account_balance

Investment manager · 13F filer · SEC CIK 1659346

Deane Retirement Strategies, Inc.

Reported value$244Mas of Sep 30, 2026
Positions53 12 new, 11 sold out
Top 10 weight46.1%VTIP alone is 10%
FiledOct 99 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
VTIP Vanguard Short-Term Inflation-Protected Securities ETF 9.9% Held
TLT iShares 20 Yr Treasury ETF 5.1% New
GOVT iShares U.S. Treasury Bond ETF 5.1% New
PTLC Pacer Trendpilot US Large Cap ETF 5.0% Trimmed −7%
DBMF Imgp Dbi Managed Futures Strategy ETF 4.1% New
IAU iShares Gold Trust 3.9% HeldGLD SPDR Gold Trust 3.7% HeldCVX Chevron Corp 3.4% HeldXOM ExxonMobil Holdings Corp 3.2% HeldGOOGL Alphabet Inc. 2.9% HeldCRM Salesforce, Inc. 2.9% HeldAMZN Amazon.com Inc 2.8% Added +5%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 9, 2026, compared with the Jul 9, 2026 filing
add_circleNew
  • TLT $12.4M
  • GOVT $12.4M
  • DBMF $10.1M
  • LTPZ $6.09M
arrow_upwardAdded
  • TIP +11146%
  • TXN +55%
  • SPYM +38%
  • CAT +24%
arrow_downwardTrimmed
  • CF −36%
  • PTLC −7%
  • EOG −3%
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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