Jacobsen Capital Management — 13F holdings

Jacobsen Capital Management reported 126 holdings worth $342M in its 13F filing for Q2 2026, filed July 29, 2026.

Largest positions

  1. VEA VANGUARD TAX-MANAGED FDS — $59.4M (17.4%)
  2. VUG VANGUARD INDEX FDS — $49.0M (14.3%)
  3. VTV VANGUARD INDEX FDS — $41.4M (12.1%)
  4. VBR VANGUARD INDEX FDS — $15.6M (4.6%)
  5. VBK VANGUARD INDEX FDS — $14.5M (4.2%)
  6. DFAI DIMENSIONAL ETF TRUST — $12.9M (3.8%)
  7. SCHF SCHWAB STRATEGIC TR — $12.4M (3.6%)
  8. AAPL APPLE INC — $9.97M (2.9%)
  9. NVDA NVIDIA CORPORATION — $9.85M (2.9%)
  10. DFAE DIMENSIONAL ETF TRUST — $7.45M (2.2%)