Fund Holdings — Jacobsen Capital Management

Total Portfolio Value
$271.63M
Total Bought
$43.83M
Total Sold
$3.34M
Net Transaction
+$40.49M
Filing Period:
Securities
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SharesValue ($K)
Q1 2025
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Q2 2025
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Change
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Q1 2025
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Q2 2025
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Weight (%)
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Change
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VANGUARD INDEX FDS100,286102,375+2,08937,18844,88116.52%+7,693
VANGUARD TAX-MANAGED FDS953,489984,060+30,57148,46656,10120.65%+7,635
NVIDIA CORPORATION(NVDA)44,83348,983+4,1504,8597,7392.85%+2,880
MICROSOFT CORP(MSFT)13,73915,735+1,9965,1587,8272.88%+2,669
VANGUARD INDEX FDS36,65640,542+3,8869,22911,2284.13%+1,999
VANGUARD INDEX FDS182,549185,795+3,24631,53332,83712.09%+1,304
SCHWAB STRATEGIC TR396,299412,025+15,7267,8399,1063.35%+1,267
VANGUARD INDEX FDS67,98771,423+3,43612,66513,9285.13%+1,263
BROADCOM INC(AVGO)8,3229,248+9261,3932,5490.94%+1,156
VANGUARD INDEX FDS18,29221,823+3,5314,0565,1721.90%+1,115
AMAZON COM INC(AMZN)15,97418,416+2,4423,0394,0401.49%+1,001
META PLATFORMS INC(META)3,7904,273+4832,1843,1541.16%+969
TESLA INC(TSLA)4,3695,627+1,2581,1321,7870.66%+655
ALPHABET INC(GOOG)18,64619,664+1,0182,8833,4651.28%+582
ALPHABET INC(GOOG)5,8547,489+1,6359151,3280.49%+414
JPMORGAN CHASE & CO.(JPM)4,9475,312+3651,2131,5400.57%+327
NETFLIX INC(NFLX)687722+356419670.36%+326
GE VERNOVA INC(GEV)0614+61403250.12%+325
CATERPILLAR INC(CAT)0831+83103230.12%+323
APPLIED MATLS INC01,516+1,51602780.10%+278
ARISTA NETWORKS INC(ANET)02,679+2,67902740.10%+274
BLACKROCK INC(BLK)0261+26102740.10%+274
ORACLE CORP(ORCL)2,7082,980+2723796520.24%+273
AMPHENOL CORP NEW9,0738,764-3095958650.32%+270
CROWDSTRIKE HLDGS INC(CRWD)0521+52102650.10%+265
ELEVANCE HEALTH INC(ELV)0678+67802640.10%+264
LAM RESEARCH CORP(LRCX)02,693+2,69302620.10%+262
PALANTIR TECHNOLOGIES INC(PLTR)3,7014,205+5043125730.21%+261
CAPITAL ONE FINL CORP(COF)01,172+1,17202490.09%+249
GOLDMAN SACHS GROUP INC(GS)0323+32302290.08%+229
GILEAD SCIENCES INC(GILD)02,018+2,01802240.08%+224
JOHNSON & JOHNSON(JNJ)3,1704,892+1,7225267470.28%+222
VISA INC(V)4,9825,537+5551,7461,9660.72%+220
AUTODESK INC0707+70702190.08%+219
TRANE TECHNOLOGIES PLC(TT)0491+49102150.08%+215
BOEING CO(BA)01,023+1,02302140.08%+214
SOUTHWEST GAS HLDGS INC(SWX)02,880+2,88002140.08%+214
ADVANCED MICRO DEVICES INC(AMD)3,0983,741+6433185310.20%+213
KLA CORP(KLAC)0235+23502100.08%+210
SCHWAB CHARLES CORP(SCHW)02,294+2,29402090.08%+209
CME GROUP INC(CME)0758+75802090.08%+209
BRISTOL-MYERS SQUIBB CO(BMY)04,388+4,38802030.07%+203
ALTRIA GROUP INC(MO)03,435+3,43502010.07%+201
MEDTRONIC PLC(MDT)02,298+2,29802000.07%+200
WALMART INC(WMT)8,4569,615+1,1597429400.35%+198
EXXON MOBIL CORP5,8128,201+2,3896918840.33%+193
SERVICENOW INC(NOW)332444+1122644560.17%+192
PACS GROUP INC(PACS)014,693+14,69301900.07%+190
GE AEROSPACE(GE)2,0132,263+2504035820.21%+180
CISCO SYS INC(CSCO)6,2018,081+1,8803835610.21%+178
BOOKING HOLDINGS INC(BKNG)164160-47569260.34%+171
INTERNATIONAL BUSINESS MACHS(IBM)1,5191,795+2763785290.19%+151
MASTERCARD INCORPORATED(MA)2,0192,237+2181,1071,2570.46%+150
UBER TECHNOLOGIES INC(UBER)3,3064,162+8562413880.14%+147
INTUIT(INTU)550613+633384830.18%+145
APPLE INC(AAPL)31,39734,647+3,2506,9747,1082.62%+134
PHILIP MORRIS INTL INC(PM)2,3162,747+4313685000.18%+133
HOME DEPOT INC(HD)2,3492,706+3578619920.37%+131
EATON CORP PLC(ETN)757943+1862063370.12%+131
ISHARES TR1,8861,894+86818040.30%+123
MICRON TECHNOLOGY INC(MU)2,3482,635+2872043250.12%+121
ELI LILLY & CO(LLY)1,3491,563+2141,1141,2180.45%+104
WELLS FARGO CO NEW(WFC)5,5046,192+6883954960.18%+101
SCHWAB STRATEGIC TR41,49141,522+319161,0150.37%+99
DISNEY WALT CO(DIS)2,1012,383+2822072960.11%+88
COSTCO WHSL CORP NEW(COST)728783+556897750.29%+87
MORGAN STANLEY(MS)2,2122,427+2152583420.13%+84
BANK AMERICA CORP9,4029,940+5383924700.17%+78
AMERICAN EXPRESS CO(AXP)850952+1022293040.11%+75
ABBOTT LABS3,0693,514+4454074780.18%+71
PALO ALTO NETWORKS INC(PANW)1,3411,452+1112292970.11%+68
NEXTERA ENERGY INC(NEE)3,9435,005+1,0622803470.13%+68
COCA COLA CO(KO)7,1848,208+1,0245155810.21%+66
RTX CORPORATION(RTX)3,5373,647+1104695330.20%+64
AT&T INC(T)14,41216,294+1,8824084720.17%+64
STRYKER CORPORATION(SYK)562685+1232092710.10%+62
PARKER-HANNIFIN CORP(PH)333369+362022580.09%+55
LINDE PLC(LIN)791900+1093684220.16%+54
HONEYWELL INTL INC(HON)1,0301,153+1232182690.10%+50
SPDR GOLD TR(GLD)2,8982,89808358830.33%+48
INTUITIVE SURGICAL INC578615+372863340.12%+48
VANGUARD BD INDEX FDS61,09361,073-204,6784,7231.74%+46
BOSTON SCIENTIFIC CORP(BSX)2,8763,118+2422903350.12%+45
MERCK & CO INC(MRK)3,1294,085+9562813230.12%+43
SOUTHERN CO(SO)2,4682,916+4482272680.10%+41
QUALCOMM INC(QCOM)1,9842,169+1853053450.13%+41
PROGRESSIVE CORP(PGR)9331,114+1812642970.11%+33
TEXAS INSTRS INC(TXN)1,4701,426-442642960.11%+32
S&P GLOBAL INC(SPGI)1,6431,642-18358660.32%+31
ABRDN SILVER ETF TRUST14,24414,24404634900.18%+27
SALESFORCE INC(CRM)1,6981,757+594564790.18%+23
WILLIAMS COS INC(WMB)5,8775,940+633513730.14%+22
COMCAST CORP NEW(CCZ)5,5436,293+7502052250.08%+20
MCDONALDS CORP(MCD)1,0781,220+1423373560.13%+20
VERIZON COMMUNICATIONS INC(VZ)7,5538,337+7843433610.13%+18
AMGEN INC(AMGN)8521,013+1612652830.10%+17
AUTOMATIC DATA PROCESSING IN874907+332672800.10%+13
UNION PAC CORP(UNP)1,2441,301+572942990.11%+5
PROCTER AND GAMBLE CO(PG)4,6995,053+3548018050.30%+4
CHUBB LIMITED
COM
734773+392222240.08%+2
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