account_balance

Investment manager · 13F filer · SEC CIK 1782491

Jacobsen Capital Management

Reported value$348Mas of Sep 30, 2026

Positions126 7 new, 7 sold out

Top 10 weight68.5%VEA alone is 17%

FiledOct 2727 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

VEAVanguard Tax-Managed FDS

16.9%

VUGVanguard Index FDS

15.0%

VTVVanguard Index FDS

12.1%Added +2%

VBRVanguard Index FDS

4.3%

DFAIDimensional ETF Trust

4.0%Added +7%

VBKVanguard Index FDS

3.8%

SCHFSchwab Strategic Tr

3.5%

AAPLApple Inc.

3.3%

NVDANVIDIA Corp

3.2%

MSFTMicrosoft Corp

2.3%

DFAEDimensional ETF Trust

2.2%

VBVanguard Index FDS

2.1%

VEAVanguard Tax-Managed FDS

16.9%

VUGVanguard Index FDS

15.0%

VTVVanguard Index FDS

12.1%+2%

VBR4.3%

DFAI4.0%

VBK3.8%

SCHFSchwab Strategic Tr

3.5%

AAPLApple Inc.

3.3%

NVDA

DFAE

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list

VEA Vanguard Tax-Managed FDS 16.9% Held

VUG Vanguard Index FDS 15.0% Held

VTV Vanguard Index FDS 12.1% Added +2%

VBR Vanguard Index FDS 4.3% Held

DFAI Dimensional ETF Trust 4.0% Added +7%

VBK Vanguard Index FDS 3.8% Held

SCHF Schwab Strategic Tr 3.5% Held

AAPL Apple Inc. 3.3% Held NVDA NVIDIA Corp 3.2% Held MSFT Microsoft Corp 2.3% Held

DFAE Dimensional ETF Trust 2.2% Added +7%

VB Vanguard Index FDS 2.1% Added +6%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 27, 2026, compared with the Jul 29, 2026 filing

add_circleNew

SPGI $583K
ABT $287K
NOW $273K
MRNA $257K

arrow_upwardAdded

INTC +22%
PLTR +9%
DFAI +7%
DFAE +7%

arrow_downwardTrimmed

EXR −5%
PANW −3%
JPM −3%
AMD −2%

remove_circleSold out

S&P Global Inc $601K
GLW $416K
MCD $276K
CMI $252K

Jacobsen Capital Management

Where the money is

Biggest moves since Jun 30, 2026

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