Dean, Jacobson Financial Services as of Dec. 31, 2021
Portfolio Holdings for Dean, Jacobson Financial Services
Dean, Jacobson Financial Services holds 12 positions in its portfolio as reported in the December 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 40.6 | $50k | 104k | 0.47 | |
| Spdr Ser Tr S&p 600 Smcp Val (SLYV) | 20.8 | $25k | 300k | 0.08 | |
| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 18.6 | $23k | 439k | 0.05 | |
| Ishares Tr Core Msci Eafe (IEFA) | 17.9 | $22k | 293k | 0.07 | |
| Apple (AAPL) | 0.4 | $470.997000 | 2.7k | 0.18 | |
| Microsoft Corporation (MSFT) | 0.4 | $429.999800 | 1.3k | 0.34 | |
| Texas Pacific Land Corp (TPL) | 0.3 | $368.012500 | 295.00 | 1.25 | |
| Fs Kkr Capital Corp (FSK) | 0.2 | $284.637100 | 14k | 0.02 | |
| Visa Com Cl A (V) | 0.2 | $249.013700 | 1.1k | 0.22 | |
| Amazon (AMZN) | 0.2 | $236.998000 | 71.00 | 3.34 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $225.997200 | 78.00 | 2.90 | |
| UnitedHealth (UNH) | 0.2 | $217.978500 | 435.00 | 0.50 |
