Jacobsen Capital Management
Q3 2025 13F Holdings
- Locationsalt lake city, UT
- Num holdings
121
- Value ($000)
$295,068
- Date Filed10/27/2025
- 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 Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $59.40M | 20 % | 991,379 | ||
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $48.70M | 17 % | 101,535 | ||
VTV VANGUARD INDEX FDS | VALUE ETF | 922908744 | $34.88M | 12 % | 187,059 | ||
VBR VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 | $14.21M | 5 % | 68,089 | ||
VBK VANGUARD INDEX FDS | SML CP GRW ETF | 922908595 | $12.03M | 4 % | 40,415 | ||
SCHF SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | $10.96M | 4 % | 470,927 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $9.36M | 3 % | 50,178 | ||
AAPL APPLE INC | COM | 037833100 | $8.91M | 3 % | 34,977 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $8.28M | 3 % | 15,992 | ||
VB VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | $5.85M | 2 % | 22,991 |
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