Jacobsen Capital Management

Est. AUM

$296.1M

13F long equity, this entity only

Positions

124

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$56.1M	874716	18.93%	SOLE
2	VANGUARD INDEX FDS	GROWTH ETF	$41.8M	95811	14.13%	SOLE
3	VANGUARD INDEX FDS	VALUE ETF	$37.2M	189476	12.55%	SOLE
4	VANGUARD INDEX FDS	SM CP VAL ETF	$13.9M	64135	4.71%	SOLE
5	VANGUARD INDEX FDS	SML CP GRW ETF	$12.0M	39576	4.04%	SOLE
6	SCHWAB STRATEGIC TR	INTL EQTY ETF	$11.0M	443915	3.71%	SOLE
7	DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$9.2M	236579	3.11%	SOLE
8	APPLE INC	COM	$8.7M	34441	2.95%	SOLE
9	NVIDIA CORPORATION	COM	$8.6M	49255	2.90%	SOLE
10	VANGUARD INDEX FDS	SMALL CP ETF	$6.4M	24371	2.16%	SOLE
11	MICROSOFT CORP	COM	$5.6M	15090	1.89%	SOLE
12	VANGUARD BD INDEX FDS	INTERMED TERM	$5.4M	69651	1.82%	SOLE
13	EXTRA SPACE STORAGE INC	COM	$5.1M	38589	1.71%	SOLE
14	ALPHABET INC	CAP STK CL A	$5.0M	17516	1.70%	SOLE
15	AMAZON COM INC	COM	$3.9M	18852	1.33%	SOLE
16	DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$3.9M	114024	1.30%	SOLE
17	BROADCOM INC	COM	$3.0M	9589	1.00%	SOLE
18	VANGUARD BD INDEX FDS	SHORT TRM BOND	$2.6M	33402	0.88%	SOLE
19	META PLATFORMS INC	CL A	$2.5M	4308	0.83%	SOLE
20	ALPHABET INC	CAP STK CL C	$2.2M	7793	0.76%	SOLE
21	TESLA INC	COM	$2.1M	5770	0.72%	SOLE
22	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.6M	3399	0.55%	SOLE
23	JPMORGAN CHASE & CO	COM	$1.6M	5341	0.53%	SOLE
24	VISA INC	COM CL A	$1.5M	5044	0.51%	SOLE
25	ELI LILLY & CO	COM	$1.4M	1538	0.48%	SOLE
26	EXXON MOBIL CORP	COM	$1.3M	7825	0.45%	SOLE
27	SPDR GOLD TR	GOLD SHS	$1.2M	2898	0.42%	SOLE
28	WALMART INC	COM	$1.2M	9528	0.40%	SOLE
29	JOHNSON & JOHNSON	COM	$1.2M	4707	0.39%	SOLE
30	MASTERCARD INCORPORATED	CL A	$1.1M	2211	0.37%	SOLE
31	ABRDN SILVER ETF TRUST	PHYSCL SILVR SHS	$1.0M	14244	0.34%	SOLE
32	MICRON TECHNOLOGY INC	COM	$868K	2569	0.29%	SOLE
33	HOME DEPOT INC	COM	$811K	2466	0.27%	SOLE
34	ABBVIE INC	COM	$790K	3633	0.27%	SOLE
35	THERMO FISHER SCIENTIFIC INC	COM	$780K	1586	0.26%	SOLE
36	COSTCO WHOLESALE CORPORATION	COM	$775K	778	0.26%	SOLE
37	ADVANCED MICRO DEVICES INC	COM	$768K	3774	0.26%	SOLE
38	AMPHENOL CORP	CL A	$729K	5772	0.25%	SOLE
39	NETFLIX INC.	COM	$727K	7563	0.25%	SOLE
40	RTX CORPORATION	COM	$691K	3582	0.23%	SOLE
41	PROCTER & GAMBLE CO	COM	$657K	4546	0.22%	SOLE
42	BOOKING HOLDINGS INC	COM	$653K	155	0.22%	SOLE
43	GE AEROSPACE	COM NEW	$637K	2244	0.22%	SOLE
44	S&P GLOBAL INC	COM	$627K	1475	0.21%	SOLE
45	CISCO SYS INC	COM	$622K	8022	0.21%	SOLE
46	COCA COLA CO	COM	$601K	7902	0.20%	SOLE
47	TJX COS INC NEW	COM	$597K	3741	0.20%	SOLE
48	SCHWAB STRATEGIC TR	US LRG CAP ETF	$585K	22820	0.20%	SOLE
49	PACS GROUP INC	COM SHS	$582K	18128	0.20%	SOLE
50	MERCK & CO INC	COM	$572K	4758	0.19%	SOLE

1–50 of 124

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.