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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 $130,935,120
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 100,148 $58,694,748 44.82%
2.
Spdr Series Trust
 293,584 $25,615,259 19.56%
3.
Ishares Tr
 331,843 $23,321,950 17.81%
4.
Sector Spdr Trust
 XLB 516,074 $20,988,737 16.02%
5.
Texas Pacific Land Corp
 TPL 885 $978,775 0.74%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% 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 November 14th, 2024)