account_balance
Investment manager · 13F filer · SEC CIK 1869456
Dean, Jacobson Financial Services, LLC
Reported value$181Mas of Sep 30, 2026
Positions23 1 new, 0 sold out
Top 10 weight97.9%SPY alone is 34%
FiledOct 2929 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SPYSPDR S&P 500 ETF Trust
34.4%
IEFAiShares Tr
17.0%
SLYVSPDR Series Trust
16.2%
XLRESelect Sector SPDR Tr
12.1%
CGGRCapital Group Growth ETF
6.4%Added +6%
CGDVCapital Group Dividend Value
6.3%Added +5%
JPSTJ P Morgan Exchange Traded F
2.3%−6%
BILSPDR Series Trust
2.3%−7%
SPYSPDR S&P 500 ETF Trust
34.4%
IEFAiShares Tr
17.0%
SLYVSPDR Series Trust
16.2%
XLRESelect Sector SPDR Tr
12.1%
CGGR6.4%
CGDVCapital Group Dividend Value
6.3%
BIL
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SPY SPDR S&P 500 ETF Trust 34.4% Held
IEFA iShares Tr 17.0% Held
SLYV SPDR Series Trust 16.2% Held
XLRE Select Sector SPDR Tr 12.1% Held
CGGR Capital Group Growth ETF 6.4% Added +6%
CGDV Capital Group Dividend Value 6.3% Added +5%
JPST J P Morgan Exchange Traded F 2.3% Trimmed −6%
BIL SPDR Series Trust 2.3% Trimmed −7%
SGOV iShares Tr 0.4% Added +25%
AAPL Apple Inc. 0.3% HeldTCAF T Rowe Price Exchange-Traded 0.3% Added +79%
XOM ExxonMobil Holdings Corp 0.3% HeldWhat changed
Biggest moves since Jun 30, 2026
add_circleNew
- FEGE $391K
arrow_upwardAdded
- TCAF +79%
- VOO +71%
- SGOV +25%
- CGGR +6%
arrow_downwardTrimmed
- BIL −7%
- JPST −6%
remove_circleSold out
None
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