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Home > Institutional Investor > Dean, Jacobson Financial Services, Llc > Profile

Instuitional Investor - Dean, Jacobson Financial Services, Llc

Fund Profile
Filing Period:
Fund Name: Dean, Jacobson Financial Services, Llc
Portfolio Value $129,320,701
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 79,271 $48,977,332 37.87%
2.
Spdr Series Trust
 515,922 $47,325,515 36.6%
3.
Ishares Trust
 VLUE 314,601 $26,262,875 20.31%
4.
J P Morgan Exchange Traded F - ULTRA SHRT ETF
 59,146 $2,997,537 2.32%
5.
Texas Pacific Land Corp
 TPL 885 $934,905 0.72%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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