Long-term investor
Jacobsen Capital Management @jacobsencapitalmanagemen
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001782491).
Record
- Tracked since 2025-12-31 (257 days), 50 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +8.1%
- Max drawdown n/a · win rate 15% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- VEA · 17.4% · long · since 2025-12-31
- VUG · 14.3% · long · since 2025-12-31
- VTV · 12.1% · long · since 2025-12-31
- VBR · 4.6% · long · since 2025-12-31
- VBK · 4.2% · long · since 2025-12-31
- DFAI · 3.8% · long · since 2026-03-31
- SCHF · 3.6% · long · since 2025-12-31
- AAPL · 2.9% · long · since 2025-12-31
- NVDA · 2.9% · long · since 2025-12-31
- DFAE · 2.2% · long · since 2026-03-31
- VB · 2.2% · long · since 2025-12-31
- GOOGL · 1.8% · long · since 2025-12-31