Jacobsen Capital Management: 13F holdings
CIK 17824912026Q2
| Positions | 126 |
|---|
| Reported value | $341.9m |
|---|
| Filed | 2026-07-29 |
|---|
Change since last quarter
| Positions | 126 (+2 vs prior quarter) |
|---|
| Reported value | $341.9m (+15.5%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VEA VANGUARD TAX-MANAGED FDS | 833,132 | $59.4m | 17.4% |
| VUG VANGUARD INDEX FDS | 569,155 | $49.0m | 14.3% |
| VTV VANGUARD INDEX FDS | 189,940 | $41.4m | 12.1% |
| VBR VANGUARD INDEX FDS | 64,231 | $15.6m | 4.6% |
| VBK VANGUARD INDEX FDS | 39,584 | $14.5m | 4.2% |
| DFAI DIMENSIONAL ETF TRUST | 313,383 | $12.9m | 3.8% |
| SCHF SCHWAB STRATEGIC TR | 447,644 | $12.4m | 3.6% |
| AAPL APPLE INC | 34,451 | $10.0m | 2.9% |
| NVDA NVIDIA CORPORATION | 49,251 | $9.9m | 2.9% |
| DFAE DIMENSIONAL ETF TRUST | 185,189 | $7.4m | 2.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1782491")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
Get a free API keySee history bundlesDownload free samples