The Analysis of Dean, Jacobson Financial Services, LLC's Holdings

Currently, Dean, Jacobson Financial Services, LLC holds 18 types of securities in its portfolio with a total value $157.6M. In the most recent quarter, they have increased their positions in CGDV (+184.2K shares, valued at $8.0M), CGGR (+178.3K shares, valued at $7.9M), SLYV (+8.3K shares, valued at $754.9K); decreased their positions in JPST (-5.9K shares, valued at $299.0K), TMSL (-60 shares, valued at $2.2K); initiated new positions in CGDV (+184.2K shares, valued at $8.0M), N/A (+322 shares, valued at $201.9K), SMRT (+17.4K shares, valued at $35.1K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPY SPDR S&P 500 ETF TR81.2K shares0.94%2025-12-312026-02-03

IEFA ISHARES TR319.8K shares0.72%2025-12-312026-02-03

SLYV SPDR SERIES TRUST285.1K shares3.00%2025-12-312026-02-03

BIL SPDR SERIES TRUST273.2K shares2.42%2025-12-312026-02-03

CGGR CAPITAL GROUP GROWTH ETF189.2K shares1629.42%2025-12-312026-02-03

CGDV CAPITAL GROUP DIVIDEND VALUE184.2K sharesnew addition2025-12-312026-02-03

JPST J P MORGAN EXCHANGE TRADED F61.1K shares-8.82%2025-12-312026-02-03

AAPL APPLE INC3.0K shares58.79%2025-12-312026-02-03

Sponsored

XOM EXXON MOBIL CORP2.9K shares0.00%2025-12-312026-02-03

AEM AGNICO EAGLE MINES LTD2.0K shares0.00%2025-12-312026-02-03

SGOV ISHARES TR3.1K shares0.00%2025-12-312026-02-03

RECS COLUMBIA ETF TR I6.6K shares0.06%2025-12-312026-02-03

WMT WALMART INC2.1K shares0.00%2025-12-312026-02-03

FSCO FS CREDIT OPPORTUNITIES CORP37.5K shares0.00%2025-12-312026-02-03

TMSL T ROWE PRICE ETF INC6.3K shares-0.94%2025-12-312026-02-03

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL419 shares0.00%2025-12-312026-02-03