$182 Million is the total value of Deane Retirement Strategies, Inc.'s 64 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| TLT | New | ISHARES 20 YR TREASURY ETF | $10,858,108 | – | 105,563 | +100.0% | 5.95% | – |
| IEF | New | ISHARES 7-10 YR TREASURY BOND ETF | $7,247,583 | – | 75,036 | +100.0% | 3.97% | – |
| DVY | New | ISHARES DJ SELECT DIVIDEND | $5,318,982 | – | 46,946 | +100.0% | 2.92% | – |
| GLD | New | SPDR GOLD SHARES | $3,486,527 | – | 19,565 | +100.0% | 1.91% | – |
| XLP | New | CONSUMER STAPLES SELECT SECTOR SPDR FUND | $3,454,171 | – | 46,571 | +100.0% | 1.89% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-07-07
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| EXXON MOBIL CORP COM | 36 | Q3 2023 | 10.4% |
| DISNEY WALT CO COM DISNEY | 36 | Q3 2023 | 2.9% |
| APPLE INC COM | 36 | Q3 2023 | 2.7% |
| CHEVRON CORP NEW COM | 36 | Q3 2023 | 2.3% |
| AMGEN INC COM | 36 | Q3 2023 | 2.8% |
| STARBUCKS CORP COM | 36 | Q3 2023 | 2.2% |
| RAYMOND JAMES FINL INC | 36 | Q3 2023 | 1.2% |
| BAIDU INC SPON ADR REP A | 36 | Q3 2023 | 3.1% |
| NETFLIX INC COM | 36 | Q3 2023 | 0.5% |
| GENERAL MTRS CO COM | 36 | Q3 2023 | 2.0% |
View Deane Retirement Strategies, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR/A | 2024-04-23 |
| 13F-HR/A | 2024-04-23 |
| 13F-HR/A | 2024-04-23 |
| 13F-HR/A | 2024-04-23 |
| 13F-HR | 2024-04-09 |
| 13F-HR | 2024-01-18 |
| 13F-HR | 2023-10-25 |
| 13F-HR | 2023-07-07 |
| 13F-HR | 2023-04-24 |
| 13F-HR | 2023-01-23 |
View Deane Retirement Strategies, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.