Deane Retirement Strategies, Inc.
Annual return '25
+17.8%
SPY '25
+17.7%
Alpha
+0.1ptsvs SPY
Invested
$248.6M
Holdings
57
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 95%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$TIP
ISHARES TIPS BOND ETF
Held since at least Q1 2024
9.5%
02
$STIP
ISHARES 0-5 YEAR TIPS BOND ETF
Held since at least Q1 2024
8.2%
03
$VTIP
VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF
Held since at least Q1 2024
7.7%
04
$XOP
STATE STREET SPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETF
Held since at least Q1 2024
5.8%
05
$SH
PROSHARES SHORT S&P500
Held since at least Q1 2024
5.2%
06
$CTA
SIMPLIFY MANAGED FUTURES STRATEGY ETF
Held since at least Q1 2024
4.9%
07
$PTLC
PACER TRENDPILOT US LARGE CAP ETF
Held since at least Q1 2024
4.7%
08
$PSQ
PROSHARES SHORT QQQ
Held since at least Q1 2024
3.8%
09
$GQ9
SPDR GOLD SHARES
Held since at least Q1 2024
3.6%
10
$IAU
ISHARES GOLD TRUST
Held since at least Q1 2024
3.2%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 09:24 UTC.