SEC Form 13F

Jacobsen Capital Management 13F Holdings

Report period2026-06-30
Publicly available2026-07-30
Reported value$341,914,457
Positions126

Largest disclosed positions

IssuerTickerClassReported valueReported amount
VANGUARD TAX-MANAGED FDSVEAVAN FTSE DEV MKT$59,360,664833,132
VANGUARD INDEX FDSVUGGROWTH ETF$49,026,976569,155
VANGUARD INDEX FDSVTVVALUE ETF$41,393,695189,940
VANGUARD INDEX FDSVBRSM CP VAL ETF$15,607,54264,231
VANGUARD INDEX FDSVBKSML CP GRW ETF$14,475,84639,584
DIMENSIONAL ETF TRUSTDFAIINTL CORE EQT MK$12,927,035313,383
SCHWAB STRATEGIC TRSCHFINTL EQTY ETF$12,399,745447,644
APPLE INCAAPLCOM$9,968,71834,451
NVIDIA CORPORATIONNVDACOM$9,854,63349,251
DIMENSIONAL ETF TRUSTDFAEEMGR CRE EQT MNG$7,446,454185,189

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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