Jacobsen Capital Management

Q3 2025 13F Holdings

  • Location
    salt lake city, UT
  • Num holdings

    121

  • Value ($000)

    $295,068

  • Date Filed
    10/27/2025
  • Form type
    13F-HR
  • CIK
    0001782491
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
V
VEA

VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT
921943858
$59.40M
20 %

991,379

V
VUG

VANGUARD INDEX FDS

GROWTH ETF
922908736
$48.70M
17 %

101,535

V
VTV

VANGUARD INDEX FDS

VALUE ETF
922908744
$34.88M
12 %

187,059

V
VBR

VANGUARD INDEX FDS

SM CP VAL ETF
922908611
$14.21M
5 %

68,089

V
VBK

VANGUARD INDEX FDS

SML CP GRW ETF
922908595
$12.03M
4 %

40,415

S
SCHF

SCHWAB STRATEGIC TR

INTL EQTY ETF
808524805
$10.96M
4 %

470,927

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$9.36M
3 %

50,178

A
AAPL

APPLE INC

COM
037833100
$8.91M
3 %

34,977

M
MSFT

MICROSOFT CORP

COM
594918104
$8.28M
3 %

15,992

V
VB

VANGUARD INDEX FDS

SMALL CP ETF
922908751
$5.85M
2 %

22,991

Rows Per Page
10
  • 10
  • 50
  • 100
1 - 10 of 121