Deane Retirement Strategies, Inc. 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
DR Deane Retirement Strategies, Inc. | Institutional Filer | ▲ 2.85% | $248.6M | 57 |
Current Portfolio Holdings
Showing all 57 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | TIP | ISHARES TIPS BOND ETF | — | 214K | $23.7M | 9.52% |
| 2 | STIP | ISHARES 0-5 YEAR TIPS BOND ETF | — | 198K | $20.5M | 8.24% |
| 3 | VTIP | VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF | — | 383K | $19.1M | 7.70% |
| 4 | XOP | STATE STREET SPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETF | — | 80K | $14.5M | 5.85% |
| 5 | SH | PROSHARES SHORT S&P500 | — | 342K | $13.0M | 5.22% |
| 6 | CTA | SIMPLIFY MANAGED FUTURES STRATEGY ETF | — | 399K | $12.1M | 4.86% |
| 7 | PTLC | PACER TRENDPILOT US LARGE CAP ETF | — | 222K | $11.7M | 4.69% |
| 8 | PSQ | PROSHARES SHORT QQQ | — | 296K | $9.5M | 3.83% |
| 9 | GLD | SPDR GOLD SHARES | — | 21K | $8.9M | 3.59% |
| 10 | IAU | ISHARES GOLD TRUST | — | 91K | $8.0M | 3.21% |
| 11 | ITA | ISHARES U.S. AEROSPACE & DEFENSE ETF | — | 34K | $7.4M | 2.98% |
| 12 | ADBE | Adobe Inc. | Technology | 28K | $6.7M | 2.71% |
| 13 | CF | CF Industries Holdings, Inc. | Basic Materials | 49K | $6.3M | 2.55% |
| 14 | DOW | Dow Inc. | Basic Materials | 147K | $6.1M | 2.46% |
| 15 | LMT | Lockheed Martin Corporation | Industrials | 10K | $5.9M | 2.38% |
Showing 1 to 15 of 57 holdings