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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
BLDEBlade Air Mobility Inc Cl A Com
Recent Activity
Increased 0.22%
0.36%
$736,703
250,545 shares@ $2.95 avg price
SHYIshares 1-3 Year Treasury Bond Etf
Recent Activity
Increased 0.97%
0.07%
$138,694
1,668 shares@ $83.15 avg price
GOVTIshares U.s. Treasury Bond Etf
Recent Activity
Increased 1.11%
0.07%
$137,323
5,856 shares@ $23.45 avg price
IAUMIshares Gold Trust Micro Etf Of Benef Interest
Recent Activity
Increased 22.37%
0.04%
$69,668
2,654 shares@ $26.26 avg price
STIPIshares 0-5 Year Tips Bond Etf
Recent Activity
Increased 12.39%
0.04%
$61,603
608 shares@ $101.33 avg price
IDEVIshares Core Msci International Developed Markets Etf
Recent Activity
Increased 5.67%
0.01%
$11,899
168 shares@ $70.83 avg price