Deane Retirement Strategies, Inc.
•CIK: 1659346•Filing: Q4 2025
**Deane Retirement Strategies, Inc.** manages $242M across a diversified portfolio of 71 positions. The strategy exhibits a notable allocation toward global equity and fixed income, highlighted by significant holdings in VTIP ($18.9M) and VEA ($12.9M). Further diversification is evident with substantial allocations to fixed income vehicles such as GOVT ($12.5M) and VGLT ($12.4M). The top holdings also include international exposure via IEFA ($11.8M) and sector bets like XLV ($8.1M).
Total AUM
$241.7M
QoQ Performance
+4.0%
Positions
71
Top 10 Concentration
47.8%
Latest Filing
Q4 2025
Top Holdings Allocation
VTIP
VEA
GOVT
VGLT
PTLC
VTIP7.8%
VEA5.3%
GOVT5.2%
VGLT5.1%
PTLC5.1%
IEFA4.9%
EDV4.6%
XLV3.4%
📈 Biggest Buys
VGLT
VANGUARD LONG-TERM TREASURY ETF
NEW
5.1% of portfolio
GOVT
ISHARES U.S. TREASURY BOND ETF
+9688.5%
5.2% of portfolio
EDV
VANGUARD EXTENDED DURATION TREASURY ETF
NEW
4.6% of portfolio
XLV
STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF
NEW
3.4% of portfolio
HII
HUNTINGTON INGALLS INDS INC COM
NEW
2.2% of portfolio
📉 Biggest Sells
Sector Breakdown
Other70.2%
Technology12.4%
Consumer7.1%
Industrial3.7%
Financial2.4%
Energy2.1%
Materials1.9%
Communication0.2%
🚪 Exited Positionssold since Q3 2025
+7 more exited positions
Changes from Q3 2025
NEW13 new positions
↑24 increased
↓15 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023