Dean, Jacobson Financial Services, LLC

Q4 2024 13F Holdings

  • Location
    fort worth, TX
  • Num holdings

    9

  • Value ($000)

    $130,935

  • Date Filed
    01/22/2025
  • Form type
    13F-HR
  • CIK
    0001869456
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
SPY
SPY

SPDR S&P 500 ETF TR

TR UNIT
78462F103
$58.69M
45 %

100,148

---

SPDR SER TR

S&P 600 SMCP VAL
78464A300
$25.62M
20 %

293,584

IEFA
IEFA

ISHARES TR

CORE MSCI EAFE
46432F842
$23.32M
18 %

331,843

XLRE
XLRE

SELECT SECTOR SPDR TR

RL EST SEL SEC
81369Y860
$20.99M
16 %

516,074

---

TEXAS PACIFIC LAND CORPORATI

COM
88262P102
$978.77K
1 %

885

AAPL
AAPL

APPLE INC

COM
037833100
$504.10K
0 %

2,013

XOM
XOM

EXXON MOBIL CORP

COM
30231G102
$319.38K
0 %

2,969

FSCO
FSCO

FS CREDIT OPPORTUNITIES CORP

COMMON STOCK
30290Y101
$287.75K
0 %

42,192

SMMU
SMMU

PIMCO ETF TR

SHTRM MUN BD ACT
72201R874
$224.43K
0 %

4,503

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