Dean, Jacobson Financial Services
Latest statistics and disclosures from Dean, Jacobson Financial Services's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPY, SLYV, IEFA, XLRE, TPL, and represent 98.98% of Dean, Jacobson Financial Services's stock portfolio.
- Added to shares of these 6 stocks: IEFA, XLRE, SLYV, FSCO, AAPL, XOM.
- Reduced shares in these 8 stocks: HYD, MSFT, LRGF, IVV, DFUV, HD, GOOGL, SPY.
- Sold out of its positions in GOOGL, DFUV, HD, IVV, LRGF, MSFT, HYD.
- Dean, Jacobson Financial Services was a net buyer of stock by $600k.
- Dean, Jacobson Financial Services has $131M in assets under management (AUM), dropping by -1.73%.
- Central Index Key (CIK): 0001869456
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Portfolio Holdings for Dean, Jacobson Financial Services
Dean, Jacobson Financial Services holds 9 positions in its portfolio as reported in the December 2024 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
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Spdr S&p 500 Etf Tr Tr Unit (SPY) | 44.8 | $59M | 100k | 586.08 |
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Spdr Ser Tr S&p 600 Smcp Val (SLYV) | 19.6 | $26M | +2% | 294k | 87.25 |
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Ishares Tr Core Msci Eafe (IEFA) | 17.8 | $23M | +3% | 332k | 70.28 |
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Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 16.0 | $21M | +3% | 516k | 40.67 |
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Texas Pacific Land Corp (TPL) | 0.7 | $979k | 885.00 | 1105.96 |
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Apple (AAPL) | 0.4 | $504k | +2% | 2.0k | 250.42 |
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Exxon Mobil Corporation (XOM) | 0.2 | $319k | 3.0k | 107.57 |
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Fs Credit Opportunities Corp Common Stock (FSCO) | 0.2 | $288k | +66% | 42k | 6.82 |
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Pimco Etf Tr Shtrm Mun Bd Act (SMMU) | 0.2 | $224k | 4.5k | 49.84 |
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Past Filings by Dean, Jacobson Financial Services
SEC 13F filings are viewable for Dean, Jacobson Financial Services going back to 2021
- Dean, Jacobson Financial Services 2024 Q4 filed Jan. 23, 2025
- Dean, Jacobson Financial Services 2024 Q3 filed Oct. 25, 2024
- Dean, Jacobson Financial Services 2024 Q2 filed Aug. 12, 2024
- Dean, Jacobson Financial Services 2024 Q1 filed April 19, 2024
- Dean, Jacobson Financial Services 2023 Q4 filed Feb. 8, 2024
- Dean, Jacobson Financial Services 2023 Q3 filed Oct. 16, 2023
- Dean, Jacobson Financial Services 2023 Q2 filed July 27, 2023
- Dean, Jacobson Financial Services 2023 Q1 filed May 15, 2023
- Dean, Jacobson Financial Services 2022 Q4 filed Jan. 24, 2023
- Dean, Jacobson Financial Services 2022 Q3 filed Oct. 14, 2022
- Dean, Jacobson Financial Services 2022 Q2 filed Aug. 4, 2022
- Dean, Jacobson Financial Services 2022 Q1 filed May 2, 2022
- Dean, Jacobson Financial Services 2021 Q4 restated filed Feb. 16, 2022
- Dean, Jacobson Financial Services 2021 Q4 filed Feb. 15, 2022