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CIK: 0001869456
Total reported value
$181.7M
$181.7M
12 檔
67.1%
As reported in its official Q2 2024 Form 13F filing, Dean, Jacobson Financial Services, LLC's tracked investment portfolio stood at $181.7M with 12 total positions.
During Q2 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 | 45.14% | +0.73% | -0.24% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 18.84% | -0.95% | +0.89% | |
| 3 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 18.24% | +0.43% | +1.25% | |
| 4 | XLRE | Ss Real Estate Select Sector | ETF-Other | 15.64% | -0.31% | +1.32% | |
| 5 | TPL | Texas Pacific Land CORP | Stock-Energy | 0.52% | — | — | |
| 6 | FSCO | Fs Credit Opportunities CORP | Stock-Other | 0.32% | -0.08% | — | |
| 7 | AAPL | Apple Inc | Stock-Tech | 0.32% | +0.01% | — | |
| 8 | XOM | Exxon Mobil CORP | Stock-Energy | 0.27% | -0.08% | +5.86% | |
| 9 | FSK | Fs Kkr Capital CORP | Stock-Financials | 0.18% | — | +2.53% | |
| 10 | SMMU | Pimco Shrt Trm Muni Bnd ETF | ETF-Other | 0.18% | — | — | |
| 11 | LRGF | Ishares US Equity Factor ETF | ETF-Other | 0.17% | — | — | |
| 12 | 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 12 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including SPY, IEFA, SLYV) accounted for 67.1% of total reported equity market value during Q2 2024.
During Q2 2024, Dean, Jacobson Financial Services, LLC's top holdings by market value included SPY (45.1%)、IEFA (18.8%)、SLYV (18.2%). The largest single position, SPY, represented 45.1% of total portfolio value.
In Q2 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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