Deane Retirement Strategies, Inc. - Portfolio overview
Deane Retirement Strategies, Inc. has 94 reported holdings in this dataset, with the latest filing dated 2026-04-07.
Its largest classified asset exposures are funds and stocks.
Its largest classified sector exposures are Technology and Industrials.
Largest reported holdings by portfolio allocation
- TIP - ISHARES TIPS BOND ETF, 8.32%
- STIP - ISHARES 0-5 YEAR TIPS BOND ETF, 7.20%
- VTIP - VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF, 6.73%
These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.
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