Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
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 $157,618,374
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 81,156 $55,341,806 35.11%
2.
Ishares Trust
 VLUE 319,760 $28,605,714 18.15%
3.
Spdr Series Trust
 285,071 $25,932,958 16.45%
4.
Spdr Series Trust
 273,248 $24,969,448 15.84%
5.
Capital Group Growth Etf
 189,216 $8,414,425 5.34%
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)

Subscribe Now

30 day money back guarantee. Cancel anytime.