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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Deane Retirement Strategies, Inc.

Quarter ended Q4 2025 · Filed January 28, 2026 · Accession 0001659346-26-000002

Total Value
$241.7M
Positions
71
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (71)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF922020805382,212$18.9M7.82%
2VANGUARD FTSE DEVELOPED MARKETS ETF921943858206,269$12.9M5.33%
3ISHARES U.S. TREASURY BOND ETF46429B267545,907$12.5M5.17%
4VANGUARD LONG-TERM TREASURY ETF92206C847223,976$12.4M5.14%
5PACER TRENDPILOT US LARGE CAP ETF69374H105223,200$12.4M5.13%
6ISHARES CORE MSCI EAFE ETF46432F842131,809$11.8M4.88%
7VANGUARD EXTENDED DURATION TREASURY ETF921910709172,424$11.1M4.61%
8STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF81369Y20952,459$8.1M3.37%
9SPDR GOLD SHARESGLD20,210$8.0M3.31%
10AMAZON.COM INCAMZN31,323$7.2M2.99%
11ADOBE SYS INCADBE20,602$7.2M2.98%
12SALESFORCE INC COMCRM26,266$6.9M2.87%
13ISHARES GOLD TRUSTIAU78,897$6.4M2.65%
14IMGP DBI MANAGED FUTURES STRATEGY ETF53700T827216,508$6.1M2.51%
15APPLE INCAAPL21,906$6.0M2.46%
16MASTERCARD INCMA10,284$5.9M2.43%
17SIMPLIFY MANAGED FUTURES STRATEGY ETF82889N699194,542$5.3M2.19%
18GOOGLE INCGOOG16,680$5.2M2.17%
19HUNTINGTON INGALLS INDS INC COM44641310615,494$5.2M2.17%
20OREILLY AUTOMOTIVE INC COM67103H10756,021$5.1M2.11%
21WALMART INC COMWMT45,710$5.1M2.11%
22VULCAN MATLS CO COM92916010917,547$5.0M2.07%
23PACCAR INC COMPCAR45,828$5.0M2.06%
24EXXON MOBIL CORP COMXOM41,440$5.0M2.06%
25TJX COS INC NEW COM87254010931,995$4.9M2.03%
26LOCKHEED MARTIN CORPLMT9,816$4.7M1.96%
27STATE STREET SPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETF78468R55637,469$4.7M1.96%
28LOWES COS INC COM54866110719,491$4.7M1.94%
29TEXAS INSTRS INC COM88250810426,931$4.7M1.93%
30DOW INC COMDOW198,169$4.6M1.91%
31LINDE PLC SHSLIN10,716$4.5M1.88%
32CATERPILLAR INC COMCAT7,123$4.1M1.69%
33NEWMONT CORP COMNEMCL40,500$4.0M1.67%
34VANECK JUNIOR GOLD MINERS ETF92189F79123,081$2.6M1.09%
35STATE STREET SPDR PORTFOLIO S&P 500 ETF78464A85411,669$936,0870.39%
36NETFLIX COM INCNFLX3,812$405,3670.17%
37RAYMOND JAMES FINL INC7547301092,509$402,9200.17%
38ISHARES GOLD TRUST MICRO ETF OF BENEF INTERESTIAU3,509$150,8520.06%
39ISHARES 1-3 YEAR TREASURY BOND ETF4642874571,611$133,4230.06%
40CHEVRON CORP NEW COMCVX853$130,0060.05%
41ROYAL CARRIBBEAN CRUISES LTDV7780T103451$125,7930.05%
42ISHARES 0-5 YEAR TIPS BOND ETF46429B74796$107,4070.04%
43ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF464287515919$97,1290.04%
44VANGUARD SHORT-TERM TREASURY ETF92206C102426$87,8010.04%
45STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF81369Y407570$68,0640.03%
46DISNEY WALT CO COM254687106536$60,9810.03%
47STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF78468R663662$60,4940.03%
48MERCK & CO INCMRK415$43,6830.02%
49FORD MTR CO COM3453708602,797$36,6970.02%
50AMGEN INCAMGN100$32,7310.01%
51ISHARES CORE MSCI EMERGING MARKETS ETF46434G103430$28,9050.01%
52ISHARES CORE S&P SMALL CAP ETF4642878041$28,6030.01%
53ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF46435G326344$28,3730.01%
54SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTERESTGLDW330$28,1720.01%
55INVESCO S&P 500 EQUAL WEIGHT ETFIVZ138$26,4350.01%
56SPDR DOW JONES INDUSTRIAL ETF78467X10950$24,0290.01%
57DUKE ENERGY CORP NEW COM NEWDUKB197$23,0900.01%
58AT&T INC COMT-PC830$20,6170.01%
59CITIGROUP INCC-PR161$18,7870.01%
60STARBUCKS CORPSBUX206$17,3470.01%
61ENTERPRISE PRODS PARTNERS L P COM293792107524$16,7990.01%
62STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF78464A847226$13,0880.01%
63STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF78468R853279$13,0740.01%
64ISHARES TIPS BOND ETF46428717677$8,4630.00%
65STATE STREET SPDR PORTFOLIO TIPS ETF78464A656326$8,4600.00%
66GENERAL MOTORS CORP37045V100100$8,1320.00%
67BAIDU COM ADRBAIDF50$6,5330.00%
68VERIZON COMMUNICATIONSVZ148$6,0280.00%
69GE AEROSPACE COM NEW36960430114$4,3120.00%
70GE VERNOVA INC COMGEV2$1,3070.00%
71GE HEALTHCARE TECHNOLOGIES INC COMMON STOCKGEHC4$3280.00%