Loading…
CIK 0001869456 • 6 13F filings • Apr 28, 2025 – Jul 29, 2026
Import this data to Google Sheets with:
=jivedata("dean-jacobson-financial-services-llc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AGNICO EAGLE MINES LTD | COM | $344K | 0.2%Prev: 0.2% | 2,030 SH | Increased |
| APPLE INC | COM | $808K | 0.5%Prev: 0.3% | 2,971 SH | Increased+1,100 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $211K | 0.1%Prev: 0.2% | 419 SH | Decreased |
| CAPITAL GROUP DIVIDEND VALUE | SHS CREATION UNI | $8.0M | 5.1% | 184,177 SH | New |
| CAPITAL GROUP GROWTH ETF | SHS CREATION UNI | $8.4M | 5.3%Prev: 0.3% | 189,216 SH | Increased+178,275 SH |
| COLUMBIA ETF TR I | RESH ENHNC COR | $268K | 0.2%Prev: 0.2% | 6,563 SH | Increased+4 SH |
| EXXON MOBIL CORP | COM | $350K | 0.2%Prev: 0.2% | 2,908 SH | Increased |
| FS CREDIT OPPORTUNITIES CORP | COMMON STOCK | $236K | 0.1%Prev: 0.2% | 37,501 SH | Decreased |
| ISHARES TR | 0-3 MNTH TREASRY | $307K | 0.2%Prev: 0.2% | 3,060 SH | Decreased |
| ISHARES TR | CORE MSCI EAFE | $28.6M | 18.1%Prev: 20.1% | 319,760 SH | Increased+2,295 SH |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | $3.1M | 2.0%Prev: 2.5% | 61,102 SH | Decreased-5,911 SH |
| SMARTRENT INC | COM CL A | $35K | 0.0% | 17,396 SH | New |
| SPDR S&P 500 ETF TR | TR UNIT | $55.3M | 35.1%Prev: 38.9% | 81,156 SH | Increased+758 SH |
| SPDR SERIES TRUST | STATE STREET SPD | $50.9M | 32.3% | 558,319 SH | New |
| T ROWE PRICE ETF INC | SMALL MID CAP | $226K | 0.1%Prev: 0.2% | 6,300 SH | Increased-60 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $202K | 0.1% | 322 SH | New |
| WALMART INC | COM | $238K | 0.2%Prev: 0.2% | 2,139 SH | Increased |
| 13F-HR |
| 0001869456-26-000004 |
| $181.7M |
| View |
| Aug 14, 2025 | Q2 2025 | 13F-HR | 0001085146-25-005126 | $129.3M | View |
| Apr 28, 2026 | Q1 2026 | 13F-HR | 0001869456-26-000002 | $162.8M | View |
| Apr 28, 2025 | Q1 2025 | 13F-HR | 0001085146-25-002378 | $130.0M | View |