76,021 shares@ $33.34 avg price
AMATApplied Matls Inc Com
Recent Activity
Exited
0%
$2.367M
10,000 shares@ $236.73 avg price
SPYSpdr S&p 500 Etf Trust
Recent Activity
Exited
0%
$62,041
114 shares@ $544.22 avg price
RINGIshares Msci Global Gold Miners Etf
Recent Activity
Exited
0%
$53,260
1,929 shares@ $27.62 avg price
IFRAIshares U.s. Infrastructure Etf
Recent Activity
Exited
0%
$52,018
1,235 shares@ $42.12 avg price
EMXCIshares Msci Emerging Markets Ex China Etf
Recent Activity
Exited
0%
$10,893
184 shares@ $59.21 avg price
EETHProshares Ether Strategy Etf
Recent Activity
Exited
0%
$1,622
23 shares@ $70.53 avg price