Keith L. Deane

@Deane Retirement Strategies, Inc.

Latest period2024 - Q3

Reported3mo 16d ago

Managed Assets$205.147M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
SPTSSpdr Portfolio Short Term Treasury Etf Recent Activity New Position	7.87%	$16.134M 548,553 shares@ $29.42 avg price	New Position
VGSHVanguard Short-term Treasury Etf Recent Activity New Position	7.87%	$16.128M 273,248 shares@ $59.03 avg price	New Position
VTIPVanguard Short-term Inflation-protected Securities Etf Recent Activity Decreased -0.03%	6.06%	$12.417M 251,801 shares@ $49.32 avg price	Decreased -0.03%
SGOVIshares 0-3 Month Treasury Bond Etf Recent Activity Decreased -13.2%	5.95%	$12.199M 121,117 shares@ $100.72 avg price	Decreased -13.2%
VEUVanguard Ftse All-world Ex-us Index Fund Recent Activity New Position	5.7%	$11.681M 185,357 shares@ $63.02 avg price	New Position
VONGVanguard Russell 1000 Growth Etf Recent Activity Increased 32588.79%	4.8%	$9.842M 101,989 shares@ $96.51 avg price	Increased 32588.79%
VONVVanguard Russell 1000 Value Etf Recent Activity Increased 33848.1%	4.71%	$9.645M 115,763 shares@ $83.32 avg price	Increased 33848.1%
QQQMInvesco Nasdaq 100 Etf Recent Activity New Position	4.66%	$9.548M 47,543 shares@ $200.83 avg price	New Position
ISRGIntuitive Surgical Inc Com New Recent Activity Decreased -0.63%	2.39%	$4.885M 9,953 shares@ $490.77 avg price	Decreased -0.63%
IAUIshares Gold Trust Recent Activity Decreased -0.55%	2.31%	$4.732M 95,182 shares@ $49.72 avg price	Decreased -0.55%