Dean, Jacobson Financial Services as of Dec. 31, 2024
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 |
|---|---|---|---|---|---|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 44.8 | $59M | 100k | 586.08 | |
| Spdr Ser Tr S&p 600 Smcp Val (SLYV) | 19.6 | $26M | 294k | 87.25 | |
| Ishares Tr Core Msci Eafe (IEFA) | 17.8 | $23M | 332k | 70.28 | |
| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 16.0 | $21M | 516k | 40.67 | |
| Texas Pacific Land Corp (TPL) | 0.7 | $979k | 885.00 | 1105.96 | |
| Apple (AAPL) | 0.4 | $504k | 2.0k | 250.42 | |
| Exxon Mobil Corporation (XOM) | 0.2 | $319k | 3.0k | 107.57 | |
| Fs Credit Opportunities Corp Common Stock (FSCO) | 0.2 | $288k | 42k | 6.82 | |
| Pimco Etf Tr Shtrm Mun Bd Act (SMMU) | 0.2 | $224k | 4.5k | 49.84 |
