Universe · entity
Jacobsen Capital Management
Institutional manager (13F) · CIK 1782491
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $272M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | VANGUARD TAX-MANAGED FDS | $56M | 874,716 |
| 2 | VANGUARD INDEX FDS | $42M | 95,811 |
| 3 | VANGUARD INDEX FDS | $37M | 189,476 |
| 4 | VANGUARD INDEX FDS | $14M | 64,135 |
| 5 | VANGUARD INDEX FDS | $12M | 39,576 |
| 6 | SCHWAB STRATEGIC TR | $11M | 443,915 |
| 7 | DIMENSIONAL ETF TRUST | $9M | 236,579 |
| 8 | APPLE INC | $9M | 34,441 |
| 9 | NVIDIA CORPORATION | $9M | 49,255 |
| 10 | VANGUARD INDEX FDS | $6M | 24,371 |
| 11 | MICROSOFT CORP | $6M | 15,090 |
| 12 | VANGUARD BD INDEX FDS | $5M | 69,651 |
| 13 | EXTRA SPACE STORAGE INC | $5M | 38,589 |
| 14 | ALPHABET INC | $5M | 17,516 |
| 15 | AMAZON COM INC | $4M | 18,852 |
| 16 | DIMENSIONAL ETF TRUST | $4M | 114,024 |
| 17 | BROADCOM INC | $3M | 9,589 |
| 18 | VANGUARD BD INDEX FDS | $3M | 33,402 |
| 19 | META PLATFORMS INC | $2M | 4,308 |
| 20 | ALPHABET INC | $2M | 7,793 |
| 21 | TESLA INC | $2M | 5,770 |
| 22 | BERKSHIRE HATHAWAY INC DEL | $2M | 3,399 |
| 23 | JPMORGAN CHASE & CO | $2M | 5,341 |
| 24 | VISA INC | $2M | 5,044 |
| 25 | ELI LILLY & CO | $1M | 1,538 |
| 26 | EXXON MOBIL CORP | $1M | 7,825 |
| 27 | SPDR GOLD TR | $1M | 2,898 |
| 28 | WALMART INC | $1M | 9,528 |
| 29 | JOHNSON & JOHNSON | $1M | 4,707 |
| 30 | MASTERCARD INCORPORATED | $1M | 2,211 |
| 31 | ABRDN SILVER ETF TRUST | $1M | 14,244 |
| 32 | MICRON TECHNOLOGY INC | $868k | 2,569 |
| 33 | HOME DEPOT INC | $811k | 2,466 |
| 34 | ABBVIE INC | $790k | 3,633 |
| 35 | THERMO FISHER SCIENTIFIC INC | $780k | 1,586 |
| 36 | COSTCO WHOLESALE CORPORATION | $775k | 778 |
| 37 | ADVANCED MICRO DEVICES INC | $768k | 3,774 |
| 38 | AMPHENOL CORP | $729k | 5,772 |
| 39 | NETFLIX INC. | $727k | 7,563 |
| 40 | RTX CORPORATION | $691k | 3,582 |
| 41 | PROCTER & GAMBLE CO | $657k | 4,546 |
| 42 | BOOKING HOLDINGS INC | $653k | 155 |
| 43 | GE AEROSPACE | $637k | 2,244 |
| 44 | S&P GLOBAL INC | $627k | 1,475 |
| 45 | CISCO SYS INC | $622k | 8,022 |
| 46 | COCA COLA CO | $601k | 7,902 |
| 47 | TJX COS INC NEW | $597k | 3,741 |
| 48 | SCHWAB STRATEGIC TR | $585k | 22,820 |
| 49 | PACS GROUP INC | $582k | 18,128 |
| 50 | MERCK & CO INC | $572k | 4,758 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.