StockDriftsStockDriftsTop 21 Dean, Jacobson Financial Services, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | 33.02% | 82.6K | $53.7M | +1.82%(+1.48K) | $408.62(+81.66%) | 2026-03-31 | |
| IEFA | ISHARES TR | 17.92% | 322.2K | $29.2M | +0.77%(+2.46K) | $73.63(+31.94%) | 2026-03-31 | |
| SLYV | SPDR SERIES TRUST | 16.89% | 290.7K | $27.5M | +1.98%(+5.63K) | $75.97(+32.96%) | 2026-03-31 | |
| XLRE | SELECT SECTOR SPDR TR | 13.1% | 522.2K | $21.3M | new | $37.34(+18.40%) | 2026-03-31 | |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 5.86% | 224.3K | $9.5M | +21.76%(+40.07K) | $42.88(+11.47%) | 2026-03-31 | |
| CGGR | CAPITAL GROUP GROWTH ETF | 5.74% | 232.6K | $9.3M | +22.90%(+43.34K) | $43.76(+5.88%) | 2026-03-31 | |
| BIL | SPDR SERIES TRUST | 2.71% | 48.1K | $4.4M | -82.40%(-225.15K) | $91.68(-0.20%) | 2026-03-31 | |
| JPST | J P MORGAN EXCHANGE TRADED F | 2.65% | 85.1K | $4.3M | +39.26%(+23.99K) | $50.59(-0.14%) | 2026-03-31 | |
| XOM | EXXON MOBIL CORP | 0.3% | 2.9K | $493K | +0.00%(+0) | $77.58(+95.39%) | 2026-03-31 | |
| AAPL | APPLE INC | 0.29% | 1.9K | $475K | -37.02%(-1.10K) | $200.73(+48.89%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.09% | +33.42% |
| Top 20 Holdings Unweighted | +11.44% | +38.38% |
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