Fund Holdings — Jacobsen Capital Management

Total Portfolio Value
$295.07M
Total Bought
$20.71M
Total Sold
$7.49M
Net Transaction
+$13.22M
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
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Change
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VANGUARD INDEX FDS102,375101,535-84044,88148,69716.50%+3,816
VANGUARD TAX-MANAGED FDS984,060991,379+7,31956,10159,40320.13%+3,302
VANGUARD INDEX FDS185,795187,059+1,26432,83734,88511.82%+2,047
SCHWAB STRATEGIC TR412,025470,927+58,9029,10610,9633.72%+1,857
APPLE INC(AAPL)34,64734,977+3307,1088,9063.02%+1,798
NVIDIA CORPORATION(NVDA)48,98350,178+1,1957,7399,3623.17%+1,623
ALPHABET INC(GOOG)19,66419,874+2103,4654,8311.64%+1,366
VANGUARD INDEX FDS40,54240,415-12711,22812,0284.08%+801
TESLA INC(TSLA)5,6275,763+1361,7872,5630.87%+775
VANGUARD INDEX FDS21,82322,991+1,1685,1725,8461.98%+674
BROADCOM INC(AVGO)9,2489,491+2432,5493,1311.06%+582
ALPHABET INC(GOOG)7,4897,776+2871,3281,8940.64%+565
MICROSOFT CORP(MSFT)15,73515,992+2577,8278,2832.81%+456
CHEVRON CORP NEW(CVX)02,466+2,46603830.13%+383
PEPSICO INC(PEP)02,110+2,11002960.10%+296
VANGUARD INDEX FDS71,42368,089-3,33413,92814,2114.82%+283
PFIZER INC(PFE)010,140+10,14002580.09%+258
INTEL CORP(INTC)06,533+6,53302190.07%+219
ELDORADO GOLD CORP NEW(EGO)07,500+7,50002170.07%+217
CITIGROUP INC(C)02,071+2,07102100.07%+210
US BANCORP DEL(USB)04,242+4,24202050.07%+205
ORACLE CORP(ORCL)2,9803,043+636528560.29%+204
UNITEDHEALTH GROUP INC(UNH)6821,205+5232134160.14%+203
VANGUARD WORLD FD01,697+1,69702010.07%+201
UNITED RENTALS INC(URI)0210+21002000.07%+200
JPMORGAN CHASE & CO.(JPM)5,3125,440+1281,5401,7160.58%+176
THERMO FISHER SCIENTIFIC INC(TMO)1,5861,687+1016438180.28%+175
ABBVIE INC(ABBV)3,6903,697+76858560.29%+171
SPDR GOLD TR(GLD)2,8982,89808831,0300.35%+147
ABRDN SILVER ETF TRUST14,24414,24404906340.21%+143
JOHNSON & JOHNSON(JNJ)4,8924,782-1107478870.30%+139
MICRON TECHNOLOGY INC(MU)2,6352,729+943254570.15%+132
PALANTIR TECHNOLOGIES INC(PLTR)4,2053,817-3885736960.24%+123
ARISTA NETWORKS INC(ANET)2,6792,676-32743900.13%+116
AMPHENOL CORP NEW8,7647,917-8478659800.33%+114
AMAZON COM INC(AMZN)18,41618,920+5044,0404,1541.41%+114
LAM RESEARCH CORP(LRCX)2,6932,804+1112623750.13%+113
BERKSHIRE HATHAWAY INC DEL3,2903,400+1101,5981,7090.58%+111
GE AEROSPACE(GE)2,2632,295+325826900.23%+108
HOME DEPOT INC(HD)2,7062,703-39921,0950.37%+103
BANK AMERICA CORP9,94010,969+1,0294705660.19%+96
RTX CORPORATION(RTX)3,6473,718+715336220.21%+90
MERCK & CO INC(MRK)4,0854,889+8043234100.14%+87
VANGUARD BD INDEX FDS61,07361,585+5124,7234,8091.63%+86
ADVANCED MICRO DEVICES INC(AMD)3,7413,805+645316160.21%+85
TJX COS INC NEW(TJX)3,8253,834+94725540.19%+82
CATERPILLAR INC(CAT)831837+63233990.14%+77
PACS GROUP INC(PACS)14,69317,834+3,1411902450.08%+55
KLA CORP(KLAC)235245+102102640.09%+54
WALMART INC(WMT)9,6159,634+199409930.34%+53
GE VERNOVA INC(GEV)614609-53253740.13%+50
GOLDMAN SACHS GROUP INC(GS)323348+252292770.09%+49
MORGAN STANLEY(MS)2,4272,432+53423870.13%+45
SCHWAB STRATEGIC TR41,52239,930-1,5921,0151,0520.36%+37
ALTRIA GROUP INC(MO)3,4353,587+1522012370.08%+36
NEXTERA ENERGY INC(NEE)5,0055,043+383473810.13%+33
APPLIED MATLS INC1,5161,51602783100.11%+33
WELLS FARGO CO NEW(WFC)6,1926,298+1064965280.18%+32
LOWES COS INC(LOW)928941+132062360.08%+31
BLACKROCK INC(BLK)26126102743040.10%+30
MEDTRONIC PLC(MDT)2,2982,394+962002280.08%+28
EXXON MOBIL CORP8,2018,075-1268849100.31%+26
MCDONALDS CORP(MCD)1,2201,259+393563830.13%+26
META PLATFORMS INC(META)4,2734,328+553,1543,1781.08%+25
PARKER-HANNIFIN CORP(PH)369370+12582810.10%+23
MASTERCARD INCORPORATED(MA)2,2372,247+101,2571,2780.43%+21
REALTY INCOME CORP(O)4,3604,422+622512690.09%+18
BOEING CO(BA)1,0231,070+472142310.08%+17
SCHWAB CHARLES CORP(SCHW)2,2942,359+652092250.08%+16
QUALCOMM INC(QCOM)2,1692,16903453610.12%+15
EATON CORP PLC(ETN)943937-63373510.12%+14
AMERICAN EXPRESS CO(AXP)952955+33043170.11%+14
VERIZON COMMUNICATIONS INC(VZ)8,3378,496+1593613730.13%+13
CHUBB LIMITED
COM
773837+642242360.08%+12
SOUTHERN CO(SO)2,9162,952+362682800.09%+12
SOUTHWEST GAS HLDGS INC(SWX)2,8802,888+82142260.08%+12
UNION PAC CORP(UNP)1,3011,314+132993110.11%+11
LINDE PLC(LIN)900912+124224330.15%+11
AUTODESK INC707716+92192270.08%+9
CAPITAL ONE FINL CORP(COF)1,1721,206+342492560.09%+7
SHERWIN WILLIAMS CO(SHW)1,6701,668-25735780.20%+4
WILLIAMS COS INC(WMB)5,9405,945+53733770.13%+4
AMGEN INC(AMGN)1,0131,009-42832850.10%+2
T-MOBILE US INC(TMUS)882883+12102110.07%+1
GILEAD SCIENCES INC(GILD)2,0182,016-22242240.08%0
CME GROUP INC(CME)758769+112092080.07%-1
AT&T INC(T)16,29416,649+3554724700.16%-1
ABBOTT LABS3,5143,552+384784760.16%-2
CISCO SYS INC(CSCO)8,0818,115+345615550.19%-5
UBER TECHNOLOGIES INC(UBER)4,1623,899-2633883820.13%-6
TRANE TECHNOLOGIES PLC(TT)49149102152070.07%-8
CROWDSTRIKE HLDGS INC(CRWD)521525+42652570.09%-8
TEXAS INSTRS INC(TXN)1,4261,565+1392962880.10%-9
BROADRIDGE FINL SOLUTIONS IN(BR)1,015998-172472380.08%-9
INTERNATIONAL BUSINESS MACHS(IBM)1,7951,841+465295190.18%-10
AUTOMATIC DATA PROCESSING IN907909+22802670.09%-13
STRYKER CORPORATION(SYK)685690+52712550.09%-16
DISNEY WALT CO(DIS)2,3832,436+532962790.09%-17
ZOETIS INC(ZTS)1,6961,656-402642420.08%-22
ADOBE INC(ADBE)966992+263743500.12%-24
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Jacobsen Capital Management — 13F Holdings — Q3 2025 | TickerTrail