0001085146-24-000845.txt : 20240208 0001085146-24-000845.hdr.sgml : 20240208 20240207174103 ACCESSION NUMBER: 0001085146-24-000845 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240208 DATE AS OF CHANGE: 20240207 EFFECTIVENESS DATE: 20240208 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Dean, Jacobson Financial Services, LLC CENTRAL INDEX KEY: 0001869456 ORGANIZATION NAME: 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: 24606055 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 X0202 13F-HR LIVE false false false 0001869456 XXXXXXXX 12-31-2023 12-31-2023 false Dean, Jacobson Financial Services, LLC

3112 W. 4TH STREET FORT WORTH TX 76107

13F HOLDINGS REPORT 028-22236 N Jeffrey Schmeltekopf 817-335-3214 /s/Jeffrey Schmeltekopf Fort Worth TX 02-07-2024 0 10 117126626 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE APPLE INC COM 037833100 BBG001S5N8V8 384867 1999 SH SOLE 0 0 1999 EXXON MOBIL CORP COM 30231G102 BBG001S69V32 293741 2938 SH SOLE 0 0 2938 FS CREDIT OPPORTUNITIES CORP COMMON STOCK 30290Y101 BBG01BG24837 356071 62799 SH SOLE 0 0 62799 FS KKR CAP CORP COM 302635206 BBG001YCZQ07 220344 11034 SH SOLE 0 0 11034 ISHARES TR CORE MSCI EAFE 46432F842 BBG003H6TRS0 22306046 317072 SH SOLE 5248 0 311824 PIMCO ETF TR SHTRM MUN BD ACT 72201R874 BBG001T6Q6C7 225270 4503 SH SOLE 0 0 4503 SELECT SECTOR SPDR TR RL EST SEL SEC 81369Y860 BBG00B597137 19804425 494369 SH SOLE 8468 0 485901 SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 49390158 103911 SH SOLE 1832 0 102079 SPDR SER TR S&P 600 SMCP VAL 78464A300 BBG001SG3JV2 23681831 284262 SH SOLE 4757 0 279505 TEXAS PACIFIC LAND CORPORATI COM 88262P102 BBG00YRJXKC0 463873 295 SH SOLE 0 0 295