Jacobsen Capital Management Portfolio Holdings
Jacobsen Capital Management
- $234 Million
- Q4 2024
Jacobsen Capital Management has filed its 13F form on January 24, 2025 for Q4 2024 where it was disclosed a total value porftolio of $234 Million distributed in 95 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Ftse Developed Market with a value of $47.3M, Vanguard Growth ETF with a value of $41.1M, Vanguard Value ETF with a value of $30.7M, Vanguard Small Cap Value ETF with a value of $13.6M, and Vanguard Small Cap Growth ETF with a value of $10.3M.
Examining the 13F form we can see an decrease of $179K in the current position value, from $234M 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: $26.8 Million
Communication Services: $8.57 Million
Consumer Cyclical: $8.1 Million
Financial Services: $7.35 Million
Real Estate: $6.03 Million
Healthcare: $5.57 Million
Consumer Defensive: $2.79 Million
Other: $4.81 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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