IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Deane Retirement Strategies, Inc.

Q4 2024 Holdings

Filed 2025-01-23 | 71 holdings | $198.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
TJX COS Inc New COM(TJX)Stock872540109$3.7M30,9931.9%
The Trade Desk Inc COM CL A(TTD)Stock88339J105$3.9M33,0152.0%
Berkshire Hathaway Inc del CL B New(BRK/B)Stock084670702$4.0M8,7652.0%
Honeywell Intl Inc(HON)Stock438516106$4.0M17,6712.0%
Exxon Mobil Corp COM(XOM)Stock30231G102$4.1M37,9612.1%
Johnson & Johnson COM(JNJ)Stock478160104$4.2M29,1132.1%
Oreilly Automotive Inc COM(ORLY)Stock67103H107$4.4M3,6932.2%
Vulcan Matls Co COM(VMC)Stock929160109$4.5M17,3012.2%
Netflix COM Inc(NFLX)Stock64110L106$4.6M5,1362.3%
Spdr Gold Shares(GLD)ETF78463V107$4.7M19,2342.3%
Ishares Gold Trust(IAU)ETF464285204$4.8M97,0502.4%
Newmont Corp COM(NEM)Stock651639106$4.8M129,4332.4%
DOW Inc COM(DOW)Stock260557103$5.1M126,9322.6%
Intuitive Surgical Inc COM New(ISRG)Stock46120E602$5.2M10,0502.6%
Ishares 7-10 YR Treasury Bond ETF(IEF)ETF464287440$9.4M101,6024.7%
Ishares 0-3 Month Treasury Bond ETF(SGOV)ETF46436E718$9.6M95,3564.8%
Vanguard Russell 1000 Value ETF(VONV)ETF92206C714$9.6M118,0644.8%
Vanguard Short-Term Treasury ETF(VGSH)ETF92206C102$10.4M179,2555.2%
Vanguard Russell 1000 Growth ETF(VONG)ETF92206C680$10.7M103,7865.4%
Vanguard Short-Term Inflation-Protected Securities ETF(VTIP)ETF922020805$12.4M256,0236.2%
Ishares 20 YR Treasury ETF(TLT)ETF464287432$20.7M237,19810.4%
PreviousPage 2 of 2