Jacobsen Capital Management
Q4 2025 13F Holdings
- Locationsalt lake city, UT
- Num holdings
121
- Value ($000)
$306,148
- Date Filed01/26/2026
- 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 Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $63.39M | 21 % | 1,014,776 | ||
VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $49.36M | 16 % | 101,169 | ||
VANGUARD INDEX FDS | VALUE ETF | 922908744 | $38.3M | 13 % | 200,547 | ||
VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 | $14.02M | 5 % | 66,185 | ||
VANGUARD INDEX FDS | SML CP GRW ETF | 922908595 | $12.18M | 4 % | 40,306 | ||
SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | $11.59M | 4 % | 482,197 | ||
APPLE INC | COM | 037833100 | $9.37M | 3 % | 34,460 | ||
NVIDIA CORPORATION | COM | 67066G104 | $9.16M | 3 % | 49,091 | ||
MICROSOFT CORP | COM | 594918104 | $7.62M | 3 % | 15,764 | ||
VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | $6.23M | 2 % | 24,155 |
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