Jacobsen Capital Management

Q4 2024 13F Holdings

  • Location
    salt lake city, UT
  • Num holdings

    95

  • Value ($000)

    $234,882

  • Date Filed
    01/24/2025
  • 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 Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
VEA
VEA

VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT
921943858
$47.29M
20 %

988,874

VUG
VUG

VANGUARD INDEX FDS

GROWTH ETF
922908736
$41.13M
18 %

100,207

VTV
VTV

VANGUARD INDEX FDS

VALUE ETF
922908744
$30.68M
13 %

181,224

VBR
VBR

VANGUARD INDEX FDS

SM CP VAL ETF
922908611
$13.56M
6 %

68,411

VBK
VBK

VANGUARD INDEX FDS

SML CP GRW ETF
922908595
$10.34M
4 %

36,913

AAPL
AAPL

APPLE INC

COM
037833100
$7.77M
3 %

31,009

SCHF
SCHF

SCHWAB STRATEGIC TR

INTL EQTY ETF
808524805
$7.37M
3 %

398,366

NVDA
NVDA

NVIDIA CORPORATION

COM
67066G104
$5.82M
3 %

43,372

EXR
EXR

EXTRA SPACE STORAGE INC

COM
30225T102
$5.81M
3 %

38,842

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$5.73M
2 %

13,587

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