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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 $130,034,314
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 97,621 $54,608,105 42%
2.
Ishares Tr - CORE MSCI EAFE
 331,057 $25,044,495 19.26%
3.
Spdr Ser Tr
 268,297 $24,610,882 18.93%
4.
Sector Spdr Trust
 XLB 515,347 $21,567,284 16.59%
5.
J P Morgan Exchange Traded F - ULTRA SHRT ETF
 30,196 $1,528,799 1.18%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)