0001085146-22-001180.txt : 20220215 0001085146-22-001180.hdr.sgml : 20220215 20220215163114 ACCESSION NUMBER: 0001085146-22-001180 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220215 DATE AS OF CHANGE: 20220215 EFFECTIVENESS DATE: 20220215 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Dean, Jacobson Financial Services, LLC CENTRAL INDEX KEY: 0001869456 IRS NUMBER: 751495851 STATE OF INCORPORATION: TX FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-22236 FILM NUMBER: 22639623 BUSINESS ADDRESS: STREET 1: 3112 W. 4TH STREET CITY: FORT WORTH STATE: TX ZIP: 76107 BUSINESS PHONE: (817) 335-3214 MAIL ADDRESS: STREET 1: 3112 W. 4TH STREET CITY: FORT WORTH STATE: TX ZIP: 76107 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001869456 XXXXXXXX 12-31-2021 12-31-2021 false Dean, Jacobson Financial Services, LLC
3112 W. 4TH STREET FORT WORTH TX 76107
13F HOLDINGS REPORT 028-22236 N
Jeffrey Schmeltekopf Chief Compliance Officer 817-335-3214 /s/Jeffrey Schmeltekopf Fort Worth TX 02-14-2022 0 12 121975
INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ALPHABET INC CAP STK CL C 02079K107 226 78 SH SOLE 0 0 78 AMAZON COM INC COM 023135106 237 71 SH SOLE 0 0 71 APPLE INC COM 037833100 471 2655 SH SOLE 0 0 2655 FS KKR CAP CORP COM 302635206 285 13619 SH SOLE 0 0 13619 ISHARES TR CORE MSCI EAFE 46432F842 21863 292912 SH SOLE 0 0 292912 MICROSOFT CORP COM 594918104 430 1279 SH SOLE 0 0 1279 SELECT SECTOR SPDR TR RL EST SEL SEC 81369Y860 22736 438836 SH SOLE 0 0 438836 SPDR S&P 500 ETF TR TR UNIT 78462F103 49493 104204 SH SOLE 0 0 104204 SPDR SER TR S&P 600 SMCP VAL 78464A300 25399 299803 SH SOLE 0 0 299803 TEXAS PACIFIC LAND CORPORATI COM 88262P102 368 295 SH SOLE 0 0 295 UNITEDHEALTH GROUP INC COM 91324P102 218 435 SH SOLE 0 0 435 VISA INC COM CL A 92826C839 249 1147 SH SOLE 0 0 1147