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| Name: |
Dean Jacobson Financial Services LLC |
| City: |
FORT WORTH |
| State: |
TX |
| Zip: |
76107 |
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data |
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| Holdings
Found :
7 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
SLYV |
streetTRACKS Dow Jones US S... |
2 |
- |
$80.00 |
$23,654,000 |
285,086 |
19.16% |
-28,000 |
824 |
0.716 |
Closed - End Fund - E... |
|
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IEFA |
Ishares Core Msci Eafe |
3 |
- |
$0.00 |
$23,644,000 |
318,561 |
19.15% |
1,338,000 |
1,489 |
0.003 |
N/A |
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XLRE |
Real Estate Select Sector S... |
4 |
- |
$37.31 |
$19,681,000 |
497,880 |
15.94% |
-123,000 |
3,511 |
0.081 |
N/A |
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FSK |
Fs Kkr Capital Inc |
10 |
- |
$4.20 |
$215,000 |
11,295 |
0.17% |
-5,000 |
261 |
0.009 |
N/A |
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LRGF |
Ishares Factorselect Msci U... |
11 |
- |
$53.89 |
$209,000 |
3,887 |
0.17% |
209,000 |
3,887 |
0.002 |
N/A |
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DFUV |
DFA Dimensional Us Marketwi... |
12 |
- |
$39.39 |
$207,000 |
5,057 |
0.17% |
207,000 |
5,057 |
0.001 |
N/A |
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IVV |
iShares Core S&P 500 Etf |
13 |
- |
$525.32 |
$206,000 |
392 |
0.17% |
206,000 |
392 |
0 |
Closed - End Fund - E... |
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