Jacobsen Capital Management
Q2 2025 13F Holdings
- Locationsalt lake city, UT
- Num holdings
116
- Value ($000)
$271,631
- Date Filed07/30/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $56.10 M | 21 % | 984,060 | ||
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $44.88 M | 17 % | 102,375 | ||
VTV VANGUARD INDEX FDS | VALUE ETF | 922908744 | $32.84 M | 12 % | 185,795 | ||
VBR VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 | $13.93 M | 5 % | 71,423 | ||
VBK VANGUARD INDEX FDS | SML CP GRW ETF | 922908595 | $11.23 M | 4 % | 40,542 | ||
SCHF SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | $9.11 M | 3 % | 412,025 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $7.83 M | 3 % | 15,735 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $7.74 M | 3 % | 48,983 | ||
AAPL APPLE INC | COM | 037833100 | $7.11 M | 3 % | 34,647 | ||
EXR EXTRA SPACE STORAGE INC | COM | 30225T102 | $5.72 M | 2 % | 38,802 |
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