0001659346-24-000002.txt : 20240118 0001659346-24-000002.hdr.sgml : 20240118 20240117193548 ACCESSION NUMBER: 0001659346-24-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240118 DATE AS OF CHANGE: 20240117 EFFECTIVENESS DATE: 20240118 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Deane Retirement Strategies, Inc. CENTRAL INDEX KEY: 0001659346 ORGANIZATION NAME: IRS NUMBER: 721233626 STATE OF INCORPORATION: LA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-17065 FILM NUMBER: 24539797 BUSINESS ADDRESS: STREET 1: 1100 POYDRAS ST. STREET 2: SUITE 2065 CITY: NEW ORLEANS STATE: LA ZIP: 70163 BUSINESS PHONE: 504-582-2345 MAIL ADDRESS: STREET 1: 1100 POYDRAS ST. STREET 2: SUITE 2065 CITY: NEW ORLEANS STATE: LA ZIP: 70163 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001659346 XXXXXXXX 12-31-2023 12-31-2023 Deane Retirement Strategies, Inc.
1100 POYDRAS ST. SUITE 2065 NEW ORLEANS LA 70163
13F HOLDINGS REPORT 028-17065 000127096 801-68307 N
Keith L. Deane Chief Compliance Officer 504-582-2345 Keith L. Deane New Orleans LA 01-17-2024 0 60 183338540 false
INFORMATION TABLE 2 deane4q23.xml ADOBE SYS INC COM 00724F101 854331 1432 SH SOLE 1432 0 0 ADVANCED MICRO DEVICES INC COM COM 007903107 1760075 11940 SH SOLE 11940 0 0 AMAZON.COM INC COM 023135106 3836333 25249 SH SOLE 25249 0 0 AMERICAN EXPRESS CO COM COM 025816109 2085656 11133 SH SOLE 11133 0 0 AMGEN INC COM 031162100 28802 100 SH SOLE 100 0 0 APPLE INC COM 037833100 328071 1704 SH SOLE 1704 0 0 ARISTA NETWORKS INC COM COM 040413106 1608533 6830 SH SOLE 6830 0 0 BAIDU COM ADR ADR 056752108 5955 50 SH SOLE 50 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW COM 084670702 3209940 9000 SH SOLE 9000 0 0 BLADE AIR MOBILITY INC CL A COM COM 092667104 925502 262182 SH SOLE 262182 0 0 CHEVRON CORP NEW COM COM 166764100 125593 842 SH SOLE 842 0 0 CHEWY INC CL A COM 16679L109 2668040 112909 SH SOLE 112909 0 0 COLGATE PALMOLIVE CO COM COM 194162103 10283 129 SH SOLE 129 0 0 DEVON ENERGY CORP COM 25179M103 3825902 84457 SH SOLE 84457 0 0 DISNEY WALT CO COM COM 254687106 48395 536 SH SOLE 536 0 0 ELECTRONIC ARTS INC COM COM 285512109 1368 10 SH SOLE 10 0 0 EXXON MOBIL CORP COM COM 30231G102 3800223 38010 SH SOLE 38010 0 0 FASTENAL CO COM 311900104 12760 197 SH SOLE 197 0 0 FOX CORP CL A COM COM 35137L105 2752100 92757 SH SOLE 92757 0 0 FREEPORT MCMORAN COPPER COM 35671D857 2052768 48221 SH SOLE 48221 0 0 GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK COM 36266G107 309 4 SH SOLE 4 0 0 GENERAL ELECTRIC CO COM NEW COM 369604301 1787 14 SH SOLE 14 0 0 GENERAL MOTORS CORP COM 37045V100 3592 100 SH SOLE 100 0 0 GOOGLE INC COM 02079K305 949333 6796 SH SOLE 6796 0 0 HEALTH CARE SELECT SECTOR SPDR FUND COM 81369Y209 13405336 98294 SH SOLE 98294 0 0 HERSHEY CO COM COM 427866108 3844206 20619 SH SOLE 20619 0 0 ISHARES 1-3 YEAR TREASURY BOND ETF COM 464287457 196568 2396 SH SOLE 2396 0 0 ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF COM 46435U853 9402727 258672 SH SOLE 258672 0 0 ISHARES CORE MSCI EAFE ETF COM 46432F842 13522325 192215 SH SOLE 192215 0 0 ISHARES GOLD TRUST COM 464285204 3809757 97611 SH SOLE 97611 0 0 ISHARES TIPS BOND ETF COM 464287176 7532684 70078 SH SOLE 70078 0 0 ISHARES U.S. MEDICAL DEVICES ETF COM 464288810 5362837 99367 SH SOLE 99367 0 0 ISHARES U.S. TREASURY BOND ETF COM 46429B267 126236 5479 SH SOLE 5479 0 0 LINDE PLC SHS COM G54950103 2751757 6700 SH SOLE 6700 0 0 MARATHON OIL CORP COM COM 565849106 3558937 147307 SH SOLE 147307 0 0 MASTERCARD INC COM 57636Q104 2174348 5098 SH SOLE 5098 0 0 MCDONALDS CORP COM COM 580135101 1955187 6594 SH SOLE 6594 0 0 MICROSOFT COM 594918104 897607 2387 SH SOLE 2387 0 0 NETFLIX COM INC COM 64110L106 189396 389 SH SOLE 389 0 0 NIKE INC CLASS B COM 654106103 2026025 18661 SH SOLE 18661 0 0 RAYMOND JAMES FINL INC COM 754730109 168031 1507 SH SOLE 1507 0 0 ROYAL CARRIBBEAN CRUISES LTD COM V7780T103 58400 451 SH SOLE 451 0 0 SPDR BLOOMBERG 1-3 MONTH T-BILL ETF COM 78468R663 23931751 261864 SH SOLE 261864 0 0 SPDR DOW JONES INDUSTRIAL ETF COM 78467X109 18844 50 SH SOLE 50 0 0 SPDR GOLD SHARES COM 78463V107 3750373 19618 SH SOLE 19618 0 0 SPDR PORTFOLIO S&P 500 ETF COM 78464A854 732737 13108 SH SOLE 13108 0 0 STARBUCKS CORP COM 855244109 2764128 28790 SH SOLE 28790 0 0 TEXAS INSTRS INC COM COM 882508104 3554602 20853 SH SOLE 20853 0 0 THE TRADE DESK INC COM CL A COM 88339J105 1887295 26227 SH SOLE 26227 0 0 TJX COS INC NEW COM COM 872540109 2904076 30957 SH SOLE 30957 0 0 UNITED PARCEL SERVICE INC COM 911312106 3453557 21965 SH SOLE 21965 0 0 US BANCORP DEL COM NEW COM 902973304 2095271 48412 SH SOLE 48412 0 0 VANGUARD FTSE ALL-WORLD EX-US INDEX FUND COM 922042775 3877365 69066 SH SOLE 69066 0 0 VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF COM 92206C870 20799633 255901 SH SOLE 255901 0 0 VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF COM 922020805 124566 2623 SH SOLE 2623 0 0 VISA INC COM 92826C839 2243436 8617 SH SOLE 8617 0 0 VULCAN MATLS CO COM COM 929160109 1531449 6746 SH SOLE 6746 0 0 WALGREENS BOOTS ALLIANCE INC COM COM 931427108 4678860 179198 SH SOLE 179198 0 0 WALMART INC COM COM 931142103 3112484 19743 SH SOLE 19743 0 0 WELLS FARGO CO NEW COM COM 949746101 98 2 SH SOLE 2 0 0