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Deane Retirement Strategies, Inc.

Q1 2025 Holdings

Filed 2025-04-14 | 71 holdings | $209.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
TJX COS Inc New COM(TJX)Stock872540109$3.9M31,6941.8%
Vulcan Matls Co COM(VMC)Stock929160109$4.1M17,6742.0%
Google Inc(GOOGL)Stock02079K305$4.5M29,0052.1%
DOW Inc COM(DOW)Stock260557103$4.5M130,2702.2%
Ishares 0-3 Month Treasury Bond ETF(SGOV)ETF46436E718$4.6M46,0652.2%
Amazon.com Inc(AMZN)Stock023135106$4.7M24,6492.2%
Exxon Mobil Corp COM(XOM)Stock30231G102$4.7M39,9302.3%
Berkshire Hathaway Inc del CL B New(BRK/B)Stock084670702$4.8M9,0232.3%
Oreilly Automotive Inc COM(ORLY)Stock67103H107$5.3M3,7152.5%
Spdr Gold Shares(GLD)ETF78463V107$5.7M19,7772.7%
Ishares Gold Trust(IAU)ETF464285204$5.9M99,7222.8%
Newmont Corp COM(NEM)Stock651639106$6.4M131,7353.0%
Utilities Select Sector Spdr Fund(XLU)ETF81369Y886$8.8M111,4814.2%
Ishares Core Msci Eafe ETF(IEFA)ETF46432F842$9.9M131,2564.7%
Vanguard Russell 1000 Value ETF(VONV)ETF92206C714$10.2M124,1024.9%
Vanguard Short-Term Treasury ETF(VGSH)ETF92206C102$10.8M184,4335.2%
Vanguard Ftse All-World Ex-US Index Fund(VEU)ETF922042775$11.2M184,9585.3%
Vanguard Extended Duration Treasury ETF(EDV)ETF921910709$12.7M178,2536.0%
Vanguard Short-Term Inflation-Protected Securities ETF(VTIP)ETF922020805$13.2M264,1326.3%
Ishares 7-10 YR Treasury Bond ETF(IEF)ETF464287440$15.1M157,8797.2%
Ishares 20 YR Treasury ETF(TLT)ETF464287432$22.2M244,24510.6%
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