Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Jacobsen Capital Management (CIK 1782491) reported $296.1M across 124 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VEA ($56.1M, 18.93%), VUG ($41.8M, 14.13%), VTV ($37.2M, 12.55%), VBR ($13.9M, 4.71%), VBK ($12.0M, 4.04%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VEA | VANGUARD TAX-MANAGED FDS | $56.1M | 18.93% | 874,716 | Trimmed |
| 2 | VUG | VANGUARD INDEX FDS | $41.8M | 14.13% | 95,811 | Trimmed |
| 3 | VTV | VANGUARD INDEX FDS | $37.2M | 12.55% | 189,476 | Trimmed |
| 4 | VBR | VANGUARD INDEX FDS | $13.9M | 4.71% | 64,135 | Trimmed |
| 5 | VBK | VANGUARD INDEX FDS | $12.0M | 4.04% | 39,576 | Trimmed |
| 6 | SCHF | SCHWAB STRATEGIC TR | $11.0M | 3.71% | 443,915 | Trimmed |
| 7 | DFAI | DIMENSIONAL ETF TRUST | $9.2M | 3.11% | 236,579 | New |
| 8 | AAPL | APPLE INC | $8.7M | 2.95% | 34,441 | Trimmed |
| 9 | NVDA | NVIDIA CORPORATION | $8.6M | 2.90% | 49,255 | Added |
| 10 | VB | VANGUARD INDEX FDS | $6.4M | 2.16% | 24,371 | Added |
| 11 | MSFT | MICROSOFT CORP | $5.6M | 1.89% | 15,090 | Trimmed |
| 12 | BIV | VANGUARD BD INDEX FDS | $5.4M | 1.82% | 69,651 | Added |
| 13 | EXR | EXTRA SPACE STORAGE INC | $5.1M | 1.71% | 38,589 | Trimmed |
| 14 | GOOGL | ALPHABET INC | $5.0M | 1.70% | 17,516 | Trimmed |
| 15 | AMZN | AMAZON COM INC | $3.9M | 1.33% | 18,852 | Trimmed |
| 16 | DFAE | DIMENSIONAL ETF TRUST | $3.9M | 1.30% | 114,024 | New |
| 17 | AVGO | BROADCOM INC | $3.0M | 1.00% | 9,589 | Added |
| 18 | BSV | VANGUARD BD INDEX FDS | $2.6M | 0.88% | 33,402 | Added |
| 19 | META | META PLATFORMS INC | $2.5M | 0.83% | 4,308 | Added |
| 20 | GOOG | ALPHABET INC | $2.2M | 0.75% | 7,793 | Added |
| 21 | TSLA | TESLA INC | $2.1M | 0.72% | 5,770 | Added |
| 22 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $1.6M | 0.55% | 3,399 | Added |
| 23 | JPM | JPMORGAN CHASE & CO | $1.6M | 0.53% | 5,341 | Hold |
| 24 | V | VISA INC | $1.5M | 0.51% | 5,044 | Trimmed |
| 25 | LLY | ELI LILLY & CO | $1.4M | 0.48% | 1,538 | Added |
Source: SEC Form 13F filings · as of 2026-03-31