JC

Jacobsen Capital Management

13F
Jacobsen Capital Management
Last update 2025-04-25 100 Stocks (9 new)
Value $230.00 Mil Turnover 2 %
Countries:
Jacobsen Capital Management Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VEA
Vanguard FTSE Developed Markets ETF
953,489
48,465.8
-3.58%
21.060
-0.72%
0.030
+14.83%
+20.57%
157,500.0
 
VUG
Vanguard Growth ETF
100,286
37,188.0
+0.08%
16.160
+0.01%
0.020
+22.38%
+8.25%
165,072.9
 
VTV
Vanguard Value ETF
182,549
31,533.4
+0.73%
13.700
+0.10%
0.020
+9.43%
+6.60%
132,432.1
 
VBR
Vanguard Small Cap Value ETF
67,987
12,665.3
-0.62%
5.500
-0.04%
0.040
+16.77%
+2.92%
28,593.0
 
VBK
Vanguard Small Cap Growth ETF
36,656
9,228.9
-0.70%
4.010
-0.03%
0.050
+18.17%
+0.74%
18,007.8
 
SCHF
Schwab International Equity ETF
396,299
7,838.8
-0.52%
3.410
-0.02%
0.020
+14.35%
+20.03%
48,862.9
 
AAPL
Apple Inc
31,397
6,974.2
+1.25%
3.030
+0.04%
0.000
+3.15%
-16.49%
3,115,912.0
Hardware
EXR
Extra Space Storage Inc
38,640
5,737.7
-0.52%
2.490
-0.01%
0.020
+10.48%
+2.82%
31,927.1
REITs
MSFT
Microsoft Corp
13,739
5,157.6
+1.12%
2.240
+0.02%
0.000
+29.95%
+19.80%
3,738,718.2
Software
NVDA
NVIDIA Corp
44,833
4,859.0
+3.37%
2.110
+0.07%
0.000
+48.21%
+22.20%
4,001,266.5
Semiconductors

Jacobsen Capital Management's Historical Top Holdings Breakdowns

Jacobsen Capital Management's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VEA
Vanguard FTSE Developed Markets ETF
2025-03-31
Reduce
Reduce
-0.72%
47.4 ($50.6) 52.99
$56.94
12.53%
Reduce -3.58%
953,489
-35,385
BIV
Vanguard Intermediate-Term Bond ETF
2025-03-31
Add
Add
+0.21%
73.78 ($75.44) 76.59
$76.42
1.30%
Add 11.3%
61,093
6,205
VB
Vanguard Small Cap ETF
2025-03-31
Add
Add
+0.16%
217.89 ($238.81) 252.64
$243.16
1.82%
Add 9.74%
18,292
1,623
PLTR
Palantir Technologies Inc
2025-03-31
New Buy
New Buy
+0.14%
64.98 ($87.82) 124.62
$149.15
69.84%
New holding
3,701
3,701
VTV
Vanguard Value ETF
2025-03-31
Add
Add
+0.10%
167.73 ($174.39) 179.21
$178.44
2.32%
Add 0.73%
182,549
1,325
CB
Chubb Ltd
2025-03-31
New Buy
New Buy
+0.10%
257.71 ($277.87) 301.99
$280.20
0.84%
New holding
734
734
TMUS
T-Mobile US Inc
2025-03-31
New Buy
New Buy
+0.10%
211.3 ($246.5) 272.83
$228.15
-7.44%
New holding
859
859
UBER
Uber Technologies Inc
2025-03-31
New Buy
New Buy
+0.10%
63.17 ($72.04) 81.49
$93.89
30.33%
New holding
3,306
3,306
PEP
PepsiCo Inc
2025-03-31
New Buy
New Buy
+0.10%
142.64 ($148.84) 156.42
$135.57
-8.92%
New holding
1,474
1,474
MMC
Marsh & McLennan Companies Inc
2025-03-31
New Buy
New Buy
+0.09%
208.48 ($226.88) 244.03
$213.57
-5.87%
New holding
836
836

Jacobsen Capital Management Total Holding History ($B)

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Jacobsen Capital Management's Asset Allocation

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Jacobsen Capital Management Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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Jacobsen Capital Management's Hypothetical Growth since 2025-03-31

Jacobsen Capital Management's Yearly Returns

Year Portfolio % % Excess Gain %

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