Jacobsen Capital Management 13F Holdings
CIK 0001782491 · SALT LAKE CITY, UT
As of Sep 30, 2025, Jacobsen Capital Management reported 121 positions worth $295.1M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 991,379 | $59.4M | 20.13% |
| VANGUARD GROWTH INDEX FUND | VUG | — | 101,535 | $48.7M | 16.50% |
| VANGUARD VALUE INDEX FUND | VTV | — | 187,059 | $34.9M | 11.82% |
| VANGUARD SMALL-CAP VALUE INDEX FUND | VBR | — | 68,089 |