Jacobsen Capital Management

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
Salt Lake City, UT
CIK
0001782491
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 102 237,601 VEA, VUG, VTV, VBR 13F-HR 10/25/2024 000178249124000005
Q2 2024 97 223,823 VEA, VUG, VTV, VBR 13F-HR 7/23/2024 000178249124000003
Q1 2024 92 215,602 VEA, VUG, VTV, VBR 13F-HR 4/25/2024 000178249124000002
Q4 2023 83 197,803 VEA, VUG, VTV, VBR 13F-HR 1/24/2024 000178249124000001
Q3 2023 73 184,259 VUG, VEA, VTV, VBR 13F-HR 10/25/2023 000178249123000004
Q2 2023 71 193,843 VUG, VEA, VTV, VBR 13F-HR 8/2/2023 000178249123000003
Q1 2023 70 186,629 VTV, VEA, VUG, VBR 13F-HR 5/2/2023 000178249123000002
Q4 2022 53 187,602 VTV, VUG, VEA, VBR 13F-HR 2/13/2023 000178249123000001
Q3 2022 49 174,719 VTV, VUG, VEA, VBR 13F-HR 10/25/2022 000178249122000004
Q2 2022 55 187,958 VTV, VEA, VUG, VBR 13F-HR 8/2/2022 000178249122000003
Q1 2022 54 217,972 VEA, VTV, VUG, VBR 13F-HR 4/21/2022 000178249122000002
Q4 2021 53 211,380 VEA, VTV, VUG, VBR 13F-HR 1/31/2022 000178249122000001
Q3 2021 53 198,088 VEA, VTV, VUG, VGSH 13F-HR 10/29/2021 000178249121000004
Q2 2021 54 195,974 VEA, VTV, VUG, SCHE 13F-HR 7/27/2021 000178249121000003
Q1 2021 55 181,295 VEA, VTV, VUG, SCHE 13F-HR 4/15/2021 000178249121000002
Q4 2020 57 168,693 VTV, VEA, VUG, VGSH 13F-HR 2/17/2021 000178249121000001
Q3 2020 58 143,145 VTV, VEA, VUG, VGSH 13F-HR 10/22/2020 000178249120000003
Q2 2020 57 131,062 VTV, VUG, VEA, VGSH 13F-HR 8/7/2020 000178249120000002
Q4 2019 58 100,093 VUG, VEA, SPSB, EXR 13F-HR 2/13/2020 000178249120000001
Q3 2019 65 103,931 VUG, VEA, SPSB, EXR 13F-HR 10/21/2019 000178249119000002
Q2 2019 61 100,343 VUG, VEA, SPSB, EXR 13F-HR 8/2/2019 000178249119000001