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CIK: 0001869456
Total reported value
$181.7M
$181.7M
13 檔
66.8%
In Q1 2024, Dean, Jacobson Financial Services, LLC's U.S. equity holdings reached a combined market value of $181.7M, distributed across 13 disclosed stock positions.
During Q1 2024, Dean, Jacobson Financial Services, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 43.65% | +0.73% | -0.85% | |
| 2 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 19.16% | +0.43% | +0.29% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 19.15% | -0.95% | +0.47% | |
| 4 | XLRE | Ss Real Estate Select Sector | ETF-Other | 15.94% | -0.31% | +0.71% | |
| 5 | TPL | Texas Pacific Land CORP | Stock-Energy | 0.41% | — | +200.00% | |
| 6 | FSCO | Fs Credit Opportunities CORP | Stock-Other | 0.30% | -0.08% | — | |
| 7 | AAPL | Apple Inc | Stock-Tech | 0.26% | +0.01% | -6.40% | |
| 8 | XOM | Exxon Mobil CORP | Stock-Energy | 0.26% | -0.08% | -6.50% | |
| 9 | SMMU | Pimco Shrt Trm Muni Bnd ETF | ETF-Other | 0.18% | — | — | |
| 10 | FSK | Fs Kkr Capital CORP | Stock-Financials | 0.17% | — | +2.37% | |
| 11 | LRGF | Ishares US Equity Factor ETF | ETF-Other | 0.17% | — | — | |
| 12 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.17% | — | — | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.17% | — | — |
According to official SEC Form 13F filings, Dean, Jacobson Financial Services, LLC reported a total U.S. public equity portfolio value of $181.7M across 13 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including SPY, SLYV, IEFA) accounted for 66.8% of total reported equity market value during Q1 2024.
During Q1 2024, Dean, Jacobson Financial Services, LLC's top holdings by market value included SPY (43.6%)、SLYV (19.2%)、IEFA (19.1%). The largest single position, SPY, represented 43.6% of total portfolio value.
In Q1 2024, Dean, Jacobson Financial Services, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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