Dean, Jacobson Financial Services as of March 31, 2025
Portfolio Holdings for Dean, Jacobson Financial Services
Dean, Jacobson Financial Services holds 11 positions in its portfolio as reported in the March 2025 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) | 42.0 | $55M | 98k | 559.39 | |
| Ishares Tr Core Msci Eafe (IEFA) | 19.3 | $25M | 331k | 75.65 | |
| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 18.9 | $25M | 268k | 91.73 | |
| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 16.6 | $22M | 515k | 41.85 | |
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 1.2 | $1.5M | 30k | 50.63 | |
| Texas Pacific Land Corp (TPL) | 0.9 | $1.2M | 885.00 | 1324.99 | |
| Apple (AAPL) | 0.3 | $416k | 1.9k | 222.13 | |
| Exxon Mobil Corporation (XOM) | 0.3 | $346k | 2.9k | 118.93 | |
| Fs Credit Opportunities Corp Common Stock (FSCO) | 0.2 | $298k | 42k | 7.05 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $223k | 419.00 | 532.58 | |
| Agnico (AEM) | 0.2 | $220k | 2.0k | 108.41 |
