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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

Institutional Manager · CIK 0001659346

Deane Retirement Strategies, Inc.

NEW ORLEANS, LA · File #028-17065

Latest AUM
$241.7M
Positions
71
Top-10 Concentration
47.8%
Filings
16

Sector Allocation

Technology
8.3%$20.1M
Industrials
5.7%$13.8M
Materials
3.8%$9.1M
Financials
2.4%$5.9M
Energy
2.1%$5.1M
Healthcare
0.0%$76,742

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF922020805382,212$18.9M7.83%
2VANGUARD FTSE DEVELOPED MARKETS ETF921943858206,269$12.9M5.34%
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$12.4M5.14%
6ISHARES CORE MSCI EAFE ETF46432F842131,809$11.8M4.89%
7VANGUARD EXTENDED DURATION TREASURY ETF921910709172,424$11.1M4.62%
8STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF81369Y20952,459$8.1M3.38%
9SPDR GOLD SHARESGLD20,210$8.0M3.32%
10AMAZON.COM INCAMZN31,323$7.2M2.99%
11ADOBE SYS INCADBE20,602$7.2M2.98%
12SALESFORCE INC COMCRM26,266$6.9M2.88%
13ISHARES GOLD TRUSTIAU78,897$6.4M2.65%
14IMGP DBI MANAGED FUTURES STRATEGY ETF53700T827216,508$6.1M2.52%
15APPLE INCAAPL21,906$6.0M2.47%
16MASTERCARD INCMA10,284$5.9M2.43%
17SIMPLIFY MANAGED FUTURES STRATEGY ETF82889N699194,542$5.3M2.20%
18GOOGLE INCGOOG16,680$5.2M2.17%
19HUNTINGTON INGALLS INDS INC COM44641310615,494$5.2M2.17%
20OREILLY AUTOMOTIVE INC COM67103H10756,021$5.1M2.12%