The Analysis of Dean, Jacobson Financial Services, LLC's Holdings
Currently, Dean, Jacobson Financial Services, LLC holds 16 types of securities in its portfolio with a total value $137.6M. In the most recent quarter, they have increased their positions in SLYV (+276.8K shares, valued at $24.5M), SPY (+1.1K shares, valued at $750.8K), CGGR (+10.9K shares, valued at $480.5K); decreased their positions in BIL (-249.1K shares, valued at $22.9M), AAPL (-50 shares, valued at $12.7K), BRK.B (-20 shares, valued at $10.1K); initiated new positions in SLYV (+276.8K shares, valued at $24.5M), CGGR (+10.9K shares, valued at $480.5K), RECS (+6.6K shares, valued at $264.7K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SPY SPDR S&P 500 ETF TR80.4K shares1.42%2025-09-302025-12-09
IEFA ISHARES TR317.5K shares0.91%2025-09-302025-12-09 SLYV SPDR SERIES TRUST276.8K sharesnew addition2025-09-302025-12-09 BIL SPDR SERIES TRUST266.8K shares-48.29%2025-09-302025-12-09 JPST J P MORGAN EXCHANGE TRADED F67.0K shares13.30%2025-09-302025-12-09 TPL TEXAS PACIFIC LAND CORPORATI885 shares0.00%2025-09-302025-12-09 CGGR CAPITAL GROUP GROWTH ETF10.9K sharesnew addition2025-09-302025-12-09 AAPL APPLE INC1.9K shares-2.60%2025-09-302025-12-09 AEM AGNICO EAGLE MINES LTD2.0K shares0.00%2025-09-302025-12-09 XOM EXXON MOBIL CORP2.9K shares0.00%2025-09-302025-12-09 SGOV ISHARES TR3.1K shares0.00%2025-09-302025-12-09 RECS COLUMBIA ETF TR I6.6K sharesnew addition2025-09-302025-12-09 FSCO FS CREDIT OPPORTUNITIES CORP37.5K shares0.00%2025-09-302025-12-09 TMSL T ROWE PRICE ETF INC6.4K sharesnew addition2025-09-302025-12-09 WMT WALMART INC2.1K shares0.00%2025-09-302025-12-09 BRK.B BERKSHIRE HATHAWAY INC DEL419 shares-4.56%2025-09-302025-12-09 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available