Jacobsen Capital Management has filed its 13F form on April 25, 2024 for Q1 2024 where it was disclosed a total value porftolio of $212 Million distributed in 92 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Ftse Developed Market with a value of $49.6M, Vanguard Growth ETF with a value of $34.9M, Vanguard Value ETF with a value of $29.1M, Vanguard Small Cap Value ETF with a value of $13.7M, and Vanguard Small Cap Growth ETF with a value of $9.86M.
Examining the 13F form we can see an increase of $14.6M in the current position value, from $197M to 212M.
Below you can find more details about Jacobsen Capital Management portfolio as well as his latest detailed transactions.