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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 $137,631,169
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 80,398 $53,559,297 38.92%
2.
Ishares Trust
 VLUE 317,465 $27,717,850 20.14%
3.
Spdr Series Trust
 276,773 $24,535,968 17.83%
4.
Spdr Series Trust
 266,795 $24,478,519 17.79%
5.
J P Morgan Exchange Traded F - ULTRA SHRT ETF
 67,013 $3,399,554 2.47%
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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