Jacobsen Capital Management Portfolio Holdings
Jacobsen Capital Management
- $221 Million
- Q2 2024
Jacobsen Capital Management has filed its 13F form on July 23, 2024 for Q2 2024 where it was disclosed a total value porftolio of $221 Million distributed in 97 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Ftse Developed Market with a value of $48.8M, Vanguard Growth ETF with a value of $38M, Vanguard Value ETF with a value of $28.6M, Vanguard Small Cap Value ETF with a value of $12.6M, and Vanguard Small Cap Growth ETF with a value of $9.3M.
Examining the 13F form we can see an increase of $8.72M in the current position value, from $212M to 221M.
Below you can find more details about Jacobsen Capital Management portfolio as well as his latest detailed transactions.
Portfolio value
$221 Million
ETFs: $155 Million
Technology: $25.1 Million
Communication Services: $8.1 Million
Real Estate: $6.25 Million
Consumer Cyclical: $6.23 Million
Healthcare: $6.08 Million
Financial Services: $5.95 Million
Consumer Defensive: $2.9 Million
Other: $5.52 Million
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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