Jacobsen Capital Management - Portfolio overview

Jacobsen Capital Management has 135 reported holdings in this dataset, with the latest filing dated 2026-04-24.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

1. VEA - VANGUARD TAX-MANAGED FDS, 18.74%
2. VUG - VANGUARD INDEX FDS, 13.99%
3. VTV - VANGUARD INDEX FDS, 12.43%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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