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CIK: 0001869456
Total reported value
$181.7M
$181.7M
9 檔
71.3%
As reported in its official Q4 2024 Form 13F filing, Dean, Jacobson Financial Services, LLC's tracked investment portfolio stood at $181.7M with 9 total positions.
In Q4 2024, Dean, Jacobson Financial Services, LLC adopted a defensive or profit-taking posture, trimming 1 positions and completely liquidating 7 holdings to manage risk exposure.
| # | 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 | 44.83% | +0.73% | -0.12% | |
| 2 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 19.56% | +0.43% | +2.45% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 17.81% | -0.95% | +3.99% | |
| 4 | XLRE | Ss Real Estate Select Sector | ETF-Other | 16.03% | -0.31% | +3.51% | |
| 5 | TPL | Texas Pacific Land CORP | Stock-Energy | 0.75% | — | — | |
| 6 | AAPL | Apple Inc | Stock-Tech | 0.38% | +0.01% | +2.86% | |
| 7 | XOM | Exxon Mobil CORP | Stock-Energy | 0.24% | -0.08% | +0.99% | |
| 8 | FSCO | Fs Credit Opportunities CORP | Stock-Other | 0.22% | -0.08% | +66.40% | |
| 9 | SMMU | Pimco Shrt Trm Muni Bnd ETF | ETF-Other | 0.17% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | +1.7% | -0.12% | Trim |
| 2 | SLYV | Ss Spdr S&p 600 Sc Val ETF | +0.9% | +2.45% | Add |
| 3 | TPL | Texas Pacific Land CORP | +0.2% | — | Unchanged |
| 4 | FSCO | Fs Credit Opportunities CORP | +0.1% | +66.40% | Add |
| 5 | AAPL | Apple Inc | 0% | +2.86% | Add |
| 6 | SMMU | Pimco Shrt Trm Muni Bnd ETF | — | — | Unchanged |
| 7 | XOM | Exxon Mobil CORP | 0% | +0.99% | Add |
| 8 | HD | Home Depot Inc | -0.2% | EXIT | Sold out |
| 9 | GOOGL | Alphabet Inc-cl A | -0.2% | EXIT | Sold out |
| 10 | DFUV | Dimensional US Marketwide Va | -0.2% | EXIT | Sold out |
| 11 | LRGF | Ishares US Equity Factor ETF | -0.2% | EXIT | Sold out |
| 12 | IVV | Ishares Core S&p 500 ETF | -0.2% | EXIT | Sold out |
| 13 | MSFT | Microsoft CORP | -0.2% | EXIT | Sold out |
| 14 | HYD | Vaneck High Yield Muni ETF | -0.3% | EXIT | Sold out |
| 15 | XLRE | Ss Real Estate Select Sector | -0.7% | +3.51% | Add |
| 16 | IEFA | Ishares Core Msci Eafe ETF | -0.9% | +3.99% | Add |
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 9 disclosed positions in Q4 2024.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPY, SLYV, IEFA) accounted for 71.3% of total reported equity market value during Q4 2024.
Top Position Liquidated / Trimmed
HYD
前期市值: $347.6K
During Q4 2024, Dean, Jacobson Financial Services, LLC's top holdings by market value included SPY (44.8%)、SLYV (19.6%)、IEFA (17.8%). The largest single position, SPY, represented 44.8% of total portfolio value.
In Q4 2024, Dean, Jacobson Financial Services, LLC made 14 total portfolio adjustments, initiating 0 new buys, adding to 6 positions, trimming 1 holdings, and fully liquidating 7 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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