Jacobsen Capital Management Portfolio Holdings
Jacobsen Capital Management
- $234 Million
- Q3 2024
Jacobsen Capital Management has filed its 13F form on October 25, 2024 for Q3 2024 where it was disclosed a total value porftolio of $234 Million distributed in 102 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Ftse Developed Market with a value of $51.7M, Vanguard Growth ETF with a value of $38.4M, Vanguard Value ETF with a value of $31.4M, Vanguard Small Cap Value ETF with a value of $13.8M, and Vanguard Small Cap Growth ETF with a value of $9.91M.
Examining the 13F form we can see an increase of $13.6M in the current position value, from $221M to 234M.
Below you can find more details about Jacobsen Capital Management portfolio as well as his latest detailed transactions.
Portfolio value
$234 Million
ETFs: $164 Million
Technology: $25.6 Million
Communication Services: $7.84 Million
Real Estate: $7.26 Million
Financial Services: $7.04 Million
Consumer Cyclical: $6.95 Million
Healthcare: $6.53 Million
Consumer Defensive: $3.24 Million
Other: $5.42 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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