Deane Retirement Strategies, Inc. Diversified Active

CIK: 0001659346 · Show all filings

Period: Q2 2021 (← Previous) (Next →)

Filing Date: Jul 9, 2021

Total Value ($000): $181,839 (100.0% shares, 0.0% debt)

Holdings (58)

VTIP VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF 15.6%
Value ($000) $28,359 Shares 541,110 Est. Cost $52.02 Unrealized
QQQ INVESCO QQQ TRUST 6.7%
Value ($000) $12,272 Shares 34,622 Est. Cost $354.46 Unrealized
XLF FINANCIAL SELECT SECTOR SPDR FUND 6.2%
Value ($000) $11,266 Shares 307,118 Est. Cost $29.72 Unrealized
TBF PROSHARES SHORT 20 YEAR TREASURY 5.8%
Value ($000) $10,458 Shares 619,521 Est. Cost $17.33 Unrealized
SPHB INVESCO S&P 500 HIGH BETA ETF 5.4%
Value ($000) $9,795 Shares 129,663 Est. Cost $57.87 Unrealized
EWG ISHARES MSCI GERMANY ETF 4.0%
Value ($000) $7,255 Shares 209,589 Est. Cost $34.26 Unrealized
STIP ISHARES 0-5 YEAR TIPS BOND ETF 3.5%
Value ($000) $6,388 Shares 60,089 Est. Cost $104.14 Unrealized
JNK SPDR BLOOMBERG BARCLAYS HIGH YIELD BOND ETF 2.9%
Value ($000) $5,353 Shares 48,679 Est. Cost $108.68 Unrealized
DVN DEVON ENERGY CORP 2.8%
Value ($000) $5,064 Shares 173,899 Est. Cost $16.90 Unrealized +19.8%
AAP ADVANCE AUTO PARTS INC COM 2.4%
Value ($000) $4,389 Shares 21,396 Est. Cost $161.50 Unrealized +8.2%
XME SPDR S&P METALS AND MINING ETF 2.4%
Value ($000) $4,311 Shares 100,205 Est. Cost $40.38 Unrealized
MTCH MATCH GROUP INC NEW COM 2.4%
Value ($000) $4,291 Shares 26,601 Est. Cost $137.85 Unrealized +3.8%
V VISA INC 2.3%
Value ($000) $4,199 Shares 17,952 Est. Cost $200.87 Unrealized +10.0%
EWC ISHARES MSCI CANADA ETF 2.3%
Value ($000) $4,182 Shares 112,195 Est. Cost $34.66 Unrealized
XLC COMMUNICATION SERVICES SELECT SECTOR SPDRA FUND 2.3%
Value ($000) $4,119 Shares 50,868 Est. Cost $80.97 Unrealized
BBBY OVERSTOCK COM INC DEL COM 2.2%
Value ($000) $4,034 Shares 43,632 Est. Cost $79.93 Unrealized 0.0%
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 2.2%
Value ($000) $3,912 Shares 38,214 Est. Cost $102.37 Unrealized
EXPE EXPEDIA GROUP INC COM NEW 2.1%
Value ($000) $3,805 Shares 23,268 Est. Cost $124.41 Unrealized +36.8%
SRTA BLADE AIR MOBILITY INC CL A COM 1.9%
Value ($000) $3,397 Shares 322,500 Est. Cost $9.87 Unrealized 0.0%
SPIRIT AIRLS INC COM 1.8%
Value ($000) $3,345 Shares 109,842 Est. Cost $37.21 Unrealized
BKNG PRICELINE.COM INC 1.8%
Value ($000) $3,334 Shares 1,524 Est. Cost $1903.79 Unrealized +20.6%
KMI KINDER MORGAN INC 1.4%
Value ($000) $2,523 Shares 138,501 Est. Cost $10.21 Unrealized +34.4%
XOM EXXON MOBIL CORP COM 1.3%
Value ($000) $2,432 Shares 38,572 Est. Cost $33.35 Unrealized +50.0%
CPRI CAPRI HOLDINGS LIMITED SHS 1.3%
Value ($000) $2,398 Shares 42,031 Est. Cost $47.22 Unrealized +15.2%
VMC VULCAN MATLS CO COM 1.2%
Value ($000) $2,264 Shares 13,006 Est. Cost $121.73 Unrealized +41.5%
PSX PHILLIPS 66 1.1%
Value ($000) $2,088 Shares 24,343 Est. Cost $49.76 Unrealized +41.8%
ROK ROCKWELL AUTOMATION INC COM 1.1%
Value ($000) $2,041 Shares 7,137 Est. Cost $249.16 Unrealized 0.0%
BCO BRINKS CO COM 1.1%
Value ($000) $2,024 Shares 26,337 Est. Cost $73.51 Unrealized 0.0%
PCAR PACCAR INC COM 1.1%
Value ($000) $1,975 Shares 22,138 Est. Cost $51.17 Unrealized 0.0%
WYNN WYNN RESORTS LTD COM 1.1%
Value ($000) $1,975 Shares 16,149 Est. Cost $91.01 Unrealized +36.0%
CVX CHEVRON CORP NEW COM 1.1%
Value ($000) $1,956 Shares 18,680 Est. Cost $67.25 Unrealized +29.5%
TWITTER INC COM 1.1%
Value ($000) $1,926 Shares 27,992 Est. Cost $63.83 Unrealized
OUSTER INC COM 1.0%
Value ($000) $1,885 Shares 150,869 Est. Cost $12.49 Unrealized
PENN PENN NATL GAMING INC COM 1.0%
Value ($000) $1,834 Shares 23,976 Est. Cost $86.12 Unrealized 0.0%
STZ CONSTELLATION BRANDS INC CL A 1.0%
Value ($000) $1,806 Shares 7,726 Est. Cost $208.13 Unrealized +4.5%
UP ASPIRATIONAL CONSUMER LIFESTYL COM 1.0%
Value ($000) $1,793 Shares 179,695 Est. Cost $10.23 Unrealized
JNJ JOHNSON & JOHNSON COM 1.0%
Value ($000) $1,740 Shares 10,563 Est. Cost $127.57 Unrealized +13.6%
CCL CARNIVAL CORP PAIRED CTF 0.9%
Value ($000) $1,562 Shares 59,316 Est. Cost $17.93 Unrealized +56.1%
CNK CINEMARK HLDGS INC COM 0.7%
Value ($000) $1,250 Shares 56,952 Est. Cost $20.86 Unrealized +5.1%
SPYM SPDR PORTFOLIO S&P 500 ETF 0.5%
Value ($000) $973 Shares 19,339 Est. Cost $33.28 Unrealized
TIP ISHARES TIPS BOND ETF 0.2%
Value ($000) $280 Shares 2,184 Est. Cost $124.62 Unrealized
SPIP SPDR PORTFOLIO TIPS ETF 0.2%
Value ($000) $273 Shares 8,786 Est. Cost $30.86 Unrealized
BIL SPDR BLOOMBERG BARCLAYS 1-3 MONTH T-BILL ETF 0.1%
Value ($000) $270 Shares 2,948 Est. Cost $91.42 Unrealized
GOVT ISHARES U.S. TREASURY BOND ETF 0.1%
Value ($000) $243 Shares 9,138 Est. Cost $26.94 Unrealized
AAPL APPLE INC 0.1%
Value ($000) $233 Shares 1,704 Est. Cost $83.84 Unrealized +50.8%
NFLX NETFLIX COM INC 0.1%
Value ($000) $161 Shares 304 Est. Cost $10.63 Unrealized +380.7%
RJF RAYMOND JAMES FINL INC 0.1%
Value ($000) $131 Shares 1,005 Est. Cost $31.14 Unrealized +161.4%
DIS DISNEY WALT CO COM 0.1%
Value ($000) $94 Shares 536 Est. Cost $106.76 Unrealized +64.6%
AMZN AMAZON.COM INC 0.0%
Value ($000) $58 Shares 17 Est. Cost $73.71 Unrealized +125.5%
RCL ROYAL CARRIBBEAN CRUISES LTD 0.0%
Value ($000) $38 Shares 451 Est. Cost $61.30 Unrealized +39.7%
AMGN AMGEN INC 0.0%
Value ($000) $24 Shares 100 Est. Cost $125.53 Unrealized +69.3%
SBUX STARBUCKS CORP 0.0%
Value ($000) $23 Shares 206 Est. Cost $45.45 Unrealized +123.7%
DIA SPDR DOW JONES INDUSTRIAL ETF 0.0%
Value ($000) $17 Shares 50 Est. Cost $175.00 Unrealized
BIDU BAIDU COM ADR 0.0%
Value ($000) $10 Shares 50 Est. Cost $220.00 Unrealized
GM GENERAL MOTORS CORP 0.0%
Value ($000) $6 Shares 100 Est. Cost $30.94 Unrealized +83.3%
GENERAL ELECTRIC CO COM 0.0%
Value ($000) $2 Shares 121 Est. Cost $25.27 Unrealized
WMT WALMART INC COM 0.0%
Value ($000) $2 Shares 12 Est. Cost $25.75 Unrealized +70.1%
EA ELECTRONIC ARTS INC COM 0.0%
Value ($000) $1 Shares 10 Est. Cost $102.32 Unrealized +35.2%