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Keith L. Deane

Deane Retirement Strategies, Inc.

Assets Managed
$248.588M
Holdings
57
Last Quarter
2026 - Q1
Filed Date
1mo 19d ago
Growth Rate
2.86%(2Q avg: 3.41%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Deane Retirement Strategies, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 57 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 5 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 248.588M in assets, with a quarterly growth rate of 2.86% and a 2-quarter average growth rate of 3.41%. The portfolio is managed by Keith L. Deane, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
TIP
Ishares Tips Bond Etf
Recent Activity
Increased 278383.12%
9.52%
$23.665M
214,432 shares@ $110.36 avg price
STIP
Ishares 0-5 Year Tips Bond E
Recent Activity
Increased 206229.17%
8.25%
$20.487M
198,076 shares@ $103.43 avg price
VTIP
Vanguard Short-term Tips
Recent Activity
Increased 0.23%
7.7%
$19.134M
383,074 shares@ $49.95 avg price
XOP
Spdr S&p Oil & Gas Exp & Pr
Recent Activity
Increased 113.14%
5.85%
$14.531M
79,861 shares@ $181.96 avg price
SH
Proshares Short S&p500
Recent Activity
New Position
5.23%
$12.986M
342,365 shares@ $37.93 avg price
CTA
Simplify Managed Futures St
Recent Activity
Increased 105.28%
4.86%
$12.074M
399,338 shares@ $30.24 avg price
PTLC
Pacer Trendpilot Us Large Ca
Recent Activity
Decreased -0.38%
4.69%
$11.658M
222,333 shares@ $52.44 avg price
PSQ
Proshares Short Qqq
Recent Activity
New Position
3.83%
$9.517M
295,660 shares@ $32.19 avg price
GLD
Spdr Gold Shares
Recent Activity
Increased 2.72%
3.59%
$8.921M
20,759 shares@ $429.76 avg price
IAU
Ishares Gold Trust
Recent Activity
Increased 14.75%
3.21%
$7.97M
90,528 shares@ $88.04 avg price

1-10 of 57