Deane-Retirement-Strategies

AI_NATIVE detailed information: This accession holds the following tickers:[
  "RJF",
  "VONG",
  null,
  "GOOGL",
  "AXP",
  "GDXJ",
  "BIDU",
  null,
  null,
  null,
  null,
  "ISRG",
  null,
  "LIN",
  null,
  null,
  "MA",
  "GE",
  "ORLY",
  "ANET",
  null,
  "PANW",
  "VGSH",
  "IEMG",
  "DOW",
  "AAPL",
  null,
  "GEHC",
  null,
  "AMGN",
  "IEFA",
  null,
  "GLD",
  null,
  "SPLG",
  "SBUX",
  "TXN",
  "TJX",
  "NEM",
  "RCL",
  "PCT",
  null,
  null,
  "IEF",
  "GM",
  null,
  "AMZN",
  null,
  null,
  "VEU",
  "USB",
  null,
  "VAL",
  "VOO",
  "WMT",
  null,
  "TTD",
  "DIA",
  null,
  "GEV",
  "BRK-B",
  "BLDE",
  "CVX",
  "NET",
  "CMCSA",
  "VMC",
  "NKE",
  "DIS",
  "XOM",
  "NFLX",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-14
Total Holdings: 71
Total Value: 209824326
Accession Number: 0001659346-25-000003
Form Type: 13F-HR
CIK: deane-retirement-strategies
Manager Name: Deane-Retirement-Strategies

Data Enrichment

70% identified

50 identified21 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

71 positions • $209.8M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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464287432

Shares:244.2K

Value:$22.2M

% of Portfolio:10.6% ($22.2M/$209.8M)

464287440

IEF|464287440

Shares:157.9K

Value:$15.1M

% of Portfolio:7.2% ($15.1M/$209.8M)

922020805

Shares:264.1K

Value:$13.2M

% of Portfolio:6.3% ($13.2M/$209.8M)

921910709

Shares:178.3K

Value:$12.7M

% of Portfolio:6.0% ($12.7M/$209.8M)

922042775

VEU|922042775

Shares:185.0K

Value:$11.2M

% of Portfolio:5.3% ($11.2M/$209.8M)

92206C102

VGSH|92206C102

Shares:184.4K

Value:$10.8M

% of Portfolio:5.2% ($10.8M/$209.8M)

92206C714

Shares:124.1K

Value:$10.2M

% of Portfolio:4.9% ($10.2M/$209.8M)

46432F842

IEFA|46432F842

Shares:131.3K

Value:$9.9M

% of Portfolio:4.7% ($9.9M/$209.8M)

81369Y886

Shares:111.5K

Value:$8.8M

% of Portfolio:4.2% ($8.8M/$209.8M)

NEWMONT Corp /DE/

NEM|651639106

Shares:131.7K

Value:$6.4M

% of Portfolio:3.0% ($6.4M/$209.8M)

464285204

Shares:99.7K

Value:$5.9M

% of Portfolio:2.8% ($5.9M/$209.8M)

SPDR GOLD TRUST

GLD|78463V107

Shares:19.8K

Value:$5.7M

% of Portfolio:2.7% ($5.7M/$209.8M)

O REILLY AUTOMOTIVE INC

ORLY|67103H107

Shares:3.7K

Value:$5.3M

% of Portfolio:2.5% ($5.3M/$209.8M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:9.0K

Value:$4.8M

% of Portfolio:2.3% ($4.8M/$209.8M)

EXXON MOBIL CORP

XOM|30231G102

Shares:39.9K

Value:$4.7M

% of Portfolio:2.3% ($4.7M/$209.8M)

AMAZON COM INC

AMZN|023135106

Shares:24.6K

Value:$4.7M

% of Portfolio:2.2% ($4.7M/$209.8M)

46436E718

Shares:46.1K

Value:$4.6M

% of Portfolio:2.2% ($4.6M/$209.8M)

DOW INC.

DOW|260557103

Shares:130.3K

Value:$4.5M

% of Portfolio:2.2% ($4.5M/$209.8M)

Alphabet Inc.

GOOGL|02079K305

Shares:29.0K

Value:$4.5M

% of Portfolio:2.1% ($4.5M/$209.8M)

Vulcan Materials CO

VMC|929160109

Shares:17.7K

Value:$4.1M

% of Portfolio:2.0% ($4.1M/$209.8M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip464287432)✕	244.2K	QoQ +2.97% (+7.0K) YoY NEW(+244.2K)	All Managers (Combined)	$22.2M	10.6% ($22.2M/$209.8M)	QoQ +7.28% (+$1.5M) YoY NEW(+$22.2M)
(IEFcusip464287440)	157.9K	QoQ +55.38% (+56.3K) YoY NEW(+157.9K)	All Managers (Combined)	$15.1M	7.2% ($15.1M/$209.8M)	QoQ +60.27% (+$5.7M) YoY NEW(+$15.1M)
(cusip922020805)✕	264.1K	QoQ +3.16% (+8.1K) YoY +5.01% (+12.6K)	All Managers (Combined)	$13.2M	6.3% ($13.2M/$209.8M)	QoQ +6.31% (+$783.1K) YoY +9.41% (+$1.1M)
(cusip921910709)✕	178.3K	QoQ NEW(+178.3K) YoY NEW(+178.3K)	All Managers (Combined)	$12.7M	6.0% ($12.7M/$209.8M)	QoQ NEW(+$12.7M) YoY NEW(+$12.7M)
(VEUcusip922042775)	185.0K	QoQ NEW(+185.0K) YoY NEW(+185.0K)	All Managers (Combined)	$11.2M	5.3% ($11.2M/$209.8M)	QoQ NEW(+$11.2M) YoY NEW(+$11.2M)
(VGSHcusip92206C102)	184.4K	QoQ +2.88% (+5.2K) YoY NEW(+184.4K)	All Managers (Combined)	$10.8M	5.2% ($10.8M/$209.8M)	QoQ +3.78% (+$395.2K) YoY NEW(+$10.8M)
(cusip92206C714)✕	124.1K	QoQ +5.11% (+6.0K) YoY +37735.97% (+123.8K)	All Managers (Combined)	$10.2M	4.9% ($10.2M/$209.8M)	QoQ +6.73% (+$645.9K) YoY +39593.87% (+$10.2M)
(IEFAcusip46432F842)	131.3K	QoQ NEW(+131.3K) YoY NEW(+131.3K)	All Managers (Combined)	$9.9M	4.7% ($9.9M/$209.8M)	QoQ NEW(+$9.9M) YoY NEW(+$9.9M)
(cusip81369Y886)✕	111.5K	QoQ NEW(+111.5K) YoY NEW(+111.5K)	All Managers (Combined)	$8.8M	4.2% ($8.8M/$209.8M)	QoQ NEW(+$8.8M) YoY NEW(+$8.8M)
NEWMONT Corp /DE/(NEMcusip651639106)	131.7K	QoQ +1.77% (+2.3K) YoY NEW(+131.7K)	All Managers (Combined)	$6.4M	3.0% ($6.4M/$209.8M)	QoQ +31.99% (+$1.5M) YoY NEW(+$6.4M)
(cusip464285204)✕	99.7K	QoQ +2.75% (+2.7K) YoY +2.51% (+2.4K)	All Managers (Combined)	$5.9M	2.8% ($5.9M/$209.8M)	QoQ +22.28% (+$1.1M) YoY +43.94% (+$1.8M)
SPDR GOLD TRUST(GLDcusip78463V107)	19.8K	QoQ +2.82% (+543) YoY +1.17% (+230)	All Managers (Combined)	$5.7M	2.7% ($5.7M/$209.8M)	QoQ +22.28% (+$1.0M) YoY +41.78% (+$1.7M)
O REILLY AUTOMOTIVE INC(ORLYcusip67103H107)	3.7K	QoQ +0.59% (+22) YoY +113.75% (+2.0K)	All Managers (Combined)	$5.3M	2.5% ($5.3M/$209.8M)	QoQ +21.43% (+$938.5K) YoY +170.89% (+$3.4M)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	9.0K	QoQ +2.94% (+258) YoY +3.23% (+283)	All Managers (Combined)	$4.8M	2.3% ($4.8M/$209.8M)	QoQ +20.89% (+$830.2K) YoY +30.82% (+$1.1M)
EXXON MOBIL CORP(XOMcusip30231G102)	39.9K	QoQ +5.18% (+2.0K) YoY +5.43% (+2.1K)	All Managers (Combined)	$4.7M	2.3% ($4.7M/$209.8M)	QoQ +16.24% (+$663.4K) YoY +7.95% (+$349.7K)
AMAZON COM INC(AMZNcusip023135106)	24.6K	QoQ +56.64% (+8.9K) YoY -2.66% (-676)	All Managers (Combined)	$4.7M	2.2% ($4.7M/$209.8M)	QoQ +35.92% (+$1.2M) YoY +2.79% (-$127.5K)
(cusip46436E718)✕	46.1K	QoQ -51.69% (-49.3K) YoY -42.75% (-34.4K)	All Managers (Combined)	$4.6M	2.2% ($4.6M/$209.8M)	QoQ -51.52% (-$4.9M) YoY -42.77% (-$3.5M)
DOW INC.(DOWcusip260557103)	130.3K	QoQ +2.62% (-3.3K) YoY NEW(+130.3K)	All Managers (Combined)	$4.5M	2.2% ($4.5M/$209.8M)	QoQ -10.76% (-$548.4K) YoY NEW(+$4.5M)
Alphabet Inc.(GOOGLcusip02079K305)	29.0K	QoQ +62.91% (+11.2K) YoY -15.09% (-5.2K)	All Managers (Combined)	$4.5M	2.1% ($4.5M/$209.8M)	QoQ +33.07% (+$1.1M) YoY -13.00% (-$670.5K)
Vulcan Materials CO(VMCcusip929160109)	17.7K	QoQ +2.15% (-373) YoY +162.84% (+10.9K)	All Managers (Combined)	$4.1M	2.0% ($4.1M/$209.8M)	QoQ -7.35% (-$327.3K) YoY +124.63% (+$2.3M)