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Jacobsen Capital Management

Q1 2026 13F Holdings

  • Location
    salt lake city, UT
  • Num holdings

    124

  • Value ($000)

    $296,124

  • Date Filed
    04/24/2026
  • 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 Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
V
VEA

VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT
921943858
$56.05M
19 %

874,716

V
VUG

VANGUARD INDEX FDS

GROWTH ETF
922908736
$41.85M
14 %

95,811

V
VTV

VANGUARD INDEX FDS

VALUE ETF
922908744
$37.18M
13 %

189,476

V
VBR

VANGUARD INDEX FDS

SM CP VAL ETF
922908611
$13.93M
5 %

64,135

V
VBK

VANGUARD INDEX FDS

SML CP GRW ETF
922908595
$11.96M
4 %

39,576

S
SCHF

SCHWAB STRATEGIC TR

INTL EQTY ETF
808524805
$10.99M
4 %

443,915

D
DFAI

DIMENSIONAL ETF TRUST

INTL CORE EQT MK
25434V203
$9.22M
3 %

236,579

A
AAPL

APPLE INC

COM
037833100
$8.74M
3 %

34,441

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$8.59M
3 %

49,255

V
VB

VANGUARD INDEX FDS

SMALL CP ETF
922908751
$6.38M
2 %

24,371

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