Dean, Jacobson Financial Services, LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Fort Worth, TX
CIK
0001869456
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 10 117,126 SPY, SLYV, IEFA, XLRE 13F-HR 2/7/2024 000108514624000845
Q3 2023 14 108,239 SPY, IEFA, SLYV, BIL 13F-HR 10/16/2023 000108514623003742
Q2 2023 12 110,460 SPY, BIL, IEFA, FSCO 13F-HR 7/26/2023 000108514623002922
Q1 2023 10 106,780 BIL, SPY, IEFA, TPL 13F-HR 5/15/2023 000108514623002380
Q4 2022 5 1,636 TPL, XOM, FSK, AAPL 13F-HR 1/23/2023 000108514623000322
Q3 2022 4 1,259 TPL, FSK, AAPL, XOM 13F-HR 10/14/2022 000108514622003416
Q2 2022 4 1,195 TPL, FSK, AAPL, XOM 13F-HR 8/3/2022 000108514622002756
Q1 2022 6 22,829 XLRE, TPL, FSK, SPY 13F-HR 5/2/2022 000108514622001662
Q4 2021 7 120,196 SPY, SLYV, XLRE, IEFA RESTATEMENT 2/16/2022 000108514622001186
Additional filings from Dean, Jacobson Financial Services, LLC that have since been restated