Deane Retirement Strategies, Inc.
Q4 2024 13F Holdings
- Locationnew orleans, LA
- Num holdings
71
- Value ($000)
$198,802
- Date Filed01/22/2025
- Form type13F-HR
- CIK0001659346
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
TLT ISHARES 20 YR TREASURY ETF | ETF | 464287432 | $20.71M | 10 % | 237,198 | ||
VTIP VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF | ETF | 922020805 | $12.40M | 6 % | 256,023 | ||
VONG VANGUARD RUSSELL 1000 GROWTH ETF | ETF | 92206C680 | $10.72M | 5 % | 103,786 | ||
VGSH VANGUARD SHORT-TERM TREASURY ETF | ETF | 92206C102 | $10.43M | 5 % | 179,255 | ||
VONV VANGUARD RUSSELL 1000 VALUE ETF | ETF | 92206C714 | $9.59M | 5 % | 118,064 | ||
SGOV ISHARES 0-3 MONTH TREASURY BOND ETF | ETF | 46436E718 | $9.57M | 5 % | 95,356 | ||
IEF ISHARES 7-10 YR TREASURY BOND ETF | ETF | 464287440 | $9.39M | 5 % | 101,602 | ||
ISRG INTUITIVE SURGICAL INC COM NEW | STOCK | 46120E602 | $5.25M | 3 % | 10,050 | ||
DOW DOW INC COM | STOCK | 260557103 | $5.09M | 3 % | 126,932 | ||
NEM NEWMONT CORP COM | STOCK | 651639106 | $4.82M | 2 % | 129,433 |
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