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Keith L. Deane

Deane Retirement Strategies, Inc.

Assets Managed
$236.204M
Holdings
52
Last Quarter
2026 - Q2
Filed Date
5d ago
Growth Rate
-4.98%(2Q avg: -1.06%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Deane Retirement Strategies, Inc.'s 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 52 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 0 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 236.204M in assets, with a quarterly growth rate of -4.98% and a 2-quarter average growth rate of -1.06%. The portfolio is managed by Keith L. Deane, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VTIP
Vanguard Short-term Tips
Recent Activity
Increased 29.47%
10.55%
$24.913M
495,958 shares@ $50.24 avg price
STIP
Ishares 0-5 Year Tips Bond E
Recent Activity
Decreased -3.63%
8.26%
$19.501M
190,880 shares@ $102.17 avg price
CTA
Simplify Managed Futures St
Recent Activity
Increased 49.68%
6.57%
$15.506M
597,723 shares@ $25.95 avg price
PTLC
Pacer Trendpilot Us Large Ca
Recent Activity
Decreased -1.64%
5.4%
$12.737M
218,676 shares@ $58.25 avg price
IAU
Ishares Gold Trust
Recent Activity
Increased 36.54%
3.96%
$9.333M
123,603 shares@ $75.52 avg price
GLD
Spdr Gold Shares
Recent Activity
Increased 16.4%
3.77%
$8.901M
24,163 shares@ $368.39 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Increased 22.64%
3.09%
$7.288M
20,402 shares@ $357.24 avg price
CF
Cf Industries Holdings Inc
Recent Activity
Increased 27.09%
2.84%
$6.708M
62,022 shares@ $108.16 avg price
XOM
Exxonmobil Holdings Corp
Recent Activity
New Position
2.78%
$6.556M
47,958 shares@ $136.7 avg price
CVX
Chevron Corp
Recent Activity
New Position
2.78%
$6.556M
39,525 shares@ $165.86 avg price

1-10 of 52