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Deane Retirement Strategies, Inc.

Q3 2025 Holdings

Filed 2025-10-14 | 70 holdings | $232.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
GE Healthcare Technologies Inc Common Stock(GEHC)Stock36266G107$30040.0%
GE Vernova Inc COM(GEV)Stock36828A101$1.2K20.0%
Sealsq Corp ORD SHS(LAES)StockG79483106$2.4K6500.0%
GE Aerospace COM New(GE)Stock369604301$4.2K140.0%
General Motors Corp(GM)Stock37045V100$6.1K1000.0%
Verizon Communications(VZ)Stock92343V104$6.5K1480.0%
Baidu COM ADR(BIDUN)ADR056752108$6.6K500.0%
Pacer Trendpilot International ETF(PTIN)ETF69374H683$10.3K3370.0%
Ishares Ethereum Trust ETF(ETHA)ETF46438R105$10.6K3360.0%
Spdr Portfolio S&P 400 Mid Cap ETF(SPMD)ETF78464A847$11.5K2010.0%
Citigroup Inc(C)Stock172967424$16.3K1610.0%
Enterprise Prods Partners L P COM(EPD)Stock293792107$16.4K5240.0%
Starbucks Corp(SBUX)Stock855244109$17.4K2060.0%
Ishares Core Msci International Developed Markets ETF(IDEV)ETF46435G326$21.8K2720.0%
Ishares Msci Emerging Markets EX China ETF(EMXC)ETF46434G764$22.1K3280.0%
Invesco S&P 500 Equal Weight ETF(RSP)ETF46137V357$22.8K1200.0%
Spdr DOW Jones Industrial ETF(DIA)ETF78467X109$23.2K500.0%
AT&T Inc COM(T)Stock00206R102$23.4K8300.0%
Duke Energy Corp New COM New(DUK)Stock26441C204$24.4K1970.0%
Spdr Gold Minishares Trust of Beneficial Interest(GLDM)ETF98149E303$25.6K3350.0%
Amgen Inc(AMGN)Stock031162100$28.2K1000.0%
Ford MTR Co COM(F)Stock345370860$33.5K2,7970.0%
Merck & Co Inc(MRK)Stock58933Y105$34.8K4150.0%
Disney Walt Co COM(DIS)Stock254687106$61.4K5360.0%
Ishares Expanded Tech-Software Sector ETF(IGV)ETF464287515$68.0K5910.0%
Consumer Discretionary Select Sector Spdr Fund(XLY)ETF81369Y407$68.3K2850.0%
Ishares Gold Trust Micro ETF of Benef Interest(IAUM)ETF46436F103$94.0K2,4420.0%
Vanguard S&P 500 ETF(VOO)ETF922908363$117.6K1920.1%
Ishares U.S. Treasury Bond ETF(GOVT)ETF46429B267$128.9K5,5770.1%
Ishares 1-3 Year Treasury Bond ETF(SHY)ETF464287457$132.2K1,5940.1%
Chevron Corp New COM(CVX)Stock166764100$132.5K8530.1%
Industrial Select Sector Spdr Fund(XLI)ETF81369Y704$133.3K8640.1%
Royal Carribbean Cruises LTD(RCL)StockV7780T103$145.9K4510.1%
Raymond James Finl Inc(RJF)Stock754730109$433.1K2,5090.2%
Spdr Bloomberg 1-3 Month T-Bill ETF(BIL)ETF78468R663$474.2K5,1680.2%
Spdr Portfolio S&P 500 ETF(SPYM)ETF78464A854$923.9K11,7930.4%
Ishares Bitcoin Trust ETF(IBIT)ETF46438F101$2.1M32,3420.9%
Ishares Core S&P Small Cap ETF(IJR)ETF464287804$3.2M26,7941.4%
Ishares Core S&P Mid-Cap ETF(IJH)ETF464287507$3.4M52,1211.5%
Costco Wholesale Corp(COST)Stock22160K105$4.2M4,5071.8%
Vaneck Junior Gold Miners ETF(GDXJ)ETF92189F791$4.3M43,2921.8%
Servicenow Inc COM(NOW)Stock81762P102$4.5M4,8901.9%
Exxon Mobil Corp COM(XOM)Stock30231G102$4.6M40,8312.0%
TJX COS Inc New COM(TJX)Stock872540109$4.6M31,8922.0%
Adobe SYS Inc(ADBE)Stock00724F101$4.6M13,0782.0%
Salesforce Inc COM(CRM)Stock79466L302$4.6M19,5182.0%
Berkshire Hathaway Inc del CL B New(BRK/B)Stock084670702$4.6M9,2392.0%
Walmart Inc COM(WMT)Stock931142103$4.7M45,5682.0%
Lockheed Martin Corp(LMT)Stock539830109$4.9M9,8082.1%
Netflix COM Inc(NFLX)Stock64110L106$4.9M4,1032.1%
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