Jacobsen Capital Management
Q1 2025 13F Holdings
- Locationsalt lake city, UT
- Num holdings
100
- Value ($000)
$230,161
- Date Filed04/25/2025
- Form type13F-HR
- CIK0001782491
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $48.47M | 21 % | 953,489 | ||
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $37.19M | 16 % | 100,286 | ||
VTV VANGUARD INDEX FDS | VALUE ETF | 922908744 | $31.53M | 14 % | 182,549 | ||
VBR VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 | $12.67M | 6 % | 67,987 | ||
VBK VANGUARD INDEX FDS | SML CP GRW ETF | 922908595 | $9.23M | 4 % | 36,656 | ||
SCHF SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | $7.84M | 3 % | 396,299 | ||
AAPL APPLE INC | COM | 037833100 | $6.97M | 3 % | 31,397 | ||
EXR EXTRA SPACE STORAGE INC | COM | 30225T102 | $5.74M | 3 % | 38,640 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $5.16M | 2 % | 13,739 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $4.86M | 2 % | 44,833 |
Rows Per Page
10
- 10
- 50
- 100